Did the Chinese alternative to the "Seven Great" group appear?

The interests of established US technology companies have begun to vibrate and evaluate by investors amid the superiority of international equities on it. The contrast looks clearer when you look at the most important technology companies in China. The shares of Byd, Ali Baba Holding and Tinetnet Holdings and Xiaomi, known as BATX, the largest technology companies in China, work in areas that include the manufacture of electric vehicles, e -commerce, social media and video games on average, on average 46%. In comparison, the shares of the group of seven large people have not achieved any profits since the beginning of the year. China continues, despite US restrictions, the launch of ‘Deep Sick’ was a warning bell for American politicians, emphasizing that China is not excluded from the global technological promotion march, despite the strict export control that Washington imposed on chips -related slides. Asset managers have found an outlet in the market because they can eventually tell investors that although the shares of growth companies (expected to grow rapidly in turnover and profits compared to the average market) are rarely cheap, it is already present. At the beginning of 2025, investment in large US technology companies was the prevailing trend between investors. But at the same time, there was concern about the continuity of this trend or the possibility of fluctuations in the market. 89% said the US stock amounts are of their value, which is the highest percentage since April 2001, according to the latest survey of the fund managers conducted by “Bank of America Merrill Lynch”. Chinese technology is now a substitute. This is not the only artificial intelligence in the field in which the export control failed. For example, Huawei Technologies, a huge communication and smartphones subject to US sanctions, rose 22% last year, the fastest growth rate since 2016. It exceeded Apple in China. Electric cars in China redefine luxury or take the car sector as an example. Electric car manufacturers redefine the concept of luxury in the auto world. The SU7, produced by Xiaomi, mimics the “Taikan” model of “Porsche” in power and brake, but it is characterized by artificial intelligence that helps park the car and welcomes the driver by driving his favorite song. Despite all its additional features, the Xiaomi is about half the “Taikan” price. The shares are also cheap. Despite the recent rise, the shares of Xiaomi are traded and competitive in the at Electric Car Manufacturing when a future profit is 45 and 23 times, compared to Tesla. Increased risks in the US market and at the same time, the US market has become high prices and unbalanced. A small group of major technology companies control a third of the S&B 500 index (which creates an excessive concentration in the market). With the major growth in negative (inactive) investment funds, which often tends to invest in long -term investment and preferably preferred the risk of market concentration in an inconsistent way. Because of their need for diversification, global investors are definitely trying to find an alternative to the group of the seven major businesses. China has warned and wants to improve its image, but the Chinese government should not be satisfied at all. Although the fund managers are ready to restructure their portfolios and reduce their dependence on US assets, it is in no way to return to China. They could possibly assign their investments in Europe instead of the Chinese market as public stocks started with strong performance, and traders bet on the ceasefire in Ukraine. Currently, Beijing is trying to improve his image. Last week, President Xi Jinping met with a group of giants from the technological sector, including the founder of the “Ali Baba” billionaire Jack Ma, the most prominent figures in the technological sector in China. Despite my doubt, the mere organized media appearance will be sufficient to start all the concerns that investors have been feeling since the campaign in the technological sector at the end of 2020, it represents the beginning of an attempt to get China out of the fall of value. (The assets apparently denied by less than their real value).