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On July 24, Xiong Wei, an Internet industry analyst at UBS Securities, said in response to the Securities Times · e Company reporter that the pace of investment by Chinese cloud vendors is more steady, emphasizes ROI and sustainability, and does not think there is a “bubble” in China's AI industry. Meanwhile, as model capabilities continue to improve and inference demand continues to increase, investment in China's AI industry will gradually increase.

Zhitongcaijing·07/24/2026 11:17:11
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On July 24, Xiong Wei, an Internet industry analyst at UBS Securities, said in response to the Securities Times · e Company reporter that the pace of investment by Chinese cloud vendors is more steady, emphasizes ROI and sustainability, and does not think there is a “bubble” in China's AI industry. Meanwhile, as model capabilities continue to improve and inference demand continues to increase, investment in China's AI industry will gradually increase.