Guo Qiang, head of research at First Capital Securities, said a pullback in global AI industry-chain stocks has prompted corrections in some A-share technology pockets. He expects the post-correction phase to be dominated by portfolio rebalancing, with the technology rally remaining the market’s main theme and the sector retaining resilience and investment value.

Tesla (TSLA.O) will report Q2 results after the close on Wednesday. Investors are prioritizing management signals on Robotaxi, the Optimus humanoid robot and broader AI strategy over headline revenue and profit figures. Morgan Stanley analyst Andrew Percoco said Robotaxi and Optimus remain the main drivers of share performance; he expects positive updates in the quarter but says they may be insufficient to produce a decisive re-rating. Tesla is increasing investment in data centers, AI infrastructure and robot manufacturing, with capex this year seen around $25 bln. LSEG consensus shows Q2 free cash flow expected to be a net outflow of $3.3 bln, the first quarterly cash-flow deficit in over two years. Morgan Stanley added investors are watching whether large-scale spending materially enhances Tesla’s physical-AI competitive edge and when it will convert into profit.

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