Yes, despite the recent sell-off in AI stocks, the AI boom is far from over. While some giants like Oracle stumble, others like Disney are stepping in with fresh cash fueling the AI revolution. But here’s the kicker… most investors are ignoring an entire segment of the AI market trading at a 44% discount — one that could easily double and still be a bargain.
I’ll be honest: I avoided these stocks for a while due to political risk in China. A single tweet or government move could crash them. But that risk just flipped! With Nvidia’s chip export rules loosening and major infrastructure investments in play, the Chinese AI sector is now a goldmine.
These aren’t just any stocks — they have 50%+ upside potential and are perfect for diversifying your AI portfolio against US market dips. Over the past month, these five stocks outperformed their US counterparts by 10–15%!
Here’s why the game changed:
Nvidia H200 chip export ban lifted: Chinese companies can now scale AI models efficiently.
China’s insane power generation advantage: From 2010–2024, China added more power capacity than the rest of the world combined, with $560B planned in grid projects over the next 5 years. That’s 400GW of spare capacity — 3x the world’s expected AI data center demand!
Massive AI and robotics adoption: China’s industrial robotics installation has surged almost 10x compared to the rest of the world combined.
💡 What does this mean? Political risks are reducing, AI growth is skyrocketing, and Chinese tech stocks are trading at a massive discount — just 24x earnings, nearly 44% cheaper than NASDAQ tech stocks.
Here are the top stocks I’m eyeing:
Alibaba (BABA): Up 74% this year, price-to-sales ratio 2.45x — that’s 30% cheaper than Amazon.
Kingsoft Cloud (KC): Cloud services powerhouse, 23% revenue growth, trading at a 70% discount versus US peers.
BU (BU): AI-native marketing and cloud services, R&D-heavy, dominating AI patents in China.
Other hidden gems in the AI and tech space poised to surge with new Nvidia chips and cloud adoption.
Instead of buying individual stocks, you can also get broad exposure to the Chinese AI boom with ETFs:
Invesco China Technology ETF (CQQ): Covers 156 Chinese tech stocks with a 44% discount to US tech.
KraneShares CSI China Internet ETF (KWEB): Focused on cloud services and internet AI stocks like Tencent, Alibaba, PDD, and NetEase.
🔥 If you want the upside of 156+ Chinese tech stocks without picking individual shares, ETFs are your ticket!
💸 Ready to invest and ride the AI wave? Check out Moomoo, a broker where you can easily buy ETFs like CQQ and KWEB: 👉 Click here to start investing on Moomoo
Don’t miss out — AI growth isn’t slowing, and these undervalued stocks/ETFs are too hot to ignore!
#AIInvesting #ChinaTech #ETFInvesting #Moomoo #HiddenGems #InvestSmart #FutureTech
