China A-shares seen stabilizing; brokerages say AI self-sufficiency logic to strengthen

TREE NEWS reports: China’s A-share market showed signs of stabilization over the past week, though sector rotation accelerated, with telecom and electronics leading early in the week before consumer and dividend stocks took over. Brokerage strategy notes said policy support and resilient economic fundamentals underpin the market bottom, while external factors such as tighter overseas liquidity and AI-industry disruptions may keep the market searching for balance in a volatile range. Over the longer term, external disruptions are expected to reinforce the self-sufficiency logic of A-share technology stocks.