Let’s be blunt: China’s AI scene is heating up, and fast. China Galaxy Securities just dropped a note, and I’m echoing it – smart money is on the big internet players. They’re not just jumping on the AI bandwagon; they’re poised to lead the charge and see significant value re-evaluation.
Photo source:www.deviantart.com
We’re talking about a ‘leapfrog’ moment, where these tech giants, despite potentially being late to the game, are catching up and could even surpass competitors. This isn’t just hype; it’s about massive investment, rapid development, and a potential future reshaping of the tech landscape.
What’s really interesting is the potential ecosystem that will build around models like DeepSeek. Expect a surge in applications and services as more businesses flock to capitalize on this technology. This clustering around core models will amplify synergy and innovation across the entire AI industry.
Here’s a quick AI primer for those playing catch-up:
AI development isn’t just about algorithms. It’s about data, processing power, and, crucially, application. The companies that can effectively apply AI to solve real-world problems will win.
Core AI models, like DeepSeek, are the foundation. They provide the base capabilities. Think of them as the engines powering the AI revolution.
Ecosystem building is critical. A robust AI ecosystem means more developers, more applications, and ultimately, more value creation.
But it’s not just about AI. Galaxy Securities also points to a significant trend in the Chinese film industry. High-value Intellectual Property (IP) is driving a new wave of sequels and original content, creating a powerful brand effect and driving growth across the entire IP value chain – licenses, merchandise, and more.
Bottom line? If you want to play in the future, pay attention to the companies actively embracing and building on AI, and keep an eye on the exploding Chinese film IP market.
