Gate News news. On March 31, according to a report by the Shanghai Securities News, the office of UBS Wealth Management’s Investment Director (CIO) issued an institutional view, saying that the current adjustment in the Chinese market may have already gone too far, and that investors have an opportunity to increase their holdings of high-quality China AI stocks at lower valuations. The internet industry in China currently has a 12-month forward price-to-earnings ratio (a valuation metric) of about 13x, which is close to the level before DeepSeek was released; the current valuation has not yet fully reflected the gains brought by AI investment and monetization over the past year. UBS Wealth Management expects that the MSCI China Index (the benchmark index for China’s stock market) will see EPS (earnings per share) growth of about 13% this year, and that the profit growth rate for the technology sector could reach 20% to 25%. In addition, policies still actively support AI development and technological innovation; as market sentiment and fundamentals improve, earnings, valuations, and positioning are expected to recover gradually.
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