The advancement of artificial intelligence (AI) has been a hot topic in recent months,generating significant interest among investors and market analysts alike.With the rise of AI stocks,particularly those linked to general artificial intelligence concepts,the question on everyone's mind is: how far can this trend go?Many experts are optimistic about the prospects for AI,noting that 2025 could be a pivotal year for the industry.This expectation stems from the belief that the medium to long-term trends in the AI landscape are irreversibly in favor of technological development and innovation.

During the Chinese New Year,for instance,a domestically developed AI model known as DeepSeek gained tremendous popularity both domestically and internationally.This surge in interest around DeepSeek has positively impacted other stocks in the industry,particularly in Hong Kong's market,where several stocks in the AI and semiconductor sectors have also performed well.Notably,in the A-share market,stocks like Changsheng Bearing and Sanhua Intelligent Control have reached historical highs,driven by the general excitement around AI.

Market analysts are depicting an encouraging picture for AI-related funds as well.From the beginning of 2025,funds focusing on technology and AI have consistently outperformed other investment vehicles.For example,the Kexin AI ETF reported a net asset value increase of 13.39% as of February 5,leading the ETF rankings.This indicates strong investor confidence and interest in AI as a powerful investment sector.

According to Dongwu Securities,humanoid robots are seen as the ultimate embodiment of artificial intelligence,suggesting that when mass production begins,it may herald a decade-long industrial boom.Huaxi Securities has highlighted that the success of DeepSeek could significantly alter the current landscape of the AI industry,indicating both challenges and opportunities regarding global competition.They pointed to how the dynamics of model development,including open-source and closed-source models,play a critical role in determining market leadership.

Reports from accessible resources highlight a transformational moment for China’s AI sector.Since ChatGPT’s global emergence in early 2023,the country’s AI industrial chain has been engaged in a competitive catch-up.With DeepSeek's recent release,which quickly soared to the top of the App Store download charts in 140 nations,China’s position appears to be shifting from a follower to a leader in the AI space.The model has garnered attention for its open-source nature,low cost,and strong reasoning capabilities,marking a notable milestone for Chinese AI development.

As investors ponder the future of this AI-driven market,fund managers are anticipating multiple growth avenues.An insightful path can be traced back to their forecasts and allocations in their Q4 2024 reports.According to Zhang Lin of CMB Technology,there has been a marked increase in exposure to Hong Kong stocks,as they currently offer compelling ratios of value and potential returns compared to historical data and other global markets.Zhang attributed this shift to recovering domestic economic conditions and a burgeoning cycle of technological hardware innovations.

Analyzing the overall market situation,Zhang maintains that the evolution of general artificial intelligence remains a principal theme within the tech industry.The trajectory of AI development spans from substantial model training efforts to practical applications in robotics and intelligent driving,extending further across various industries.Despite encountering bottlenecks in foundational model training,Zhang notes a meaningful merging of advanced models with industrial applications,particularly in the computing and promotional arenas.The domestic industry is evolving rapidly,diminishing the distance between local firms and their international counterparts.

In the context of AI,Liu Huiying from Nuoa actively endorses a shift towards domestic edge applications in AI,emphasizing the inevitability of long-term growth trends in this sector.Observations suggest that many startups and established tech giants in China,deeply attuned to consumer nuances,are crafting remarkable applications.Some of these Chinese AI applications are now leading in international markets,reflecting a competitive advantage realized through a strong understanding of end-consumer demands.

The advancements in AI are also impacting the manufacturing and research sectors in China,facilitating improvements in operational and development efficiencies.Liu envisions that as exploration in AI continues across various industrial fields,the country is poised to enhance its overall productivity.There is an emerging belief that China could become a vanguard for global technological progress in the ensuing wave of AI application proliferation,leading to a redefined technological landscape.

Amid this backdrop of innovation and advancement,Wang Guizhong from Harvest Fund has notably increased allocations to hard tech.The long-term outlook remains optimistic,underscoring the significance of China's robust manufacturing groundwork.Innovations in domestic capabilities,like advanced semiconductor processing and breakthroughs in automotive technologies,signify substantial progress.Wang is convinced that 2025 could be a year full of promise,fueled by these advancements.

As we navigate an era steeped in technological transformation,the emergence of Chinese AI models and the increasing global demand for these technologies provide a fertile landscape for investment.Investor sentiment appears to be rooted in the anticipation of growth spurred by emerging applications and a deepening integration of AI into various sectors.Observing how market dynamics unfold will be crucial,but the prevailing consensus is that the future of AI appears not only bright but inevitable in its transformative potential.