China’s tech rally is just getting started, despite tariff shocks
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 06 2025
0mins
Source: CNBC
Impact of U.S. Tariffs on Chinese Tech: Despite concerns over new U.S. tariffs affecting Chinese stocks, analysts believe China's technology sector will continue to thrive, particularly in generative AI, with many tech companies having limited exposure to the U.S. market and valuations remaining attractive compared to their American counterparts.
Investor Sentiment and Sector Preferences: There is growing international investor interest in Chinese tech, with allocations to China reaching a 16-month high; analysts favor domestic over export-oriented plays and highlight sectors like internet, technology, and healthcare as relatively insulated from tariff impacts.
Analyst Views on TCOM
Wall Street analysts forecast TCOM stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for TCOM is 85.00 USD with a low forecast of 82.00 USD and a high forecast of 90.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
7 Analyst Rating
7 Buy
0 Hold
0 Sell
Strong Buy
Current: 62.100
Low
82.00
Averages
85.00
High
90.00
Current: 62.100
Low
82.00
Averages
85.00
High
90.00
About TCOM
Trip.com Group Limited is a global travel service provider comprising Trip.com, Ctrip, Skyscanner and Qunar. Its one-stop travel platform connects its users and its ecosystem partners. It offers accommodation reservations, transportation ticketing, packaged tours, and corporate travel management services and other travel-related services to meet the various booking and traveling needs of both leisure and business travelers through its travel platform. It helps travelers around the world make informed and cost-effective bookings for travel products and services and enables partners to connect their offerings with users through the aggregation of comprehensive travel-related content and resources and an advanced transaction platform, including apps, websites and 24/7 customer service centers. Ctrip provides travel and related services in China. Qunar is an online travel agency in China. Trip.com is an online travel agency for global travelers. Skyscanner is a travel search company.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
