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) |
13021 |
800.5 (-) |
0.055 |
11.6 X |
| TENCT (C) |
19096 |
728.5 (-) |
0.035 |
17.2 X |
| TENCT (C) |
14958 |
622.72 (-) |
0.115 |
5.7 X |
| TENCT (C) |
14652 |
600.5 (-) |
0.151 |
4.9 X |
| TENCT (C) |
28534 |
560.5 (-) |
0.153 |
5.9 X |
| TENCT (P) |
18464 |
539.5 (-) |
0.024 |
9.8 X |
| TENCT (P) |
20800 |
530.38 (-) |
0.090 |
10.8 X |
| TENCT (Bull) |
67891 |
582 (585) |
0.061 |
20.0 X |
| TENCT (Bull) |
68025 |
567 (570) |
0.093 |
13.1 X |
| TENCT (Bear) |
54881 |
658 (655) |
0.080 |
15.2 X |
| TENCT (Bear) |
55685 |
648 (645) |
0.069 |
17.7 X |
| CMOB (C) |
21231 |
101.98 (-) |
0.075 |
15.3 X |
| CMOB (Bull) |
57437 |
80.9 (81.5) |
0.043 |
20.0 X |
| CMOB (Bull) |
69775 |
78.4 (79) |
0.060 |
14.3 X |
| CMOB (Bear) |
67915 |
95.6 (95) |
0.100 |
8.6 X |
| CMOB (Bear) |
57043 |
92.6 (92) |
0.059 |
14.6 X |
| SMIC (C) |
13036 |
102.98 (-) |
0.056 |
3.8 X |
| SMIC (C) |
21038 |
88.93 (-) |
0.069 |
5.7 X |
| SMIC (C) |
20302 |
73.85 (-) |
0.166 |
4.2 X |
| SMIC (P) |
20487 |
52.45 (-) |
0.071 |
3.6 X |
| SMIC (P) |
19794 |
49.79 (-) |
0.074 |
3.1 X |
| SMIC (Bull) |
58388 |
65.4 (66) |
0.040 |
17.2 X |
| SMIC (Bull) |
61069 |
63.2 (63.8) |
0.064 |
10.8 X |
| SMIC (Bear) |
64168 |
80.6 (80) |
0.099 |
6.9 X |
| SMIC (Bear) |
53200 |
78.1 (77.5) |
0.079 |
8.7 X |
| BYD (C) |
19097 |
131.98 (-) |
0.037 |
5.5 X |
| BYD (C) |
16462 |
128.9 (-) |
0.030 |
8.4 X |
| BYD (C) |
22047 |
112.21 (-) |
0.069 |
7.4 X |
| BYD (P) |
17863 |
100.78 (-) |
0.315 |
3.6 X |
| BYD (P) |
22345 |
81.83 (-) |
0.151 |
3.9 X |
| BYD (Bull) |
64618 |
86.1 (87.5) |
0.074 |
12.5 X |
| BYD (Bull) |
63829 |
83.6 (85.5) |
0.021 |
8.8 X |
| BYD (Bear) |
64256 |
105.4 (104) |
0.111 |
8.4 X |
| BYD (Bear) |
55751 |
101.4 (100) |
0.081 |
11.5 X |
| XIAOMI (C) |
22311 |
57.93 (-) |
0.069 |
7.2 X |
| XIAOMI (C) |
14590 |
56.04 (-) |
0.032 |
5.3 X |
| XIAOMI (C) |
15792 |
55.93 (-) |
0.040 |
4.9 X |
| XIAOMI (C) |
21909 |
54.04 (-) |
0.058 |
4.2 X |
| XIAOMI (C) |
22185 |
52.93 (-) |
0.064 |
4.1 X |
| XIAOMI (P) |
16080 |
38.53 (-) |
0.093 |
3.6 X |
| XIAOMI (Bull) |
62308 |
35.1 (35.5) |
0.034 |
11.2 X |
| XIAOMI (Bull) |
62792 |
34.1 (34.5) |
0.045 |
8.5 X |
| XIAOMI (Bear) |
54885 |
44.4 (44) |
0.052 |
7.3 X |
| XIAOMI (Bear) |
55713 |
43.4 (43) |
0.044 |
8.7 X |
| CATL (C) |
22391 |
688.5 (-) |
0.039 |
9.6 X |
| CATL (C) |
20651 |
619.388 (-) |
0.044 |
10.9 X |
| CATL (P) |
22397 |
388.68 (-) |
0.250 |
4.2 X |
| CATL (P) |
20816 |
344.8 (-) |
0.072 |
6.7 X |
| ALIBA (C) |
28846 |
200.2 (-) |
0.040 |
7.1 X |
| ALIBA (C) |
21043 |
188.98 (-) |
0.048 |
7.1 X |
| ALIBA (C) |
13009 |
182.09 (-) |
0.065 |
6.5 X |
| ALIBA (C) |
14651 |
172.98 (-) |
0.036 |
9.8 X |
| ALIBA (C) |
19152 |
150.1 (-) |
0.310 |
5.2 X |
| ALIBA (P) |
20801 |
134.9 (-) |
0.102 |
4.5 X |
| ALIBA (P) |
19795 |
108.58 (-) |
0.029 |
8.1 X |
| ALIBA (Bull) |
56407 |
141 (142.5) |
0.074 |
19.9 X |
| ALIBA (Bull) |
56226 |
136.9 (138.4) |
0.024 |
12.3 X |
| ALIBA (Bear) |
54644 |
166.5 (165) |
0.034 |
8.7 X |
| ALIBA (Bear) |
54275 |
161.5 (160) |
0.025 |
11.8 X |
| NTES (C) |
19491 |
300.199 (-) |
0.066 |
5.9 X |
| NTES (C) |
17661 |
265.2 (-) |
0.034 |
9.4 X |
| NTES (Bull) |
68719 |
193 (195.5) |
0.025 |
16.4 X |
| NTES (Bull) |
65144 |
185 (188) |
0.042 |
9.7 X |
| Nvidia (C) |
10055 |
230 (-) |
0.167 |
5.3 X |
| Nvidia (C) |
10721 |
175 (-) |
0.290 |
5.9 X |
| Nvidia (P) |
10057 |
165 (-) |
0.249 |
3.5 X |
| MSFT (C) |
10744 |
600 (-) |
0.128 |
9.9 X |
| MSFT (P) |
10715 |
435 (-) |
0.305 |
6.7 X |
| APPLE (C) |
10079 |
320 (-) |
0.176 |
7.2 X |
| APPLE (P) |
10793 |
210 (-) |
0.068 |
7.5 X |
| ALPBE (C) |
10080 |
360 (-) |
0.345 |
4.9 X |
| ALPBE (P) |
10012 |
230 (-) |
0.218 |
4.0 X |
| AMZN (C) |
10004 |
280 (-) |
0.101 |
7.4 X |
| AMZN (P) |
10700 |
180 (-) |
0.121 |
5.5 X |
| Broadcom (C) |
10072 |
435 (-) |
0.415 |
4.6 X |
| Broadcom (P) |
10073 |
310 (-) |
0.570 |
2.9 X |
| META (C) |
10003 |
900 (-) |
0.136 |
7.6 X |
| META (P) |
10757 |
700 (-) |
2.14 |
2.8 X |
| TSLA (C) |
10010 |
530 (-) |
0.355 |
5.0 X |
| TSLA (P) |
10011 |
370 (-) |
0.680 |
3.1 X |
| NFLX (C) |
10088 |
140 (-) |
0.193 |
1.0 X |
