China's AI Component Orders Booked Through End of 2027; Sector Becomes Global Investment Consensus

According to Goldman Sachs and UBS, China's artificial intelligence technology component orders are now booked through the end of 2027, as investing in China's AI sector has become a global consensus among investors. UBS noted in its recent China equity strategy that demand for AI chips and tech components remains exceptionally strong. Goldman Sachs' latest industry research indicates China's AI sector has a total market value of approximately $4 trillion, with significant growth potential relative to its industrial advantages.

China currently produces over 1.5 billion chips daily and leads the world with hundreds of millions of trillions of large language model tokens called daily. The country's AI core industry is projected to maintain growth exceeding 30% this year.