• Investing
  • Stock
  • Economy
  • Editor’s Pick
Portfolio Performance Today
Stock

Baidu, Alibaba lead Chinese tech rally to 4-year high: what this rally means for investors

by September 17, 2025
by September 17, 2025

Baidu and Alibaba are at the center of one of the most exciting rallies in Chinese tech shares in years, pushing the sector to heights not seen since 2021.

As of mid-September 2025, these two giants have grabbed the attention of investors far and wide, driven by bold moves in artificial intelligence (AI), refreshed growth plans, and the allure of huge future opportunities.

The Hang Seng Tech Index has climbed more than 3%, powered not only by Baidu and Alibaba but also by other movers like JD.com and Meituan.

After some choppy years, confidence seems to be coming back strong to China’s tech space.

What’s fueling Baidu and Alibaba’s rise?

AI is the main engine behind this sharp climb. Baidu has been making headlines with its advanced ERNIE AI model and a big push towards using self-made AI chips for training.

This strategy not only boosts their tech prowess but also helps cut reliance on foreign suppliers.

Baidu’s AI cloud revenue shot up 42% year-on-year, signaling a successful shift from its old ad-based model to more stable, tech-centered revenue streams.

Plus, Baidu’s autonomous driving service, Apollo Go, is growing rapidly and getting close to turning a consistent profit, which adds extra confidence for the long haul.

On the flip side, Alibaba isn’t far behind. Its shares have risen thanks to news that it’s started using homegrown AI chips in training its projects, a major step in China’s AI arms race.

Alibaba’s cloud division grew 26% year-on-year, and its AI product sales have been in triple-digit growth for eight straight quarters.

What’s clear is that Alibaba is evolving beyond just e-commerce; it’s becoming a powerhouse in AI and cloud solutions.

Both companies are now seen as leaders in China’s growing AI revolution, with many betting this will pay off big time in the years ahead.

What this rally means for tech investors

This rally brings a wave of optimism for investors who have been cautious amid years of Chinese regulatory crackdowns, trade tensions, and economic uncertainty.

Seeing Baidu and Alibaba reach their highest stock prices since 2021 shows investor sentiment is shifting in a positive direction.

There is a growing belief that, despite hurdles, China’s tech giants can lead the way by pioneering in AI developments.

Of course, risks remain. Baidu still faces margin pressures and the challenges of delivering on its AI promises, while Alibaba juggles its rapid growth with maintaining profitability and rewarding shareholders.

But when compared to many US tech giants, their valuations look pretty attractive, especially with China’s huge market size and government backing of AI growth.

For many investors today, Baidu and Alibaba have become must-haves, backed by a long-term vision that China’s tech dominance is only just beginning its rise.

The post Baidu, Alibaba lead Chinese tech rally to 4-year high: what this rally means for investors appeared first on Invezz

0 comment
0
FacebookTwitterPinterestEmail

previous post
US lawmakers probe Futurewei, Huawei and Nvidia link over espionage fears
next post
Urban Company share price at 57% premium after blockbuster IPO: here’s why

Related Posts

Asian markets open: Nikkei hits another record high,...

October 7, 2025

Top reasons why the Topix and Nikkei 225...

October 7, 2025

Goldman Sachs boosts 2026 gold price forecast to...

October 7, 2025

Beijing intensifies oil stockpiling amid global supply and...

October 7, 2025

Trump’s new 25% truck tariff targets imports from...

October 7, 2025

CAC 40 Index outlook: Understanding the decline and...

October 7, 2025

DAX Index analysis: Why German stocks are rising...

October 7, 2025

Europe markets open: Stoxx 600 flat, CAC 40...

October 7, 2025

LG India’s $1.3B share sale highlights record IPO...

October 7, 2025

Trilogy Metals shares soar over 200% as White...

October 7, 2025

Stay updated with the latest news, exclusive offers, and special promotions. Sign up now and be the first to know! As a member, you'll receive curated content, insider tips, and invitations to exclusive events. Don't miss out on being part of something special.

By opting in you agree to receive emails from us and our affiliates. Your information is secure and your privacy is protected.

Recent Posts

  • The OECD’s Warning to America: Economic Growth Is Slipping

    October 7, 2025
  • Semiconductor Giants with Tech-Industrial Ambitions

    October 7, 2025
  • Will Bitcoin Strengthen or Weaken US Dollar Dominance?

    October 7, 2025
  • Asian markets open: Nikkei hits another record high, Sensex up 140 pts

    October 7, 2025
  • Top reasons why the Topix and Nikkei 225 indices are soaring

    October 7, 2025
  • Goldman Sachs boosts 2026 gold price forecast to $4,900 amid strong demand

    October 7, 2025

Editors’ Picks

  • 1

    Meta executives eligible for 200% salary bonus under new pay structure

    February 21, 2025
  • 2

    Walmart earnings preview: What to expect before Thursday’s opening bell

    February 20, 2025
  • 3

    New FBI leader Kash Patel tapped to run ATF as acting director

    February 23, 2025
  • 4

    Cramer reveals a sub-sector of technology that can withstand Trump tariffs

    March 1, 2025
  • 5

    Anthropic’s newly released Claude 3.7 Sonnet can ‘think’ as long as the user wants before giving an answer

    February 25, 2025
  • 6

    Nvidia’s investment in SoundHound wasn’t all that significant after all

    March 1, 2025
  • 7

    Pop Mart reports 188% profit surge, plans aggressive global expansion

    March 26, 2025

Categories

  • Economy (2,804)
  • Editor's Pick (280)
  • Investing (185)
  • Stock (1,914)
  • About us
  • Contact us
  • Privacy Policy
  • Terms & Conditions

Copyright © 2025 Portfolioperformancetoday.com All Rights Reserved.

Portfolio Performance Today
  • Investing
  • Stock
  • Economy
  • Editor’s Pick
Portfolio Performance Today
  • Investing
  • Stock
  • Economy
  • Editor’s Pick
Copyright © 2025 Portfolioperformancetoday.com All Rights Reserved.

Read alsox

Top 3 reasons to buy Lloyds Bank...

June 18, 2025

DocuSign stock price forecast ahead of earnings:...

June 4, 2025

SCHD ETF analysis: 2 catalysts to move...

May 19, 2025