Perhaps the biggest outcome of the latest U.S.-China trade talks is China’s increased confidence in its homegrown technology. Alibaba and Baidu both saw their stocks surge this past week after news of AI advances and business deals . Huawei touted AI chip systems better than Nvidia’s at the same time as Beijing extended a probe…
UBS has narrowed down its Chinese artificial intelligence plays to two leading companies. With several mainland companies having had a chance to monetize generative AI in the past two years, leaders and laggards are now emerging. “We favor AI-driven and alpha growth names with strong execution,” a team led by the investment bank’s Hong Kong-based…
Kuaishou’s Kling AI platform generates video from text and still images. Nurphoto | Nurphoto | Getty Images BEIJING — China’s video-heavy entertainment world has yielded a trove of data for companies — and they’re now ramping up money-making artificial intelligence tools for generating ads and film clips. TikTok parent ByteDance holds the first and third…
Nvidia CEO Jensen Huang attends a roundtable discussion at the Viva Technology conference dedicated to innovation and startups at Porte de Versailles exhibition center in Paris on June 11, 2025. Sarah Meyssonnier | Reuters BEIJING — Nvidia CEO Jensen Huang praised China’s generative artificial intelligence models, a day after the U.S. chipmaker said it expected…
While the China technology story hasn’t changed enough to warrant major changes to portfolios, local stock investors are now being encouraged to take a more conservative turn as they gear up for the second half. “We caution against a potential volatility surge in the next month or two,” a team led by Morgan Stanley’s chief…
Sebastian Siemiatkowski, CEO of Klarna, speaking at a fintech event in London on Monday, April 4, 2022. Chris Ratcliffe | Bloomberg via Getty Images Klarna’s CEO is so bullish about artificial intelligence that he sees it changing the way the fintech’s 100 million users bank every day. On Wednesday, Klarna — a pioneer of the…
Downtown Beijing on May 2, 2025. Greg Baker | Afp | Getty Images BEIJING — Alibaba, Tencent and JD.com reported earnings this week that not only reflected improving Chinese consumer spending, but also the growing benefits of artificial intelligence in advertising. E-commerce giant Alibaba said late Thursday its Taobao and Tmall group sales rose by…
Bernstein is looking at Chinese internet tech stocks like it’s the downtrodden days of Covid-19. “For all the justified consternation around geopolitics and trade headwinds, we think the mantra of ‘fade sentiment extremes’ still applies,” Bernstein China internet analyst Robin Zhu and a team said in an April 14 report. “Several of the other conditions…
Worries about tariffs may have rattled global investors, but analysts still expect China’s technology sector to keep riding this year’s wave of interest in homegrown generative artificial intelligence. The latest salvo of U.S. tariffs on China and its Southeast Asia trading partners sent Chinese stocks tumbling at the open Thursday, but they closed well off…
Shoppers line up to shop at a Laopu Gold outlet in Deji Plaza in Nanjing, China, on Feb. 21, 2025. Fang Dongxu | Feature China | Future Publishing | Getty Images BEIJING — Chinese companies’ latest earnings reports point to an improvement in consumer spending, though it’s not necessarily back to pre-pandemic levels. E-commerce giants…
