MSALIBA@EC2604A

Alibaba's 'Qwen' sees a surge in daily active users; executive responds it's not aimed at 'involution'

An AI analyst service downgraded Alibaba stock ahead of its Q3 earnings release.

Alibaba's 'Qwen' Valentine's Day marketing campaign succeeds, driving a surge in AI-assisted orders

Analysis of Meituan's and Alibaba's Losses in the Food Delivery War and Their Impact on Financial Reports

Alibaba's AI app 'Qianwen' surpasses 10 million downloads in the first week of public beta

Sina Finance summarizes Alibaba's AI strategy, highlighting strong growth in the cloud business

Chinese regulators summon Alibaba's AMap and other platforms over lending practices

Alibaba will reportedly increase investment in its instant retail business "Taobao Flash Purchase" with no profit target for the next three years

China's State Administration for Market Regulation summons Alibaba and 6 other platform companies for a talk

Alibaba's Qianwen App announces a three-day extension of its "Chinese New Year Free Order" campaign, adding new consumption scenarios like movie tickets.

Alibaba Business Travel Launches Multi-Agent Assistant Based on AgentScope Framework

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

Alibaba's DAMO Academy launches new AI model called RynnBrain, designed for robotics

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

GUANZE MEDICAL

PCPD

STARCOIN GROUP

HUILI RES

TIMES UNI GP

MANY IDEA CLOUD

WALNUT CAP

SILKWAVE INC

HUA LIEN INT'L

WAI CHUN GROUP

09988

KBAB

BABX

BABA

TipRanks' AI Analyst has downgraded Alibaba (BABA) stock to Neutral from Buy ahead of its Q3 FY26 earnings report on February 19. Despite this cautious stance, Wall Street remains optimistic, projecting nearly 30% upside with an average target price of $185. The AI analysis rates BABA stock at 68 out of 100, indicating a potential upside of over 19%.

- Chinese e-commerce giant Alibaba is set to report its Q3 FY26 earnings on February 19, with TipRanks' AI Analyst downgrading its stock rating to Neutral from Buy.  
- While TipRanks' assessment suggests a cautious outlook with a score of 68 out of 100 and a price target of $185 indicating a 19% upside, Wall Street remains optimistic about the stock's potential.  
- The average target price from analysts reflects a nearly 30% upside, demonstrating conflicting perspectives on Alibaba's performance.

Tip Ranks

BABA-W

KraneShares 2x Long BABA Daily ETF

BABA 2x Long Daily ETF - GraniteShares

Alibaba

AI Analyst Downgrades Alibaba Stock (BABA) Ahead of Q3 Earnings

KWEB

513040

513770

00241

512380

YINN

Alibaba Group Holding Ltd :CHINA SUMMONS ALIBABA, OTHER PLATFORMS OVER PRICING PRACTICE - BLOOMBERG NEWS

Reuters

Krne Csi China Internet

E Fund CSI HK Connect Internet ETF

Hwabao CSI HK Equities Internet ETF

ALI HEALTH

Yinhua MSCI China A ETF

Invesco Golden Dragon China

Direxion FTSE China Bull 3X

China Summons Alibaba, Other Platforms Over Pricing Practice - Bloomberg News

03690

BIDU

06618

TCEHY

00700

TCTZF

EBIZ

On February 13th, the State Administration for Market Regulation interviewed platform companies such as Alibaba, Douyin, Baidu, Tencent, JD.com, Meituan, and Taobao Flash Sale, requiring them to comply with relevant laws and regulations, fulfill their main responsibilities, standardize promotional activities, and eliminate "involutionary" competition to maintain a fair competitive market environment and promote the innovation and healthy development of the platform economy

- On February 13, the State Administration for Market Regulation discussed compliance with various laws aimed at promoting fair competition with major platforms including Alibaba, Douyin, Baidu, Tencent, JD.com, Meituan, and Taobao Shanguo.  
- The platform enterprises were urged to eliminate "involution" competition and to enhance responsible promotional practices to foster a healthy platform economy.  
- The article also includes a disclaimer about investment risks and advises users to consider their individual circumstances before making investment decisions.

Wallstreetcn

MEITUAN

Baidu

JD HEALTH

JD LOGISTICS

Tencent

JD.com

Meituan

JD-SW

TENCENT

Tencent Holdings Limited

Global X E-commerce ETF

iShares MSCI China

The State Administration for Market Regulation interviewed platform companies such as Alibaba, Douyin, Baidu, Tencent, JD.com, Meituan, and Taobao Flash Sale

09888

On February 13th, the State Administration for Market Regulation interviewed seven platform companies, including Alibaba, Douyin, Baidu, Tencent, JD.com, Meituan, and Taobao Flash Sale, requiring them to strictly comply with relevant laws and regulations, fulfill their main responsibilities, standardize promotional activities, and eliminate "involution" competition to maintain a fair competitive market environment and promote the innovation and healthy development of the platform economy

KraneShares 2x Long JD Daily ETF

BIDU-SW

The State Administration for Market Regulation interviewed 7 platform companies

China's ByteDance has launched the Doubao 2.0 AI model, an upgrade to its popular AI app, aiming to compete with rivals like Alibaba and DeepSeek. The new model is designed for the 'agent era', capable of complex tasks and reducing operational costs significantly. Doubao leads in China with 155 million weekly active users, while DeepSeek follows with 81.6 million. The release comes as ByteDance seeks to maintain its market position amid increasing competition, particularly after Alibaba's recent user growth surge for its Qwen AI app.

- China's ByteDance launched its Doubao 2.0 model, an upgrade of its popular AI app, in hopes of attracting attention during the Lunar New Year.  
- This release aims to counter competition from rivals like DeepSeek and Alibaba, which have gained immense popularity in the AI market.  
- Doubao 2.0 boasts advanced capabilities and cost advantages, solidifying its position as the leading AI chatbot in China with 155 million weekly active users.

Yahoo Finance

China’s ByteDance releases Doubao 2.0 AI model for 'agent era'

01024

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

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

ANT GROUP

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

.HXC

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

NIO-SW

KraneShares 2x Long PDD Daily ETF

NETEASE MUSIC

GraniteShares 2x Long PDD Daily ETF

Roundhill China Dragons ETF

NTES-S

NetEase

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.

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.

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

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

MSALIBA@EC2604A(20602.HK)

AI Analyst Downgrades Alibaba Stock (BABA) Ahead of Q3 Earnings

China Summons Alibaba, Other Platforms Over Pricing Practice - Bloomberg News

The State Administration for Market Regulation interviewed platform companies such as Alibaba, Douyin, Baidu, Tencent, JD.com, Meituan, and Taobao Flash Sale

The State Administration for Market Regulation interviewed 7 platform companies

China’s ByteDance releases Doubao 2.0 AI model for 'agent era'