Investors lock onto NPC as markets seek policy lift amid AI jitters
Investors are closely watching NPC developments as markets await policy signals that could lift sentiment amid ongoing AI jitters. Global equities have been volatile, with tech-focused fears weighing on sentiment and prompting risk-off moves in several regions.
Chinese stocks have shown a drifting pattern, under pressure from macro headwinds and policy uncertainty ahead of key policy announcements. Traders are positioning for cues from political events and potential stimulus measures that could bolster earnings and liquidity.
Markets expect the upcoming two sessions to deliver catalysts, including guidance on economic support, regulatory stance, and strategic bets on technology and AI investments, which could influence risk appetite and sector rotations.