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The bullish momentum recently seen in the Chinese market is likely to continue thanks to the structural opportunities provided by the country's rapid adoption of emerging technologies and ongoing economic recovery, said experts.

专家表示，中国市场近期的看涨势头有望延续，这得益于中国快速采用新兴技术所带来的结构性机遇以及持续性经济复苏。

Their comments were made on Monday after the benchmark Shanghai Composite Index climbed to an 11-year high of 4225.02 points. The Shenzhen Component Index jumped 2.16 percent and the tech-heavy ChiNext in Shenzhen surged 3.5 percent. Combined trading value on the Shanghai, Shenzhen and Beijing bourses topped 3.56 trillion yuan ($520 billion), up nearly 16 percent from the previous trading day.

上述评论发表于5月11日。当日，上证综指攀升至4225.02点，创下11年来新高；深证成指上涨2.16%，以科技股为主的创业板指数大涨3.5%。沪、深、京三地交易所合计成交额突破3.56万亿元人民币（约合5200亿美元），较前一交易日放量近16%。

A-share listed semiconductor firms fueled the Monday rally, reporting an average daily price gain of 5.01 percent.

5月11日的涨势主要由A股半导体上市公司拉动，相关个股当日平均涨幅达5.01%。

Fang Jian, manager of the integrated circuit hybrid fund at Yinhua Fund, said the strong performance of Chinese tech companies may have just begun in earnest. The artificial intelligence surge and semiconductor localization will generate enormous investment opportunities in 2026 as chipmakers will see "a big year of orders".

银华基金集成电路混合型基金经理方建认为，中国科技股的强势表现或许才刚刚真正启动，人工智能浪潮与半导体国产化将在2026年催生巨大投资机遇，芯片制造商将迎来“订单大年”。

On Friday, China's top internet, economic and industry regulators jointly issued a guideline to regulate the application and innovative development of AI agents.

5月8日，国家互联网、经济和行业主管部门联合发布指导意见，规范人工智能智能体的应用与创新发展。

While foundational models remain the key investment thesis at the current stage, investors are recommended to keep a close eye on power suppliers, companies with deeper and earlier AI adoption, as well as AI enablers that benefit from China's semiconductor localization trend, experts from Morgan Stanley wrote in a report released on Sunday.

摩根士丹利专家在周日发布的报告中指出，尽管基础模型仍是当前阶段的核心投资