Search results for Tencent Holdings
AI & Enterprise
Chinese investors boost bets on AI and semiconductors despite economic slowdown
Stock market money in China is continuing to concentrate in the AI supply chain, including semiconductors, software and cloud, even as the broader economy slows. Investors are focusing on companies aligned with Beijing’s push for technological self-reliance, and performance gaps between mainland and Hong Kong markets reflect listing structures. Selective bets are also emerging among hardware and AI model companies. Price competition, highlighted by DeepSeek’s discounts and low API costs, is another key driver.
AI & Enterprise
DeepSeek V4 sparks revaluation call for China\'s AI sector
The launch of DeepSeek’s latest AI model, V4, is expected to spur a broad revaluation of China’s AI industry, with analysts citing potential gains in demand for Chinese high-performance chips and wider commercial adoption. Chip designers and foundries are seen as beneficiaries, while securities firms project rapid growth in China’s AI chip market. Morgan Stanley also flagged lower inference costs and possible Hong Kong index inclusion for AI model firms.
AI & Enterprise
DeepSeek seeks funding at over $20 billion valuation amid talks with Alibaba, Tencent
Chinese AI startup DeepSeek is seeking its first external funding round with a target valuation above $20 billion, as Tencent Holdings and Alibaba Group discuss a possible investment, Cryptopolitan reported. DeepSeek is owned by hedge fund High-Flyer Capital Management and is in talks with outside investors, with terms still in flux. Nvidia CEO Jensen Huang warned that optimizing DeepSeek models for Huawei chips could harm the United States.
