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UBS: Does Not Believe There Is a "Bubble" in China's AI Industry

2026.07.24 - 11:18

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TechFlow news, July 24, UBS Securities China Internet Industry Analyst Xiong Wei stated that Chinese cloud vendors are adopting a more steady investment pace, emphasizing ROI and sustainability, and he does not believe there is a "bubble" in China's AI industry. At the same time, as model capabilities continue to improve and inference demand continues to increase, investment in China's AI industry will gradually increase. (Securities Times)

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