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CNBC's The China Connection newsletter: AI wins come with an old investor risk

📰 source: cnbc_topnews · 💼 business

a new chinese securities regulator probe has foreign investors worried again — this time it's fang xinghai, former vice chair, known for supporting quant trading. the probe was announced without detail, and that's exactly the problem: china's policy communication is still opaque.

investors have fresh examples. trip.com shares fell 20% in january after a monopoly probe. futu and up fintech dropped over 25% in may after a cross-border trading crackdown. didi's ipo in 2021 was followed by a cybersecurity probe and eventual delisting. yet chinese stocks rally on ai headlines — deepseek's r1 and kimi's k3 model. state-backed chipmaker cxmt surged 470% on debut and will join the msci china index.

wisdomtree's liqian ren says market swings are high because of 'totally unexpected' policy. blackrock stays neutral on chinese stocks, seeing ai opportunities as stock-specific. as fred hu put it, finance is beijing's biggest challenge, needing trust and communication.

why it matters: ai buzz in china hasn't eliminated the old risk of sudden policy crackdowns that have hit foreign investors hard.

source: cnbc_topnews
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'I lost $14,000 in a month': Investors hit by Korean stock market's wild swings

These charts show why stocks keep rallying. Profit margins are the highest on record

Workday shares post best day in 10 years on Silver Lake takeover report

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