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Executive of Australian Pension Fund: The Imminent Threat of China's AI Industry to US Tech Stock Valuations
2025-10-29 /
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Author：小编
John Pearce, the Chief Investment Officer of Australia's UniSuper pension fund, voiced a significant concern at the Sydney Investment Management Forum. He highlighted that the affordability of China's AI tools has the potential to spark a sell-off in US tech stocks. Citing DeepSeek as a prime example, he emphasized that Chinese companies possess the technical prowess to develop large language models that are just as effective, yet considerably cheaper. This development, he noted, poses a formidable challenge to US tech behemoths that are heavily investing in generative AI technologies.
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