BofA Securities says China’s AI development is moving from policy vision to
commercial reality. The bank notes that, despite gaps in advanced hardware,
domestic tech capability and application adoption are rising. Gains in model
efficiency and system optimization could enable commercial deployment ahead of
full technological self-sufficiency. BofA adds that technological progress and
high-profile listings may broaden China’s investable AI universe, creating
diversified commercial opportunities for the domestic AI sector and global
supply chains.
