Morgan Stanley: China's AI is entering a new phase, with enablers and foundational models as the two key investment themes.

Gelonghui, May 12 | Morgan Stanley issued a report stating that China's artificial intelligence (AI) is entering a new phase, shifting from catching up in technical capabilities to capturing value. The focus is transitioning from training to inference, from technology to application, and from potential to actual profitability. At this stage, the bank believes that enablers and foundational models remain key investment themes, but broad AI applications also present investment opportunities for beneficiaries. In the bank's risk-reward analysis of AI adopters, Beisen Holdings, Meitu, Roborock, Midea Group, and Ecovacs Robotics stood out. MiniMax and Zhipu are notable examples.

Gelonghui FinanceMay 12 10:17

Gas-Insulated Switchgear Market Worth $38.36 Billion by 2031 | MarketsandMarkets

PR NewswireMay 6 15:00

South Korean retail investors 'sweep global semiconductor market': Chinese PCB stock enters top 50 leaderboard.

① Data from the Korea Securities Depository shows that in April, Korean retail investors significantly increased their positions in global semiconductor assets. Kioxia, a NAND concept stock, and PCB giant Shenghong Technology unexpectedly entered the top 50 list of overseas net purchases; ② Meanwhile, Korean investors continued to bet on the AI computing power and memory upcycle through triple-leveraged semiconductor ETFs, while simultaneously increasing allocations in Chinese tech assets such as Hua Hong Semiconductor and CATL.

cls.cnApr 27 16:14

Sieyuan Electric's Q1 Profit Rises 23%, Revenue Climbs 42%; Shares Down 6%

MT NewswiresApr 27 11:33

Latest foreign investment holdings revealed! Increased positions in these companies.

The latest portfolio adjustments by foreign capital have been revealed. In the first quarter of 2026, northbound capital recorded a net outflow of 14.2 billion yuan, with its total holdings in A-shares slightly decreasing from 2.59 trillion yuan at the end of the fourth quarter of the previous year to 2.58 trillion yuan. The latest foreign holdings are here! As of the end of the first quarter of 2026, the top ten holdings of northbound capital were CATL, Kweichow Maotai, Midea Group, China Merchants Bank, Zhongji Xuchuang, Northern Huachuang, Zijin Mining, Inovance Technology, Sieyuan Electric, and Ping An. (All content in this article consists of objective data and does not constitute any investment advice.) By the end of the first quarter of 2026, northbound capital had increased its holdings in CATL and Zhongji Xuchuang.

Gelonghui FinanceApr 13 15:01

Guojin Securities: Synergy between computing and power incorporated into national strategy, driving synchronized resonance across multiple industries.

The mention of coordinated computing and power in the Two Sessions and government work report signifies that this strategy has been incorporated into the national agenda.

Zhitong FinanceApr 3 11:43