Mar. 12 at 2:47 PM
Alibaba is Morgan Stanley's top Chinese tech pick, crowned a "global AI winner." 🚀
Despite a 1% dip premarket, the firm sees massive potential:
"Owning the full AI stack, chips, cloud, models, apps, gives Alibaba a structural edge. It reduces reliance on third parties, ramps up capacity during demand spikes, cuts costs, and lowers geopolitical & regulatory risks."
With in-house chips (T-Head), China's #1 cloud (AliCloud), and popular foundation models (Qwen), Alibaba is positioned to lead globally in AI.
Morgan Stanley has an Overweight rating on Alibaba and Tencent, citing their ecosystems and AI strategies.
Baidu gets an Equal-Weight, its chip business looks promising, but search AI faces higher disruption risk.
Big picture: These giants aren't just tech leaders, they're shaping the future of AI.
Are you investing in China's AI race? Let me know 👇
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