Kharashka ku baxaysa sirdoonka macmalka ah ayaa dhiirrigeliyay qaar ka mid ah shirkadaha tiknoolajiyada ee Shiinaha qeybtii ugu horraysay inkastoo caqabadaha dhaqaale. Brian Tycangco, falanqeeye ka tirsan Stansberry Research, ayaa waardiyey kobaca xoogga leh ee ganacsiyada daruuraha ee Alibaba iyo Baidu, iyadoo dakhliga daruuraha Alibaba uu kor u kacay 18% sanadba sanadka ka dambeeya, iyo ganacsiga AI ee Baidu oo kor u kacay 42%. Wuxuu sheegay in adeegyada daruuraha ay dhowaan noqon karaan qaybta labaad ee ugu weyn ganacsiga labadan shirkadood waxayna saldhig u noqon karaan kobaca xooggan ee soo noqnoqda kadib sanado dakhliga hal-digsi ah kordhayay. Alibaba, Tencent, iyo JD. com ayaa sidoo kale soo warisay inay kor u kacday dakhligooda suuqgeynta laba jeer, iyada oo ay sabab u tahay aaladaha AI ee kor u qaaday beegga macaamiisha. Isbeddelkani wuxuu tilmaamayaa in suuqa Shiinaha uu si tartiib tartiib ah u isbeddelayo. Laura Wang, danjiraha istiraatiijiyadda saamiyada ee Morgan Stanley ee China, ayaa ka almisay in AI, tiknoolajiyada, iyo qaybaha dhaqaalaha cusub ay soo baxayaan sida hoggaamiyeyaasha suuqa, iyadoo la bedelayo saamiyada macaamiisha iyo internetka ee horey u muhimka ahaa, kuna jiray waqti shan sano ah oo kala daadsan kadib horaantii 2021. In ka badan 60ka doorasho ee saamiyada AI ee Morgan Stanley ee Shiinaha, shirkadaha Hong Kong ee qiimeyntoodu ka sarreeyo 50% sida uu ku sheegay 19-ka May waxaa ka mid ah: Gushengtang, oo ah shirkad daryeel caafimaad oo horumareysa AI loo adeegsanayo daaweynta dhaqanka Chinese iyo “Caawiye dhaqtarka AI, ” kaas oo arkay 12. 7% koror ku yimid booqashooyinka macaamiisha oo gaadhay 1. 21 milyan Q1; iyo Bairong, oo bixisa adeegyada AI ee daruuraha ah bangiyada dowladda iyo shirkadaha maaliyadda, sidoo kalena model-yada qiimeynta AI ee shirkaddan ayaa lagu isticmaalaa madalaha Alibaba ee Taobao iyo Tmall. Falanqeeyayaasha Morgan Stanley ayaa doorbidaya Alibaba iyo Tencent in ka badan Baidu iyo iFlytek, waxayna taageersan yihiin Meituan, Meitu, iyo Trip. com in ka badan Kuaishou iyo JD. com.

Shirkadaha liistada ku leh dhulka gudaha, 68% ayaa sheegay in AI ay ku xusto warbixinnadooda sannadka 2024, taas oo kor u kacday 43% bilowgii 2024, sida uu sheegay Steven Sun, madaxa cilmi-baarista HSBC Qianhai Securities. HSBC ayaa sidoo kale soo jeediyay in laga filayo waxoogaa sare u kaca ee filashada kharashaadka maalgelinta 2025 ee shirkadaha waaweyn ee adeegyada daruuraha, taas oo muujinaysa kalsoonida ku jirta ganacsiyada AI. Qeybta tiknoolajiyadda macluumaadka ayaa arkay in faa’iidooyinku ay kor u kacaan 24. 7% Q1 sannadkii hore, iyada oo ay ugu wacan tahay kororka adeegsiga AI, taas oo ka dhigtay mid ka mid ah qeybaha ugu koritaanka degdega badan. Sangfor, oo ah shirkad Shenzen ku taal oo bixisa software-ka ganacsiga iyo amniga internetka, ayaa filaysa in qaadashada AI ee degdega ah ay horseedi doonto koror ku yimaada faa’iidooyinka. Shirkadda Chinese DeepSeek ayaa la socotay maalgashadayaashii aduunka bishii Janawari markii ay tartamtay ChatGPT-ga OpenAI, iyadoo qiimaha ay ku kacayeen ay ka jaban tahay, waxayna shirkado badan oo Chinese ah markii dambe bilaabeen adeegyo AI ah oo loogu talagalay abuurista muuqaalada iyo moodooyinka 3D. Falanqeeyayaasha Morgan Stanley ayaa ku sababeynaya horumarada tiknoolajiyada ee Shiinaha inay yihiin dad badan oo injineero ah, ilo xog ururin ah, iyo dhismo ballaaran oo baraha bulshada iyo ganacsiga internetka ah, oo lagu taageerayo siyaasadaha dowladdu si loo dardargeliyo qaadashada tiknoolajiyada. Waxay aaminsan yihiin in horumarkan qaab-dhismeedku uu ka yar yeelan doono saameyn ku timaadda khilaafaadka canshuuraha ee hadda socda ee u dhexeeya US iyo China iyo caqabadaha macro-economics, taas oo ka dhigaysa Shiinaha meel soo jiidasho leh maalgashi fog oo waqti dheer ah oo ku saabsan shirkadaha gaar ah oo aan laga helin meel kale, inkastoo hoos u dhac ballaaran. Saamiyada liistada ku leh gudaha Shiinaha ayaa sameeya inta badan dakhliga gudaha, kaliya 3% ayaa ku xirnaan kara dakhli u yimaada US, ayey falanqeeyayaasha intaas ku dareen. — Michael Bloom oo ka tirsan CNBC ayaa qeyb ka ahaa warbixintan.