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China Fund With 182% Return Sees Bullish Case for Optical Stocks
Source: Bloomberg
Artificial IntelligenceTechnology & InnovationInvestor Sentiment & Positioning
A selloff in Chinese optical-component stocks has strengthened the investment case for a leading AI-trade segment, according to a top-performing money manager. The manager views the price weakness as an opportunity rather than a deterioration in the underlying AI demand thesis.
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