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Allure of Chinese Tech Stocks. A Pro Picks 7 Names. -- Barrons.com","url":"https://stock-news.laohu8.com/highlight/detail?id=2610491687","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610491687?lang=en_us&edition=fundamental","pubTime":"2026-02-12 14:30","pubTimestamp":1770877800,"startTime":"0","endTime":"0","summary":"Mention technology stocks, and investors almost instinctively think of the U.S. But Beeneet Kothari, founder of hedge fund Tekne Capital Management, believes the best opportunities in tech right now are overseas.Kothari, who began his investing career as a technology analyst for the renowned Stan Druckenmiller, oversees $1.5 billion at Tekne, investing in a concentrated global portfolio of tech stocks that has beaten the MSCI World index by double digits for the past two years.Kothari likes to go deep, often finding new ideas by interviewing customers of companies and following up on tidbits gleaned from industry executives. He looks for quality companies that others have underestimated. Barron's spoke with Kothari about which companies might be tomorrow's Taiwan Semiconductor Manufacturing or ASML Holding, and how China's AI buildout is different than in the U.S. An edited version of the conversation follows.We are one of the top five shareholders in GDS Holdings, a data-center 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\"Project O\" Launch by Baidu Tied to Lunar New Year Period, Sources Link to Flagship App","url":"https://stock-news.laohu8.com/highlight/detail?id=1131444996","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1131444996?lang=en_us&edition=fundamental","pubTime":"2026-02-10 10:41","pubTimestamp":1770691273,"startTime":"0","endTime":"0","summary":"Reports suggest that Baidu has internally initiated a project codenamed \"Project O\" close to the Lunar New Year holiday. According to sources familiar with the matter, the plan is related to the...","market":"other","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":"3a44b98fc373cae054fef26a0d21a120","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4535","BK4548","LU1115378108.SGD","BK4077","09888","LU0287142896.SGD","BK4587","IE00B0JY6N72.USD","BK4585","BK4552","BK4612","LU0640798160.USD","BK4574","BK4614","BK4504","LU1023057109.AUD","BK4514","BIDU","BK4579","BK4526","LU0359202008.SGD","BK4602","BK4531","LU0359201612.USD","LU0173614495.USD","BK4588","BK4543"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1170410667","title":"Wealthy Individuals with the Surname Ma: Beyond Jack Ma and Pony Ma","url":"https://stock-news.laohu8.com/highlight/detail?id=1170410667","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1170410667?lang=en_us&edition=fundamental","pubTime":"2026-02-10 07:53","pubTimestamp":1770681222,"startTime":"0","endTime":"0","summary":"As the Year of the Horse approaches, we examine the fortunes of affluent individuals sharing the Ma surname. 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Baidu’s New Dividend And US$5 Billion Buyback Plan Require Action From BIDU Investors?","url":"https://stock-news.laohu8.com/highlight/detail?id=2609652191","media":"Simply Wall St.","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2609652191?lang=en_us&edition=fundamental","pubTime":"2026-02-08 03:06","pubTimestamp":1770491200,"startTime":"0","endTime":"0","summary":"Baidu’s board has approved its first-ever dividend policy and a new share repurchase program of up to US$5.00 billion, effective through December 31, 2028, marking a shift toward recurring capital returns funded by operating profits, potential non-core asset disposals and other investment income.\nThis move brings Baidu’s capital allocation closer to peers such as Alibaba and Tencent while the company continues to invest heavily in AI, including its Ernie assistant and the planned Hong 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