China is experiencing a surge in interest in artificial intelligence (AI), led by startups like DeepSeek, which has sparked renewed optimism among investors. This development may counterbalance concerns about the impact of increased US tariffs on the Chinese economy and technology sector. Analysts at Bloomberg Intelligence suggest that the resurgence of AI investment in China could help narrow the valuation gap with Silicon Valley peers. Several key Chinese tech companies, including Alibaba Group Holding Ltd. and Baidu Inc., will be reporting earnings next week, which will provide further insight into the country’s AI outlook.
Source: https://www.bloomberg.com/news/articles/2025-02-14/china-s-deepseek-frenzy-shines-light-on-alibaba-baidu-s-ai-outlook