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Gavekal Technologies: Chips
Alibaba’s AI Conundrum
Laila Khawaja
27 Aug 2026
AI-related investments are putting greater pressure on Alibaba Group Holding (Alibaba)’s earnings and cash flow. In the June quarter (calendar 2Q26, Alibaba’s fiscal 1Q27), group revenue rose 9% YoY, but net income dropped 75% YoY.
Gavekal Technologies: New Energy
China Wind Power’s Global Challenge
AJ Cortese
17 Aug 2026
Chinese wind turbine makers are champions at home but much less visible abroad than their peers in solar, EVs and batteries. A big factor is that the project economics of wind power are unique. Nonetheless, Chinese wind firms are increasingly looking abroad, and are set to do well in price-sensitive emerging markets.
Gavekal Technologies: Briefing
The Tech Truce Starts To Fray
Arthur Kroeber, Laila Khawaja, AJ Cortese, Tom Hancock
China’s Export Engine Meets Europe’s Carbon Rules
AJ Cortese
What Just Happened, Kimi?
Laila Khawaja, Arthur Kroeber, Tom Hancock
EVs’ Year Of Living Dangerously
AJ Cortese, Ernan Cui
Five Questions On China Biotech
Tom Hancock, AJ Cortese, Huang Shichan
The New Energy System Takes Shape
AJ Cortese, Arthur Kroeber
Gavekal Technologies: Chips
The Next Stage Of The LLM Race
Laila Khawaja
The Tech Truce Starts To Fray
Arthur Kroeber, Laila Khawaja, AJ Cortese, Tom Hancock
China’s Export Engine Meets Europe’s Carbon Rules
AJ Cortese
On The Ground At The 2026 World AI Conference (Part II)
Laila Khawaja, Huang Shichan
What Just Happened, Kimi?
Laila Khawaja, Arthur Kroeber, Tom Hancock
On The Ground At The 2026 World AI Conference (Part I)
Laila Khawaja, Huang Shichan
Gavekal Technologies: New Energy
The Tech Truce Starts To Fray
Arthur Kroeber, Laila Khawaja, AJ Cortese, Tom Hancock
China’s Export Engine Meets Europe’s Carbon Rules
AJ Cortese
What Just Happened, Kimi?
Laila Khawaja, Arthur Kroeber, Tom Hancock
EVs’ Year Of Living Dangerously
AJ Cortese, Ernan Cui
Five Questions On China Biotech
Tom Hancock, AJ Cortese, Huang Shichan
The New Energy System Takes Shape
AJ Cortese, Arthur Kroeber