BPALIBA@EC2606D

Alibaba Cloud’s T-Competition Team Launches Personal AI Assistant CoPaw

Alibaba Plans to Reduce Stake in Suning.com by 2.5%

Indian Government Collaborates with Alibaba to Support Startups in Reaching Overseas Buyers

US may reportedly add Alibaba to list of companies allegedly linked to Chinese military

Trump administration to add Alibaba to list of firms accused of aiding Chinese military

Southbound Trading records a net inflow of HK$2.299 billion into Alibaba

Southbound capital recorded a significant net purchase of over HK$1.1 billion in Alibaba today

Alibaba Applies for Patent on Large Language Model Training Using Chain of Thought

Alibaba's AI App 'Qwen' Responds to Spring Festival Campaign Feedback, Pledges to Devise a Solution

Popular Chinese concept stocks, including Alibaba, generally closed lower in the overnight US market

Alibaba files U.S. SEC Form 13F, revealing its institutional investment holdings

Trendzone helps Alibaba appear at the 2026 Milan Winter Olympics, showcasing its globalization strategy.

Southbound Stock Connect data shows net inflow for Alibaba today

Forbes releases 2026 Hong Kong's Richest list, with Alibaba Chairman Joe Tsai ranking eighth

Alibaba is expected to release its Qwen 3.5 series AI large model soon.

Alibaba Promotes Transactions During Chinese New Year With Qwen App Incentives

TaoBao Overseas Transactions Surge Over 40% During the Year-end Festival

Alibaba's Qwen AI application processed over 120 million orders in 6 days

SMIC Executive Warns Rushed AI Chip Investment Could Lead to Future Idle Capacity

Alibaba Releases New Generation Text-to-Image Model 'Qwen-Image-2.0'

GUANZE MEDICAL

PCPD

STARCOIN GROUP

HUILI RES

TIMES UNI GP

MANY IDEA CLOUD

WALNUT CAP

SILKWAVE INC

HUA LIEN INT'L

WAI CHUN GROUP

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512380

China's tech giants, including Alibaba, ByteDance, and Kuaishou, have launched new AI models this week, showcasing advancements in robotics and video generation. Alibaba's RynnBrain helps robots understand their environment, while ByteDance's Seedance 2.0 generates realistic videos from text prompts. Kuaishou's Kling 3.0 offers improved video consistency and audio generation. Despite the technological progress, Seedance faced issues with a voice generation feature due to consent concerns. These developments highlight China's competitive stance in the AI sector, as noted by industry experts.

- At the World Artificial Intelligence Conference, Chinese tech giants Alibaba, ByteDance, and Kuaishou unveiled new AI models demonstrating advancements in robotics and video generation.  
- Alibaba's RynnBrain enhances robot object recognition, while ByteDance's Seedance 2.0 can generate realistic video from text prompts, despite facing concerns over voice generation.  
- Kuaishou's Kling 3.0 improves video consistency and adds multilingual audio, contributing to the company's significant stock rise.

CNBC

KUAISHOU-W

BABA-W

Yinhua MSCI China A ETF

It's been a big — but rocky — week for AI models from China. Here's what's happened

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On February 14th, Ant Group's Aifu saw a surge in downloads on the free app rankings of the Apple App Store in China, reaching the top of the overall list, followed closely by Qianwen. Aifu's "Health Fortune" red envelope activity will continue until New Year's Eve

Wallstreetcn

KraneShares 2x Long BABA Daily ETF

Hwabao CSI HK Equities Internet ETF

E Fund CSI HK Connect Internet ETF

ANT GROUP

Alibaba

BABA 2x Long Daily ETF - GraniteShares

ALI HEALTH

Krne Csi China Internet

Ant Group's Aifu downloads surge to the top of Apple's app rankings

BABO

India's government has partnered with Alibaba.com to support startups and small businesses in reaching overseas buyers, despite previous bans on Chinese tech platforms. This collaboration, part of the Startup India initiative, aims to enhance India's export capabilities, particularly for micro, small, and medium enterprises, which contribute significantly to the country's economy. The partnership reflects a selective engagement with China, focusing on B2B platforms while maintaining restrictions on consumer apps. Experts suggest that regulatory clarity will be crucial for the success of such initiatives, as India seeks to leverage Alibaba's global reach for its exporters.

- India's government has partnered with Alibaba.com to support startups and small businesses in exporting goods through a global B2B platform.  
- This collaboration reflects India's cautious approach to economic engagement with China amidst ongoing restrictions on Chinese consumer apps following past border tensions.  
- The partnership aims to enhance digital market access for Indian micro, small, and medium enterprises, which are crucial to the country's export economy.

