Chinese A-share compute chips reportedly gain with Cambricon Technologies (688256 CH) up 8.5% amid chatter Tencent (700 HK) placed an order to Cambricon for 30k AI chips
The reported 8.5% rise in Cambricon Technologies following news of Tencent's significant order for AI chips signals a robust demand outlook for AI-related hardware in China.
Deutsche Telekom (DTE GY) Q4 2025 (EUR): Revenue 31.72bln (exp. 31.28bln), Adj. EBITDAaL 10.83bln (exp. 10.72bln), sees FY26 Adj. EBITDAaL around 47.4bln (exp. 51.4bln)
Allianz (ALV GY) Q4 2025 (EUR): Operating Profit 4.3bln (exp. 4.28bln), Net Profit 2.82bln (exp. 2.68bln), sees FY26 operating profit 17.4bln, announces a new EUR 2.5bln share buyback programme
Chinese A-share compute chips reportedly gain with Cambricon Technologies (688256 CH) up 8.5% amid chatter Tencent (700 HK) placed an order to Cambricon for 30k AI chips
China considers nationwide sugar tax to boost revenue and address health concerns
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This could suggest a potential strengthening of Cambricon's market position amid increasing investments in AI infrastructure, and may also prompt interest across the sector. Traders should consider the implications for other companies involved in AI and semiconductor manufacturing as well.
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