Tencent Earnings a Litmus Test for China’s AI Sector | The China Show | 8/12/2026

“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 minister on AI investments
01:23:08 – AAPA on the outlook for the region’s airlines
01:27:11 – China’s efforts to attract tourists start to pay off
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