Tencent Slides Amid AI Capex Concerns | The China Show | 8/13/2026

“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 - Bloomberg: The China Show opens 00:03:22 - Tencent's AI spending concerns overshadow growth 00:10:19 - Brandywine's Tracy Chen reacts to cooler-than-expected US CPI data 00:26:50 - Citigroup's Alicia Yap on Tencent's accelerating AI spend 00:38:00 - PBOC expands use of overnight reverse repos 00:41:41 - Former Chinese Premier Zhu Rongji dies at 97 00:46:49 - Intelligence: Tencent's AI payback day remains uncertain 00:55:17 - E Fund's Jeff Li on how tech continues to drive markets 01:05:57 - President Xi's graft crackdown fuels black market for leaked tips 01:12:54 - BofA's Matty Zhao on whether China's copper rally can retain its shine 01:21:35 - Opinion: China's global tax hunt sows chaos and confusion 01:25:34 - Big Take: Workers teach AI-powered robots to do their jobs -------- 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