Chinese Artificial Intelligence (AI) Stocks are expected to buckle the industry-wide slowdown, according to investors and analysts, as the mainland relies on technology to increase business efficiency and revive economic growth.
Companies including Meituan and Xiaomi According to Morgan Stanley, investors were looking for new winners, so they were set to profit from the wave of AI integration that transforms their business models Deepseek's breakthrough Generated AI technology. Asset Management in China, one of the mainland's largest mutual funding companies, said last month that the country's adoption of AI, which is currently estimated to be 5% penetration, is at the pinnacle of explosive growth, just like personal computers in the 1980s.
“AI will likely be a key driver of China's modernization,” said Yao Pei, an analyst at Huachuang Securities, in this month's report. “AI has many catalysts and is expected to penetrate any industry,” said electronics, computing and media in particular.
The surprising rise in Deepseek earlier this year has brought China's technology back to the spotlight, spurring optimism that the country can lead the world with AI despite the US export curb. Investors are identifying new leads in the industry after betting on platform-based developers of large language models such as Alibaba Group Holdings and Tencent Holdings. The post is owned by Alibaba.
China's largest online travel agency trip.com groupShort Video Platform Operator Kuaishou Technology Budget ecommerce operator Holding a PDD According to Morgan Stanley, it is one of the companies that has thrived with AI applications. Other potential beneficiaries include electric vehicle manufacturers byd and NioLike home appliance manufacturers Midea Groupsaid in the May report.
Unlike the US, which had an advantage in AI computing, China focused on efficiency. The US Investment Bank said it highlighted the revenue generated by AI-enabled delivery and cost savings achieved through high productivity.
