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On September 23, Bank of America Securities published a research report asserting that China’s artificial intelligence (AI) development is transitioning from policy-driven ambitions to tangible commercial applications. The report highlights that while China still faces challenges in advanced hardware, its domestic technological capabilities and the widespread adoption of AI applications continue to grow. By enhancing model efficiency and optimizing systems, China is expected to accelerate AI commercialization even before achieving full technological independence. Furthermore, technological breakthroughs and the anticipated public listings of leading AI firms are set to broaden the landscape of China’s "investable AI sector," creating a wealth of business opportunities for both the domestic AI industry and the global supply chain.
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