Jul. 1 at 6:24 PM
🇨🇳 Want to play the other side of the AI war? Two China-based stocks are quietly heating up while the U.S. bickers over tariffs and rare earths. Here's your AI-China watchlist:
🤖
$TCEHY — Tencent is already what Musk wants X to be. WeChat dominates, and their Hunyuan AI is integrated across cloud, gaming, ads, docs & more. Q1 rev:
$25.1B. Gaming alone pulled
$8.2B. Margins up. YTD: +21%. Analysts are eyeing
$94.
💳
$QFIN — Qifu is a fintech beast. AI + credit = scalable, compounding flywheel. 58M users, 163 partners,
$12.4B loans issued in Q1. Net income up 60% YoY. YTD: +11%. Price target high:
$60+.
📈 Missed
$NVDA? Maybe it's time to look East.