At an AI investment summit held in Beijing on September 16, themed "Certainty Opportunities in the AI Infrastructure Era," Huatai Securities Co., Ltd. overseas technology research chief analyst Huang Leping attended and moderated a roundtable discussion.

Huang noted that over the past year, the semiconductor index has climbed approximately 60 points, while Lenovo's shares have surged 250 points, marking what he described as the industry's strongest performance in years.

He pointed out that the event brought together stakeholders from across the supply chain, including model developers, AI inference providers, chipmakers, and investors, to explore recent shifts within the sector.

Huang also remarked that the past 12 months have represented the fastest period of model evolution in human history, underscoring the rapid pace of technological advancement driving the industry forward.