Chinese stocks are about to get a big AI boost, Morgan Stanley predicts

More than $1 billion is poised to flow into the underperforming Hang Seng Tech Index, thanks to the upcoming inclusion of two Chinese artificial intelligence companies, according to Morgan Stanley. Hong Kong's technology stock index has tumbled more than 11% so far this year, despite excitement over Chinese AI. Only seven of the index's constituents have risen in 2026, led by Hua Hong Semiconductor, Lenovo, JD, Midea and several electric car stocks. …