According to CoinMeta, Yuan Zhengyi stated at the 2026 Citibank China Summit that the recent moderate adjustments in the AI sector are a healthy part of market digestion. Tech giants have not cut back on capital expenditures, and the core bottleneck still lies on the supply side. He pointed out that this year's market has been largely driven by AI, and some of these adjustments are actually healthy. Behind them are concerns about a possible slowdown in capital investment in AI and high valuations, but there is no widespread panic yet. Yuan Zhengyi believes that AI is an irreversible trend, similar to the Industrial Revolution of the past, and China's AI industrial chain has been less affected. At the same time, he observed a clear increase in overseas capital allocation sentiment; roadshows in Europe and America are fully booked, and investors from those regions now account for over 50% of participants in many projects. Overseas investors realize they cannot miss out on China's globally competitive opportunities.