Will the surge in Chinese AI chip stocks turn into a major market correction by early 2026?
The explosive IPO debuts of MetaX and Moore Threads have triggered investor frenzy around Chinese AI-chip makers, fueled by U.S. sanctions, state-backed tech independence, and Nvidia’s near-exit from China. Valuations have soared far beyond global peers despite ongoing losses and a clear technology gap—raising concerns that speculation may be outrunning fundamentals.
Conditions
Resolves “Yes” if, on or before March 31, 2026, at least one major Chinese AI-chip company (e.g., MetaX, Moore Threads, Biren, Enflame) suffers a sustained price decline of 70% or more from its post-IPO peak, or if a broad sector-wide selloff clearly signals the unwinding of speculative excess, as confirmed by market data and reporting from Bloomberg, Reuters, Financial Times, or major Chinese financial media. Otherwise — No.
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