Tencent Earnings a Litmus Test for China's AI Sector | The China Show | 8/12/2026
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“Bloomberg: The China Show” is your definitive source for news and analysis on the world's second-biggest economy. From politics and policy to tech and trends, Yvonne Man and David Ingles give global investors unique insight, delivering in-depth discussions with the newsmakers who matter. Chapters: 00:00:00 - The China Show opens 00:04:28 - China's AI sector in focus ahead of Tencent earnings 00:07:55 - Eastspring Investments' Christina Woon on the AI trade 00:16:55 - Pakistan says deal on Strait of Hormuz in sight 00:25:59 - Tencent faces a key AI earnings test 00:33:23 - Manus to resume independent operations after unwinding Meta deal 00:36:57 - Why investors favor Taiwan over Korea after AI selloff? 00:42:00 - Super Micro earnings reignite optimism around the Kospi 00:53:12 - Goldman Sachs' Kinger Lau on China's AI race 01:03:02 - Will Tencent's WorkBuddy inspire a stock boost? 01:11:34 - China's car export boom continues 01:18:05 - South Korea's deputy innovation min
Tags: Abhishek Vishnoi, Anthony Stephens, Association of Asia Pacific Airlines, Benjamin Vuchot, Christina Woon, David Ingles, Eastspring Investments Ltd/Japan, Goldman Sachs Group Inc., HongKong & Shanghai Hotels, Jeanny Yu, Jill Disis, Kinger Lau, Lianting Tu, Linda Lew, Meta Platforms Inc., Minmin Low, Robert Lea, Shery Ahn, Tencent Holdings, Tencent Music Entertainment
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