瑞银财管：料中国AI计算自给率或会提高至2029年的90%

Group 1 - UBS Wealth Management's report highlights the importance of achieving technological self-sufficiency in China, especially in the context of U.S. technology export controls [1] - China is expected to see strong growth in AI computing investments, with self-sufficiency in AI computing projected to rise from 33% in 2024 to 90% by 2029, increasing local AI computer market value from $6 billion to $81 billion [1] - Global AI spending is forecasted to grow by 60% this year to $360 billion, with an additional 33% increase expected by 2026, reaching $480 billion [1] Group 2 - UBS believes that if tariff conditions improve, tech stocks could benefit from strong earnings growth of 12% or more, supporting a continued recovery [2] - The impact of new tariffs from the Trump administration has not yet been fully reflected in inflation data, with potential inflation effects becoming more apparent as inventory levels decrease [2] - The temporary suspension of retaliatory tariffs between the U.S. and China is expected to help limit inflation by reducing import costs and avoiding supply chain damage [2]