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5 days ago
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4 Stocks From the Tech Industry of China to Keep an Eye On in 2H25
An updated edition of the April 22, 2025 technology sector is likely to demonstrate remarkable resilience in the second half of 2025, transforming global trade pressure into catalysts for indigenous innovation. Despite facing 145% U.S. tariffs and export restrictions on advanced semiconductors, Chinese technology companies, including NetEase NTES, Alibaba BABA, Taiwan Semiconductor TSM and Tencent Holdings TCEHY, have strategically pivoted their investments toward AI infrastructure and emerging technologies that rival Western counterparts. Taiwan Semiconductor has confirmed that while tariffs create some impact, AI demand remains robust and consistently outpaces supply, demonstrating China's tech ecosystem emergence as a global AI leader exemplifies this transformation, with the Hangzhou-based startup's R1 and R2 models proving that world-class AI can be developed using cost-effective architectures. Chinese e-commerce giants Alibaba and recently showcased remarkable momentum during the 618 shopping festival, with electronics and home appliance sales surging 283% and 380% respectively, driven by government subsidy programs, demonstrating strong domestic consumption recovery. Huawei Technologies continues its impressive comeback with the upcoming Pura 80 smartphone series set for launch on June 11, featuring the advanced HarmonyOS Next operating system that operates independently from Google's Android platform. This represents a significant milestone in China's software sovereignty, while Huawei's Kirin chipsets demonstrate competitive performance against international standards. Industry analysis shows Huawei's Kirin 9020 chip offers 14% higher memory bandwidth compared to Apple's A18 processor, highlighting China's advancing semiconductor semiconductor industry has strategically dominated advanced packaging technologies, capturing over 25% of the global market share and more than 50% in advanced packaging segments. Technologies like 2.5D and 3D stacking enable enhanced chip capabilities at relatively low costs, demonstrating China's ability to leverage alternative technological approaches to achieve superior performance. The robotics sector showcases China's engineering excellence, with Unitree Robotics unveiling sophisticated humanoid robots featuring 43 joint motors. China's electric vehicle ecosystem has been strengthened by companies like Zeekr and Great Wall Motor, while suppliers like Hesai reduced lidar costs from $80,000 in 2017 to approximately $200 in 2025. Beijing-based augmented reality companies Xreal and Rokid have introduced sophisticated AR solutions with expansive field views and real-time multilingual translation capabilities. These comprehensive technological advances reflect China's successful strategy, establishing leadership across multiple high-tech sectors while maintaining competitive believe that rapid advancements in Chinese technology and huge spending on its development efforts offer significant growth opportunities for investors. Our China Tech Screen is an invaluable source for identifying stocks with massive growth prospects in the 30 cutting-edge investment themes with Zacks Thematic Screens and uncover your next big opportunity. NetEase presents a compelling investment opportunity for the second half of 2025, driven by exceptional financial momentum and a robust game pipeline. The company delivered outstanding first-quarter 2025 results with gaming revenues surging 12.1% year over year to RMB24.0 billion and net income jumping 35% to RMB10.3 billion, demonstrating strong operational leverage. NetEase's diverse portfolio continues to gain traction globally, with Marvel Rivals topping Steam charts, Where Winds Meet reaching 30 million players and multiple titles ranking among top sellers. The upcoming catalyst-rich pipeline includes Sword of Justice's global expansion (already achieving 40+ million players in China), MARVEL Mystic Mayhem to be launched on June 25 and innovative titles like Planet Party Time. NetEase's technological differentiation through AI-powered NPCs and NVIDIA ray tracing partnerships, combined with fair monetization models, positions the company to capture market share. With a strong balance sheet holding RMB137 billion in net cash and multiple high-potential launches scheduled for the second half of 2025, this Zacks Rank #1 (Strong Buy) company offers attractive risk-adjusted returns for growth-oriented investors. You can see the complete list of today's Zacks #1 Rank stocks fourth-quarter fiscal 2025 results demonstrate remarkable operational efficiency, with non-GAAP earnings surging 23% year over year to $1.73 per