Mar. 6 at 8:27 AM
CHINA JUST DROPPED A 10 TRILLION YUAN BOMB
NDRC official: AI-related industries to surpass
$1.38 TRILLION USD by 2030 (10 trillion RMB)
This is not a prediction. This is government policy.
The three horses to play this:
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$BABA
➡️ Committed
$380B RMB (
$52B) over 3 years for AI infra
➡️ Qwen now unified as flagship AI brand
➡ 73.5M DAU peak during CNY campaign
➡ CEO Wu Yongming personally leading "Foundation Model Support Group"
$TCEHY (00700.HK)
➡️ UBS just reiterated BUY with 780 HKD PT
➡️ 1.4B WeChat users = massive AI agent distribution
➡ Hunyuan 3D going global, Maxon integration, Frankfurt data center expansion
➡ Overseas clients doubled in 2025
$BIDU
➡️ Just bagged 837M RMB AI deal with China Unicom
➡️ Won 4 AI projects since Jan
➡ Hangzhou govt partnership for Qianfan innovation center
China is going ALL IN on AI. These three are the infrastructure.
10 trillion RMB by 2030. Do the math.