深潮TechFlow|Jul 18, 2026 08:47
[Investing in China's AI Industry Chain Becomes Global Consensus, China's AI Technology Component Orders Scheduled Until End of 2027]
According to DeepTech TechFlow, on July 18, multiple foreign institutions expressed optimism about China's AI industry chain, stating that investing in China's AI industry chain has now become a global consensus among investors. Data shows that China currently produces over 1.5 billion chips daily on average, with daily large model invocation volumes reaching hundreds of trillions of tokens, ranking first in the world. This year, the growth rate of China's core AI industry is expected to continue exceeding 30%. A recent industry research report by Goldman Sachs highlighted that the current total market value of China's AI sector is approximately $4 trillion, and given its inherent industrial advantages, there remains significant growth potential. UBS also noted in its recent China equity strategy report that demand for China's AI technology components remains exceptionally strong, with orders already scheduled until the end of 2027. (Jin10)
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