Multiple foreign investors say investing in China’s AI supply chain has become a global consensus. China now manufactures over 1.5 billion chips per day, and large models register daily token calls in the hundreds of trillions, the highest globally. China’s AI core industry is expected to expand by more than 30% this year. Goldman Sachs values China’s AI sector at about $4 trillion and sees substantial upside given its industrial advantages. UBS reports sustained strong demand for Chinese AI tech components, with orders booked through end‑2027.(金十数据)