---
title: "AI TRENDS | UBS Says It Does Not See a Bubble in China’s AI Sector"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/293748900.md"
description: "UBS Securities China internet industry analyst Xiong Wei said China’s cloud vendors have a more stable pace of investment and emphasize ROI and sustainability, and do not believe China’s AI sector has a bubble. According to Jin10, Xiong said that as model capabilities continue to improve and inference demand keeps rising, investment in China’s AI sector will gradually increase."
datetime: "2026-07-24T11:16:17.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/293748900.md)
  - [en](https://longbridge.com/en/news/293748900.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/293748900.md)
---

# AI TRENDS | UBS Says It Does Not See a Bubble in China’s AI Sector

UBS Securities China internet industry analyst Xiong Wei said China’s cloud vendors have a more stable pace of investment and emphasize ROI and sustainability, and do not believe China’s AI sector has a bubble. According to Jin10, Xiong said that as model capabilities continue to improve and inference demand keeps rising, investment in China’s AI sector will gradually increase.

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