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On July 18th, numerous foreign-funded entities voiced optimism regarding China’s AI industry chain, with investment in this sector emerging as a shared conviction among global investors. Statistics reveal that China manufactures an average of over 1.5 billion chips daily, while the daily usage of large-scale AI models reaches hundreds of trillions of tokens, positioning the nation at the forefront globally. It is anticipated that the core AI industry in China will sustain a growth rate exceeding 30% this year. A recent report by Goldman Sachs highlighted that the total market capitalization of China’s AI sector is estimated at around $4 trillion, presenting substantial growth opportunities given its industrial strengths. UBS also recently observed robust demand for Chinese AI tech components, with orders extending through the end of 2027.
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