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Zacks News
Can ERNIE 5.0 and Qianfan Strengthen Baidu's AI Cloud Advantage?
by Zacks Equity Research
BIDU sharpens its AI Cloud strategy with ERNIE 5.0 and an agent-centric Qianfan, aiming to scale enterprise adoption.
Akamai Introduces ISV Catalyst to Accelerate Cloud Growth
by Zacks Equity Research
AKAM launches ISV Catalyst, a referral-based partner program that cuts first-year fees and helps ISVs build, market and sell on its global cloud.
Top China Tech Plays in US Markets Amid Trade Deal Progress
by Vasundhara Sawalka
Chinese technology stocks in U.S. markets are rebounding as trade deal progress lifts sentiment and major advances in chips, EVs and AI boost confidence.
The Zacks Analyst Blog Tencent, Bilibili, Baidu, Alibaba and JD.com
by Zacks Equity Research
China's shift to looser policy and rising tech momentum set the stage for a 2026 rebound, with Tencent among top U.S.-listed plays.
China Turnaround in 2026? 3 Stocks to Play the Rebound
by Vasundhara Sawalka
China's policy pivot and tech momentum are lifting U.S.-listed names like Tencent Holdings as Beijing gears up for an economic rebound in 2026.
Will Rising Capex Pressure Hurt Alibaba's Margin and AI Strategy?
by Zacks Equity Research
BABA's RMB 380B AI and cloud capex plan clouds margin outlook as management guides to prolonged compression and unclear payoff timing.
Tencent (TCEHY) is an Incredible Growth Stock: 3 Reasons Why
by Zacks Equity Research
Tencent (TCEHY) is well positioned to outperform the market, as it exhibits above-average growth in financials.
Baidu Trading at a Discount at 20.4x P/E: Buy, Sell or Hold the Stock?
by Kashvi Chandgothia
BIDU's discounted valuation meets surging AI and robotaxi traction, but deep advertising declines complicate the stock???s near-term setup.
Zacks Industry Outlook Highlights Yatra and Tencent
by Zacks Equity Research
Yatra and Tencent stand out as valuation climbs in Internet Services, fueled by strong growth, AI adoption and rising earnings estimates.
Buy Yatra, Tencent as Valuation Soars in Internet Services
by Sejuti Banerjea
Internet Services industry valuation soars, as AI adoption, accelerated digitization and superior products attract investors. Yatra and Tencent estimates rise.