Publication Type

Case

Version

publishedVersion

Publication Date

10-2025

Abstract

This case explores the investment opportunities of AIGC by combining the core technological value and industrial application status of generative AI. We then analyse the impacts of these large-scale sectoral changes in a study of AI in China’s energy industry. We are currently in the early stage of the generative AI industry, thus it is analysed more from the perspective of early value investment, including trend investment opportunities brought by macro cycles, inflection point investment opportunities brought by industry transformation and application, and value creation brought by disruptive innovation. The early investment in the Chinese market is also at a turning point in its own development, so it also combines with the adaptability of the development of early AIGC investment in China.

Discipline

Economics | Finance

First Page

1

Last Page

18

Publisher

Sim Kee Boon Institute for Financial Economics

City or Country

Singapore

Embargo Period

11-3-2025

Included in

Finance Commons

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