ADS, significantly beating estimates by 16.89%. Alibaba's strategic "user first, AI-driven" approach is yielding impressive results, particularly in its Cloud Intelligence segment, which posted 18% revenue growth while AI-related products maintained triple-digit growth for seven consecutive quarters. The company's robust financial position, highlighted by $50.5 billion in net cash and $16.5 billion returned to shareholders in fiscal 2025, underscores management's confidence and commitment to value creation. Trading at attractive valuations relative to peers despite its technological leadership and expanding AI capabilities across diverse industries, this Zacks Rank #3 company warrants close monitoring for optimal entry points as market sentiment potentially improves in the second half of Semiconductor continues to lead the global chip foundry market, and it's benefiting heavily from the AI revolution. Its manufacturing dominance and scale have made it the go-to partner for advanced chipmaking. Whether it's NVIDIA, Marvell Technology or Broadcom, many top chip designers rely on TSM for producing custom AI accelerators and graphics processing units (GPUs).The company kicked off 2025 with excellent first-quarter results. Revenues surged 35% year over year to $25.53 billion, and net income rose 53% to nearly $11 billion in the first quarter. This growth was powered by the booming demand for its advanced 3nm and 5nm nodes, which now account for 58% of total wafer Semiconductor plans to ramp up capital spending to between $38 and $42 billion in 2025 to further capitalize on the AI-driven growing demand for advanced chips. This is a sharp increase from the $29.8 billion spent in 2024, with around 70% earmarked for advanced manufacturing capabilities. Despite higher energy prices in Taiwan, softness in key markets like PCs and smartphones and escalating geopolitical tensions, this Zacks Rank #3 company is worth a watch in the second half of reported strong first-quarter results, delivering RMB180 billion in revenues (+13% year over year) with non-IFRS operating margins expanding to 39%, demonstrating operational excellence. Gaming division momentum has significantly accelerated with domestic games surging 24% year over year while Delta Force achieved remarkable success, reaching 12 million peak DAU and becoming the sixth most popular mobile game integration is progressing faster than anticipated, with Yuanbao now integrated as a Weixin contact and LLM-powered search driving user engagement, positioning Tencent ahead of competitors in the AI transformation. Marketing Services' robust 20% year-over-year growth reflects the platform's enhanced AI-driven advertising capabilities, while the expanding Weixin ecosystem (1.402 billion MAU) provides an unmatched foundation for future monetization. With a strong net cash position of RMB90.2 billion and continued shareholder-friendly capital allocation through HKD17.1 billion in first-quarter buybacks, this Zacks Rank #3 company demonstrates both growth and financial discipline. Investors should monitor any market volatility in the second half that could provide attractive entry points. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report NetEase, Inc. (NTES) : Free Stock Analysis Report Tencent Holding Ltd. (TCEHY) : Free Stock Analysis Report Taiwan Semiconductor Manufacturing Company Ltd. (TSM) : Free Stock Analysis Report Alibaba Group Holding Limited (BABA) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
Yahoo
23-05-2025
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Zacks Investment Ideas feature highlights: Alibaba, Microvast, GDS and Kingsoft Cloud
Chicago, IL – May 22, 2025– Today, Zacks Investment Ideas feature highlights Alibaba BABA, Microvast MVST, GDS Holdings GDS and Kingsoft Cloud KC. The Zacks China Technology thematic screen focuses on China-based technology companies listed on the U.S. stock market, including firms that provide internet services, batteries, and online businesses such as e-commerce, online advertising, online media, online gaming, and social networking platforms. A top-ranked stock that the screen returned includes Alibaba. Let's take a quick look at a few details of the screen before sizing up how BABA presently stands. China Tech. broadly refers to China-based technology companies across various domains. These firms are leaders in their respective fields and have created a niche market as Beijing aims to reduce reliance on Western technology. The key technology aspects that have gained prominence in recent times are semiconductors, artificial intelligence, high-performance computing, industrial robots, data centers, satellites, quantum computing, and wireless broadband. Alibaba shares have been notably strong over the last month, gaining more than 25% and outpacing the S&P 500's 