Morgan Stanley: China's AI is entering a new phase, with empowering models and foundational models as two key investment themes

Golden Finance reports that on May 12th, Morgan Stanley released a report indicating that China’s artificial intelligence (AI) is entering a new phase, shifting from catching up in technological capabilities to capturing value, with a focus moving from training to reasoning, from technology to application, and from potential to actual profitability.
The bank believes that at this stage, enablers and foundational models remain key investment themes, but widespread AI applications also present investment opportunities for beneficiaries.
In the bank’s risk-return analysis of AI application providers, Beisen Holdings, Meitu, Stone Technology, Midea Group, and Colossus Robotics performed outstandingly.
MiniMax and Zhipu are key players among China’s AI foundational model providers, while Alibaba is the best-positioned full-stack AI platform among the companies covered by the bank.
Morgan Stanley specifically recommends CATL, Yingliu Shares, and Siyuan Electric as key targets in the power sector.
The bank remains optimistic about Cambrian, TianShu ZhiXin, North Huachuang, SMIC, ACM Research, Semiconductor Manufacturing International Corporation, and Xinxing Electronics, as these AI enablers will benefit from China’s long-term trend of semiconductor localization. (Dongxin News)

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