High-Tech Push Lifts Output, not Jobs: What It Means for China

Posted on by Eben@CANSLIM Research

In a report examining why China’s technology drive may support output more than employment, the analysis argues that high-tech sectors can increasingly offset the drag from the property downturn, but that the shift carries important consequences for jobs and household income. The research broadens its definition of high-tech to include high-tech manufacturing, new energy vehicles and telecom, IT and software services — a scope that captures much of the AI supply chain, from semiconductors and computing equipment to cloud and software.

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