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China Stocks Trail AI-Led Markets as Investors Favour Taiwan and South Korea Tech Winners

By Rebecca Hsu on June 30, 2026 7:36 am |

Asia Market, Asia News and Science & Technology

Hong Kong, 29 June 2026 – China’s stock market is falling further behind the global artificial intelligence rally, as investors continue to favour markets with clearer exposure to AI chips, hardware supply chains and technology earnings growth.

The divergence has become increasingly visible across Asia. While Taiwan and South Korea have benefited from strong investor demand for semiconductor and AI-related stocks, China’s equity market has struggled to produce the same concentrated group of dominant AI winners.

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Author

  • Rebecca Hsu is a Senior Economist and Lead Analyst for The Ledger Asia, focusing on the rapidly evolving financial landscapes of East and Southeast Asia. With a background in sovereign risk assessment and emerging market trends, Rebecca provides sharp commentary on trade dynamics, monetary policy, and the digital economy's impact on regional growth.

    Formerly a strategic advisor for major financial institutions in Hong Kong, she excels at translating complex macroeconomic shifts into actionable insights for investors and policymakers. Her work at The Ledger Asia centers on China’s economic transition and the burgeoning manufacturing hubs of ASEAN, ensuring readers stay ahead of Asia’s shifting financial tides.

Published in Asia Market, Asia News and Science & Technology

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