A fund manager at China Asset Management Co. states that the country’s artificial intelligence stocks are far from bubble territory and expresses bullishness on opportunities across the AI value chain and healthcare sector. The fund outperforms 98% of its peers, signaling strong confidence in AI-driven investments.

This performance comes amid growing investor interest in China’s AI landscape, where applications in industrial automation, medical diagnostics, and digital health are expanding rapidly. The fund’s focus on the full AI chain—from chips to software—reflects a strategic bet on sustained demand for AI infrastructure and services.

The manager’s optimism suggests that AI valuations remain grounded in fundamentals rather than speculative hype, potentially attracting further capital to China’s tech sector. Healthcare AI, in particular, is highlighted as a high-growth area with tangible use cases in imaging and patient management.

China’s AI investment momentum appears robust, with funds like this one positioning for long-term growth in both enterprise and consumer-facing AI applications.