Group 1: Industry Overview - The Zacks China Technology thematic screen focuses on China-based technology companies listed on the U.S. stock market, including internet services, batteries, e-commerce, online advertising, online media, online gaming, and social networking platforms [1] - China Tech refers to technology companies in China that are leaders in their fields, with a focus on reducing reliance on Western technology [2] - Key technology areas gaining prominence include semiconductors, artificial intelligence, high-performance computing, industrial robots, data centers, satellites, quantum computing, and wireless broadband [2] Group 2: Company Performance - Alibaba (BABA) shares have gained over 25% in the last month, outperforming the S&P 500's 20% gain, with a bullish EPS outlook for the current and next fiscal year [3] - Alibaba's AI-related product revenue has maintained a triple-digit percentage year-over-year growth rate for the seventh consecutive period, while its Cloud Intelligence Group saw 18% year-over-year growth [4] Group 3: Other Notable Stocks - Other top-ranked stocks returned by the Zacks China Tech screen include Microvast (MVST), GDS Holdings (GDS), and Kingsoft Cloud (KC) [5][7]
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