TechCrunch

YieldMax BABA Option Income Strategy ETF

India partners with Alibaba.com for export push despite past China tech bans

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YINN

MCHI

The NASDAQ Golden Dragon China Index turned positive, while U.S. stocks initially fell over 1%. Chinese concept stocks saw NetEase rise over 1.6%, Pinduoduo up 0.3%, Alibaba down 0.7%, Baidu down 1.1%, Li Auto down 1.8%, and Nio down 0.2%

Li Auto

NASDAQ Golden Dragon China Index

Invesco Golden Dragon China

NIO-SW

KraneShares 2x Long PDD Daily ETF

Direxion FTSE China Bull 3X

iShares MSCI China

NETEASE MUSIC

GraniteShares 2x Long PDD Daily ETF

Roundhill China Dragons ETF

NTES-S

NetEase

09888

BIDU

The Pentagon added several Chinese companies, including Alibaba and Baidu, to its Section 1260H list, linking them to China's military. However, the document was later removed from the Pentagon's website, replaced with a message stating, "This Document Was Withdrawn." This is a developing story with further updates expected.

- The Pentagon has added several Chinese companies, including Alibaba, Baidu, and BYD, to its Section 1260H list, which identifies firms linked to China's military.  
- The document detailing these additions has been removed from the Pentagon's website, replaced with a message indicating it was withdrawn.  
- This is a developing story, and further updates are expected.

Tip Ranks

BIDU-SW

Baidu

U.S. Removes List Linking Alibaba, Baidu to China Military

WASHINGTON, Feb 13 (Reuters) - The Trump administration on Friday withdrew an updated version of its list of Chinese military-backed companies that was posted earlier on Friday and included Chinese tech giants Alibaba and Baidu.It was not immediately clear whether the withdrawal indicated a change of policy. The Pentagon did not immediately respond to a request for comment.

- The Trump administration withdrew an updated list of Chinese military-backed companies that included Alibaba and Baidu.  
- The reason for the withdrawal and any potential policy changes remain unclear.  
- The Pentagon has not yet commented on the situation.

Reuters

U.S. withdraws Chinese military backed companies list-Federal Register

The Trump administration is set to add Alibaba and other companies to a list of firms allegedly supporting China's military. This action, expected on Friday, is part of the Pentagon's 1260H list, which, while not imposing formal sanctions, communicates the U.S. military's stance on these firms to suppliers and government agencies. Some companies have contested their inclusion in the list.

- The Trump administration plans to add companies, including Alibaba, to a list of firms allegedly supporting China’s military.  
- This action is expected to occur by Friday, according to sources familiar with the matter.  
- While the Pentagon's 1260H list does not enforce sanctions, it signals to U.S. suppliers the military's stance on these firms, some of which have litigated against their listing.

US expected to add Alibaba and other to list of firms allegedly aiding China's military, sources say

LKNCY

In Hangzhou, China, Alipay revealed that its AI Pay, a payment method facilitating secure transactions via AI agents, recorded over 120 million transactions in the recent week. This marks a significant achievement for agentic commerce in China, positioning Alipay's AI Pay as the world's leading AI agentic payment service. Introduced in 2025, Alipay AI Pay has diversified its applications, incorporating AI agents in apps and mini programs for physical stores such as Luckin Coffee.

Unusual Whales

Luckin Coffee

Alipay AI Pay hits 120 million transactions in a week, leading in AI agentic payments in China.

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The launch of Seedance 2.0 has sparked heated discussions, with Musk and American directors praising it. Users have shown strong interest in its global usage and registering Chinese accounts. This version has significant improvements in understanding visual language and multimodal input, supporting mixed inputs of images, videos, audio, and text, enhancing visual consistency and stability. Users have shared various creative videos showcasing the powerful features of Seedance 2.0

- The release of Seedance 2.0 has created a significant buzz, garnering attention from influential figures and users alike.  
- The updated model supports multimodal inputs and improves stability and consistency in video generation, making it suitable for various creative tasks.  
- While it performs well in understanding shots and producing engaging content, some minor bugs and limitations in text integration and sound accuracy remain.

Guotai CSI Animation Game ETF

VanEck Video Gaming and eSport ETF

First Trust S-Network Streaming and Gaming ETF

ChinaAMC CSI Animation Game ETF

VanEck Gaming ETF

AXA SPDB CSI Hugangshen Game and Culture Media ETF

DAMAI ENT

ProShares Online Retail

PWRD

Amplify Online Retail ETF

Global X Video Games & Esports ETF

Global X E-commerce ETF

Penghua CSI Media ETF

HUACE FILM & TV

ChinaAMC CSI Cultural Entertainment Media ETF

Invesco Leisure & ENT ETF

Wedbush ETFMG Video Game Tech ETF

Yinhua CSI Movies Theme ETF

Seedance 2.0 Deep Evaluation: Stable in Complex Scenarios, Even ASMR?

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On February 13th, the Hong Kong stock market collectively adjusted, with the Hang Seng Index falling 1.72%, breaking below short-term highs. The internet and retail sectors experienced widespread declines, influenced by the macro environment and intensified competition, with heavyweight stocks like Meituan and Alibaba weakening. The restaurant sector showed mixed performance, with Haidilao rising against the trend due to recovery expectations. In terms of individual stocks, Yingda Real Estate surged over 39% on expectations of profits from asset sales. The market has entered a short-term consolidation period, with funds focusing on liquidity changes and policy directions

- On February 13, Hong Kong stocks declined collectively after reaching a short-term high, with the Hang Seng Index falling 1.72% to 26,567.12 points. 
- The retail sector suffered due to intense price competition and weak consumer sentiment, impacting major players like Alibaba and JD.com. 
- Amid mixed macroeconomic signals, investors are advised to consider defensive opportunities in high-dividend and policy-benefited sectors.

