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UBS: Does Not Believe There Is a “Bubble” in China’s AI Industry
24/07/2026 07:21
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Svmuu News UBS Xiong Wei, an analyst covering China’s internet sector at Securities Times, stated that Chinese cloud providers are adopting a more prudent investment strategy, emphasizing ROI and sustainability, and does not believe there is a “bubble” in China’s AI industry. At the same time, as model capabilities continue to advance and demand for inference continues to grow, investment in China’s AI industry will gradually increase. (Securities Times)
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