Comparing the AI value chain between China and the United States, Wang Zijing, the best analyst at New Fortune Computer, anticipates four core opportunities in China's AI industry

From the beginning of 2023 to the end of 2024, the market value of the eight largest technology companies in the United States has increased by over $1 trillion, a figure that exceeds the total GDP of Germany ($4.66 trillion) and Japan ($4.03 trillion) in 2024.

These "wealthy enough to rival nations" American tech giants vividly illustrate the profound impact of this wave of technology on the world.

Structurally, the strongest performers among American tech companies are NVIDIA and Broadcom in the upstream of the AI industry chain (semiconductors), while companies in the midstream (cloud services and large models) and downstream (AI terminals) are performing relatively lower. It is evident that after the global AI transformation initiated by OpenAI, the incremental value of the industry is mainly reflected in computing power and algorithm foundations.

In 2025, with the explosive popularity of the domestic AI large model DeepSeek, the narrative of China's tech revaluation will ignite the market, and China and the U.S. will once again engage in a direct confrontation in this core key area of AI.

So, what is the core advantage of Chinese tech companies in this round of China-U.S. competition?

Wang Zijing, assistant director of the Dongxing Securities Research Institute and chief analyst in the computer industry, pointed out that due to the differences in the value of the industrial chain and strategic choices between China and the U.S., the core advantages of China's development of artificial intelligence in the future will mainly focus on four key areas: data, scenarios, manufacturing, and market.

Data aspect: China's public data accounts for over 80% of the total data resources in society, and most of it is still undeveloped. China's major companies have achieved their current results through less than 20% of enterprise and personal data. If the remaining public data can be activated, its larger scale and higher quality could significantly enhance the overall productivity of society.

Scenario aspect: From the perspective of the enterprise lifecycle, the AI application industry is about to enter a rapid growth phase, and Chinese tech giants have profound experience in this area. Currently, China has made breakthrough progress in AI healthcare, AI education, AI energy, AI finance, and other fields.

Market aspect: China has a super-large domestic market with over 1.4 billion people and more than 400 million middle-income groups, and the enormous market demand may further stimulate the development of China's AI industry.

Manufacturing Sector: China has the most complete manufacturing industry chain in the world, with the added value of manufacturing accounting for as much as 28.9% of global manufacturing. When AI research results are implemented, China naturally has an absolute industrial chain advantage in key industry fields such as embodied intelligence, low-altitude economy, and unmanned logistics vehicles.

So, which companies or industries are the most benefited from these four major industrial advantages in China? How can we find the most valuable investment targets among the more than 5,000 companies in the A-share market?

Recently, as the market has been hot, the A-share market once broke through the 3,600-point mark, sparking heated discussions. To help users gain a deeper understanding of the similarities and differences between the AI industries in China and the United States, seize the investment opportunities in the revaluation of Chinese technology, and discover the companies with the most investment value, Wall Street Insight specially invited Wang Zijing, Assistant Director of Dongxing Securities Research Institute and Chief of the Computer Industry, to present the master class “Investment Paradigms of AI in China and the U.S.: Value Chain Differences and Strategic Choices”.

Guest Introduction

Wang Zijing, Assistant Director of Dongxing Securities Research Institute and Chief of the Computer Industry. He graduated with a master's degree from Peking University and has many years of research experience in the computer industry. Notably, with the explosive popularity of ChatGPT in 2022, market attention to the artificial intelligence industry has rapidly increased, and the competition in the computer research industry has also become fierce. However, despite such intense competition, Wang Zijing and his team successfully won the honor of Best Analyst in the Computer Industry from New Fortune in 2024. The results of professional buy-side institutions with a trillion-dollar scale "voting with their feet" fully demonstrate Wang Zijing's research capabilities and achievements in this field.

Course Details

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