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Pub funds survey AI stocks 1200+ times

Pub funds survey AI stocks 1200+ times
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🔥Read original on 36氪

💡AI stocks hottest in 1200+ fund surveys—spot next big plays

⚡ 30-Second TL;DR

What Changed

144 public funds participated in surveys

Why It Matters

Signals strong investor interest in AI sector amid market adjustments, potentially driving AI stock valuations higher.

What To Do Next

Screen top-surveyed AI firms like those in 36Kr listings for investment or partnership scouting.

Who should care:Founders & Product Leaders

Key Points

  • 144 public funds participated in surveys
  • 1206 total surveys on 127 stocks
  • AI chain companies top surveyed with 43 firms at 10+ visits

🧠 Deep Insight

Background and context from public sources — not the original article. 7 sources cited.

🔑 Enhanced Key Takeaways

  • Goldman Sachs forecasts 20% upside for MSCI China Index in 2026, driven by AI boom and corporate profits growing up to 14%, with internet and hardware firms expecting 20% profit growth.[1]
  • AI companies raised US$4.9 billion via IPOs in Hong Kong in Dec 2025-Jan 2026, including Biren Technology, Zhipu, Iluvatar, and MiniMax, attracting global investors.[3]
  • China's domestic AI models like DeepSeek, Qwen, and Kimi K2 have achieved near-parity with US counterparts in applications such as language processing and image analysis.[4]

🔮 Future ImplicationsAI analysis grounded in cited sources

Chinese AI stocks will outperform US peers in value by 2026
Top funds like Pzena are increasing exposure to Tencent and Alibaba due to their inexpensive valuations and AI transformation potential compared to costly US hyperscalers.[2]
AI supply chain surveys will drive 12-20% gains in CSI 300 and MSCI China Indices
Goldman Sachs predicts earnings growth from AI demand, exports, and policy support will fuel equity surges, with low valuations enhancing risk-reward.[1]
Hong Kong AI IPO momentum will exceed US$3.7B raised in Jan 2026
Listings by AI innovators across the value chain already hit this figure YTD Jan 23, surpassing prior year and drawing international capital.[3]

Timeline

2025-01
"DeepSeek Moment" shifts investor focus to China's AI ecosystem, sparking market interest.[3]
2025-12
AI firms begin major Hong Kong IPOs, raising part of US$4.9B with value chain companies.[3]
2026-01
Biren Technology, Zhipu, Iluvatar, MiniMax list in Hong Kong, raising US$3.7B YTD and attracting global funds.[3]
2026-02
Alibaba's Qwen reaches 700 million downloads, leading open-source AI community.[5]
2026-03
144 public funds conduct 1206 surveys on 127 A-share stocks, focusing on 43 AI supply chain firms.[article]
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Original source: 36氪

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