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Schwab Network

BABA, JD & BIDU Rally: What's Behind Newfound Strength in Chinese Tech?

9 min9 juli 2026

A tech rotation out of South Korea is the main reason Henry Greene sees pushing Chinese interest stocks higher. Those rallies are seen in names like Alibaba (BABA), JD.com (JD), and Baidu (BIDU). The question now lies in margins and whether these companies can hold stock strength by backing it up on their balance sheets. Henry talks about his expectations for these companies he believes are in their "early days."


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