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Morgan Stanley Reevaluates Chinese Tech Stocks: Alibaba Overtakes Tencent as Top Pick with Full-Stack AI
6 hour ago /
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Author：小编
On March 12, 2026, Morgan Stanley released a research report, upgrading Alibaba to its top industry pick, replacing Tencent. The report noted that although Alibaba faces short-term profit pressures, its comprehensive technological layout in full-stack artificial intelligence, particularly its strong reserves of self-developed chips, significantly enhances its potential to become an industry leader in AI. Alibaba boasts top-tier self-developed AI chips, China's No.1 and the world's fourth-largest cloud infrastructure, widely adopted open-source foundational models, and a vast matrix of consumer-grade applications.
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