中国实地观察：AI应用&海外拓展-China on the ground – August 2025

ab 9 September 2025 Global Research China on the ground – August 2025 Key words: AI application & overseas expansion Our monthly series provides investors with first-hand, on-the-ground knowledge from China by leveraging UBS's extensive onshore coverage and presence. In addition to feedback from various field trips UBS conducted in China, we present a sector heat map based on company visits and crowding factors from UBS's Quant team. AI adoption and going global across sectors With enthusiasm about AI infra ...