TechFlow reports that on July 18, multiple foreign institutions stated that they are bullish on China's AI industry chain, and currently investing in China's AI industry chain has become a consensus among global investors. Data shows that currently, China produces an average of over 1.5 billion chips per day, and the daily call volume of large models reaches hundreds of trillions of tokens, ranking first in the world. This year, the growth rate of China's AI core industry scale is expected to continue to exceed 30%. A recent industry research report released by Goldman Sachs pointed out that the current total market value of China's AI sector is about 4 trillion USD, and compared to its own industrial advantages, there is still significant growth potential.
UBS also pointed out in its recently published China equity strategy that the demand for China's AI technology components remains very strong, with orders already scheduled until the end of 2027. (Jin10)
