🚀 Who do you think is foreign capital’s top choice for investing in China‘s AI?
With the Chinese AI sector heating up, all eyes are on where foreign capital is flowing. Is the smart money on computing infrastructure, full-stack technology, or hardware independence?
Alibaba $Alibaba(BABA.US)has drawn renewed interest from Cathie Wood’s Ark Invest, betting on its massive AI infrastructure plan (exceeding 380 billion yuan) and its new collaboration with NVIDIA $NVIDIA(NVDA.US)on “Physical AI.” Baidu $Baidu(BIDU.US)is favored for its integrated capabilities from chips to models. Meanwhile, Tencent’s industrial AI, SMIC’s role in chip sovereignty, and SenseTime’s vision expertise present compelling alternative bets.
$SMIC(00981.HK)$TENCENT(00700.HK)$Tencent(TCEHY.US)$SENSETIME-W(00020.HK)