UBS Analyst: China's AI Sector Not in a 'Bubble'

July 24 — Xiong Wei, a UBS Securities analyst covering the Chinese internet industry, stated that Chinese cloud providers are adopting a more stable investment pace, emphasizing ROI and sustainability. He does not believe that there is a "bubble" in the Chinese AI industry. At the same time, as model capabilities continue to advance and the demand for inference grows, investment in the Chinese AI industry will gradually increase. (Securities Times)