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Guotai Asset Management sees AI-led tech rebound extending after July pullback

PUBT·08/17/2026 09:27:31
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Guotai Asset Management sees AI-led tech rebound extending after July pullback
  • Guotai Asset Management flagged a renewed AI-driven rebound in China tech, citing a volume-backed surge in semiconductors, chip design, communication equipment.
  • Key AI catalyst in networking: Nvidia’s Spectrum-X Ethernet Photonics silicon-photonics switch entered full mass production, cutting lasers 4x, power 5x.
  • Semiconductor equipment outlook strengthened as two domestic foundries topped expectations with utilization near capacity, pointing to faster expansion, tool validation.
  • Memory cycle viewed supportive; Sandisk results showed 2027 over half capacity booked, 2028 over two-thirds, reinforcing expansion momentum.
  • Guotai estimated global AI capex could reach USD 1.5 trillion in 2027, rising over 70% year-on-year.


Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Guotai Asset Management Co. Ltd. published the original content used to generate this news brief on August 17, 2026, and is solely responsible for the information contained therein.