20% gain. The company's EPS outlook remains bullish for its current and next fiscal year, helping land the stock into a favorable Zacks Rank #2 (Buy). Notably, its AI-related product revenue throughout its latest period maintained a triple-digit percentage year-over-year growth rate for the seventh consecutive period, with its Cloud Intelligence Group also seeing 18% YoY growth. There were several other top-ranked stocks that the screen returned, which include Microvast, GDS Holdings and Kingsoft Cloud. To see the full list of stocks that the screen returned, please click here – Zacks Thematic Screens – China Technology. Zacks Thematic Screens lets you dive into 30 dynamic investment themes shaping the future. Whether you're interested in cutting-edge technology, renewable energy, or healthcare innovations, our themes help you invest in ideas that matter to you. Upon running the Zacks China Tech screen, top-ranked Alibaba, among others, was returned. Why Haven't You Looked at Zacks' Top Stocks? Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year. Today you can access their live picks without cost or obligation. See Stocks Free >> Media Contact Zacks Investment Research 800-767-3771 ext. 9339 support@ Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit information about the performance numbers displayed in this press release. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Alibaba Group Holding Limited (BABA) : Free Stock Analysis Report GDS Holdings (GDS) : Free Stock Analysis Report Kingsoft Cloud Holdings Limited Sponsored ADR (KC) : Free Stock Analysis Report Microvast Holdings, Inc. (MVST) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
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24-04-2025
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4 China Tech Stocks Resilient Despite U.S.-China Trade Tensions
Despite escalating trade tensions marked by unprecedented tariffs of 145% on Chinese exports to the United States, China's technology stocks, including Alibaba BABA, JD, Baidu BIDU and Tencent Holdings TCEHY, are showing remarkable resilience and growth potential in 2025. This ongoing trade conflict has paradoxically accelerated China's technological self-reliance and innovation Xi Jinping's recent Southeast Asian tour has strengthened regional ties, creating new market opportunities for Chinese technology exports. These strategic partnerships provide alternative growth avenues as U.S. markets face restrictions. The trade battle has inadvertently accelerated China's push for technological independence, catalyzing innovation across ahead, Chinese tech stocks appear well-positioned to benefit from the nation's comprehensive technological development strategy, robust domestic market and growing regional partnerships, making them increasingly attractive to investors seeking exposure to innovation-driven growth stories. DeepSeek, the groundbreaking Hangzhou-based AI startup, exemplifies China's technological prowess by developing the R1 model that rivals Western counterparts at a fraction of the cost. The company's upcoming R2 model promises enhanced coding capabilities and multilingual reasoning, demonstrating China's ability to innovate efficiently despite constrained access to advanced U.S. Chinese tech companies are capitalizing on this momentum through strategic investments in AI infrastructure and emerging technologies. These moves strengthen China's digital ecosystem and create new growth opportunities, positioning these stocks for continued advancement despite trade semiconductor sector showcases remarkable adaptability in navigating Western export controls. While not leading in cutting-edge chip fabrication, China dominates advanced packaging technologies with over 25% of the global market share. Innovations like 2.5D/3D stacking enable enhanced chip capabilities at competitive costs, effectively mitigating the impact of U.S. technological renaissance extends beyond semiconductors. In 2025, Chinese companies have unveiled impressive advancements across multiple sectors. Unitree Robotics demonstrated humanoid robots with 43 joint motors, while Zeekr and Great Wall Motor showcased cutting-edge electric vehicles. Supporting suppliers like Hesai have achieved dramatic cost reductions, with automotive-grade lidar units dropping from $80,000 in 2017 to $200 in 2025. The augmented reality sector flourishes with Xreal's One Pro glasses and Rokid's multilingual translation eyewear, reflecting China's comprehensive technological believe that rapid advancements in Chinese technology and huge spending on its development efforts offer significant growth opportunities for investors. Our China Tech Screen is an invaluable source for identifying stocks with massive growth prospects in the 30 cutting-edge investment themes with Zacks Thematic