China Has Likely Entered AI Infrastructure Investment Upcycle, Nomura Says -- Market Talk

Dow Jones

Mar 07, 2025

0354 GMT - An AI infrastructure investment is likely beginning in China's AI value chain, Nomura analysts say in a research note. Manus AI, a general AI agent, developed by China-based AI startup Monica, gained traction this week. According to its development team, the AI agent could complete complicated multi-stage tasks and outperform other mainstream agents. While its innovation may not be as groundbreaking as DeepSeek's, Nomura views the product as another example of China's accelerated AI innovation. The analysts think China's software makers could benefit from the AI investment upcycle in the mid- to long-term, as AI-driven efficiency improvements and cost reductions take effect. Meanwhile, software companies may adopt AI agents to further automate their platforms and improve user experience and engagement, leading to significant opportunities for business expansion, they add. (sherry.qin@wsj.com)

(END) Dow Jones Newswires

March 06, 2025 22:54 ET (03:54 GMT)

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Manus AI, a general AI agent, developed by China-based AI startup Monica, gained traction this week. According to its development team, the AI agent could complete complicated multi-stage tasks and outperform other mainstream agents. While its innovation may not be as groundbreaking as DeepSeek's, Nomura views the product as another example of China's accelerated AI innovation. The analysts think China's software makers could benefit from the AI investment upcycle in the mid- to long-term, as AI-driven efficiency improvements and cost reductions take effect. Meanwhile, software companies may adopt AI agents to further automate their platforms and improve user experience and engagement, leading to significant opportunities for business expansion, they add. (sherry.qin@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  March 06, 2025 22:54 ET (03:54 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>China Has Likely Entered AI Infrastructure Investment Upcycle, Nomura Says -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChina Has Likely Entered AI Infrastructure Investment Upcycle, Nomura Says -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-03-07 11:54</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0354 GMT - An AI infrastructure investment is likely beginning in China's AI value chain, Nomura analysts say in a research note. 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","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4552":"Archegos爆仓风波概念","BK4127":"投资银行业与经纪业","NMR":"野村控股"},"translate_title":"野村证券表示，中国可能已进入人工智能基础设施投资升级周期——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NMR":1},"content_text":"0354 GMT - An AI infrastructure investment is likely beginning in China's AI value chain, Nomura analysts say in a research note. Manus AI, a general AI agent, developed by China-based AI startup Monica, gained traction this week. According to its development team, the AI agent could complete complicated multi-stage tasks and outperform other mainstream agents. While its innovation may not be as groundbreaking as DeepSeek's, Nomura views the product as another example of China's accelerated AI innovation. The analysts think China's software makers could benefit from the AI investment upcycle in the mid- to long-term, as AI-driven efficiency improvements and cost reductions take effect. Meanwhile, software companies may adopt AI agents to further automate their platforms and improve user experience and engagement, leading to significant opportunities for business expansion, they add. (sherry.qin@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  March 06, 2025 22:54 ET (03:54 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}