The analyst rating from UBS on MINIMAX-WP (00100.HK) is based on the company's strong positioning to benefit from the growing adoption of AI technologies in both the Chinese and global markets. The report highlights that the AI disruption risk in China is perceived to be lower than in the US, suggesting a more favorable environment for AI development and application. Additionally, UBS favors Alibaba and Baidu for their comprehensive AI capabilities, as well as KUAISHOU-W for its potential in AI applications. The expectation of accelerated AI adoption, particularly in lower-tier cities, further supports the positive outlook for MINIMAX-WP.
