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
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