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China's Stock Market Soars Amid AI Boom and Risks

9/29/2025

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Summary

Story summary

China's stock market surged in 2025, led by artificial intelligence (AI) progress and policies, with the CSI 300 up about 16% and the tech index highest since 2015.
Retail traders, about 90% of daily activity, shifted bank deposits into equities, unlike global markets.
Analysts warn of a bubble, citing disconnect from fundamentals; Nomura notes leverage risk amid slowing growth.

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Story summary

China's stock market surged in 2025, led by artificial intelligence (AI) progress and policies, with the CSI 300 up about 16% and the tech index highest since 2015.
Retail traders, about 90% of daily activity, shifted bank deposits into equities, unlike global markets.
Analysts warn of a bubble, citing disconnect from fundamentals; Nomura notes leverage risk amid slowing growth.