Reuters| In China, the AI bubble has already burst

[Weaboo]

paging for master leong

 

[coyote]

The problem with China every single time is, they make liao sell to who?

Sell to their domestic market ah? Yes China 1 billion population very big market. Btw how's their food affordability coming along?

Sell to Singapore province? At most 1 million extra sales.

India... Ban imports of things not made in India

Sell to USA of course, then USA will wrap it up with packaging and resell to the world. That has been the case for decades...

 

[coyote]

Cannot see what is burst other than what overload triggered...

 

[mooseolly]

China strategy now is to release free models, 以本伤人 until US equivalent bankrupt.

Investors look at profits. If little to no profits, will dump the stocks.

 

[cal127]

paging for master leong

He's preoccupied with his troubles with the HK property market and there's nothing he can do. When efficiency models like DeepSeek or Qwen drastically lowering token costs in a race to the bottom making it cheaper 10 to 100x overnight it makes the margins on selling API access extremely thin becoming mathematically impossible to pay back that multi-billion-dollar underlying infrastructure. This is a market correction. Can't have your cake and eat it.

 

[trento]

The tech stocks are down as a whole because the govt recently harass baba again. It can molest baba from 600 valuation till 100, when the hands come out again, the market crash.

China Ai are so much more efficient how to burst. Deepseek recently even show how to set up the servers and their margin.

Claude kept saying Kimi stole their data via distillation and improved due to that. Then not long ago they said they covered all the loopholes nobody can steal and improve from their work anymore.
But instead Kimi just released a new 3.1 pro which is almost equivalent to frontier.

For sme, api cost is damn important. Don't mean you must use all Claude or all deepseek. You can use deepseek to do agentic heavy work and claude as supervisor.

Cost is one thing, another problem is red tapes. Claude and openai can't uncensor them.

Your company pay for Deepseek?

 

[blackvice]

All these ah tiong coys are the same like the ah tiong kias, they go which country, which country market will be spoil by them.

 

[boxer33]

China is Investable

 

[Mecisteus]

Heng I got zero exposure to Chinese market.

 

[weng0202]

The tech stocks are down as a whole because the govt recently harass baba again. It can molest baba from 600 valuation till 100, when the hands come out again, the market crash.

China Ai are so much more efficient how to burst. Deepseek recently even show how to set up the servers and their margin.

Claude kept saying Kimi stole their data via distillation and improved due to that. Then not long ago they said they covered all the loopholes nobody can steal and improve from their work anymore.
But instead Kimi just released a new 3.1 pro which is almost equivalent to frontier.

For sme, api cost is damn important. Don't mean you must use all Claude or all deepseek. You can use deepseek to do agentic heavy work and claude as supervisor.

Cost is one thing, another problem is red tapes. Claude and openai can't uncensor them.

Efficient is one thing, can earn money is another.

 

[SecretAgent]

Who will buy and fund these Ai and where does the value creation ultimate goes to?

It is just like byd and china ev once all over again!

On a side note..too efficient Ai will further cause joblessness which in turns grows the discontentment to becomes larger than ccp! Catch 22 right?

 

[krikering]

https://www.chosun.com/english/sports-en/2026/10/28/ZYXPRKNMCRFCDD7NZL77GVP43U/

scarly the mbappe saga is to draw attention away. even La Liga's head go and meet Chinese Ambassador liao.

 

[boredom2012]

Everyday those china investors are moaning for their losses

 

[Can Or Not]

Who made the $480B from those that lost it

Nobody

 

[jinsatkilife]

Why USA not affected

 

[Mecisteus]

Why USA not affected

US AI related stocks also got crash what. But overall S&P is still resilient. The difference is US got Trump who is pro business while XJP is opposite.

US AI related stocks should be rebounding now after positive demand in META equity raise and SKHY earnings.

The hyperscalers are not slowing down their capex.

 

[sumako]

calling for lizard leong

 

[Amaterasu]

china simi also burst

 

[Amaterasu]

All these ah tiong coys are the same like the ah tiong kias, they go which country, which country market will be spoil by them.

why do you think HKers call them locust