In a changing dynamic of trade relations between the US and China, investors are drawn to Chinese companies actively strengthening their positions in the field of artificial intelligence. This article reviews two key companies — Tencent and Qifu, and their impacts on the economy and market.
Key Events in US-China Trade Relations
Recent negotiations between the US and China led to a new tariff agreement where the US receives 55% tariffs and China 10%. Signed agreements imply mutual lifting of restrictions, which may positively impact trading and supply of rare earth minerals.
Tencent Holdings Ltd.: AI Leader
Tencent is actively developing its AI models like Hunyuan. The company successfully integrates its technologies into various spheres including cloud computing, gaming applications, and online advertising. In the first quarter of 2025, Tencent's revenue growth was 13%, indicating its strong market position.
Qifu Technology Inc.: Innovations in Fintech
Qifu uses AI technologies for data analytics in credit and risk management. In Q1 2025, the company demonstrated significant growth, serving 58.4 million clients and facilitating $12.41 billion in loans.
Chinese companies such as Tencent and Qifu show strong growth in the context of the global race for innovations in artificial intelligence. These enterprises play a key role in enhancing competitiveness in both domestic and international markets.
