Listed below are the top ten AI-related companies in China:
Shares | Market Cap (US$) | 2026E P/ E
TENCENT (00700.HK) | 730 billion | 19x
BABA-W (09988.HK) | 396 billion | 18x
CHINA MOBILE (00941.HK) | 240 billion | 11x
CATL (03750.HK) | 239 billion | 21x
Pinduoduo (PDD.US) | 181 billion | 10x
FOXCONN INDUSTRIAL INTERNET (601138.SH) | 177 billion | 28x
XIAOMI-W (01810.HK) | 132 billion | 21x
BYD COMPANY (01211.HK) | 103 billion | 18x
NTES-S (09999.HK) | 95 billion | 16x
SMIC (00981.HK) | 93 billion | 13x
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Goldman Sachs also compiled a list of the top ten AI-related companies in the US:
Shares | Market Cap (US$) | 2026E P/E
Nvidia (NVDA.US) | 4.37 trillion | 28x
Microsoft (MSFT.US) | 3.816 trillion | 33x
Apple (AAPL.US) | 3.7 trillion | 31x
Alphabet (GOOG.US) | 2.827 trillion | 23x
Amazon (AMZN.US) | 2.299 trillion | 28x
Broadcom (AVGO.US) | 1.659 trillion | 37x
Meta (META.US) | 1.556 trillion | 25x
Tesla (TSLA.US) | 1.447 trillion | 174x
Oracle (ORCL.US) | 866 billion | 38x
Netflix (NFLX.US) | 511 billion | 37x
~
AAStocks Financial News
Web Site: www.aastocks.com
SG Top Picks |
Stock & Type |
Code |
Strike(Call Level) |
Last |
Effective Gearing |
TENCT (C) |
19896 |
812 (-) |
0.085 |
10.2 X |
TENCT (C) |
18940 |
751.2 (-) |
0.088 |
11.9 X |
TENCT (C) |
19096 |
728.5 (-) |
0.114 |
11.6 X |
TENCT (C) |
17040 |
700.5 (-) |
0.102 |
13.7 X |
TENCT (P) |
18464 |
539.5 (-) |
0.028 |
8.3 X |
TENCT (P) |
20800 |
530.38 (-) |
0.117 |
8.7 X |
TENCT (P) |
20306 |
510.38 (-) |
0.075 |
9.7 X |
TENCT (Bull) |
56186 |
598 (601) |
0.061 |
20.4 X |
TENCT (Bull) |
67891 |
582 (585) |
0.094 |
13.3 X |
TENCT (Bear) |
65871 |
668 (665) |
0.072 |
17.3 X |
TENCT (Bear) |
56213 |
648 (645) |
0.042 |
29.7 X |
CMOB (C) |
21231 |
101.98 (-) |
0.120 |
12.0 X |
CMOB (Bull) |
69775 |
78.4 (79) |
0.054 |
15.6 X |
CMOB (Bull) |
54566 |
73.9 (74.5) |
0.079 |
10.7 X |
CMOB (Bear) |
63926 |
98.6 (98) |
0.135 |
6.3 X |
CMOB (Bear) |
57043 |
92.6 (92) |
0.075 |
11.3 X |
SMIC (C) |
13036 |
102.98 (-) |
0.110 |
3.0 X |
SMIC (C) |
21233 |
95.05 (-) |
0.194 |
3.4 X |
SMIC (C) |
21038 |
88.93 (-) |
0.162 |
4.0 X |
SMIC (P) |
21412 |
62.76 (-) |
0.145 |
2.7 X |
SMIC (P) |
20487 |
52.45 (-) |
0.072 |
3.2 X |
SMIC (Bull) |
59233 |
67.9 (68.5) |
0.080 |
9.4 X |
SMIC (Bull) |
61093 |
66.4 (67) |
0.094 |
8.0 X |
SMIC (Bear) |
65581 |
85.6 (85) |
0.090 |
8.3 X |
SMIC (Bear) |
56217 |
80.6 (80) |
0.050 |
15.0 X |
BYD (C) |
20173 |
133.98 (-) |
0.036 |
9.1 X |
BYD (C) |
19097 |
131.98 (-) |
0.073 |
4.7 X |
BYD (C) |
16462 |
