As capital rotates into China-listed semiconductor and AI stocks, Finbold has analyzed three related companies to consider in 2026.
The three top AI stocks from China to consider in 2026 are Tencent Holdings Ltd. (HKG: 0700; OTC: TCEHY), Baidu, Inc. (NASDAQ: BIDU; HKG: 9888), and Alibaba Group Holding Ltd. (NYSE: BABA; HKG: 9988). Finbold filtered the three China-based AI companies to consider in 2026 based on these tailwinds: operational, revenue-generating, and profitable.
Furthermore, capital rotation into AI stocks in China is evident in the fact that Hong Kong exchange-traded funds (ETFs) listed on mainland exchanges posted a record $3.7 billion in outflows last week, according to data from Bloomberg analyzed by Finbold.
Performance of these Chinese AI stocks?
Year-to-date (YTD), BABA stock has dropped nearly 17%, trading around $122.07 at press time. As a result, BABA stock could be an AI stock to consider, especially if they rebound from the February lows over the coming weeks.
The company is worth considering since its Cloud Intelligence Group AI-related products generated RMB 8.97 billion, roughly $1.30 billion, in the quarter, achieving an annualized run rate of about $5.2 billion and marking the 11th consecutive quarter of triple-digit year-over-year growth.
As for Tencent stock, it has dropped over 29% YTD, trading at around ¥395 on Friday.
The company is worth considering, as it grew net profit by 21% year-over-year by embedding AI into established profit centers like WeChat, gaming, and cloud, while doubling its AI investment in 2026. On Friday, Yao Shunyu, Tencent’s chief AI scientist, pushed back against concerns that the company is slow in AI.
He argued that the race is just beginning with massive untapped opportunities in coding agents and embodied intelligence. Furthermore, Shunyu compared the current state of AI to the development of personal computers in the 1970s.
“AI is a long-term game, with the second half of the race just starting,” Yao stated.
Meanwhile, BIDU stock has fallen 6.76% YTD, trading at approximately $121.83 at the time of reporting. The company is worth considering, as its AI-related business now accounts for 52% of total revenue, driven by a 79% year-over-year surge in Intelligent Cloud revenue to RMB 8.8 billion, roughly $1.27 billion, during its recent quarterly report.
