China Insight: Cutting Through the Hype — the Transformation of China's Fashion Industry as AI Enters Deeper Waters [Yahoo! Finance]
LVMH-MOET H/L/V UNSP/ADR (LVMUY)
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Source: Yahoo! Finance
In early 2025, the AI upheaval sparked by DeepSeek not only rattled U.S. stock markets but also ignited widespread enthusiasm across various Chinese industries, including fashion, which quickly ramped up its AI strategy. However, by the year's end, concerns over the AI bubble surfaced, fueled by circular trading models and heavy debt reliance on the part of giants like Nvidia and OpenAI. This, coupled with the volatility of Oracle's stock, sent market sentiment into a tailspin. More from WWD Luxury Retail Picks Up in China's Hainan Island, Gold Retailers Shine Brightest L Catterton Forms Strategic Partnership With C-beauty Group Mao Geping What to Watch: China's Evolving Luxury Market Reset From the “peak at the starting line” hype to the mounting skepticism surrounding the AI bubble, the question remains: Will AI's disruption truly transform the fashion industry? The answer is becoming clearer, with two major events helping to mark a turning point. On Dec. 6, the Global (S
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