Screens and uncover your next big opportunity. Alibaba Group presents a compelling investment opportunity in 2025, driven by three transformative catalysts. First, the company's core businesses are experiencing a remarkable acceleration, with customer management revenues growing 9% year over year and AliExpress recording a 27% increase in U.S. orders, highlighting successful monetization initiatives and international expansion momentum. Second, Alibaba's AI infrastructure strategy is yielding exceptional results, with Qwen AI models garnering over 290,000 corporate users and AI product revenues maintaining triple-digit growth for six consecutive quarters, culminating in the company's largest-ever investment commitment in cloud and AI infrastructure over the next three years. Third, the company's robust financial position with $51.9 billion in net cash, combined with aggressive shareholder returns — including $11.3 billion in buybacks resulting in a 5% share count reduction — demonstrates strong capital discipline. With Fliggy's innovative AskMe AI travel assistant and Accio's rapid adoption reaching one million users in five months, this Zacks Rank #1 (Strong Buy) company is strategically positioned to capture substantial market share across multiple high-growth sectors. You can see the complete list of today's Zacks #1 Rank stocks is poised for exceptional growth in 2025 as the company executes ambitious initiatives across its core business segments. The New Product Growth Initiative aims to incubate 600 100-million-yuan bestsellers through tens of billions of RMB in traffic and funding investments, complemented by the strategic upgrade of JD Little Cube to JD New Products for enhanced product discovery. With 250 million users already purchasing new products and merchants participating in launches, which have increased by 130% year over year, JD's Marketing 2.0 Framework and digital tools like JD Innovation Center demonstrate strong momentum. Meanwhile, JD Super's partnership with Thailand's Ding Fong Group, securing 2,500 metric tons of premium frozen durian, exemplifies the company's direct-sourcing strategy in the $7 billion Chinese durian market, where JD maintains industry leadership with 30% compound annual growth. It has doubled frozen durian sales since 2022. This Zacks Rank #1 company's integrated ecosystem approach, combining advanced logistics, AI-driven marketing and strategic global partnerships, positions it to capture significant market share across multiple high-growth categories while delivering sustainable competitive advantages in China's rapidly evolving e-commerce one of China's tech giants, is positioning itself as a formidable player in the autonomous vehicle sector through a strategic partnership with battery powerhouse CATL. The companies announced on Thursday that they will jointly develop "competitive" driverless vehicles, combining Baidu's autonomous driving expertise with CATL's advanced battery technology. This collaboration will integrate CATL's power batteries, battery swapping capabilities, and skateboard chassis technology into next-generation autonomous to its momentum, this Zacks Rank #2 (Buy) company launched its upgraded Ernie 4.5 AI model, featuring enhanced reasoning capabilities and advanced multimodal functions that process text, images, audio, and video. In a significant strategic shift, Baidu made Ernie 4.5 open source, responding to increasing competition in China's AI landscape. Meanwhile, Ernie X1 has been developed as a multimodal reasoning model, featuring capabilities such as advanced search, image and document comprehension, code interpretation, webpage analysis, and TreeMind mapping. This dual focus on autonomous vehicles and AI advancement makes Baidu a compelling tech stock to watch in 2025, as it strengthens its position in two of technology's most promising groundbreaking Hunyuan Turbo S model is expected to be a game changer. This Zacks Rank #2 company's latest AI innovation has captured market attention by delivering responses within a second, significantly outpacing competitors, including the widely acclaimed DeepSeek-R1. This remarkable speed doesn't come at the expense of performance. Tencent stated that Turbo S matches DeepSeek-V3's capabilities across knowledge, mathematics, and reasoning company's strategic pivot toward cost-efficient AI solutions has also made advanced artificial intelligence more accessible, with Hunyuan Turbo S operating at a fraction of the cost of previous iterations. This competitive pricing strategy, coupled with Tencent's vast ecosystem spanning gaming, social media, and fintech, positions the company to potentially capture substantial market share in China's booming AI sector. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Baidu, Inc. (BIDU) : Free Stock Analysis Report Tencent Holding Ltd. (TCEHY) : Free Stock Analysis Report Inc. (JD) : Free Stock Analysis Report Alibaba Group Holding Limited (BABA) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Sign in to access your portfolio
