AI TRENDS | UBS Says It Does Not See a Bubble in China’s AI Sector
2026-07-24 11:16:17
UBS Securities China internet industry analyst Xiong Wei said China’s cloud vendors have a more stable pace of investment and emphasize ROI and sustainability, and do not believe China’s AI sector has a bubble. According to Jin10, Xiong said that as model capabilities continue to improve and inference demand keeps rising, investment in China’s AI sector will gradually increase.
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