UBS Wealth Management's Chief Investment Office suggests that the recent market correction in China may have been excessive, offering a chance for investors to acquire high-quality Chinese AI stocks at attractive valuations. The Chinese internet sector's 12-month forward P/E ratio is around 13x, close to pre-DeepSeek levels, and current valuations do not fully account for the earnings benefits from AI investments over the past year. UBS forecasts MSCI China Index EPS growth of about 13% this year, with technology sector earnings potentially rising 20% to 25%. Supportive policies for AI development and technological innovation are expected to aid recovery in earnings, valuations, and market positioning.