Market Heartbeat

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Hong Kong Stock Market Closing | Hang Seng Index fell 1.72%, Meituan dropped 3.18% leading the blue chips, Yingda Real Estate surged 39% on positive news

On February 13th, the Hong Kong stock market showed weak sentiment, with all three major indices declining collectively. The Hang Seng Index fell 1.86% during the session and failed to hold its high position, while the Hang Seng TECH Index dropped 1.31%. Under the dual pressure of cooling expectations for a Federal Reserve interest rate cut and intensified industry competition, technology and consumer heavyweight stocks experienced widespread declines. Meituan fell over 3% due to market concerns about a new round of price wars, with Baidu, Alibaba, and others following suit in their corrections. Market risk aversion increased, with funds waiting for the core data at the end of the month to validate the recovery's strength. In terms of individual stocks, the new stock HAIZHI TECH GP surged over 224%, becoming the biggest highlight of the session

- As of February 13, 2026, Hong Kong's stock indices faced downward pressure, with the Hang Seng Index dropping 1.86% to 26,529.94 points amid weakening buying momentum.  
- The technology and retail sectors experienced declines due to concerns over competition and market dynamics, with companies like Tencent and Alibaba seeing significant decreases in share prices.  
- Investors remain cautious, awaiting crucial data later in the month to gauge economic recovery signals and their impact on major sectors.

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Hang Seng TECH Index

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Meituan

Hong Kong stock market intraday | The Hang Seng Index fell 1.86% under pressure, technology stocks broadly declined, Meituan dropped 3.48%, and the new stock HAIZHI TECH GP surged 224%

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The short selling amount in the Hong Kong stock market reached HKD 20.27 billion in the first half of the day, accounting for 19.3% of the turnover of shortable shares. The main shorted stocks include TRACKER FUND, Meituan-W, CSOP HS TECH, XIAOMI-W, and Alibaba-W, with short selling ratios of 33.7%, 30.6%, 28.8%, 38.2%, and 11.7%, respectively

AASTOCKS

Tianhong Hang Seng TECH ETF(QDII)

ChinaAMC Hang Seng Technology ETF(QDII)

XIAOMI-W

Dacheng Hang Seng Technology ETF(QDII)

Hang Seng TECH ETF I

Xiaomi Corporation

CSOP HS TECH

TRACKER FUND

China Southern Hang Seng ETF

Huatai-PB CSOP Hang Seng Technology ETF(QDII)

ChinaAMC Hang Seng ETF

The short selling in Hong Kong stocks for half a day amounted to HKD 20.27 billion, accounting for 19.3% of the total turnover of shortable shares

Ma Yun calls TB Flash Sale a “milestone battle”. Three years of no profit pressure. AWS spent $125B in 2025 to win cloud. $Alibaba(BABA.US) spending $12B to win instant retail. Same playbook, different arena. Market yawns. I accumulate. 🛒

BABA-WR

Alibaba HK SDR 5to1

Spotted a huge block trade for$BABA-W(9988.HK) this afternoon - 390k shares at HKD 154.6, a 2.5% discount. Around HKD 60 mil. Not auto-matched. Meanwhile, $Alibaba(BABA.US) options went crazy yesterday, some puts surged 2799% on a 3% drop. Big money moving or just hedging? What's the smart money seeing that we don't? 🧐

Latest quarter not yet reported, but last quarter cloud AI +34%, AI-related revenue triple-digit growth for 7 straight quarters. Management hinted 380bn RMB capex “maybe too small”. $Alibaba(BABA.US) is not a story stock, it’s an asset stock. 22x PE for AI+retail+cloud+international, optionality is free.

$Alibaba(BABA.US) often moves with China policy expectations rather than earnings itself. Recently AI narrative gives bulls new angle, but every rally still meets sellers. Until clear earnings acceleration, maybe more chop than trend 😅

Feels like $Alibaba(BABA.US) narrative slowly shifting from old-school e-commerce to AI cloud story already. Recent results showed cloud growth driven by AI demand, but profits still pressured due to heavy investment

BPALIBA@EC2606D(19948.HK)

It's been a big — but rocky — week for AI models from China. Here's what's happened

Ant Group's Aifu downloads surge to the top of Apple's app rankings

India partners with Alibaba.com for export push despite past China tech bans

The NASDAQ Golden Dragon China Index turned positive, while U.S. stocks initially fell over 1%. Chinese concept stocks saw NetEase rise over 1.6%, Pinduoduo up 0.3%, Alibaba down 0.7%, Baidu down 1.1%, Li Auto down 1.8%, and Nio down 0.2%

U.S. Removes List Linking Alibaba, Baidu to China Military