[차이나는 인사이트] 2026년에 주목할 중국 AI 투자 포인트

00:00 오프닝
01:39 Q. 발간일 이후 주가의 흐름?
04:38 중국 AI 산업 관전 포인트 3가지
05:26 국산 칩을 활용한 SOTA 달성
06:36 AI 모델 기업의 R&D 비용은 GPU 사용료
08:03 AI 모델 플랫폼 연계가능성
09:09 투자 포인트. H200 확보 불확실성 속 중국 AI 전략
13:35 투자 포인트. 모델 아키텍처 고도화를 통한 추론 비용 절감
17:54 투자 전략. 추론 수요 증가 →AI 밸류체인 수직계열화 기업에 주목
21:08 기업분석. 알리바바 (9988 HK)
23:22 기업분석. 바이두 (9888.HK)
25:27 Q. 중국 AI 산업 리스크 포인트

#차이나는유안타 #중국 #중국주식
#AI풀스택 #AI Native IPO #중국AI산업
#알리바바 #바이두

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