📉 Chinese Hedge Funds Warn of AI 'Super-Bubble'
Leading managers Yang Dong (Wealspring Asset Management) and Chen Guangming (Foresight Fund) are warning of the risk of a massive revaluation of AI sector stocks. Experts compare the current situation to the dot-com crash, pointing to excessive investment in data center infrastructure without commensurate profits.
🌍 A signal of a possible cooling in the investment cycle for chips, data centers, and networks.
👤 Indicator for investors: the current AI hype may face a harsh price correction.
Source 1: https://en.cryptonomist.ch/2026/06/26/ai-stock-bubble-warning/ Source 2: https://www.bloomberg.com/news/articles/2026-06-26/chinese-hedge-funds-warn-the-ai-super-bubble-is-ready-to-burst