Baidu shares jump after announcing autonomous vehicle deal with Uber

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Nvidia's H20 update is positive for these Chinese 6 AI stocks

July 15, 2025 4:00 PM EDT

Jefferies sees NVIDIA's (NASDAQ: NVDA) latest H20 chip update as a positive catalyst for sentiment across the Chinese internet and AI sector, naming six stocks poised to benefit.

Alibaba (NYSE: BABA), Tencent, Baidu (NASDAQ: BIDU), Kingsoft Cloud, Kuaishou, and Meitu are the names expected to benefit from... More