TechFlow News, March 31: According to JINSHI Data, UBS Wealth Management’s Chief Investment Office (CIO) issued an institutional view stating that the current correction in the Chinese market may have been excessive, presenting investors with an opportunity to increase positions in high-quality Chinese AI stocks at relatively low valuations. The forward 12-month P/E ratio for China’s internet sector currently stands at approximately 13x—close to the level before DeepSeek’s release—and current valuations have yet to fully reflect the gains generated over the past year from AI investments and monetization efforts.
UBS Wealth Management forecasts that EPS growth for the MSCI China Index will reach approximately 13% this year, with the technology sector’s earnings growth potentially reaching 20%–25%. Moreover, policy support for AI development and technological innovation remains robust. As market sentiment and fundamentals improve, earnings, valuations, and positioning are expected to gradually rebound. (Shanghai Securities Journal)
