Global investors are increasingly optimistic about China's AI industry, with investment in the sector becoming a widespread consensus. China currently produces over 1.5 billion chips daily, and its large models handle hundreds of trillions of tokens each day, leading globally. The AI core industry in China is projected to grow by over 30% this year. A Goldman Sachs report highlights China's AI sector's market capitalization at approximately $4 trillion, indicating substantial growth potential. UBS notes strong demand for China's AI technology components, with orders secured until the end of 2027, underscoring the sector's robust outlook.