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China’s Hardware Tech Stocks Look to Earnings to Sustain Rally

China’s Hardware Tech Stocks Look to Earnings to Sustain Rally
Bloomberg Markets Thursday 25 June 2026, 23:30 UTC By Charlie Zhu, April Ma 1 min read
Key Points

China’s Hardware Tech Stocks Look to Earnings to Sustain Rally Chinese hardware technology stocks have been on a tear. The next challenge is showing the earnings to back it up. A surge in AI infrastructure spending by hyperscalers, combined with Beijing’s push to foster homegrown tech champions, has sent the chip-heavy STAR 50 Index up by a record 64% this quarter.

China’s Hardware Tech Stocks Look to Earnings to Sustain Rally Chinese hardware technology stocks have been on a tear. The next challenge is showing the earnings to back it up. A surge in AI infrastructure spending by hyperscalers, combined with Beijing’s push to foster homegrown tech champions, has sent the chip-heavy STAR 50 Index up by a record 64% this quarter. Investors pulling money out of struggling consumer and retail stocks have further amplified the moves.
China (LOCATION) Hardware Tech (ORG) Sustain Rally China’s (ORG) Rally Chinese (ORG) AI (ORG) Beijing (LOCATION)
Originally published by Bloomberg Markets Read original →

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