Goldman Sachs: The cloud and data center sub-sector remains its most preferred area for the second half of the year, recommending Alibaba, GDS Holdings, 21Vianet, and Kingsoft Cloud.

Goldman Sachs published a report re-evaluating five key investor debate topics shaping the Chinese AI model landscape: 1) the competitive dynamics between U.S. and Chinese AI models; 2) intensifying price competition among Chinese model providers; 3) the drivers behind exponential token growth, and whether enterprise or consumer agents can justify the surge in token bills as global consumption scales toward quadrillions of tokens; 4) capital expenditure/free cash flow trajectories of hyperscale cloud operators

AASTOCKSJun 9 16:50

Daiwa: Visibility into AI monetization for Chinese tech stocks has improved; prefers Tencent (0700.HK) and NetEase (9999.HK)

Daiwa published a report stating that all China internet stocks covered by the firm have released their March-quarter results. The firm's latest recommendation ranking is as follows: Tencent (00700.HK), NetEase (09999.HK), Baidu (09888.HK), Bilibili (09626.HK), and Alibaba (09988.HK). The report noted that first-quarter results demonstrated tangible monetization of AI across multiple areas, including cloud computing, advertising, and AI-native applications. Alibaba and Baidu reported accelerated growth in their AI cloud businesses, while Tencent’s AI-driven ad technology continued to enhance advertising effectiveness, and Kuaishou’s Kling

AASTOCKSJun 9 11:07

Metaverse in Entertainment Market Worth $121.96 Billion by 2032 | Exclusive Report by MarketsandMarkets

PR NewswireJun 8 22:01

Express News | National-Level First Systematic Deployment on Empowering AI Development through Data

BreakingsJun 8 17:54

Persistent headwinds from crowding, valuations, and interest rate hike expectations: Is tech still worth holding?

Recent analyses from multiple institutions, including GF Securities and Dongwu Securities, converge on the same core conclusion: the upward revision trend in EPS and the AI industry cycle have not been disproven; current market disturbances largely represent temporary noise rather than sufficient conditions signaling a medium-term peak in the tech sector. Technology-oriented investments remain worth holding, and any pullback may present a strategic entry opportunity.

wallstreetcnJun 8 15:31

Major Brokerage UOB Kay Hian Adds GoerTek (1415.HK), NetEase (09999.HK), and Others to Buy List, Recommending Investors Enter on Pullbacks

UBS Securities noted that Chinese equities retreated in May due to a lack of new catalysts, with the Hang Seng Index and MSCI China Index declining 2.3% and 3.4% month-over-month, respectively. The firm expects U.S. equities, after rallying significantly since the end of March, to enter a consolidation phase, and anticipates Chinese equities may decline further in June in tandem with U.S. markets. It views this as a favorable opportunity to buy stocks expected to deliver stronger revenue growth in the second half of 2026. The firm has added Goertek (1415.HK), China Resources Mixc Lifestyle Services (01209.HK), NetEase (09999.HK), and Wuxi Apptec (02359.HK) to its Buy list.

AASTOCKSJun 5 16:11