$Alibaba(BABA)$ UBS sees China

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$Alibaba(BABA)$ UBS sees China's big tech companies capturing more of the AI investment gains over the next 2 to 3 years. The idea is that pricing power should shift from upstream chip and infrastructure players toward downstream internet platforms as supply constraints ease. This comes while Tencent and Alibaba are ramping up AI spending, which is putting some pressure on cash flow. UBS also pointed to cost efficiency in China's AI sector, noting lower training and API costs compared with global peers.

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