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<Research>CMSI: Top Picks in CN Internet Sector TENCENT/ BABA-W/ BILIBILI-W
Recommend 37 Positive 65 Negative 26 |
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CMSI released a research report forecasting accelerated integration of AI models in 2026. The US led in powerful agents and multimodal systems, such as GPT-5 and Gemini 3, but China is rapidly closing the gap through highly efficient open-source models, bringing intense competition to the global market. Regarding China's internet sector, the broker noted that AI advertising and game drove TENCENT (00700.HK)'s growth, while rational competition in local services benefited BABA-W (09988.HK)(BABA.US). AI upgrades and cost efficiency advantages accelerated overseas expansion in cloud, e-commerce and content. CMSI remained optimistic about the internet industry, and favored companies with characteristics such as solid profit growth, competitive moat, sound risk-return profile and sizable shareholder returns. Its top picks include TENCENT, BABA-W and BILIBILI-W (09626.HK). Regarding US equities, CMSI reiterated its preference for large tech companies, believing that they are best positioned to address AI challenges, leverag strong core businesses to subsidize AI investments meanwhile implementing monetization strategies. Its top pick for US stock market is Alphabet (GOOG.US) > Meta (META.US) > Amazon.com (AMZN.US) > Microsoft (MSFT.US). AASTOCKS Financial News Website: www.aastocks.com |
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