{"id":644710,"date":"2026-08-19T03:09:12","date_gmt":"2026-08-19T03:09:12","guid":{"rendered":"https:\/\/www.europesays.com\/ie\/644710\/"},"modified":"2026-08-19T03:09:12","modified_gmt":"2026-08-19T03:09:12","slug":"tech-outperforms-traditional-sectors-as-chinas-uneven-recovery-set-to-fuel-ai-stock-revival","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ie\/644710\/","title":{"rendered":"Tech outperforms traditional sectors as China\u2019s uneven recovery set to fuel AI stock revival"},"content":{"rendered":"<p datatype=\"p\" data-qa=\"Component-Component\" class=\"e8zc9q40 css-1c6uqr6 ec74h0k1\">China\u2019s K-shaped economic recovery is likely to keep investors betting on artificial-intelligence stocks, as the latest data indicates the tech sector remains a key driver for growth while consumption and property continue to act as drags, according to analysts.<\/p>\n<p>Manufacturing output for industrial robots, electric vehicles and semiconductors each grew at least 20 per cent year on year in July, defying a weakness in the broader economy, according to official statistics. China\u2019s key economic indicators all <a target=\"_self\" class=\"e1yy41x40 ef9u0v01 css-1ankfgb ecgc78b0\" href=\"https:\/\/www.scmp.com\/economy\/economic-indicators\/article\/3364266\/chinas-domestic-demand-stays-muted-july-retail-sales-miss-expectations?module=inline&amp;pgtype=article\" title=\"\" data-qa=\"BaseLink-renderAnchor-StyledAnchor\" rel=\"nofollow noopener\">fell short of economists\u2019 estimates last month,<\/a> with retail sales rising at a slower pace and the decline in fixed-asset investments deepening.<\/p>\n<p datatype=\"p\" data-qa=\"Component-Component\" class=\"e8zc9q40 css-1c6uqr6 ec74h0k1\">Consumption and the housing market still accounted for roughly 70 per cent of the world\u2019s second-largest economy, according to Barclays.<\/p>\n<p>The scenario may bolster the case for a speedy revival of <a target=\"_self\" class=\"e1yy41x40 ef9u0v01 css-1ankfgb ecgc78b0\" href=\"https:\/\/www.scmp.com\/business\/china-business\/article\/3363261\/global-ai-trade-revival-brightens-outlook-chinese-tech-stocks-after-record-sell-offs?module=inline&amp;pgtype=article\" title=\"\" data-qa=\"BaseLink-renderAnchor-StyledAnchor\" rel=\"nofollow noopener\">the AI trade that stumbled last month,<\/a> when a global sell-off drove a key gauge of China\u2019s tech stocks to its steepest monthly decline. The Star Market 50 index, predominantly made up of chipmakers trading on the Shanghai exchange, rebounded more than 9 per cent in August, recouping some of the 26 per cent slump in the previous month.<img decoding=\"async\" alt=\"Visitors study an AI computing cabinet at the World Artificial Intelligence Conference in Shanghai, July 28, 2025. Photo: CFOTO\/Future Publishing via Getty Images\" data-qa=\"BaseImage-handleRenderImage-StyledImage\" class=\"e1gf69pb2 css-6ikqhs e445x7d0\" loading=\"lazy\" src=\"https:\/\/www.europesays.com\/ie\/wp-content\/uploads\/2026\/08\/abeb3f88-002b-428c-8cc5-98b37f7c476f_77ed78bb.jpg\" title=\"Visitors study an AI computing cabinet at the World Artificial Intelligence Conference in Shanghai, July 28, 2025. Photo: CFOTO\/Future Publishing via Getty Images\"\/>Visitors study an AI computing cabinet at the World Artificial Intelligence Conference in Shanghai, July 28, 2025. Photo: CFOTO\/Future Publishing via Getty Images<\/p>\n<p datatype=\"p\" data-qa=\"Component-Component\" class=\"e8zc9q40 css-1c6uqr6 ec74h0k1\">\u201cThere\u2019s a big chance that technology stocks will revisit their highs of June and there\u2019s more room for the rebound to run,\u201d said Zheng Xiaoxia, an analyst at Hua An Securities. \u201cThe resilience of the tech industry will be confirmed in the interim reports coming in late August.\u201d<\/p>\n","protected":false},"excerpt":{"rendered":"China\u2019s K-shaped economic recovery is likely to keep investors betting on artificial-intelligence stocks, as the latest data indicates&hellip;\n","protected":false},"author":2,"featured_media":644711,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[174],"tags":[243078,79,22804,179,18,19,17,242005],"class_list":["post-644710","post","type-post","status-publish","format-standard","has-post-thumbnail","category-economy","tag-ai-trade","tag-business","tag-china-stocks","tag-economy","tag-eire","tag-ie","tag-ireland","tag-k-shaped-economy"],"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@ie\/117119981062340771","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts\/644710","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/comments?post=644710"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts\/644710\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/media\/644711"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/media?parent=644710"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/categories?post=644710"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/tags?post=644710"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}