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Economy

“CXMT” تصبح أكبر شركة صينية من حيث القيمة السوقية

By العربية - اقتصاد · 2 hours ago · 1 min read العربية - اقتصاد ↗

“CXMT” تصبح أكبر شركة صينية من حيث القيمة السوقية

تجاوزت شركة CXMT لصناعة رقائق الذاكرة شركة تينسنت لتصبح أكبر شركة صينية من حيث القيمة السوقية.

وتخطت القيمة السوقية لـ CXMT نصف تريليون دولار اليوم في تحول يعكس تغيراً واضحاً في خريطة الاستثمار داخل الصين باتجاه شركات الرقائق والذكاء الاصطناعي.

ويأتي الصعود مع طفرة الطلب على مكونات البنية التحتية للذكاء الاصطناعي، بالتزامن مع دفع بكين نحو الاكتفاء التكنولوجي وتقليص الاعتماد على التكنولوجيا الأميركية.

هذا التحول يظهر بوضوح في الأسواق، إذ ارتفع وزن قطاع الأجهزة في مؤشر MSCI للأسهم الصينية من أقل من 3% قبل 6 سنوات إلى أكثر من 12% حالياً، بينما انخفض الوزن المجمع لشركات التجارة الإلكترونية، مثل Alibaba وJD.com من أكثر من 15% في 2020 إلى نحو 7%.

المصدر: العربية – اقتصاد

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