China's 15th Five-Year Plan: Opportunities And Trade-offs Under Technological Self-reliance
China's 15th Five-Year Plan emphasizes technological self-reliance, particularly in AI and semiconductors. While AI is integrated into manufacturing and energy systems, optical communications and semiconductor companies like Zhongji Innolight and SMIC have seen significant stock gains. The focus is shifting from model strength to scalable AI platforms, with Tencent outperforming competitors by embedding AI across services. The emergence of AI agents marks a transition from support tools to integral components in workflows, highlighting China's rapid deployment strategy compared to the U.S. This plan aims to reshape China's industrial landscape amid evolving market demands.
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