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China Fund Beating 98% of Peers Bets on AI Chain, Healthcare

Charlie Zhu, Kelly Li, Mengchen Lu
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⚡ Quantum Brief
A top-performing Chinese fund manager at China Asset Management Co. asserts AI stocks remain undervalued, defying bubble concerns, with major growth potential across the sector’s value chain. Leo Fan, portfolio manager at ChinaAMC (HK), highlights that Chinese tech giants like Tencent and Alibaba are accelerating AI investments, lagging years behind U.S. counterparts but poised for rapid expansion. The fund, outperforming 98% of peers, is aggressively betting on AI infrastructure, healthcare, and supply chain applications as key drivers of future returns in China’s tech ecosystem. Fan’s bullish stance contrasts with global skepticism, emphasizing China’s late-stage but high-potential AI adoption cycle compared to mature U.S. markets. The strategy targets long-term gains by leveraging China’s AI push, particularly in sectors where domestic innovation and policy support align with commercial scalability.
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Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the worldAmericas+1 212 318 2000EMEA+44 20 7330 7500Asia Pacific+65 6212 1000Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the worldAmericas+1 212 318 2000EMEA+44 20 7330 7500Asia Pacific+65 6212 1000The AI Race:A top-performing China Asset Management Co. fund manager says the country’s artificial intelligence stocks are far from bubble territory and is bullish on opportunities across the value chain. Companies like Tencent Holdings Ltd. and Alibaba Group Holding Ltd. have just started to significantly ramp up their AI investment, whereas their US peers began that several years ago, Leo Fan, director and portfolio manager at ChinaAMC (HK), said in an interview Wednesday.

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Source: Bloomberg

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