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Alibaba, Tencent Surge: 3 Top Asian Tech Stocks For Trump...
2026-05-14 · via All Articles on Seeking Alpha

Summary

  • Asian stocks have outperformed in 2026 while delivering strong earnings growth, led by AI application, cloud, and chipmaking companies.
  • Despite missing earnings, Tencent and Alibaba surged ahead of President Donald Trump’s summit with Chinese counterpart Xi Jinping.
  • These two Chinese tech giants have Hold Quant Ratings largely due to valuation and momentum issues, which I explain in this article.
  • By leveraging Seeking Alpha’s stock screener, I identified three Strong Buy Asian tech stocks with solid exposure to AI tailwinds.
  • I am Steven Cress, Head of Quantitative Strategies at Seeking Alpha. I manage the quant ratings and factor grades on stocks and ETFs in Seeking Alpha Premium. I also lead Alpha Picks, which selects the two most attractive stocks to buy each month, and also determines when to sell them.
Alibaba headquarter

maybefalse/iStock Unreleased via Getty Images

Asian Stocks In Focus Amid Trump-Xi Summit

Asian equities have outperformed many global peers this year, led by companies spanning every layer of the AI ecosystem – including software firms, cloud service providers, and semiconductor manufacturers. In addition to geographic diversification across some of the fastest-growing

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Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it. I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given that any particular security, portfolio, transaction or investment strategy is suitable for any specific person. The author is not advising you personally concerning the nature, potential, value or suitability of any particular security or other matter. You alone are solely responsible for determining whether any investment, security or strategy, or any product or service, is appropriate or suitable for you based on your investment objectives and personal and financial situation. Steven Cress is the Head of Quantitative Strategy at Seeking Alpha. Any views or opinions expressed herein may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank.