Dossier
Kweichow Moutai
Coverage of Kweichow Moutai in the Nexus archive.
- China’s star fund manager dumps long-held consumer bets in pivot to AI trade
China’s E Fund Blue Chip Selected Mixed Fund manager Zhang Kun reduced holdings in consumer stocks like Kweichow Moutai and Wuliangye Yibin amid tepid consumer spending, shifting investments toward artificial intelligence-linked assets. The fund, worth 20.8 billion yuan, is pivoting away from long-held consumer bets to align with evolving market dynamics.
- As tech rallies and consumer shares lag, China’s stock market forms microcosm for economy
China’s stock market reflects economic unevenness, with technology companies leading a 50% rise in the Star Market due to AI enthusiasm, while consumer stocks like Kweichow Moutai underperform. AI chipmakers Cambricon Technologies and Moore Threads Technology are among the top performers.