中国互联网

Sources: GameStop CEO and activist investor Ryan Cohen has grown his personal stake in Alibaba to about 7M shares, worth roughly $1B, in recent months (www.wsj.com)
2025-2-21 Alibaba

Alibaba reports Q3 revenue up 8% YoY to ~$38.6B, the fastest growth in over a year and above ~$38B est., and a ~$6.7B net income, as AI boosts its business (www.bloomberg.com)
2025-2-20 Alibaba AI

Sources: Alibaba and others approached DeepSeek about funding after its rise, but CEO Liang Wenfeng is cautious; High-Flyer is discussing a pivot from research (www.theinformation.com)
2025-2-20 Alibaba

Chinese President Xi meets with Alibaba co-founder Jack Ma, Huawei founder Ren Zhengfei, and more, signaling Beijing's support for the long-marginalized sector (www.bloomberg.com)
2025-2-17 China Jack Ma Alibaba

Tencent is testing DeepSeek for search in its messaging app Weixin, while Baidu plans to fully connect its search engine to DeepSeek and its own LLM Ernie (www.reuters.com)
2025-2-17 Tencent

Sources: Apple plans to launch its AI features in China as early as May 2025, using its own on-device models with Alibaba software to censor or filter AI output (www.bloomberg.com)
2025-2-15 China Alibaba AI Apple

Sources: China's President Xi will chair a symposium on February 17 to boost private sector sentiment, with Tencent CEO Pony Ma and other tech execs attending (www.reuters.com)
2025-2-15 China Tencent

Sources: Apple plans to launch its AI features in China as early as May 2024, using its own on-device models with Alibaba software to censor or filter AI output (www.bloomberg.com)
2025-2-14 China Alibaba AI Apple

Alibaba to partner with Apple on AI features, sending shares to 3-year high (indianexpress.com)
2025-2-14 Alibaba AI Apple

Sources: Apple continues to work with Baidu to develop AI search and Siri features for iPhone users in China even after onboarding new partner Alibaba (www.theinformation.com)
2025-2-14 China iPhone Alibaba AI Apple

At the World Government Summit in Dubai, Alibaba Chairman Joe Tsai said Apple will use the Chinese tech giant's AI technology on iPhones sold in China (www.bloomberg.com)
2025-2-13 China Alibaba AI Apple Dubai

Source: Apple and Alibaba submitted their co-developed AI features for approval by China's cyberspace regulator; Apple considered but rejected Deepseek's models (www.theinformation.com)
2025-2-12 China Alibaba AI Apple

Tencent's Supercell reports 2024 revenue up 77% YoY to almost $3B from its six titles and EBITDA up ~77% to $900M+; Squad Busters made $100M+ in revenue (www.bloomberg.com)
2025-2-11 Tencent

China's “mini-drama” industry grew 35% YoY to ~$6.91B in 2024, surpassing the country's box office and forcing iQiyi and Tencent to embrace short-form dramas (www.bloomberg.com)
2025-2-7 China Tencent

China's mini-drama industry grew 35% YoY to ~$6.91B in 2024, surpassing the country's box office and forcing iQiyi and Tencent to embrace short-form dramas (www.bloomberg.com)
2025-2-6 China Tencent

Donald Trump's EO imposing levies on China says the “de minimis” exemption for items under $800 no longer applies, which could affect Alibaba, Shein, and others (www.bloomberg.com)
2025-2-2 Trump China Alibaba

Source: Anton Levy is stepping down as General Atlantic's co-president and chairman of global technology; Levy led investments in Alibaba, Facebook, and more (www.axios.com)
2025-2-1 Facebook Alibaba

After DeepSeek Shock, Alibaba Unveils Rival AI Model That Uses Less Computing Power (slashdot.org)
2025-1-30 Alibaba AI

Alibaba releases AI model it claims surpasses DeepSeek-V3 (indianexpress.com)
2025-1-29 Alibaba AI

Alibaba releases Qwen 2.5-Max, an AI model which the company claims “outperforms ... almost across the board GPT-4o, DeepSeek-V3 and Llama-3.1-405B” (www.reuters.com)
2025-1-29 Alibaba AI

Alibaba's Qwen team releases Qwen2.5-VL, a new series of AI models that can control PCs and phones, as well as perform a number of text and image analysis tasks (techcrunch.com)
2025-1-28 Alibaba AI

Chinese esports companies, including Tencent and Huya, face growth challenges in China, the world's biggest esports market; the industry earned ~$3.8B in 2024 (t.co)
2025-1-27 China Tencent

Alibaba, Datadog, and Quesma Join Forces on Go Compile-Time Instrumentation (opentelemetry.io)
2025-1-25 Alibaba

Tencent unveils Hunyuan3D 2.0, an AI system that turns single images or text prompts into 3D models in seconds, and open sources it on HuggingFace and GitHub (venturebeat.com)
2025-1-22 AI Tencent GitHub

The US Commerce Department adds 25 China-based companies, including Alibaba-backed LLM developer Zhipu AI and chip designer Sophgo, to its restricted trade list (www.reuters.com)
2025-1-16 China Alibaba AI

Akamai plans to end its CDN services in China on June 30, 2026, saying customers can move to an Akamai CDN outside China or use local providers like Tencent (www.theregister.com)
2025-1-8 China Tencent

Tencent repurchased 3.93M Hong Kong shares worth $193M on January 7, its largest buyback since April 2006, following its addition to a US blacklist (www.bloomberg.com)
2025-1-8 Hong Kong Tencent

US Adds Tencent, CATL To List of Chinese Firms Aiding Beijing's Military (yro.slashdot.org)
2025-1-7 China Tencent

Tencent's stock drops 6%+ after the US DoD added it to a blacklist of companies with alleged ties to China's military; it may face delisting or index removals (www.bloomberg.com)
2025-1-7 China Tencent

Alibaba Cloud partners with 01.AI, the Beijing-based AI unicorn founded by former Google China head Kai-Fu Lee, to set up an “industrial large model laboratory” (www.scmp.com)
2025-1-4 China Google Alibaba AI

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