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China AI Hardware Firms Trump Internet Giants in Growth Outlook

26. Januar 2026 um 22:00
Earnings estimates for China’s broader information technology firms have been outpacing the country’s biggest consumer-internet names, with a record-high divide that has been growing for two years.

SHANGHAI, CHINA - MARCH 26 2025: A view of the booth of Huahong Group, the holding company of Hua Hong Semiconductor, a Chinese pure-play foundry, at a trade show in Shanghai, China Wednesday, March 26, 2025. (Photo credit should read LONG WEI / Feature China/Future Publishing via Getty Images)

China AI Hardware Firms Trump Internet Giants in Growth Outlook

26. Januar 2026 um 22:00
Earnings estimates for China’s broader information technology firms have been outpacing the country’s biggest consumer-internet names, with a record-high divide that has been growing for two years.

SHANGHAI, CHINA - MARCH 26 2025: A view of the booth of Huahong Group, the holding company of Hua Hong Semiconductor, a Chinese pure-play foundry, at a trade show in Shanghai, China Wednesday, March 26, 2025. (Photo credit should read LONG WEI / Feature China/Future Publishing via Getty Images)
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