HSBC’s Q3 2026 Global Investment Outlook says investors are focusing on long-term structural opportunities and the bank is bullish on Asian technology innovation, with China’s AI development a central theme. Kuang Zheng, HSBC Private Bank and Wealth Management China CIO, said AI will continue to attract strong capital and boost productivity, lifting earnings across multiple sectors. Expansion of digital infrastructure and AI will channel global capital into technology and will also benefit indus

HSBC’s Q3 2026 Global Investment Outlook says investors are focusing on long-term structural opportunities and the bank is bullish on Asian technology innovation, with China’s AI development a central theme. Kuang Zheng, HSBC Private Bank and Wealth Management China CIO, said AI will continue to attract strong capital and boost productivity, lifting earnings across multiple sectors. Expansion of digital infrastructure and AI will channel global capital into technology and will also benefit industrials and materials. HSBC flags semiconductors, data centers and industry-specific AI applications as preferred exposures; AI-led opportunities are spilling into industrials, materials, utilities and financials across the AI ecosystem.