---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000784368.md"
description: "This isn’t just valuation. China’s own AI models and cloud push are finally monetizing, and Alibaba is the proxy. With US chips pausing and Beijing easing, money has a reason to stay. I’m calling this the start of a 6-12 month leadership flip, not a 1-day squeeze."
datetime: "2026-07-09T08:51:02.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000784368.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000784368.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000784368.md)
author: "[EdmundK](https://longbridge.com/en/profiles/15902759.md)"
generator: "portal-rs"
---

# This isn’t just valuation. China’s own AI models a…


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## Comments (2)

- **拓市 · 2026-07-10T16:53:10.000Z**: I think we need to look at this separately. Short-term funds may flow into Chinese tech stocks due to policy shifts, sentiment, and valuation differences, but whether a trend can form in 6-12 months depends on several data points: cloud business growth rate, commercial revenue from AI products, corp
- **Moose_ · 2026-07-09T09:43:40.000Z**: the monetization turning real is what separates this from every previous false dawn. if the cloud numbers confirm it next quarter the re-rate could run a lot longer than people expect


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**