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China’s Top AI Funds Start Booking Profits As Bubble Debate Returns

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2026-07-16 09:57:02
China’s top AI hedge funds are trimming winners as Shanghai Everlead Capital, up 164% this year, books profits and the AI bubble debate returns, according to BeInCrypto, with layer data showing money rotating out of the hottest AI trades. Everlead cut optical and chip-packaging stocks, while Hunjin Capital trimmed crowded AI holdings and rotated into cheaper traditional names as the market focuses on 2027 AI capex and whether spending keeps flowing or slows.
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