--- title: "BOCI: Meta Muse Craze Hard to Directly Apply to China Internet Sector, Prefers BABA-W in Short to Medium Term" type: "News" locale: "en" url: "https://longbridge.com/en/news/299836225.md" description: "BOCI research indicates Meta's Muse AI cannot be directly applied to China due to regulatory and market differences. The broker prefers Alibaba (BABA-W) over Tencent in the short-to-medium term, citing clearer AI commercialization returns and strong cash flow from e-commerce. BOCI also favors NetEase and Bilibili for EPS upgrades and disciplined AI investment. It maintains an 'Overweight' rating on the China internet sector with 'Buy' ratings on BABA-W, Tencent, NetEase, and Bilibili." datetime: "2026-09-23T02:52:43.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/299836225.md) - [en](https://longbridge.com/en/news/299836225.md) - [zh-HK](https://longbridge.com/zh-HK/news/299836225.md) generator: "portal-rs" --- # BOCI: Meta Muse Craze Hard to Directly Apply to China Internet Sector, Prefers BABA-W in Short to Medium Term BOCI published a research report stating that Meta Platforms, Inc. (META.US) 's personal AI agent service Muse has risen rapidly, capable of executing multi-step tasks in different scenarios in a safer and more proactive manner, triggering market attention on personal AI agents. However, the broker believes the Meta Muse phenomenon cannot be simply applied to China's internet market, mainly due to differences in user demand and behavior, computing power, competitive landscape and regulatory environment. The broker pointed out that TENCENT (00700.HK) -9.400 (-2.081%) Short selling $3.37B; Ratio 10.467% and BABA-W (09988.HK) -3.600 (-3.136%) Short selling $2.26B; Ratio 15.766% both possess differentiated advantages in the personal AI agent sector from different perspectives. Among them, Tencent benefits from high WeChat user stickiness, massive traffic, multiple content formats, a mini-program ecosystem, and strong product design and UI capabilities, while Alibaba has full-stack AI integrated capabilities together with token-related and transaction ecosystem advantages. Given the rapid evolution of AI themes, BOCI said it prefers BABA-W (09988.HK) -3.600 (-3.136%) Short selling $2.26B; Ratio 15.766% over TENCENT (00700.HK) -9.400 (-2.081%) Short selling $3.37B; Ratio 10.467% in the short to medium term, as the accelerated commercialization of its cloud business brings clear, visible and quantifiable returns on AI investment. In addition, its core domestic e-commerce business provides strong cash flow, while the narrowing losses trend in Quick Commerce is becoming increasingly clear. The broker also favors NTES (09999.HK) -1.700 (-0.918%) Short selling $308.09M; Ratio 47.308% and BILIBILI-W (09626.HK) -0.100 (-0.084%) Short selling $58.26M; Ratio 16.451% , as both saw upgrades in their 2027 EPS forecasts, possess solid core growth engines, and high-margin new games are expected to become earnings catalysts, while AI investments remain focused and disciplined. BOCI maintained an "Overweight" rating on China's internet sector. Ratings on BABA-W (09988.HK) -3.600 (-3.136%) Short selling $2.26B; Ratio 15.766% , TENCENT (00700.HK) -9.400 (-2.081%) Short selling $3.37B; Ratio 10.467% , NTES (09999.HK) -1.700 (-0.918%) Short selling $308.09M; Ratio 47.308% and BILIBILI-W (09626.HK) -0.100 (-0.084%) Short selling $58.26M; Ratio 16.451% are all "Buy", with Hong Kong stock TP at HKD195, HKD655, HKD250 and HKD224 respectively. (gc/ad)(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-09-22 16:25.) 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