亚洲人工智能科技手册 -子领域布局与竞争机遇-Asia AI tech playbook_ subsector mapping and battleground opportunities

Accessible version Equity Strategy - Asia Pacific (H/A) Asia AI tech playbook: subsector mapping and battleground opportunities Equity Strategy Asia AI tech: USD6tn market cap across >330 stocks Following our APAC AI strategy report on Sep 2nd (link), which outlined the AI ecosystem in the region, we collaborated with our fundamental analysts to identify 330+ APAC stocks across 22 subsectors in the AI technology layer, with an aggregate market cap of nearly USD6tn. While some subsectors have limited presenc ...