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Record Short Bets Hit China’s AI Model Duo on Fierce Competition

Source: Bloomberg

Artificial IntelligenceInvestor Sentiment & PositioningShort Interest & ActivismCorporate EarningsTechnology & Innovation

Bearish short positions in Z.AI Co. and MiniMax Group Inc. have surged to record levels ahead of upcoming earnings, signaling heightened investor concern amid China’s intensifying AI competition. The jump in downside bets suggests markets are more skeptical going into results rather than expecting clear near-term upside surprises.

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