Tencent, Alibaba Seen as Key Picks for Chinese AI Exposure -- Market Talk

Dow Jones

Nov 04

0952 GMT - Tencent and Alibaba offer good exposure to China's AI sector, which Bernstein analysts view as one of the most interesting markets for AI development. "The state of internet penetration in China means the AI application layer has the potential to progress more quickly than in the rest of the world", they say in a note. Tencent is Bernstein's top long-term pick in the internet sector, and it thinks the market undervalues the company's potential to drive business improvement via AI. The brokerage also rates Alibaba as outperform on the view that AI investments are a more productive use of capital than past initiatives under former CEO Daniel Zhang. Tencent shares last closed at HK$629.00 and Alibaba H-shares were at HK$159.00. (jason.chau@wsj.com)

(END) Dow Jones Newswires

November 04, 2025 04:53 ET (09:53 GMT)

At the request of the copyright holder, you need to log in to view this content

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

{"basename":"","ssrTDKData":{"titleTemplate":"%s - Tiger Brokers","title":"Tiger Brokers | Global Stocks, Options & Futures Trading App","description":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","keywords":"tiger brokers,tiger trade,tiger brokers singapore,broker online,stock trading in singapore,share trading singapore,brokerage firm singapore,trading app,stock broker singapore,stock trading platforms,trading account","social":{"ogDescription":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/news/2580789979"},"companyName":"Tiger Brokers"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2580789979\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2580789979?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2025-11-04 17:53","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2580789979","market":"sh","top_or_hot":-1,"title":"Tencent, Alibaba Seen as Key Picks for Chinese AI Exposure -- Market Talk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0952 GMT - Tencent and Alibaba offer good exposure to China's AI sector, which Bernstein analysts view as one of the most interesting markets for AI development. \"The state of internet penetration in China means the AI application layer has the potential to progress more quickly than in the rest of the world\", they say in a note. Tencent is Bernstein's top long-term pick in the internet sector, and it thinks the market undervalues the company's potential to drive business improvement via AI. The brokerage also rates Alibaba as outperform on the view that AI investments are a more productive use of capital than past initiatives under former CEO Daniel Zhang. Tencent shares last closed at HK$629.00 and Alibaba H-shares were at HK$159.00. (jason.chau@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  November 04, 2025 04:53 ET (09:53 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tencent, Alibaba Seen as Key Picks for Chinese AI Exposure -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTencent, Alibaba Seen as Key Picks for Chinese AI Exposure -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-11-04 17:53</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0952 GMT - Tencent and Alibaba offer good exposure to China's AI sector, which Bernstein analysts view as one of the most interesting markets for AI development. \"The state of internet penetration in China means the AI application layer has the potential to progress more quickly than in the rest of the world\", they say in a note. Tencent is Bernstein's top long-term pick in the internet sector, and it thinks the market undervalues the company's potential to drive business improvement via AI. The brokerage also rates Alibaba as outperform on the view that AI investments are a more productive use of capital than past initiatives under former CEO Daniel Zhang. Tencent shares last closed at HK$629.00 and Alibaba H-shares were at HK$159.00. (jason.chau@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  November 04, 2025 04:53 ET (09:53 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4122","symbol_name":"互联网与直销零售","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2580789979","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2580789979","pubTimestamp":1762249980,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0952 GMT - Tencent and