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Seven Chinese agencies including the Cyberspace Administration of China issued an implementation plan for coordinated digital and green transition covering 2026 to 2030, naming AI- and VR-based consumption models such as virtual interior design, virtual fitting rooms and secondhand goods trading, alongside shared mobility, shared space and shared goods; the text circulated via TechFlow at 11:13 a.m. KST on the 4th. The main transmission channel is a multi-year demand signal for China's AI compute, XR device and e-commerce platform value chain, which supports sector beta in Chinese internet and hardware names and, at the margin, global AI capex sentiment rather than spot crypto. Read-through stays modest until the plan attaches fiscal support, procurement targets or subsidy amounts, so the watch item is implementation detail and any accompanying funding line rather than the headline framework itself.
As a Macro signal, confirm the link to liquidity, rates, policy timing, and price reaction before drawing a trading conclusion.
Original Source: 토큰포스트
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