$KNOWLEDGE ATLAS(02513.HK) Wall Street's current enthusiasm for Chinese AI concept stocks is not simple thematic speculation, but is based on a clear dual logic of "growth narrative + domestic substitution." They are optimistic about the unique position and explosive growth potential of China's leading AI model developers in the global value chain, while also believing that local AI chip design companies will definitely benefit from domestic market demand and policy support. This marks the beginning of a systematic re-evaluation by international capital of China's competitiveness and investment value in the key technology race of AI.
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