June 17, Lujiazui Forum — MORGAN STANLEY Asia CEO and global co-head of equities
Gokul Laroia said global investor interest in China is strengthening. He called
China, after the US, the only market with an independent, end-to-end AI
ecosystem, evolving from semiconductor localization to data centers and cloud
providers, large language models and downstream applications including digital
services and humanoid robots. He said hundreds of companies are already
participating and estimated the ecosystem could generate an incremental $30–40
trillion in market value.
