The China Academy of Information and Communications Technology (CAICT) forecasts that the scale of China's core AI industry will likely exceed 1.2 trillion yuan this year.

Data from the China Academy of Information and Communications Technology shows that, as of 2024, the scale of China's core artificial intelligence industry has exceeded 900 billion yuan (hereinafter the same), with a growth rate of 24%. Preliminary estimates suggest that by 2025, the industry scale is expected to surpass 1.2 trillion yuan. Since the beginning of this year, there has been significant growth in the application of large models within production and manufacturing processes, with the proportion of application cases increasing from 19.9% last year to 25.9%, driving rapid expansion in the scale of the artificial intelligence industry. Experts from the China Academy of Information and Communications Technology have stated that since the beginning of this year, large models' language and multi-modal understanding capabilities have improved significantly. Currently, 27 data collection facilities have been established nationwide.

AASTOCKSDec 15 14:18

Morgan Stanley's Heavyweight Robotics Almanac: AI Moves Toward Physical Embodiment, Robots Experience 'Cambrian Explosion,' with China Showing Clear Leadership

Morgan Stanley predicts that by 2050, global robot hardware sales will surge from approximately USD 100 billion in 2025 to USD 25 trillion, with unit sales increasing from 24 million to 1.4 billion. China demonstrates a clear leading advantage, particularly in terms of policy support, control over key materials, and manufacturing capabilities. By 2050, China is expected to account for approximately 26% of global robot sales.

wallstreetcnDec 15 14:12

Open Source Securities: The upcoming FORCE Conference by Volcano Engine highlights investment opportunities in the ByteDance supply chain and AI applications.

Volcano Engine is set to host the winter FORCE conference, where it will unveil new members of the DouBao large model family. These updates are expected to deliver performance improvements and cost reductions, with particular advancements anticipated in video generation models.

Zhitong FinanceDec 15 11:32

Intelligent Insights HK Stock Analysis | Continuously Uncovering Expectation Gaps from Key Meetings; Early Positioning in Insurance and Securities Sectors

As for yesterday's Central Economic Work Conference, the market did not perceive any prominent highlights overall, with only localized feedback observed.

Zhitong FinanceDec 12 20:59

AI investment enters a critical verification phase, autonomous driving mobility draws closer... Goldman Sachs predicts the ten key industry themes for 2026.

The year 2026 is considered a critical juncture for the success or failure of AI commercialization. Goldman Sachs has identified ten key industry themes: from the rise of generative AI and agent-based search to the deep integration of advertising, e-commerce, and social commerce; from high capital expenditure and cloud return on investment challenges to the accelerated deployment of autonomous driving; and further to spatial computing, interactive entertainment, health technology, and the rebalancing of corporate growth and investment, collectively shaping the main industrial trends for the new year.

wallstreetcnDec 12 15:15

CLSA: AI-driven market trends are expected to reach a tipping point next year, with India and Indonesia likely to benefit from market rotation.

In its global equity strategy report, CLSA noted that the artificial intelligence (AI) gold rush has been driven by abundant liquidity and has dominated this year’s investment landscape. Looking ahead to next year, the bank sees substantial evidence suggesting that AI trades are about to lose momentum. However, the bank's core assumption is that momentum and profitability will continue into the first half of next year before reaching a tipping point. Consequently, the bank set its mid-next-year target for the S&P 500 Index at 7,200 points. The bank currently maintains an “overweight” rating on South Korea, as its preferred investment destination benefiting from AI momentum; it also considers India, and to a lesser extent Indonesia, as key markets for rotation should the tech rally subside in the first half of next year.

AASTOCKSDec 12 14:58