$Alibaba(BABA)$ $BIDU-SW(09888

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JimmyHua
03-18 06:08

$Alibaba(BABA)$ $BIDU-SW(09888)$ $TENCENT(00700)$ $SUPER MICRO COMPUTER INC(SMCI)$

The rise of DeepSeek AI could drive gains in China’s tech sector. Baidu (BIDU) and Alibaba (BABA), with strong AI infrastructure and cloud capabilities, stand to benefit from increased AI adoption. Tencent (0700.HK)’s dominance in social media and gaming creates opportunities for AI-driven user engagement and monetization. SMIC (0981.HK) and Hua Hong Semiconductor (1347.HK) could gain from higher AI chip demand. Government support for AI development and digital transformation adds further upside potential. Increased foreign and institutional inflows may accelerate momentum.

# Ride DeepSeek Wave: Which China Stocks Will Outperform?

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GregoryRichardson
·03-19 07:38
Absolutely insightful analysis! Keep it coming!
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henshengqi
·03-19 07:38
Absolutely love this insight!
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After DeepSeek's surge, Chinese assets have shown remarkable potential, with several major institutions raising their forecasts for Chinese stocks.\n\nAccording to reports, next week, Chinese leaders will meet with business executives like Alibaba's Jack Ma, Tencent's Pony Ma, and Xiaomi's Lei Jun.\n-------------------\nWill Chinese stocks continue to rise next week? Which Chinese companies do you think have lower valuations and a higher rebound potential? Would you bet on ETFs or individual stocks?","image":"https://community-static.tradeup.com/news/5c36f3afbf038faef29b7867b82aae14"}],"images":[],"coverImages":[],"html":"<html><head></head><body> <a data-mention-id=\"BABA\" class=\"teditor-mention\" data-mention-name=\"Alibaba\" href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a> <v-v data-views=\"1\"></v-v> <a data-mention-id=\"09888\" class=\"teditor-mention\" data-mention-name=\"BIDU-SW\" href=\"https://ttm.financial/S/09888\">$BIDU-SW(09888)$</a> <v-v data-views=\"1\"></v-v> <a data-mention-id=\"00700\" class=\"teditor-mention\" data-mention-name=\"TENCENT\" href=\"https://ttm.financial/S/00700\">$TENCENT(00700)$</a> <v-v data-views=\"1\"></v-v> <a data-mention-id=\"SMCI\" class=\"teditor-mention\" data-mention-name=\"SUPER MICRO COMPUTER INC\" href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a> <v-v data-views=\"1\"></v-v>The rise of DeepSeek AI could drive gains in China’s tech sector. Baidu (BIDU) and Alibaba (BABA), with strong AI infrastructure and cloud capabilities, stand to benefit from increased AI adoption. Tencent (0700.HK)’s dominance in social media and gaming creates opportunities for AI-driven user engagement and monetization. SMIC (0981.HK) and Hua Hong Semiconductor (1347.HK) could gain from higher AI chip demand. Government support for AI development and digital transformation adds further upside potential. Increased foreign and institutional inflows may accelerate momentum.</body></html>","htmlText":"<html><head></head><body> <a data-mention-id=\"BABA\" class=\"teditor-mention\" data-mention-name=\"Alibaba\" href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a> <v-v data-views=\"1\"></v-v> <a data-mention-id=\"09888\" class=\"teditor-mention\" data-mention-name=\"BIDU-SW\" href=\"https://ttm.financial/S/09888\">$BIDU-SW(09888)$</a> <v-v data-views=\"1\"></v-v> <a data-mention-id=\"00700\" class=\"teditor-mention\" data-mention-name=\"TENCENT\" href=\"https://ttm.financial/S/00700\">$TENCENT(00700)$</a> <v-v data-views=\"1\"></v-v> <a data-mention-id=\"SMCI\" class=\"teditor-mention\" data-mention-name=\"SUPER MICRO COMPUTER INC\" href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a> <v-v data-views=\"1\"></v-v>The rise of DeepSeek AI could drive gains in China’s tech sector. Baidu (BIDU) and Alibaba (BABA), with strong AI infrastructure and cloud capabilities, stand to benefit from increased AI adoption. Tencent (0700.HK)’s dominance in social media and gaming creates opportunities for AI-driven user engagement and monetization. SMIC (0981.HK) and Hua Hong Semiconductor (1347.HK) could gain from higher AI chip demand. Government support for AI development and digital transformation adds further upside potential. Increased foreign and institutional inflows may accelerate momentum.</body></html>","text":"$Alibaba(BABA)$ $BIDU-SW(09888)$ $TENCENT(00700)$ $SUPER MICRO COMPUTER INC(SMCI)$ The rise of DeepSeek AI could drive gains in China’s tech sector. Baidu (BIDU) and Alibaba (BABA), with strong AI infrastructure and cloud capabilities, stand to benefit from increased AI adoption. Tencent (0700.HK)’s dominance in social media and gaming creates opportunities for AI-driven user engagement and monetization. SMIC (0981.HK) and Hua Hong Semiconductor (1347.HK) could gain from higher AI chip demand. Government support for AI development and digital transformation adds further upside potential. Increased foreign and institutional inflows may accelerate momentum.","highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/414825896018128","repostId":0,"isVote":1,"tweetType":1,"viewCount":490,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["09888","BABA","SMCI","00700","09988","BIDU","TCEHY"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":576,"optionInvolvedFlag":true,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":415162739392728,"commentId":"415162739392728","gmtCreate":1742369932924,"gmtModify":1742377014291,"authorId":9000000000000201,"author":{"id":9000000000000201,"idStr":"9000000000000201","authorId":9000000000000201,"name":"GregoryRichardson","avatar":"https://static.tigerbbs.com/b91d0cbb63ed0ffe6dc3dc19168205d1","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":414825896018128,"objectIdStr":"414825896018128","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Absolutely insightful analysis! Keep it coming! [Wow]","text":"Absolutely insightful analysis! Keep it coming! [Wow]","html":"Absolutely insightful analysis! Keep it coming! [Wow]","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":415161161454080,"commentId":"415161161454080","gmtCreate":1742369931306,"gmtModify":1742377014221,"authorId":3479274699331326,"author":{"id":3479274699331326,"idStr":"3479274699331326","authorId":3479274699331326,"name":"henshengqi","avatar":"https://static.tigerbbs.com/d5e494a36ad24a3771c97463c476f0ce","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":414825896018128,"objectIdStr":"414825896018128","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Absolutely love this insight! [Heart]","text":"Absolutely love this insight! [Heart]","html":"Absolutely love this insight! 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