Shanghai field trip: Greater China investors so bearish some doubt even 2027 AI capex
terryyuezhuo · x · 2026-11-04
After a Shanghai field trip, Jukan reports investor sentiment in Greater China was far worse than expected: A-shares haven't rebounded once since July, investors are still holding crashed Chinese/HK AI stocks and collapsed Korean memory names, and many say the AI trade is over — a few even doubt whether 2027 capex, not just 2028, will proceed as planned. The author, a bull before the trip, admits the bearishness made him waver.
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