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21-02-2025
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Zacks Investment Ideas feature highlights: Alibaba, Futu, Baidu, Krane CSI China Internet ETF and JD.com
Chicago, IL – February 21, 2025 – Today, Zacks Investment Ideas feature highlights Alibaba BABA, Futu Holdings FUTU, Baidu BIDU, Krane CSI China Internet ETF KWEB and JD. In 2020, Zacks Ranked #3 (Hold) stock Alibaba was at the top of its game. Dubbed the 'Amazon of China,' BABA had a stranglehold on a massive and growing Chinese e-commerce business. BABA shares had rallied from the IPO price of ~$100 in 2014 to over $300 per share at its peak in 2020. Not only did BABA enjoy the benefit of a massive Chinese market, but the government kept foreign competitors from entering the market, and the Chinese economy looked poised to take over the U.S. economy. However, as is often the case on Wall Street, BABA's fortunes turned when things looked the best. The Covid-19 pandemic decimated the Chinese economy, leading to mass unemployment among youth. Worse yet, in November 2020, BABA founder and former CEO Jack MA delivered a speech critical of the Chinese government. Ma, who is the wealthiest man in China, was summoned for questioning by the government, and his ambition to bring BABA affiliate Ant Group (owner of the world's largest mobile payment platform, Alipay) was brought to a screeching halt when the company's stock market listing was suspended. Ma would disappear from public view for months as BABA shares plunged from ~$300 to $58 in December 2022. Until early 2025, BABA shares were stuck in a frustrating trading range as the economy continued to sputter. However, over the past twelve months, the company appears to have finally turned the corner as shares gained more than 80%. Thursday morning, BABA smashed Wall Street expectations, confirming investors' bullish bias. Revenue of 280.15B Yuan beat Wall Street expectations of 277.37B. While BABA has appreciated nicely for bulls over the past few months, the move is likely just getting started. Below are five reasons to be long BABA: 1. Multi-Year Breakout An old Wall Street adage explains, 'The longer the base, the higher in space.' That's good news for BABA bulls. BABA is breaking out of a 3-year base structure following its earnings beat. 2. BABA Is Back on the Government's Good Side As BABA investors learned in 2020, growing a business is impossible without being on the controlling and powerful government's good graces. Earlier this month, Jack Ma was seen shaking hands with President Xi Jinping, signaling to investors that the relationship between BABA and the Chinese government had been rehabilitated. 3. BABA Is Cheap Despite the recent meteoric price rise, BABA's price-to-earnings ratio is near all-time lows as growth begins to pick up – a bullish combination. 4. New Revenue Sources In the earnings conference call, BABA CEO Eddie Wu explained, 5. China Bull Market & Smart Money Buyers Market history suggests that roughly 75% of a stock's move is correlated to the general market's direction. With the government stimulating the Chinese economy and the rapid success of the DeepSeek AI large language model, the Chinese stock market and the iShares China Large Cap ETF (FXI) are in bull mode. In addition, David Tepper, one of Wall Street's sharpest minds, has roughly a 20% allocation to Chinese stocks like Baidu, the Krane CSI China Internet ETF and Meanwhile, market breadth is robust, with lesser-known Chinese stocks like Futu Holdings ripping higher. In conclusion, a confluence of factors, including a multi-year breakout, renewed government favor, a low P/E ratio, burgeoning new revenue streams, and a broader Chinese market resurgence fueled by smart money – paints a compelling picture for Alibaba's future. Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year. Today you can access their live picks without cost or obligation. See Stocks Free >> Media Contact Zacks Investment Research 800-767-3771 ext. 9339 support@ Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit for information about the performance numbers displayed in this press release. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Baidu, Inc. (BIDU) : Free Stock Analysis Report Inc. (JD) : Free Stock Analysis Report Alibaba Group Holding Limited (BABA) : Free Stock Analysis Report KraneShares CSI China Internet ETF (KWEB): ETF Research Reports Futu Holdings Limited Sponsored ADR (FUTU) : Free Stock Analysis Report To read this article on click here. Zacks Investment Research Sign in to access your portfolio
