Morgan Stanley's chief China equity strategist believes China is a critical, irreplaceable part of the global AI boom. According to her analysis, AI-related stocks in China delivered strong returns for investors in the first half of 2026, underscoring the country's importance to the worldwide artificial intelligence expansion.
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Laura Wang, Morgan Stanley's chief China equity strategist, stated that China is an essential and irreplaceable component of the global artificial intelligence super cycle, and China-related AI stocks delivered strong returns for A-share investors in the first half of 2026.
Why it matters
The assessment signals that Chinese companies play a central role in the global AI expansion, which may be relevant for investors tracking AI-driven market movements and portfolio exposure to China's tech sector.
What to watch
No specific figures, dates, or forward guidance are provided in the statement; the analysis is based on observed H1 2026 performance.
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