The China stock play right now is to focus on artificial intelligence-related names, regardless of the slower economic growth , several analysts said. "AI is the cleanest and most obvious theme right now," said Leonid Mironov, portfolio manager at Gavekal. More than half of the holdings in his new China stock fund, just approved in the last week, are related to semiconductors, Chinese self-sufficiency or high-tech manufacturing, he said. Consumer and health care are just 6% of the portfolio, he said. For April, China reported its weakest retail sales growth since the Covid-19 pandemic ended. "The tech play is still…