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<Research>M Stanley: Enablers, Foundation Models Remain Key Investment Themes in CN AI; Broad Adoption Also Entails Investment Opportunities for Beneficiaries
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China's AI sector is entering a new phase, shifting from catching up in technological capability to capturing value, with the focus moving from training to inference, from technology to applications, and from potential to real earnings, Morgan Stanley said in its report. At the current stage, enablers and foundation models remain key investment themes, while broad AI adoption also entails investment opportunities for beneficiaries, Morgan Stanley opined. In its risk-reward analysis of AI application players, BEISEN HOLDING (09669.HK), MEITU (01357.HK), ROBOROCK (688169.SH), MIDEA GP (000333.SZ), and ECOVACS (603486.SH) stand out. MINIMAX-W (00100.HK) and KNOWLEDGE ATLAS (02513.HK) are key participants among foundation model providers in Chinas AI sector, while Alibaba (BABA.US) is the best-positioned full-stack AI platform among the companies under the broker's coverage. Morgan Stanley highlighted CONTEMPORARY AMPEREX (300750.SZ) (03750.HK), YINGLIU (603308.SH), and SIEYUAN ELEC (002028.SZ) as key targets in the power sector. The broker stayed constructive on CAMBRICON (688256.SH), ILUVATAR COREX (09903.HK), NAURA (002371.SZ), AMEC (688012.SH), ACM Research, Inc. (ACMR.US), SMIC (00981.HK), and Unimicron (3037.TW). These AI enablers are expected to benefit from the long-term trend of semiconductor localization in China. Auto-translated by AI This article was automatically translated by AI, the original language version should be considered the authoritative version. AASTOCKS.com Limited does not guarantee its accuracy or completeness and accepts no liability for any damages or losses arising from the use of this translation. More Details
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