Institution: The burst of the AI bubble may help funds flow into the Indian stock market.

According to foreign media reports on November 4, Jin10 data, the Indian stock market has lagged behind the global market this year, one reason being the lack of pure AI concept stocks. According to market research firm Kotak Institutional Equities, if India wishes to re-attract global risk capital, it may have to hope for the burst of the global AI bubble. Investors have begun to question the high valuations of AI concept stocks, but there is currently no consensus that the market will see a correction. Analysts point out that if investors withdraw from high-priced AI stocks, those rapidly growing but cash flow weak Indian companies may still become a new destination for funds.