China’s Tech Comeback

China’s tech sector has surged into the limelight once again, buoyed by a notable shift in government stance and bold moves by some of the country’s biggest corporate names. Markets have snapped out of their previous pessimism, with investors looking beyond regulatory concerns to the potential of fresh IPOs, a thriving AI push, and renewed confidence in private enterprise. After a lengthy period of dampened enthusiasm, the conversation is now about how large and enduring this rebound might become—and which companies are best positioned to capitalize on the swing.

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