China’s AI stock rally is a “paper-tiger market,” Bloomberg Intelligence senior analyst Robert Lea argues, with investors due for a reality check. Lea says Chinese AI stalwarts like Alibaba, Tencent and Baidu will fail to live up to lofty investor expectations on what generative AI can achieve, limiting their ability to deliver any meaningful earnings upside. (Source: Bloomberg)
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Are China AI Investors Due For a Reality Check?
