I think one characteristic of China's AI this time is that capital expenditure is approximately one year slower than that in the US. The speed at which OpenAI reduces costs and increases revenue has fully demonstrated the effectiveness of AI. Moreover, AI industry tools have a characteristic that is different from some previous software, which is charging each time the tool is invoked. The reason why China lags behind is that major companies have insufficient capital expenditure, and we tend to expand on existing things. 2025 is likely to be an exciting year. Xiaomi has already entered the computing power competition, and Doubao has fired the first shot. Personally, I believe that there will be countless outstanding stocks emerging on the Science and Technology Innovation Board, and with rapid revenue expansion, this could happen within three quarters.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
