UBS Wealth Management: Market adjustments may be excessive, giving investors the opportunity to buy high-quality Chinese AI stocks at a low price.

Sina Finance reported on March 31st that the Investment Director's Office of UBS Wealth Management has expressed its institutional view that the current market correction may have been overdone, providing investors with the opportunity to increase their holdings of quality Chinese AI stocks at lower valuations. Policies continue to support AI development and technological innovation, and with improving market sentiment and fundamentals, profitability, valuations, and positions are expected to gradually recover. The view states that the 12-month forward price-to-earnings ratio of the Chinese Internet industry is currently around 13 times, approaching the level before DeepSeek was released, indicating that current valuations have not fully reflected the returns from AI investments and realizations over the past year. MSCI China is expected to achieve an earnings growth rate of around 13% this year, with the technology sector expected to see earnings growth of 20% to 25%.