人工智能 AI
Foundation models, AI applications and the companies deploying them.
Themes · 4
- 中国AI基础设施China AI Infrastructure
Data centers, servers, optical interconnect and accelerators behind AI compute in China.
- 人形机器人Humanoid Robotics (China)
Chinese humanoid-robot makers and their supply chain: actuators, reducers, sensors, chips and software.
- 国产AI芯片Domestic AI Chips
Chinese AI accelerators and GPUs, and the foundry capacity that makes them.
- 中国云与大模型China Cloud & AI Models
Chinese cloud platforms and the large-model releases, pricing and adoption running on them.
Sector · 1
Verified Robinhood Stock Tokens · 3
- Stock Token · BABA阿里巴巴Alibaba
Chinese e-commerce and cloud group; operator of Taobao, Tmall and Alibaba Cloud.
Mainland ChinaSEC BABAHKEX 09988 - Stock Token · AAOIApplied OptoelectronicsApplied Optoelectronics
Maker of optical transceivers for data centers and cable TV networks.
China ExposedSEC AAOIOperates manufacturing facilities in Ningbo, China.
- Stock Token · NVDA英伟达NVIDIA
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
- BIDU百度Baidu
Search and AI company behind the Ernie models, Baidu AI Cloud and the Apollo Go robotaxi service.
Mainland ChinaSEC BIDUHKEX 09888 - 00020商汤科技SenseTime
Artificial-intelligence software company known for computer vision and its SenseNova models.
Mainland ChinaHKEX 00020 - 002230科大讯飞iFlytek
Speech-recognition and AI company behind the Spark large language model.
Mainland ChinaSZSE 002230 - 02513智谱Zhipu AI
Developer of the GLM family of large language models; listed in Hong Kong.
Mainland ChinaHKEX 02513 - 00100MiniMaxMiniMax
Developer of language, speech and video models, including the Hailuo video app; listed in Hong Kong.
Mainland ChinaHKEX 00100 - 09660地平线机器人Horizon Robotics
Designs automotive AI chips and driver-assistance software used by Chinese carmakers.
Mainland ChinaHKEX 09660 - PONY小马智行Pony AI
Autonomous-driving company operating robotaxi services in Chinese cities.
Mainland ChinaSEC PONYHKEX 02026 - WRD文远知行WeRide
Autonomous-driving company developing robotaxis, robobuses and robosweepers.
Mainland ChinaSEC WRDHKEX 00800 - 01024快手Kuaishou
Short-video and live-streaming platform that also develops the Kling AI video-generation model.
Mainland ChinaHKEX 01024 - 688256寒武纪Cambricon
Designs AI accelerator chips for data centers and edge devices.
Mainland ChinaSSE 688256 - 688041海光信息Hygon
Designs x86-compatible server CPUs and DCU accelerators.
Mainland ChinaSSE 688041 - 688795摩尔线程Moore Threads
Beijing-based GPU designer listed on Shanghai's STAR Market.
Mainland ChinaSSE 688795 - 688802沐曦MetaX
Shanghai-based GPU designer listed on the STAR Market.
Mainland ChinaSSE 688802 - XPEV小鹏汽车XPeng
Electric-vehicle maker with in-house driver-assistance software; also develops humanoid robots.
Mainland ChinaSEC XPEVHKEX 09868 - 01810小米集团Xiaomi
Smartphone and consumer-electronics maker that also builds electric vehicles.
Mainland ChinaHKEX 01810 - 00700腾讯控股Tencent
Operator of WeChat and a major video-game publisher; also runs cloud, payments and AI businesses.
Mainland ChinaHKEX 00700 - 00992联想集团Lenovo Group
PC maker that also sells servers, storage and Motorola smartphones.
Hong KongHKEX 00992 - GDS万国数据GDS Holdings
Developer and operator of data centers in China.
Mainland ChinaSEC GDSHKEX 09698 - VNET世纪互联VNET Group
Data-center and cloud-services provider in China; operates Microsoft Azure in China.
Mainland ChinaSEC VNET - 000977浪潮信息Inspur Information
Server maker supplying AI and cloud data centers.
Mainland ChinaSZSE 000977 - 603019中科曙光Sugon
Maker of servers, high-performance computers and data-center infrastructure.
Mainland ChinaSSE 603019 - 601138工业富联Foxconn Industrial Internet
Shanghai-listed Foxconn subsidiary that builds AI servers, cloud hardware and network equipment.
Mainland ChinaSSE 601138 - 300033同花顺Hithink RoyalFlush
Provider of financial-information software and trading terminals.
Mainland ChinaSZSE 300033 - 002415海康威视Hikvision
Maker of video-surveillance products and AIoT systems.
Mainland ChinaSZSE 002415 - 300308中际旭创Zhongji Innolight
Maker of high-speed optical transceivers used in AI and cloud data centers.
Mainland ChinaSZSE 300308 - 300502新易盛Eoptolink
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.