Broker Name: China Galaxy International Securities (Hong Kong) Co., Limited
Date of Report: December 4, 2025
Excerpt from China Galaxy International Securities (Hong Kong) Co., Limited report.
Report Summary
- The Chinese computer sector outperformed the broader market in 2025, driven by high profit growth and the rapid adoption of AI, despite challenges like tight cash flow and a competitive environment.
- Key industry trends for 2026 include the transition from “AI-enabled” to “AI-first” product development, accelerated implementation of AI Agents in enterprises, and a strong focus on domestic computing power due to model democratization and international chip supply constraints.
- Investment focus is recommended on leading AI application companies in areas such as edge AI, AI content generation, enterprise-level and industry-specific AI Agents, and AI-native social applications, as well as major domestic AI computing power providers.
- Risks include macroeconomic, policy, technology, competition, and trade uncertainties.
Above is an excerpt from a report by China Galaxy International Securities (Hong Kong) Co., Limited. Clients of China Galaxy International Securities (Hong Kong) Co., Limited can be the first to access the full report from the China Galaxy International Securities (Hong Kong) Co., Limited website: https://www.chinastock.com.hk