Alibaba offer good exposure to China's AI sector, which Bernstein analysts view as one of the most interesting markets for AI development. \"The state of internet penetration in China means the AI application layer has the potential to progress more quickly than in the rest of the world\", they say in a note. Tencent is Bernstein's top long-term pick in the internet sector, and it thinks the market undervalues the company's potential to drive business improvement via AI. The brokerage also rates Alibaba as outperform on the view that AI investments are a more productive use of capital than past initiatives under former CEO Daniel Zhang. Tencent shares last closed at HK$629.00 and Alibaba H-shares were at HK$159.00. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"89988":"阿里巴巴-WR","BK4122":"互联网与直销零售","LU1568876335.HKD":"ALLIANZ CHINA MULTI INCOME PLUS \"AMG\" (HKD) INC","HBBD.SI":"Alibaba HK SDR 5to1","TCEHY":"腾讯控股ADR","LU0918141887.USD":"安联亚洲实际收益股票基金","LU1102505929.USD":"FIDELITY SUSTAINABLE EMERGING MARKETS EQUITY  \"A\" (USD) ACC","LU2177674079.SGD":"Fidelity Asia Pacific Opportunities A-ACC-SGD (hedged)","LU1785774172.SGD":"JPM TOTAL EMERGING MARKETS INCOME \"A\" (SGD) INC","LU0169518387.USD":"JPM ASIA EQUITY \"A\" ACC","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","LU0229945570.USD":"TEMPLETON BRIC \"A\" (USD) ACC","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","09988":"阿里巴巴-W","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","BK1589":"北水核心资产","LU1224444064.USD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"AM\" (USDHDG) INC","LU1235295612.USD":"FIDELITY PACIFIC \"A\" (USDHDG) INC","IE0003851619.USD":"BNY MELLON ASIAN EQUITY \"B\" (USD) ACC","LU1046421795.USD":"富达环球科技A-ACC","LU0417516571.SGD":"Allianz Oriental Income Cl AT Acc SGD","LU0823397103.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\" (USD) ACC","LU0509642566.USD":"SCHRODER ISF GLOBAL EMERGING MARKET OPPORTUNITIES \"A\" (USD) INC AV","LU0414403682.SGD":"Blackrock Asia Pacific Equity Income A5 SGD-H","LU2293587155.HKD":"ALLIANZ ORIENTAL INCOME \"AT\" (HKD) ACC","LU0235996351.USD":"UBS (LUX) KEY SELECTION SICAV - ASIAN EQUITY (USD) \"P\" (USD) ACC","LU1051769294.HKD":"BGF EMERGING MARKETS EQUITY INCOME \"A6\"(HKDHDG) INC","LU0737861699.HKD":"FIDELITY CHINA FOCUS \"A \" (HKD) ACC","LU0173614495.USD":"富达中国焦点A","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","LU2237443895.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) ACC","LU2237443465.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) INC","LU1770036033.HKD":"NINETY ONE GSF ASIAN EQUITY \"A\" (HKD) ACC","IE0003795394.USD":"BNY MELLON ASIAN EQUITY \"A\" (USD) ACC","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU0096374516.USD":"CT (LUX) I ASIA EQUITY INCOME \"DU\" (USD) ACC","LU0540923850.HKD":"ALLIANZ HONG KONG EQUITY \"A\" (HKD) INC","HTCD.SI":"Tencent HK SDR 10to1","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","AI":"C3.ai, Inc.","LU0231483743.USD":"abrdn SICAV I - ALL CHINA SUSTAINABLE EQUITY \"A\" (USD) ACC","00700":"腾讯控股","LU0456842615.SGD":"JPMorgan Funds - Emerging Markets Equity A (acc) SGD","SG9999006597.SGD":"United China-India Dynamic Growth SGD","BABA":"阿里巴巴","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD"},"translate_title":"腾讯控股、阿里巴巴-SW被视为中国人工智能投资的关键选择——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"89988":0.6,"00700":1.5,"09988":1.5,"AI":0.89,"BABA":1.5,"ALBmain":0.9,"TCHmain":0.9,"HBBD.SI":0.6,"HTCD.SI":0.6,"TCEHY":0.9},"content_text":"0952 GMT - Tencent and Alibaba offer good exposure to China's AI sector, which Bernstein analysts view as one of the most interesting markets for AI development. \"The state of internet penetration in China means the AI application layer has the potential to progress more quickly than in the rest of the world\", they say in a note. Tencent is Bernstein's top long-term pick in the internet sector, and it thinks the market undervalues the company's potential to drive business improvement via AI. The brokerage also rates Alibaba as outperform on the view that AI investments are a more productive use of capital than past initiatives under former CEO Daniel Zhang. Tencent shares last closed at HK$629.00 and Alibaba H-shares were at HK$159.00. (jason.chau@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  November 04, 2025 04:53 ET (09:53 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}