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China not only has DeepSeek. On New Year's Eve, Alibaba released a major new model. Is it time to reevaluate China's AI Assets overall?
When Alibaba Cloud demonstrates the combination advantages of "powerful models + sufficient computing power + complete cloud platform," does it validate the investment logic similar to North American Cloud Computing providers last year?
Earnings Reports preview of Chinese Internet Plus-Related giants: E-commerce recovery boosts Alibaba's quarterly performance, video account advertising may drive Tencent's profits beyond expectations, and food delivery supports Meituan's continuous growth
JPMorgan expects that Alibaba will benefit from the recovery in e-commerce GMV and cost control, with profitability likely to improve. Total revenue for the third fiscal quarter is expected to grow by 8% year-on-year, and Taotian Group's adjusted profits are expected to increase by 6% year-on-year. Nomura anticipates that due to strong performance in the gaming business and growth in video account advertising, TENCENT's total revenue in Q4 may also increase by 8% year-on-year. Meituan's total revenue in the fourth quarter is expected to grow by 20% year-on-year to 88.13 billion yuan, while profit is expected to soar 197% year-on-year to 9.45 billion yuan.
The high-end smartphone market in China is undergoing a significant change.
Apple's dominance in China's high-end smartphone market has been disrupted.
Alibaba Cloud Unveils New AI Tools and Language Models to Empower Global Developers
The direction has been set! Local "two sessions" are hotly discussing new energy vehicles and the low-altitude economy. The entire Industry Chain is pressing the "accelerator button" to improve quality and efficiency.
According to preliminary statistics from the Financial Associated Press, over half of the provinces in the 2025 government work reports across 31 provinces clearly mentioned the New energy Fund industry; nearly 10 provinces referred to the low-altitude economy. Seven provinces have set targets for the production volume, output value, and construction of Charging Stations for New energy Fund vehicles.
Subsidy details for "trade-in for new" are being introduced in multiple regions. Institutions: leading car companies may further increase market concentration.
On January 20, Henan, Heilongjiang, Shaanxi, and Guangxi provinces announced the comprehensive launch of the "trade-in" subsidy activities. According to incomplete statistics from reporters, as of January 20, more than 20 provinces, including Guangdong, Anhui, SiChuan, Jiangxi, and Hainan, have introduced subsidy details for the "trade-in" program for consumer goods in 2025 or related policies that span multiple years.
