Retail investors are shifting their AI investment outlook toward China, according to eToro’s latest survey of 11,000 traders across 13 countries. The platform reports 47 percent now view China as best positioned to lead the global AI race, marginally ahead of the United States at 46 percent. This marks a notable sentiment shift as AI investment moves beyond purely US tech stocks.
Regional differences are striking. Nine of thirteen surveyed countries including the UK, Germany, and Australia favor China’s AI prospects. Only US domestic investors remain bullish on home advantage, with 63 percent backing American leadership versus 41 percent for China.
Investment flows reflect this changing conviction. Chinese equity exposure among retail investors has jumped from 7 percent in Q2 2024 to 12 percent currently, while those expecting China to deliver strongest long-term returns rose from 24 to 29 percent. Meanwhile, US market optimism declined from 45 to 35 percent.
FXnCO Insight
Retail positioning is diversifying away from US AI dominance, creating potential for China tech exposure growth and pressure on US tech valuations if institutional flows follow retail sentiment.
Source: Finance Magnates