128.9 (-) |
0.096 |
6.2 X |
BYD (P) |
17863 |
100.78 (-) |
0.241 |
3.7 X |
BYD (Bull) |
66055 |
97.6 (99) |
0.065 |
15.8 X |
BYD (Bull) |
62843 |
92.1 (93.5) |
0.025 |
8.2 X |
BYD (Bear) |
65951 |
113.4 (112) |
0.093 |
11.1 X |
BYD (Bear) |
59234 |
109.4 (108) |
0.060 |
17.1 X |
XIAOMI (C) |
19184 |
62.04 (-) |
0.072 |
4.4 X |
XIAOMI (C) |
15669 |
60.93 (-) |
0.041 |
6.0 X |
XIAOMI (C) |
14590 |
56.04 (-) |
0.104 |
3.9 X |
XIAOMI (C) |
15792 |
55.93 (-) |
0.106 |
3.9 X |
XIAOMI (P) |
14219 |
46.45 (-) |
0.119 |
3.3 X |
XIAOMI (P) |
16080 |
38.53 (-) |
0.052 |
4.1 X |
XIAOMI (Bull) |
67393 |
44.1 (44.5) |
0.026 |
17.8 X |
XIAOMI (Bull) |
58670 |
43.1 (43.5) |
0.037 |
12.5 X |
XIAOMI (Bear) |
56394 |
50.4 (50) |
0.034 |
13.6 X |
XIAOMI (Bear) |
59166 |
48.4 (48) |
0.019 |
24.4 X |
CATL (C) |
20651 |
619.388 (-) |
0.280 |
7.0 X |
CATL (P) |
20933 |
398.68 (-) |
0.122 |
1.7 X |
CATL (P) |
20816 |
344.8 (-) |
0.057 |
5.8 X |
ALIBA (C) |
22035 |
230.2 (-) |
0.058 |
5.9 X |
ALIBA (C) |
21234 |
216.5 (-) |
0.076 |
5.6 X |
ALIBA (C) |
13009 |
182.09 (-) |
0.142 |
5.0 X |
ALIBA (C) |
14651 |
172.98 (-) |
0.115 |
6.4 X |
ALIBA (P) |
21411 |
158.78 (-) |
0.169 |
3.8 X |
ALIBA (P) |
21288 |
149.78 (-) |
0.128 |
4.1 X |
ALIBA (P) |
20801 |
134.9 (-) |
0.087 |
4.3 X |
ALIBA (Bull) |
59151 |
155 (156.5) |
0.084 |
19.3 X |
ALIBA (Bull) |
57795 |
148.5 (150) |
0.030 |
10.8 X |
ALIBA (Bear) |
65627 |
176.5 (175) |
0.026 |
12.5 X |
ALIBA (Bear) |
65638 |
171.5 (170) |
0.017 |
19.0 X |
NTES (C) |
19491 |
300.199 (-) |
0.151 |
4.9 X |
NTES (C) |
17661 |
265.2 (-) |
0.126 |
6.5 X |
NTES (Bull) |
56900 |
213.5 (216) |
0.037 |
12.4 X |
NTES (Bull) |
55858 |
203.5 (206) |
0.058 |
7.9 X |
Nvidia (C) |
10055 |
230 (-) |
0.180 |
5.2 X |
Nvidia (C) |
10721 |
175 (-) |
0.335 |
5.2 X |
Nvidia (P) |
10057 |
165 (-) |
0.265 |
3.3 X |
Nvidia (P) |
10714 |
125 (-) |
0.041 |
5.9 X |
MSFT (C) |
10744 |
600 (-) |
0.234 |
9.5 X |
MSFT (P) |
10715 |
435 (-) |
0.204 |
7.0 X |
APPLE (C) |
10758 |
243 (-) |
0.550 |
5.3 X |
APPLE (P) |
10793 |
210 (-) |
0.080 |
7.0 X |
ALPBE (C) |
10759 |
240 (-) |
0.620 |
4.2 X |
ALPBE (P) |
10012 |
230 (-) |
0.325 |
3.6 X |
ALPBE (P) |
10716 |
153 (-) |
0.029 |
6.1 X |
AMZN (C) |
10004 |
280 (-) |
0.134 |
6.8 X |
AMZN (P) |
10700 |
180 (-) |
0.116 |
5.4 X |
Broadcom (C) |
10072 |
435 (-) |
0.435 |
4.6 X |
Broadcom (P) |
10073 |
310 (-) |
0.560 |
2.9 X |
META (C) |
10003 |
900 (-) |
0.600 |
6.1 X |
META (P) |
10757 |
700 (-) |
1.050 |
3.8 X |
TSLA (C) |
10010 |
530 (-) |
0.750 |
4.0 X |
TSLA (P) |
10011 |
370 (-) |
0.570 |
3.0 X |