China: Bullish Trend on AI Stocks

On February 10, 2026, shares of Chinese AI companies (Minimax, Zhipu) surged following recommendations from JPMorgan analysts. The bank expressed confidence in the PRC's technological potential despite sanctions.

This signals a return of investor confidence. The Chinese market has adapted to chip restrictions and begun producing competitive models. Capital is flowing East again, betting that China's domestic ecosystem will prove viable.

Source: Bloomberg