On July 15, Wang Zonghao, head of China stock strategy research at UBS, said, “We just finished a week-long conference with European investors. Although Europe is taking a summer break, investors are still very interested in Chinese stocks, and AI is still a key topic of discussion.” He believes that although AI technology stock prices have declined in recent weeks, and some investors have admitted that they have made a profit in the midst of fluctuations, investors' confidence in the AI technology sector is still firm. It mainly focuses on targets relating to China's localization and domestic capital expenditure, as well as segment leaders with reasonable valuations. Compared to previous research, investors' understanding of China's AI technology supply chain has broadened, but UBS believes there is still room for further penetration.

On July 15, Wang Zonghao, head of China stock strategy research at UBS, said, “We just finished a week-long conference with European investors. Although Europe is taking a summer break, investors are still very interested in Chinese stocks, and AI is still a key topic of discussion.” He believes that although AI technology stock prices have declined in recent weeks, and some investors have admitted that they have made a profit in the midst of fluctuations, investors' confidence in the AI technology sector is still firm. It mainly focuses on targets relating to China's localization and domestic capital expenditure, as well as segment leaders with reasonable valuations. Compared to previous research, investors' understanding of China's AI technology supply chain has broadened, but UBS believes there is still room for further penetration.