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 -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on: X: https://twitter.com/BloombergTV Facebook: https://www.facebook.com/BloombergTelevision Instagram: https://www.instagram.com/bloombergtv/ Connect with Bloomberg Business on: X: https://twitter.com/business Facebook: https://www.facebook.com/bloombergbusiness Instagram: https://www.instagram.com/bloombergbusiness/ TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en Reddit: https://www.reddit.com/r/bloomberg/ LinkedIn: https://www.linkedin.com/company/bloomberg-news/ More from Bloomberg: Bloomberg Radio: https://twitter.com/BloombergRadio Bloomberg Surveillance: https://twitter.com/bsurveillance Bloomberg Politics: https://twitter.com/bpolitics Bloomberg Originals: https://twitter.com/bbgoriginals Watch more on YouTube: Bloomberg Technology: https://www.youtube.com/@BloombergTechnology Bloomberg Originals: https://www.youtube.com/@business Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts