Korean Future Asset Securities' Cha Lingrui: It's too early to talk about the investment bubble of AI now
2026-11-13 16:55:49
According to CoinMeta, as reported by Cailian News on November 13th, at the 2026 Shanghai Stock Exchange International Investors Conference, Cha Lingrui, the chief representative of Korea Future Asset Securities in Shanghai, discussed AI investment. She stated that long-term capital should not focus on predicting whether there will be a rebound in the next quarter, but rather on determining whether the technological development of AI is a long-term trend. She believes that the AI revolution is currently at about 10% to 20% stage, and it is still too early to talk about a bubble, as the demand for AI still exists. She further pointed out that what is more certain than the demand for AI is the scarcity of supply; currently, only a very few companies around the world are capable of manufacturing advanced packaging and storage chips, and both China and South Korea have such companies. Therefore, emerging markets like China and South Korea are essential targets for investment. Cha Lingrui also revealed that China is the first stop for Korea Future Asset Group's globalization efforts. The company entered the Chinese market as early as 2003, investing in Chinese companies such as DJI, as well as being a cornerstone investor in the Hong Kong stock market of some Chinese companies, such as CATL. In her view, the recommendation to increase exposure to China is not just because China is undervalued, but also to seize its unique industry advantages and industrial strength in order to better embrace global technological progress.
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Source:CLS‌
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