As the Lunar New Year approaches, Chinese tech companies such as ByteDance and Zhipu AI are gearing up for a flurry of AI product launches, with the former debuting Seedance 2.0 and the latter unveiling GLM5.0. This strategy echoes a growing trend among Chinese firms to capitalize on the festive period’s heightened consumer engagement, a tactic that proved successful in 2025 with the viral release of DeepSeek. Analysts from JPMorgan emphasize the importance of integrating AI models into high-frequency consumer products rather than standalone chatbots, with recommendations to buy stocks like Zhipu AI and MiniMax, known for their strong potential in application programming interface (API) monetization. This coordinated release period also doubles as a means for Chinese AI developers to gather real-world feedback and strive to close the gap with global industry leaders.
Zhipu AI leads investment picks amid Chinese new year launches
