Deepseek-led ‘China shining’ is ‘hurting’ America's biggest tech cos

China's top technology firms, including Alibaba and Tencent, are outperforming their US counterparts, driven by DeepSeek's impact and strong government backing. While US tech giants face market corrections, Chinese tech stocks have surged by over 40% in 2025, fueled by AI advancements and supportive policies. Societe Generale SA highlights these opportunities.

Deepseek-led ‘China shining’ is ‘hurting’ America's biggest tech cos
China's top technology firms, including Alibaba and Tencent, are outperforming their US counterparts, driven by DeepSeek's impact and strong government backing. While US tech giants face market corrections, Chinese tech stocks have surged by over 40% in 2025, fueled by AI advancements and supportive policies. Societe Generale SA highlights these opportunities.