Shanghai, 26 June 2026 – Some of China’s leading hedge fund managers are warning that the global artificial intelligence investment boom may be approaching a critical inflection point, raising concerns that excessive optimism and soaring valuations could eventually trigger a market correction.
The caution comes as AI-related stocks, semiconductor companies, data-centre operators and technology infrastructure providers continue to attract unprecedented levels of capital globally. While the sector remains one of the strongest drivers of market performance, a growing number of professional investors are questioning whether expectations have become disconnected from near-term commercial realities.
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