I'm thrilled to see Tencent and Alibaba hitting new highs, especially with their impressive AI advancements. Tencent's $TENCENT(00700)$  rise to the No. 1 AI app in China, fueled by DeepSeek and its vast WeChat ecosystem, is a game-changer. Alibaba's $Alibaba(BABA)$  $Alibaba(09988)$  strong revenue and profit growth, boosted by the Qwen3-Max-Preview outpacing global competitors, plus the nearly 4% pre-market share rise, show both companies are leading the charge. This is an exciting era for China's tech giants, and I'm eager to see where it takes them!

About benchmarking against the Magnificent 7, I'd say Tencent is the closest match. The Mag 7 thrive on ecosystem dominance and innovation, much like Tencent with WeChat. Alibaba's e-commerce and cloud strength align with Amazon or Alphabet, but its AI push with Qwen3-Max-Preview is closing the gap fast. Tencent's integrated platform gives it a clear edge in mirroring the Mag 7's diversified tech success, and I'm confident both will shine in their own right.

Regarding Alibaba's upside potential, I believe it's got plenty of room to grow despite being far from its previous highs. The 4% pre-market jump and Qwen3-Max-Preview's global edge signal strong momentum. With its innovative AI and delivery ventures, Alibaba is poised for a big comeback, and I'm excited about the gains ahead as it leverages these strengths.

In the AI race between Alibaba and Tencent, I'm rooting for Tencent right now. Its DeepSeek success and WeChat's massive user base give it a solid lead in AI adoption. Alibaba's Qwen3-Max-Preview is a strong contender with impressive growth, but Tencent's ecosystem advantage makes it the frontrunner. I'm confident this race will push both to new heights!

Looking at their strategies, Tencent's platform dominance and Alibaba's innovation are both winners in my book. Tencent's lead feels unstoppable with its existing infrastructure, while Alibaba's recent moves promise exciting returns. I'm optimistic that both will keep delivering, and this competition will drive amazing progress in AI.

Overall, I'm bullish on both Tencent and Alibaba! Tencent's ecosystem gives it a slight edge, but Alibaba's momentum with Qwen3 makes it a close second. I'm excited to watch this AI battle unfold and see both soar to new heights!

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.

@Tiger_comments  @TigerStars  

# ARK Back in China! Can Fresh Confidence Signal a New Cycle?

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.

Report

Comment8

  • Top
  • Latest
  • baba should blow through the 52 week high tomorrow. Trading is still quite strong in HK with an upward motion. Let's hope that it hold through the rest of the day

    Reply
    Report
    Fold Replies
    • Shyon
      Yeah both Tencent and Baba are strong recently
      09-10
      Reply
      Report
  • Mortimer Arthur
    ·09-10
    TOP
    148 is a major resistence. BABA was overbought. To pierce it we need more power. To gain it, buyers will step in if they see slightly lower price. If there is a pullback, I suppose it will not be a deep one like last time in April.

    Reply
    Report
    Fold Replies
    • Shyon
      Thanks for sharing your insights
      09-10
      Reply
      Report
  • SiliconTracker
    ·09-10
    TOP
    Solid moves lah! Tencent's ecosystem is fire[Miser]Alibaba's Qwen3 gonna boom soon
    Reply
    Report
    Fold Replies
    • Shyon
      Both are so strong
      09-10
      Reply
      Report
  • zookz
    ·09-10
    TOP
    Absolutely love your insights! So optimistic! [Great]
    Reply
    Report
    Fold Replies
    • Shyon
      Their share price being pressed for years, now is time for them to shine!
      09-11
      Reply
      Report