金色财经
金色财经|Jul 08, 2026 08:11
[Wall Street's Renowned Research Institution Quantum Strategy: The Firm Is Becoming More Optimistic About Chinese Stocks, Especially in the AI Sector] According to a report by Jinse Finance, on Monday local time, Wall Street's renowned research institution Quantum Strategy dropped a bombshell in its latest report to clients. The institution explicitly stated that after conducting new research on the AI industry, it has decided to adjust its asset allocation—pulling funds out of U.S. tech giants and instead strongly favoring Chinese stocks related to AI applications. Quantum Strategy indicated that the firm is becoming more optimistic about Chinese stocks, especially in the AI sector. Currently, it is reallocating funds away from U.S. tech giants while adopting a more aggressive stance toward Chinese stocks related to AI applications. In its latest portfolio recommendations, Quantum Strategy stated that its current strategy is to "exit AI (except China) and the U.S. tech big seven," while advising investors to go long on industries benefiting from AI deployment and "pay particular attention to China.
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