BREAKING
China AI Stocks Face Earnings Test
0
%
Zhipu YTD
0
%
MiniMax YTD
0
%
single-day jump
US vs China AI Capex Gap
US 2026
400
US 2025
350
China
40
0
%
budget to local chips
0
B
AI rollout plan
0
B
DeepSeek raise
Bulls vs Skeptics
Bulls
●
Policy support
●
Domestic tech progress
●
Durable AI demand
Skeptics
●
Stretched valuations
●
Slow monetization
●
Little room for misses
Results Must Justify the Rally
AI NEWS BLITZ
China's AI rally now faces a high bar as earnings season arrives.