AI Theme Should Kick off New Upcycle for China Internet Stocks -- Market Talk

Dow Jones

Feb 24, 2025

0200 GMT - The AI theme should kick off a new upcycle for Chinese internet stocks, Jefferies analysts write in a note. The Jefferies analysts note that the sector's valuation looks undemanding and stocks are trading at a discount to overseas peers. Jefferies is now more positive on the sector as companies are pursuing advanced technology and cost-efficient models, on top of applications of technology. Recent earnings results for most of the large and midcap companies under the AI theme are either in line or have beat expectations, the bank adds. Among the major companies, the bank is positive on Alibaba's advanced technology, open-source models and global cloud infrastructure, Jefferies says. (jiahui.huang@wsj.com; @ivy_jiahuihuang)

(END) Dow Jones Newswires

February 23, 2025 21:00 ET (02:00 GMT)

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The Jefferies analysts note that the sector's valuation looks undemanding and stocks are trading at a discount to overseas peers. Jefferies is now more positive on the sector as companies are pursuing advanced technology and cost-efficient models, on top of applications of technology. Recent earnings results for most of the large and midcap companies under the AI theme are either in line or have beat expectations, the bank adds. Among the major companies, the bank is positive on Alibaba's advanced technology, open-source models and global cloud infrastructure, Jefferies says. (jiahui.huang@wsj.com; @ivy_jiahuihuang) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 23, 2025 21:00 ET (02:00 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AI Theme Should Kick off New Upcycle for China Internet Stocks -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAI Theme Should Kick off New Upcycle for China Internet Stocks -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-02-24 10:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0200 GMT - The AI theme should kick off a new upcycle for Chinese internet stocks, Jefferies analysts write in a note. The Jefferies analysts note that the sector's valuation looks undemanding and stocks are trading at a discount to overseas peers. Jefferies is now more positive on the sector as companies are pursuing advanced technology and cost-efficient models, on top of applications of technology. Recent earnings results for most of the large and midcap companies under the AI theme are either in line or have beat expectations, the bank adds. Among the major companies, the bank is positive on Alibaba's advanced technology, open-source models and global cloud infrastructure, Jefferies says. (jiahui.huang@wsj.com; @ivy_jiahuihuang) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 23, 2025 21:00 ET (02:00 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4558","symbol_name":"双十一","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2513982627","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2513982627","pubTimestamp":1740362400,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0200 GMT - The AI theme should kick off a new upcycle for Chinese internet stocks, Jefferies analysts write in a note. The Jefferies analysts note that the sector's valuation looks undemanding and stocks are trading at a discount to overseas peers. Jefferies is now more positive on the sector as companies are pursuing advanced technology and cost-efficient models, on top of applications of technology. Recent earnings results for most of the large and midcap companies under the AI theme are either in line or have beat expectations, the bank adds. Among the major companies, the bank is positive on Alibaba's advanced technology, open-source models and global cloud infrastructure, Jefferies says. 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The Jefferies analysts note that the sector's valuation looks undemanding and stocks are trading at a discount to overseas peers. Jefferies is now more positive on the sector as companies are pursuing advanced technology and cost-efficient models, on top of applications of technology. Recent earnings results for most of the large and midcap companies under the AI theme are either in line or have beat expectations, the bank adds. Among the major companies, the bank is positive on Alibaba's advanced technology, open-source models and global cloud infrastructure, Jefferies says. (jiahui.huang@wsj.com; @ivy_jiahuihuang) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  February 23, 2025 21:00 ET (02:00 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}