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Chinese AI stocks have lost $3.5 trillion, falling 40% since June 2026

10,336 posts · 6,394 accounts · -48% vs the day before

  • China’s AI‑heavy equities have plunged 40% since June, wiping out roughly $3.5 trillion in market value, according to a Reuters‑cited thread[65]
  • Alphabet (Google) shares dropped over 7% in after‑hours trading after reporting lower‑than‑expected profit and a slowdown in advertising[16]
  • eClerx Services tumbled about 12% to an intraday low of Rs 1,642.65 following its Q2 FY2 results[17]
  • A new “Stock Send” feature lets users transfer stocks directly to contacts and request payments on‑chain[39]

Posts cited

  1. [16] ETMarkets · @etmarkets ·

    Shares in Google parent #Alphabet fell more than seven percent in after-hours trading Wednesday as the company reported lower-than-expected profit and a slowdown in its advertising business. Read more here

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  2. [17] STOCKS ATHARV · @stocks_atharv ·

    eClerx SERVICES : A STRONG WEALTH-CREATION JOURNEY, NOW UNDER CORRECTIVE PRESSURE: eClerx Services witnessed a sharp correction on 29 October 2026, declining approximately 12% and touching an intraday low of Rs 1,642.65 following its Q2 FY27 results. The stock has delivered substantial appreciation over the years, moving from the Rs 700 zone that we have historically tracked towards the Rs 2,490 region. However, historical price comparisons must account for the company's bonus issues, including the 1:1 bonus in March 2026. The latest correction appears to reflect concerns over earnings quality and margin compression. Revenue grew 18.3% year-on-year to Rs 1,188.66 crore, while net profit declined approximately 1.5% to Rs 180.39 crore. EBITDA margin contracted to 23.9% from 26.91% a year earlier. On a sequential basis, however, net profit improved by approximately 10%, indicating that the quarterly performance was not uniformly weak. Our VIEW: Following a substantial wealth-creation journey, the stock is now undergoing a meaningful correction. A further decline towards Rs 1,400 to Rs 1,450 would be a deeper corrective scenario, not an assured target. If the stock approaches this zone and demonstrates price stabilisation, it may be evaluated for a possible short-term buying opportunity, subject to a clearly defined risk-reward setup. The objective is not to catch a falling stock, but to identify whether the correction eventually creates a rational opportunity. Business performance, valuation and price confirmation must take precedence over the magnitude of the decline.

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  3. [39] RobinSocial · @robinsocialfi ·

    Introducing Stock Send 📈 You can now send stocks to your contacts and request payments directly on https://t.co/mKKldztSek One step closer to becoming the all-in-one communication protocol onchain !!!

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  4. [65] NoLimit · @nolimitgains ·

    🚨 Something is happening in China and it’s a fucking DISASTER… China's AI stocks were 42% of their entire stock market. 42% of ABSOLUTELY EVERYTHING. Those stocks are down 40% since June. $3.5 trillion GONE. Reuters used the word "burst" this week. Even after dropping 40%, the STAR50 still trades at 100x earnings. It was at 250x. The Nasdaq 100 is at 30x. The crash didn't make China cheap, it simply made it less insane. Morgan Stanley says another 10 to 15% to go. Unitree's IPO was 8,000x oversubscribed in August. Halved since. MetaX and Moore Threads were up 700% and 400% on their debuts. Both halved since July. CXMT lost a quarter of its value in a month. Washington is also moving to ban two of China's biggest optical suppliers from US data centers. Those two are down 60%. Chinese blue chips are in a bear market and the market is now trailing the US by the widest margin ever recorded. The Nasdaq is down 6% from its high. China already found out what happens when nearly half your market is one trade. But guess what? We haven’t. I've been an investor for more than 10 years, and I share all my moves in The Assembly, my private investing community with 3,700+ members. If you're serious about investing, join today so you don't miss my next move. The link is in my bio. If you don't join, you will regret it later…

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Written by an AI model from public posts; it can be wrong. Check the sources.

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