Macquarie says now is best time to buy Chinese AI chip stocks. Here's its favorite
Source: CNBC ยท 2026-07-05
Macquarie began research coverage of five Chinese companies making chips for artificial intelligence applications.
China has worked for years to build its own semiconductors, but Macquarie thinks now is the time to buy. "We believe the best time to invest in China's AI chip players has arrived, given the development of AI, domestic large language model (LLM) play... [2521 chars]