Zacks Highlights GDS, NetEase, Kingsoft Cloud, and TSMC as Top China Tech Plays for 2H26

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โดย Zacks Investment Research·Read original
Summary · why it matters

Zacks Investment Research identifies GDS Holdings, NetEase, Kingsoft Cloud, and Taiwan Semiconductor as compelling portfolio opportunities entering the second half of 2026, citing steady U.S.-China trade progress and company-specific catalysts. GDS secured a record 200 megawatts of net new bookings in the first quarter, with full-year revenue guidance of RMB 12,400 to 12,900 million. NetEase launched a dual primary listing in Hong Kong and expanded its game lineup with Where Winds Meet on Xbox and Once Human coming to consoles. Kingsoft Cloud saw AI gross billing surge 90% year over year, crossing 50% of public cloud revenues, and raised Xiaomi cloud service caps to RMB 4 billion for 2026. Taiwan Semiconductor posted May revenue of approximately NT$416.98 billion, up 30.1% year over year, and guided second-quarter revenue of $39 to $40.2 billion with gross margins of 65.5% to 67.5%.

Impact on stocks 5

Semiconductors▲ · 2 stocks
Cloud & Digital Infrastructure▲ · 1 stocks
GDS Holdings Ltd
9698
▲ PositiveDemandrelevance

Record 200 MW net new bookings in Q1 and raised full-year revenue guidance.

Artificial Intelligence▲ · 1 stocks
NetEase Inc
9999
▲ PositiveTechnologyrelevance

Expanded game lineup with Where Winds Meet on Xbox and Once Human coming to consoles.

Information Technology▲ · 1 stocks

Theme Impact 7

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