Raymond Jing

The speaker stated, "In China we are very constructive on [AI]" and that his firm invests in the "whole supply chains" from infrastructure to application. He cited China's strength in advanced manufacturing (e.g., robotics) as a differentiating competitive edge to combine with AI. China's unique ecosystem, large population for rapid adoption, and government policy support create a powerful, self-reinforcing investment theme distinct from the U.S. AI narrative. The entire AI sector in China, encompassing the full supply chain, is a compelling LONG-term investment opportunity. Geopolitical restrictions severely hamper China's access to key hardware (chips) or technology, stalling development.