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CITIC Securities' research report highlights that the AI and technology sectors are currently witnessing brisk trading activity. This phenomenon is propelled by notable disparities in macroeconomic fundamentals. Domestically, a discernible shift is underway between traditional and new growth drivers concerning investment, production, and profitability. Traditional demand is waning, whereas the AI sector continues to burgeon. This divergence is not exclusive to China; comparable trends are evident in the United States and South Korea, albeit with unique features. The United States stands as the epicenter for AI expenditures and demand, while South Korea garners significant profits through hardware supply. The global proliferation of AI has also spurred the flourishing of China's AI-related product market.
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