In the 900 billion AI investments, how much will flow into decentralized computing power markets—this is the real Alpha.

At the Shenzhen Stock Exchange 2026 Global Investors Conference, Shen Li pointed out that he remains optimistic about China's asset allocation in the long term: AI + technology will become the medium- to long-term growth drivers, with China's AI investments reaching nearly 900 billion yuan in 2026, an increase of about 20%; China leads in manufacturing of new energy vehicles, batteries, photovoltaics, and AI hardware, with export shares possibly reaching 16.5% by 2030; MSCI China PE is about 12 times, below the emerging market average, making it suitable for diversified investment.