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China's Equity Rally Likely Sustainable -- Market Talk

Dow Jones
Sep 29

0811 GMT - China is likely to sustain its equity rally, supported by the country's increasing tech self-reliance and deepening AI ecosystem, Aberdeen's Ray Sharma-Ong says in a research note. While Alibaba and Baidu provide the cloud infrastructure that powers model training and deployment, Tencent drives applications by embedding AI into gaming, fintech and social platforms, and SMIC underpins the hardware side, the analyst notes. Chinese households could reallocate more savings toward financial assets to support liquidity, he adds. Meanwhile, Beijing has continued to roll out incremental support measures, further reinforcing a pro-growth stance, he says. "With the combination of structural, cyclical and policy support, we expect a durable upward trend." (sherry.qin@wsj.com)

(END) Dow Jones Newswires

September 29, 2025 04:11 ET (08:11 GMT)

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