The Zacks Analyst Blog Tencent, Alibaba, Baidu, JD.com and PDD Holdings

For Immediate ReleasesChicago, IL – March 3, 2025 – Zacks.com announces the list of stocks and ETFs featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include Tencent Holdings TCEHY, Alibaba BABA, Baidu BIDU, JD.com JD and PDD Holdings PDD.Here are highlights from Monday’s Analyst Blog:DeepSeek Fuels China's Tech Resurgence: 3 Stocks Worth WatchingChina's technology landscape in 2025 showcases remarkable advancements across multiple sectors, with the nation steadily positioning itself as a global technology powerhouse. Tech giants, including Tencent Holdings, Alibaba, Baidu, JD.com and PDD Holdings, are making waves to capitalize on this technological renaissance, strategically investing in AI infrastructure and emerging technologies to strengthen China's digital ecosystem.At the forefront of this technological revolution is DeepSeek, a Hangzhou-based AI startup that made global headlines with its R1 model. Operating with a research-oriented approach and flat hierarchy, unlike traditional Chinese tech giants, DeepSeek has accelerated the release of its R2 model, promising improved coding capabilities and multilingual reasoning. The company's cost-effective AI architecture demonstrates that competitive AI models can be built at a fraction of Western competitors' costs.China's Semiconductor, Robotics Industries Make StridesChina's semiconductor sector is making strategic advances in advanced packaging technologies. While not leading in cutting-edge chip fabrication, China dominates in semiconductor packaging, with over 25% of the global market share and more than 50% in advanced packaging. Technologies like 2.5D/3D stacking enable enhanced chip capabilities at relatively low costs, offering a competitive edge despite Western export controls.At CES 2025, Chinese firms showcased impressive robotics innovations. Unitree Robotics demonstrated humanoid and quadrupedal robots with remarkable flexibility. The G1 humanoid robot, equipped with up to 43 joint motors, can transition seamlessly from standing to squatting, highlighting China's rapid progress in robotics technology.Electric vehicles remain another cornerstone of China's technological advancement. Companies like Zeekr and Great Wall Motor displayed cutting-edge models at CES, supported by innovative suppliers like Hesai, whose automotive-grade lidar units have dramatically decreased in price from $80,000 in 2017 to around $200 in 2025.Augmented reality is also gaining momentum, with Beijing-based Xreal showcasing its XReal One Pro glasses with an expansive 57-degree field view, while Rokid presented AR eyewear supporting real-time multilingual translation. These developments reflect China's comprehensive approach to technological innovation as it pursues its "Manufacturing Great Power" strategy initiated with Made in China 2025.We believe that rapid advancements in Chinese technology and huge spending on its development efforts offer significant growth opportunities for investors. Our China Tech Screen is an invaluable source for identifying stocks with massive growth prospects in the space.Explore 30 cutting-edge investment themes with Zacks Thematic Screens and uncover your next big opportunity.3 Chinese Tech Stocks to Watch Right NowTencent Leads China's AI Race With Hunyuan Turbo SIn a significant technological leap that underscores China's growing AI prowess, tech giant Tencent has unveiled its groundbreaking Hunyuan Turbo S model. This Zacks Rank #3 (Hold) company’s latest AI innovation has captured market attention by delivering responses within a second, significantly outpacing competitors, including the widely acclaimed DeepSeek-R1.This remarkable speed doesn't come at the expense of performance, as Tencent reports that Turbo S matches DeepSeek-V3's capabilities across knowledge, mathematics, and reasoning challenges. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.The company's strategic pivot toward cost-efficient AI solutions has also made advanced artificial intelligence more accessible, with Hunyuan Turbo S operating at a fraction of the cost of previous iterations. This competitive pricing strategy, coupled with Tencent's vast ecosystem spanning gaming, social media, and fintech, positions the company to potentially capture substantial market share in China's booming AI sector.As Tencent continues integrating this technology across its diverse product portfolio, investors are watching closely for signs of accelerated revenue growth and expanded competitive advantage in 2025.BABA's $53B AI Gambit Signal Strong 2025 PotentialAlibaba is aggressively positioning itself at the forefront of China's artificial intelligence landscape with the preview release of its advanced reasoning model, QwQ-Max-Preview. Built upon their Qwen 2.5-Max foundation, this new AI system demonstrates enhanced reasoning and problem-solving capabilities that directly challenge industry leaders OpenAI's o1 and homegrown competitor DeepSeek's R1. In a significant move toward AI democratization,This Zacks Rank #3 company has committed to open-sourcing both the upcoming QwQ-Max model and the base version of Qwen 2.5 Max, making cutting-edge technology accessible to developers worldwide. Backing this ambitious AI strategy, the e-commerce giant has pledged an unprecedented $53 billion investment in cloud and AI infrastructure over the next three years —China's largest computing project ever financed by a single private enterprise.Alibaba is also developing lightweight reasoning models for resource-efficient applications across various devices, alongside plans to release a dedicated mobile app for its Qwen chatbot, cementing its position as a key tech stock to watch in 2025.Baidu's Strategic Pivots in Autonomous Driving and AIBaidu, one of China's tech giants, is positioning itself as a formidable player in the autonomous vehicle sector through a strategic partnership with battery powerhouse CATL. The companies announced on Thursday that they will jointly develop "competitive" driverless vehicles, combining Baidu's autonomous driving expertise with CATL's advanced battery technology. This collaboration will integrate CATL's power batteries, battery swapping capabilities, and skateboard chassis technology into next-generation autonomous vehicles.Adding to its momentum, this Zacks Rank #3 company plans to launch its upgraded Ernie 4.5 AI model in mid-March, featuring enhanced reasoning capabilities and advanced multimodal functions that process text, images, audio, and video. In a significant strategic shift, Baidu will make Ernie 4.5 open source from June 30, responding to increasing competition in China's AI landscape.This dual focus on autonomous vehicles and AI advancement makes Baidu a compelling tech stock to watch in 2025, as it strengthens its position in two of technology's most promising frontiers.Why Haven't You Looked at Zacks' Top Stocks?Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year.Today you can access their live picks without cost or obligation.See Stocks Free >>Note: Sheraz Mian heads the Zacks Equity Research department and is a well-regarded expert of aggregate earnings. He is frequently quoted in the print and electronic media and publishes the weekly Earnings Trends and Earnings Previewreports. If you want an email notification each time Sheraz publishes a new article, please click here>>>Media ContactZacks Investment Research800-767-3771 ext. 9339support@zacks.com                                     https://www.zacks.com                                                Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance  for information about the performance numbers displayed in this press release.Just Released: Zacks Top 10 Stocks for 2025Hurry – you can still get in early on our 10 top tickers for 2025. Handpicked by Zacks Director of Research Sheraz Mian, this portfolio has been stunningly and consistently successful. From inception in 2012 through November, 2024, the Zacks Top 10 Stocks gained +2,112.6%, more than QUADRUPLING the S&P 500’s +475.6%. Sheraz has combed through 4,400 companies covered by the Zacks Rank and handpicked the best 10 to buy and hold in 2025. You can still be among the first to see these just-released stocks with enormous potential. See New Top 10 Stocks >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Baidu, Inc. (BIDU): Free Stock Analysis Report Tencent Holding Ltd. (TCEHY): Free Stock Analysis Report JD.com, Inc. (JD): Free Stock Analysis Report Alibaba Group Holding Limited (BABA): Free Stock Analysis Report PDD Holdings Inc. Sponsored ADR (PDD): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks