A repricing of crowded AI trades
30 October 2026 (CNN). Gary Ng, senior economist for Asia Pacific at Natixis, commenting on the selloff in Chinese AI and tech stocks, October 2026.
Why isn’t China’s AI and tech boom saving its stock markets?
More from Gary Ng · AI and money · 2026
Who else?
What it refers to: It points to the sharp drop in Chinese AI and chip stocks like STAR50, Unitree and CXMT after their 2026 rally.
Other voices
- “The correction is coming to AI” Charles Gasparino, Writer,
- “There is no AI bubble” Dan Simkowitz, Investor,
- “Agentic bank run” Torsten Sløk,
- “Investors have just decided to be afraid this week” Jay Goldberg,
- “Misunderstand and act irrationally” Michael Intrator,










