With the intensive iteration of domestic basic models, and in particular the release of Kimi K3, known by the industry as the “Second DeepSeek Moment,” the eyes of global capital have once again focused on the East. However, unlike last year's simple “catch-up” narrative, UBS Securities China Internet industry analyst Xiong Wei presented a more weighty perspective at today's online media conference: China's AI is reshaping the financial model and competitive logic of the global AI industry through systemic cost advantages. According to Xiong Wei, the rise of AI in China is not just a parametric arms race, but a profound revolution in “efficiency” and “ROI.” Xiong Wei believes that with the stratification and deepening of global AI demand, the Chinese model, which has a structural cost advantage, is expected to occupy a more favorable position in the “carbon-based and silicon-based” global rebalance.

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