At present, the debate surrounding the "AI bubble theory" continues to burn fiercely across global markets. From Wall Street's "big short" players to Bridgewater founder Ray Dalio, opinions within the global investment community are starkly polarized. Despite mounting market concerns over a possible AI bubble, numerous asset - management behemoths still singled out artificial intelligence as a key investment avenue at their 2026 global investment strategy conferences.

Significantly, to hedge against the risks stemming from soaring valuations and an increasingly concentrated industry landscape, international capital is now turning its gaze more and more towards AI markets beyond the United States. Against this backdrop, China's tech sector is rapidly rising as the new darling for global capital allocation in the AI space, thanks to its valuation edge, a well - rounded industrial ecosystem, and robust large - scale manufacturing prowess.