HSBC: China's AI Sector to Unlock New Growth Opportunities for Global Investors
SingTao · 2 SOURCESabout 2 hours ago2 MIN
Summary
HSBC held its 13th China Seminar in Shenzhen this week, attracting over 1,500 global business leaders, corporate executives, and institutional and individual investors to discuss macroeconomic trends and investment opportunities in AI and biotechnology sectors . HSBC Asia and Middle East Co-Chief Executive Liao Yijian said China has become a pivotal force in global innovation and technology, with robots, artificial intelligence, and innovative drugs now forming the country's new export calling card . Research indicates mainland China and Hong Kong together represent 30% of global AI-related exports by value, while Chinese AI models account for over 80% of token usage among the world's top nine models .
Key Points
- HSBC's 13th China Seminar took place in Shenzhen this week, drawing over 1,500 global business leaders and investors
- Liao Yijian, HSBC's Co-CEO for Asia and Middle East, delivered the opening remarks at the conference
- Mainland China and Hong Kong together account for 30% of global AI-related exports by value in Q1 2026
- Chinese AI models comprise over 80% of token usage among the world's top nine models
- Robots, AI, and innovative drugs have emerged as China's "new new three" export categories
Why It Matters
HSBC's findings signal a significant shift in global technology trade dynamics, with Asia positioned to lead AI exports as investment accelerates worldwide . The emergence of "token exports" as a potential new growth driver could reshape China's digital service trade landscape and attract increased foreign capital to the region's tech sector .
HSBC's findings signal a significant shift in global technology trade dynamics, with Asia positioned to lead AI exports as investment accelerates worldwide . The emergence of "token exports" as a potential new growth driver could reshape China's digital service trade landscape and attract increased foreign capital to the region's tech sector .