As the capital revolves around China-listed semiconductor and AI stocks, Finbold has analyzed three related companies to consider in 2026.
The top three AI companies from China to consider in 2026 are Tencent Holdings Ltd. (HKG: 0700; OTC: TCEHY), Baidu, Inc. (NASDAQ: BEGINNING; HKG: 9888), and Alibaba Group Holding Ltd. (NYSE: FATHER; HKG: 9988). Finbold filtered three AI companies based in China to consider in 2026 based on the following talwinds: operational, cost-effective, and profitable.
In addition, the exchange of capital in AI stocks in China is evident due to the fact that investment funds in Hong Kong (ETFs) listed on the mainland recorded a record $ 3.7 billion in outflows last week, according to data from Bloomberg checked by Finbold.
The performance of these Chinese stocks?
Year-to-date (YTD), BABA stock is down about 17%, trading at about $122.07 at press time. As a result, BABA stock may be an AI stock to consider, especially if it bounces back from February’s lows in the coming weeks.
The company is worth considering starting with its Cloud Intelligence Group AI-related products produced RMB 8.97 billion, about $1.30 billion, in the quarter, achieving an annual pace of about $5.2 billion and showing the 11th consecutive quarter of triple-digit annual growth.
As for Tencent stock, it is down more than 29% YTD, trading at around ¥395 on Friday.
The company is worth considering, as it has grown total profit and 21% year-on-year in deploying AI in profit-making areas such as WeChat, games, and the cloud, while increasing its AI investment in 2026. On Friday, Yao Shunyu, Tencent’s chief AI scientist, pushed back against concerns that the company is lagging behind in AI.
He added that the competition is just beginning with huge untapped opportunities in coding agents and artificial intelligence. In addition, Shunyu compared the current state of AI to the development of human computers in the 1970s.
“AI is a long-term game, and the second half of the race is just beginning,” Yao he said.
Meanwhile, BIDU stock has fallen 6.76% YTD, trading at around $121.83 at the time of reporting. The company is worth considering, as its AI-related business now accounts for 52% of total revenue, led by 79% year-on-year Intelligent Cloud revenue to RMB 8.8 billion, about $1.27 billion, within its latest quarter. report.
