China Tech Stocks Rally on AI and Robotics Momentum
Chinese tech shares have surged at the start of 2026, fueled by breakthroughs in commercial rockets, robotics, and flying cars. A Nasdaq-style index tracking Chinese technology stocks jumped nearly 13% in January, while Hong Kong-listed tech firms ROSE close to 6%, outpacing the Nasdaq 100.
Market Optimism persists despite China's domestic challenges, including weak consumer spending and a property slump. Investors are betting on sustained growth, driven by DeepSeek's advanced AI model and Beijing's five-year plan for technological self-sufficiency.
"The stock market signals China's tech ambitions will reshape the future," said Mark Mobius of Mobius Emerging Opportunities Fund. "Their goal isn't just competition—it's supremacy in semiconductors, AI, and frontier technologies."
