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UBS: Does not believe there is a “bubble” in China’s AI industry

2026-07-24 17:27:37

Golden Finance reported that on July 24, UBS Securities China Internet industry analyst Xiong Wei said that China’s cloud service providers are investing at a more stable pace, emphasizing ROI and sustainability, and that he does not believe there is a “bubble” in China’s AI industry. Meanwhile, as model capabilities continue to improve, inference demand keeps increasing, and investment in China’s AI industry will gradually grow. (Securities Times)

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