BREAKING
WSJ: Some China AI Stocks Look Cheap
A 'Parallel Universe' of AI Names
Forward P/E: China vs Amazon
Amazon
27
CATL
19
Alibaba
17
Baidu
14
Tencent
13
0
%
of global AI market cap
0
%
of global fund tech holdings
Cheap Bet or Risky Trap?
Bull case
●
Morgan Stanley: Alibaba an AI winner
●
DeepSeek, Qwen cheap yet practical
Bear case
●
U.S.-China tensions, blacklists
●
SMIC hard for U.S. retail to buy
Selectivity Is the Key
AI NEWS BLITZ
The Wall Street Journal says parts of China's AI market are still trading cheap.