AI 人工智能
Foundation models, AI applications and the companies deploying them.
Themes · 4
- China AI Infrastructure中国AI基础设施
Data centers, servers, optical interconnect and accelerators behind AI compute in China.
- Humanoid Robotics (China)人形机器人
Chinese humanoid-robot makers and their supply chain: actuators, reducers, sensors, chips and software.
- Domestic AI Chips国产AI芯片
Chinese AI accelerators and GPUs, and the foundry capacity that makes them.
- China Cloud & AI Models中国云与大模型
Chinese cloud platforms and the large-model releases, pricing and adoption running on them.
Sector · 1
Verified Robinhood Stock Tokens · 3
- Stock Token · BABAAlibaba阿里巴巴
Chinese e-commerce and cloud group; operator of Taobao, Tmall and Alibaba Cloud.
Mainland ChinaSEC BABAHKEX 09988 - Stock Token · AAOIApplied Optoelectronics
Maker of optical transceivers for data centers and cable TV networks.
China ExposedSEC AAOIOperates manufacturing facilities in Ningbo, China.
- Stock Token · NVDANVIDIA英伟达
US designer of GPUs and AI accelerators.
China ExposedSEC NVDADiscloses China (including Hong Kong) revenue in its 10-K; US export controls restrict its data-center GPU sales to China.
Companies · 26
- BIDUBaidu百度
Search and AI company behind the Ernie models, Baidu AI Cloud and the Apollo Go robotaxi service.
Mainland ChinaSEC BIDUHKEX 09888 - 00020SenseTime商汤科技
Artificial-intelligence software company known for computer vision and its SenseNova models.
Mainland ChinaHKEX 00020 - 002230iFlytek科大讯飞
Speech-recognition and AI company behind the Spark large language model.
Mainland ChinaSZSE 002230 - 02513Zhipu AI智谱
Developer of the GLM family of large language models; listed in Hong Kong.
Mainland ChinaHKEX 02513 - 00100MiniMax
Developer of language, speech and video models, including the Hailuo video app; listed in Hong Kong.
Mainland ChinaHKEX 00100 - 09660Horizon Robotics地平线机器人
Designs automotive AI chips and driver-assistance software used by Chinese carmakers.
Mainland ChinaHKEX 09660 - PONYPony AI小马智行
Autonomous-driving company operating robotaxi services in Chinese cities.
Mainland ChinaSEC PONYHKEX 02026 - WRDWeRide文远知行
Autonomous-driving company developing robotaxis, robobuses and robosweepers.
Mainland ChinaSEC WRDHKEX 00800 - 01024Kuaishou快手
Short-video and live-streaming platform that also develops the Kling AI video-generation model.
Mainland ChinaHKEX 01024 - 688256Cambricon寒武纪
Designs AI accelerator chips for data centers and edge devices.
Mainland ChinaSSE 688256 - 688041Hygon海光信息
Designs x86-compatible server CPUs and DCU accelerators.
Mainland ChinaSSE 688041 - 688795Moore Threads摩尔线程
Beijing-based GPU designer listed on Shanghai's STAR Market.
Mainland ChinaSSE 688795 - 688802MetaX沐曦
Shanghai-based GPU designer listed on the STAR Market.
Mainland ChinaSSE 688802 - XPEVXPeng小鹏汽车
Electric-vehicle maker with in-house driver-assistance software; also develops humanoid robots.
Mainland ChinaSEC XPEVHKEX 09868 - 01810Xiaomi小米集团
Smartphone and consumer-electronics maker that also builds electric vehicles.
Mainland ChinaHKEX 01810 - 00700Tencent腾讯控股
Operator of WeChat and a major video-game publisher; also runs cloud, payments and AI businesses.
Mainland ChinaHKEX 00700 - 00992Lenovo Group联想集团
PC maker that also sells servers, storage and Motorola smartphones.
Hong KongHKEX 00992 - GDSGDS Holdings万国数据
Developer and operator of data centers in China.
Mainland ChinaSEC GDSHKEX 09698 - VNETVNET Group世纪互联
Data-center and cloud-services provider in China; operates Microsoft Azure in China.
Mainland ChinaSEC VNET - 000977Inspur Information浪潮信息
Server maker supplying AI and cloud data centers.
Mainland ChinaSZSE 000977 - 603019Sugon中科曙光
Maker of servers, high-performance computers and data-center infrastructure.
Mainland ChinaSSE 603019 - 601138Foxconn Industrial Internet工业富联
Shanghai-listed Foxconn subsidiary that builds AI servers, cloud hardware and network equipment.
Mainland ChinaSSE 601138 - 300033Hithink RoyalFlush同花顺
Provider of financial-information software and trading terminals.
Mainland ChinaSZSE 300033 - 002415Hikvision海康威视
Maker of video-surveillance products and AIoT systems.
Mainland ChinaSZSE 002415 - 300308Zhongji Innolight中际旭创
Maker of high-speed optical transceivers used in AI and cloud data centers.
Mainland ChinaSZSE 300308 - 300502Eoptolink新易盛
Maker of optical modules for data centers and telecom networks.
Mainland ChinaSZSE 300502
Muses researching AI
Robinhood Stock Tokens provide economic exposure to an underlying security and do not confer legal ownership of shares. Verification is read live from Robinhood's registry. China Exposed = companies outside China with material China exposure noted from their own filings.