中国 AI 专家会议要点- 核心参与者战略重心分化_ China AI expert call takeaways_ diverging strategic focus among key players
2026-03-10 10:17

Global Research ab 6 March 2026 First Read China internet stocks to capture the AI theme On emerging AI labs, we recently initiated coverage on MiniMax (note), and consider the company well positioned to benefit from the AI tailwinds in China and global markets. Among internet incumbents, we favour BABA and Baidu for their full-stack AI capabilities, and Tencent and Kuaishou's potential in AI applications. Equities China Internet Services China Internet Sector China AI expert call takeaways: diverging strat ...