Guojin Securities Analyst: Tech Giants' AI Investment Commitment Won't Waver on June 29

According to Liu Gaochang, chief computer analyst at Guojin Securities, speaking at the Gelonghui Mid-Year Strategy Summit on June 29, major tech companies' commitment to AI investment will not change despite tightening free cash flow. Liu noted that after depleting initial cash reserves, large tech companies are now drawing on existing capital to continue AI investment, a sign that the industry logic has proven sound and that major players are making a long-term strategic bet on AI.
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