Tencent has delivered its most significant AI model generational leap to date, with the Hunyuan Hy4 preview triggering immediate infrastructure strain and prompting Goldman Sachs to reaffirm a HK$670 price target — implying 47.2% upside from current levels — as the company's tightly integrated product-model strategy begins

Zhipu AI Technology (02513.HK) delivered a revenue explosion in the first half of 2026—but the same pivot that drove a 27-fold surge in API income also cut gross margins in half, exposing the costly arithmetic of transitioning from high-margin enterprise software deployments to a volume-driven,

Huawei posted record first-half revenue of RMB 467.8 billion (US$64.97 billion) on August 31, but a 37% collapse in net profit reveals a deliberate strategic trade-off: the Chinese tech giant is systematically converting near-term earnings into technology sovereignty and supply chain resilience. The H1

A sweeping upgrade cycle across China's artificial intelligence model landscape is accelerating alongside a dramatic surge in cloud infrastructure spending by the country's leading internet platforms, with independent data pointing to Chinese models dominating global developer usage metrics, according to a newly published Wall Street research