Guoxiong Capital Chairman Yao Shangkun: Technology Stocks Poised for Long-Term Gradual Bullish Opportunities, with AI and Humanoid Robots Unlocking Multi-billion Dollar Markets
2025-05-23 / Read about 0 minute
Author:小编   

Yao Shangkun, Chairman of Guoxiong Capital, highlights that the market is currently in a long-term gradual bull phase, presenting substantial investment potential within the technology sector, particularly in artificial intelligence (AI), humanoid robots, and AI-driven healthcare. Despite a complex external landscape, the independent evolution of the technology industry will serve as a pivotal driver amid a sluggish domestic economic recovery. Yao Shangkun anticipates 2025 as a pivotal year for accelerating China's AI capital expenditures, emphasizing the urgent need to address the localization of computing power chips. Currently, domestic computing power holds less than 20% market share, but projections indicate a surge to 50% by 2030. Consequently, domestic substitution and the development of the artificial intelligence industrial chain will emerge as key investment avenues over the next decade.