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<Research>M Stanley: Enablers, Foundation Models Remain Key Investment Themes in CN AI; Broad Adoption Also Entails Investment Opportunities for Beneficiaries
China's AI sector is entering a new phase, shifting from catching up in technological capability to capturing value, with the focus moving from training to inference, from tech...
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<Research>M Stanley: Enablers, Foundation Models Remain Key Investment Themes in CN AI; Broad Adoption Also Entails Investment Opportunities for Beneficiaries
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China's AI sector is entering a new phase, shifting from catching up in technological capability to capturing value, with the focus moving from training to inference, from technology to applications, and from potential to real earnings, Morgan Stanley said in its report.

At the current stage, enablers and foundation models remain key investment themes, while broad AI adoption also entails investment opportunities for beneficiaries, Morgan Stanley opined.

Related News CLSA Reiterates High-Conviction Outperform on MONTAGE TECH (06809.HK); GIGADEVICE (03986.HK), SMIC (00981.HK), HUA HONG SEMI (01347.HK) Rated Outperform
In its risk-reward analysis of AI application players, BEISEN HOLDING (09669.HK)  +0.120 (+3.540%)    Short selling $8.15K; Ratio 2.071%   , MEITU (01357.HK)  -0.140 (-2.703%)    Short selling $105.37M; Ratio 13.659%   , ROBOROCK (688169.SH)  +4.880 (+4.239%)   , MIDEA GP (000333.SZ)  +0.290 (+0.362%)   , and ECOVACS (603486.SH)  +0.750 (+1.175%)   stand out.

MINIMAX-W (00100.HK)  +127.500 (+18.465%)    Short selling $43.95M; Ratio 2.207%   and KNOWLEDGE ATLAS (02513.HK)  +310.000 (+36.905%)    Short selling $35.61M; Ratio 1.000%   are key participants among foundation model providers in Chinas AI sector, while Alibaba (BABA.US)      is the best-positioned full-stack AI platform among the companies under the broker's coverage.

Morgan Stanley highlighted CONTEMPORARY AMPEREX (300750.SZ)  +2.800 (+0.649%)   (03750.HK)  +21.500 (+3.300%)    Short selling $468.73M; Ratio 19.068%   , YINGLIU (603308.SH)  +5.370 (+7.148%)   , and SIEYUAN ELEC (002028.SZ)  +8.850 (+4.462%)   as key targets in the power sector.

Related NewsCLSA's Ratings and TPs for CN Semis (Table)
The broker stayed constructive on CAMBRICON (688256.SH)  +39.010 (+3.053%)   , ILUVATAR COREX (09903.HK)  +3.500 (+0.673%)    Short selling $54.06M; Ratio 10.608%   , NAURA (002371.SZ)  -0.450 (-0.077%)   , AMEC (688012.SH)  +17.150 (+4.415%)   , ACM Research, Inc. (ACMR.US)      , SMIC (00981.HK)  -2.450 (-3.198%)    Short selling $627.88M; Ratio 9.764%   , and Unimicron (3037.TW). These AI enablers are expected to benefit from the long-term trend of semiconductor localization in China.
(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-05-13 16:25.) (A Shares quote is delayed for at least 15 mins.) (Real-time Streaming US Stocks Quote; Except All OTC quotes are at least 15 minutes delayed.)

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