As I look at the impressive rise of Tencent AI, I'm truly excited about its position as the No. 1 AI app in China, driven by the success of DeepSeek and the vast WeChat ecosystem. The potential for Yuanbao to be embedded across all of Tencent's platforms is a game-changer, and I can see how this could solidify their dominance. It's thrilling to think about how this integration might play out in the coming months.
I'm also encouraged by Tencent's latest earnings, where the AI boost to Honor of Kings has exceeded expectations. That kind of performance shows how powerful AI can be when paired with a flagship product. With the stock nearing its previous high of HK$692, I feel optimistic about its trajectory and wonder, like many, when it might break through to new highs. It's an exciting time to watch this unfold.
When it comes to the question of Tencent taking the crown as China's tech king, I'm cautiously optimistic. The company's AI advancements and strong gaming sector give it a solid edge, but I also recognize the broader market dynamics at play. I believe Tencent has a strong shot, especially with its innovative approach, and I'm rooting for it to shine in this competitive landscape. $TENCENT(00700)$
On the other side, I can't help but be equally bullish about Alibaba. The AI race between Alibaba and Tencent is heating up, and both companies bring unique strengths to the table. Alibaba's vast e-commerce ecosystem and cloud computing capabilities make it a formidable contender, and I see its AI efforts as equally promising. I'm fascinated by how both giants are pushing the boundaries of technology. $Alibaba(BABA)$
Predicting the winner in this AI race feels tough for me because I see merit in both sides. Tencent's social and gaming integration is impressive, while Alibaba's data-driven approach in e-commerce and cloud services is equally compelling. I'm not ready to pick a side yet—I'm cheering for both to succeed and drive innovation in China's tech scene.
As for the stock breaking through to new highs, I think it's a matter of time given Tencent's current momentum. However, I'd need to keep an eye on market conditions and broader economic factors, which I can't predict with certainty right now.
In the end, I'm thrilled to be witnessing this AI revolution unfold with both Tencent and Alibaba leading the charge. My support is split evenly between them, and I'm eager to see how their rivalry pushes the industry forward. It's a fascinating time to be following China’s tech landscape!
As a retail investor, I focus mainly on the US and Singapore markets, combining a mix of technical trading and long-term investing strategies. I enjoy analyzing charts, spotting patterns, and making calculated moves based on both market sentiment and fundamentals. While I'm not a professional, I treat my portfolio seriously and continue to learn and grow with each trade. If you're also navigating the markets and enjoy discussing stocks, options, or market trends, feel free to follow me. Let's learn and grow together as a community.
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.
- EVBullMusketeer·2025-09-10TOPTencent's AI integration is lit! Alibaba's cloud game strong too1Report
- OgdenHerbert·2025-09-09TOPYour enthusiasm for Tencent's AI advancements is infectious1Report