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69/100 Bearish 09.09.2026 · 09:54 Finrend AI ⏱ 1 dk 👁 52 TR

US Levels Serious Accusations Against 6 Chinese AI Companies: They Extracted Billions of Tokens

Three major US security agencies have accused six China-based artificial intelligence companies of obtaining billions of tokens through millions of queries from American AI models. The companies reportedly include DeepSeek and Alibaba. These allegations are seen as a significant development that escalates the AI competition between the two countries into the security domain. According to the agencies' statement, these companies are alleged to have developed their own systems by bulk-extracting data from American models. This raises serious concerns regarding intellectual property infringement and national security risks. Preserving technological superiority in AI, in particular, is among US priorities. Experts suggest that such accusations could further intensify commercial competition and affect technology supply chains between the two countries. Chinese companies have not yet provided an official response to these allegations. The development is noted to have the potential to shift the balance in the global AI market. This US move demonstrates that competition in AI is gaining not only commercial but also strategic dimensions. In the coming period, it remains to be seen how these accusations will be resolved within the framework of international law and trade agreements. Markets are closely monitoring the potential impact of this development on technology stocks. This is not investment advice.

📊 BABA — Piyasa Yorumu

▼ down · 60%

US accusations against Chinese artificial intelligence companies could increase geopolitical tensions and create negative pressure on BABA stock. Technical indicators already show a weak outlook, with the RSI in neutral territory at 49, the MACD negative, and trading below the SMA50. The news could trigger selling pressure in the short term, potentially testing the $112 support level. However, since the accusations are not directly aimed at BABA and the likelihood of impact on the company's core operations is low, the downside may be limited. Investors should remain cautious amid such geopolitical news and monitor support levels.

RSI 14
49.2
MACD
-0.20
24h Δ
0.74%

📊 NVDA — Piyasa Yorumu

▼ down · 60%

US allegations against Chinese artificial intelligence companies could heighten geopolitical risks in the tech sector and negatively impact AI chip makers such as NVDA. Technically, the price is below the 20-day moving average, and the RSI is in neutral territory, indicating weak short-term momentum. The MACD remains below the signal line, suggesting that selling pressure may persist. Combined with the news flow and technical indicators, the likelihood of a downward move over the next 1-3 days increases. However, the impact may be limited as the company's fundamentals are strong and the market may gradually price in such news over time.

RSI 14
47.0
MACD
0.44
24h Δ
0.36%

📊 AMD — Piyasa Yorumu

▼ down · 60%

The news involves US accusations against Chinese artificial intelligence companies, which could heighten geopolitical risk perception for technology stocks. AMD's RSI is above 75, indicating overbought conditions and raising the likelihood of a short-term correction. The sharp 10.8% rally over the last 24 hours may set the stage for profit-taking. While the MACD is positive, it is showing signs of overheating, making sustained upward momentum seem difficult. In the short term, the combination of news flow and technical indicators suggests a potential downward move.

RSI 14
75.5
MACD
12.27
24h Δ
10.78%

📊 9988.HK — Piyasa Yorumu

▼ down · 60%

The news involves US charges against Chinese artificial intelligence companies, which could create negative risk sentiment for technology stocks. For 9988.HK, technical indicators are already signaling weak momentum, with RSI below 50 and MACD in negative territory. The price is attempting to hold just above the SMA20 and SMA50, but the news flow could trigger a break below these supports. In the short term, increased selling pressure and a dip below the 109.7 level appear likely. However, since the charges are not directly aimed at Alibaba, the downside may remain limited.

RSI 14
49.6
MACD
-0.08
24h Δ
-0.72%
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