according to the website material - By Tokenist

Negotiating from a position of weakness and vulnerability, as a relatively deindustrialized country dependent on China's rare earth minerals, the United States is now widely perceived as the loser in the trade war with China.

On June 11, President Trump announced that broad outlines had been reached, in which the US receives 'a total of 55% of tariffs, China receives 10%.

Last Thursday, President Trump confirmed that the US and China would mutually lift restrictions, finalizing previously made agreements in Geneva and London. US Secretary of Commerce Howard Lutnick noted that deals are being developed for 10 major trading partners, while China aims to export rare earth minerals, which are crucial for renewable energy, aerospace, automotive, consumer electronics, and other industries.

For American investors, this means that there is an option to play on both sides of the race for AI supremacy. These easily accessible ADR stocks are the most promising way to impact the development of artificial intelligence in China.
Tencent Holdings Ltd. ADR (OTC: TCEHY)
What Elon Musk aims to achieve with X as a super 'everything' app, Tencent has already accomplished with its ubiquitous WeChat in China. And with the integration of social media with mobile payments, Tencent has a clear path forward to monetize artificial intelligence through cloud computing, gaming, and online advertising.

Judging by the latest release of multimodal AI Bagel from Bytedance, competition in the field of artificial intelligence in China is thriving not only against the West but also within its own ecosystem. Tencent has developed its own AI model Hunyuan on the Yuanbao platform, integrating it with Tencent Cloud, Docs, Games, Advertising, and Meeting, which is very similar to Microsoft's Copilot approach with OpenAI ChatGPT.

According to reports from March, Hunyuan T1 outperforms DeepSeek R1 in profitability but lags slightly behind the ChatGPT o1 version in Massive Multitask Language Understanding (MMLU). Nevertheless, considering that it was DeepSeek that initially shook the Western AI markets, it can be confidently stated that Hunyuan may deliver even more surprises in the future.
Looking ahead, it is highly likely that Tencent will be the first major company to standardize asset generation using AI, creating a new era of cost-effective game development. In the first quarter of 2025, Tencent's gaming division accounted for 33% of the company's revenue, amounting to approximately $8.2 billion.
In comparison, NetEase, the largest gaming company in China after Tencent, generated only $4 billion in total sales for the same quarter.

Overall, Tencent generated revenue of $25.1 billion in the first quarter, increasing by 13% compared to the previous year. Most importantly, Tencent's operating margin increased from 36.8% to 38.5% during this period. This profitability in core operations is likely to be further enhanced due to the role of AI as the ultimate cost-cutting mechanism.

Since the beginning of the year, TCEHY shares have risen by 21%, currently valued at $64.46 per share. According to WSJ's forecast data, the average target price for TCEHY is $80.81, with a minimum of $50.57 and a maximum target price of $94.06 per share. The majority of analysts (44) recommend buying TCEHY shares at this price, and only one disagrees with the recommendation to sell.

At the lower level of awareness in the West, Qifu maintains a promising momentum. The fintech company integrates AI to provide advanced data analytics whenever there is a need to deploy credit and risk management.

Regardless of the political system, modern civilization operates on credit. After all, time is the most valuable resource, and access to upfront funds allows scaling from individuals to governments. Qifu encompasses the entire credit cycle, from the first issued loans to post-issuance management, generating service fees as revenue in the process.

In the first quarter of 2025, Qifu reported 58.4 million users with approved credit lines and 163 financial institutions, representing an annual growth of 11.6%. For the quarter, the company issued loans totaling approximately $12.41 billion, which is 15.8% more than in the same quarter last year.

At the core of its business model, Qifu emphasizes the 'double flywheel effect,' where AI becomes better the more loans it evaluates. In turn, the demand for Qifu's services grows. Combined with low capital requirements, this seems to be the case, as evidenced by Qifu's net profit increasing by 60% year-over-year.

Since the beginning of the year, QFIN shares have increased by 11%, currently valued at $43.22 per share. The average target price for QFIN is $55.86. The lower forecast of $50.18 is also significantly above the current price level, while $60.82 is the maximum target price for QFIN.

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