Major Bank Ratings | Citi: Expects AI Themes to Focus on Three Main Directions This Year, Favors Tencent and Alibaba as Core AI Beneficiary Stocks
Show original
By:格隆汇
Bitget offers one-stop trading for cryptocurrencies, stocks, and gold. Trade now!
A welcome pack worth 6200 USDT for new users! Sign up now!
Glonghui January 6th|Citi published a research report stating that the China internet sector performed exceptionally well in 2025, leading major global markets with a 31% increase. Looking ahead to 2026, China’s AI theme is expected to become the core focus of the internet industry, with market expectations centering around three main directions: first, the sustained revenue growth driven by cloud infrastructure and inference token usage; second, the battle for traffic entry points among AI chatbots, as major internet companies accelerate their efforts to capture key traffic gateways in the AI era to monetize future ecosystems; and finally, vertical players maintaining their lead and enhancing user stickiness and monetization potential through proprietary data AI agents trained in-house. In terms of investment targets, the bank favors Tencent and Alibaba as core AI beneficiaries; Trip.com and NetEase demonstrate resilience with robust profitability; while J&T Express shows growth potential in cross-border business.
0
0
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
Understand the market, then trade.
Bitget offers one-stop trading for cryptocurrencies, stocks, and gold.
Trade now!
You may also like
Pro-crypto Menefee unseats Al Green in Texas Democratic primary runoff, supported by Fairshake
The Block•2026/05/27 03:12
Gold trades at rare discount in India after tariff shock
FXStreet•2026/05/27 03:06
New Zealand Dollar gathers strength as RBNZ leaves the rate on hold at 2.25%
FXStreet•2026/05/27 03:06
Trending news
MoreCrypto prices
MoreBitcoin
BTC
$75,838.29
-0.92%
Ethereum
ETH
$2,076.46
-0.47%
Tether USDt
USDT
$0.9985
-0.06%
BNB
BNB
$655.73
-0.33%
XRP
XRP
$1.33
-0.36%
USDC
USDC
$0.9997
+0.00%
Solana
SOL
$83.92
+0.05%
TRON
TRX
$0.3738
+0.03%
Dogecoin
DOGE
$0.1015
+0.86%
Hyperliquid
HYPE
$60.88
+3.71%
How to buy BTC
Bitget lists BTC – Buy or sell BTC quickly on Bitget!
Trade now
Become a trader now?A welcome pack worth 6200 USDT for new users!
Sign up now