DSALIBA@EC2606B

Alibaba to Open-Source the Next Generation of Qwen3.5 Model on New Year's Eve

NineSight AI Secures New Round of Funding Weeks After Merging with Cainiao's Autonomous Driving Department

Southbound Stock Connect data shows a net sell-off of Alibaba-W on February 16th

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

STARCOIN GROUP

AE LOGISTICS

XL2CSOPCOIN-U

XL2CSOPCOIN

MANY IDEA CLOUD

SAU SAN TONG

KANGQIAO SER

WAI CHUN GROUP

KFM KINGDOM

OIWAHPAWN

MPNGY

BABX

513770

03690

513600

KBAB

512380

BABA

00241

09988

513040

06618

EBIZ

00HSI

KWEB

On February 16, Hong Kong stocks showed mixed performance, rebounding above the 27,000 mark on Monday and closing at 26,567 on Friday, with only an 8-point increase during the week. Northbound capital will pause until next Tuesday, recording a net inflow of HKD 20.2 billion before the holiday on Friday. Meituan's profit warning affected its stock price, which may drag down Alibaba and JD.com. The Hang Seng Index cannot afford to fall below the 26,200 level; if it fails to rise above 27,000, the market outlook will be relatively bearish. The short-term trading range for Hong Kong stocks is approximately 26,000-27,000, with only a half-day market today

- On February 16, Hong Kong stocks exhibited volatile performance, closing the week with only an 8-point increase.  
- The market is expected to open slightly lower as Northbound capital pauses until next Tuesday, with investors likely to be cautious ahead of the Chinese New Year holiday.  
- Concerns over Meituan's prolonged path to profitability may pressure its stock and impact others like Alibaba and JD, with key support levels around 26200 to watch for potential declines.

Stheadline

Meituan

BABA 2x Long Daily ETF - GraniteShares

Hwabao CSI HK Equities Internet ETF

JD-SW

MEITUAN

JD.com

JD LOGISTICS

China Southern Hang Seng ETF

KraneShares 2x Long BABA Daily ETF

Yinhua MSCI China A ETF

ChinaAMC Hang Seng ETF

KraneShares 2x Long JD Daily ETF

Alibaba

ALI HEALTH

BABA-W

E Fund CSI HK Connect Internet ETF

JD HEALTH

Global X E-commerce ETF

Hang Seng Index

Krne Csi China Internet

The half-day market closes early during the Spring Festival holiday | Gu Tianhou

03750

BIDU

03993

09888

Hong Kong stocks opened lower today, with the Hang Seng Index down 65 points to 26,501 points, and the National Index and Hang Seng Tech Index also opening lower. CATL and CMOC opened higher, while Alibaba and Baidu opened lower due to being listed on the U.S. military enterprise list. Meituan issued a profit warning, expecting a loss of 23.3 billion RMB last year, leading to a lower opening for its stock price. Overall market performance is relatively weak, with technology stocks generally declining

AASTOCKS

CATL

Baidu

CMOC

BIDU-SW

"Hong Kong Stocks" The Hang Seng Index opened 65 points lower, CATL and CMOC opened higher, while Alibaba and Baidu were relatively weak

06181

518880

The Hong Kong stock market showed weakness in the half-day session before the Lunar New Year holiday, with the Hang Seng Index opening at 26,501 points, down 65 points or 0.25%. Alibaba fell 1.8%, and Meituan issued a profit warning, forecasting a loss of over 23.3 billion yuan last year, with its stock price slightly down 0.6%. Regulatory authorities interviewed several platform companies, affecting market sentiment. Stocks like CATL and LAOPU GOLD performed positively, with prices rising 1.3% and 0.2%, respectively. Sands China reported a net income of USD 7.443 billion for the year, an increase of 5.1% year-on-year

- The Hong Kong stock market is entering the Lunar New Year holiday, with only a half-day trading session today and full trading resuming this Friday.  
- Regulatory actions targeting major tech platforms in mainland China, along with a generally cautious market sentiment, are expected to lead to fluctuations in the Hang Seng Index around the 26,000 to 27,000 point range.  
- Analysts predict that stock prices, especially in the tech sector, will continue to face pressure due to ongoing price wars and muted investor interest.

LAOPU GOLD

Huaan Yifu Gold ETF

Before the market closed for the half-day session, Alibaba fell nearly 2%, Meituan issued a profit warning and slightly declined, CATL and LAOPU GOLD turned blue and moved upward | Hong Kong stocks opened

03088

STECH

03115

The Hang Seng TECH Index fell by 0.19%. CMOC and CATL will be included in the constituent stocks of the Hang Seng Index, both rising over 1%. Alibaba fell by 1.8%. Risk warning and disclaimer: The market has risks, and investment requires caution. This article does not constitute personal investment advice and does not take into account the specific investment goals, financial situation, or needs of individual users. Users should consider whether any opinions, views, or conclusions in this article are suitable for their specific circumstances. Investment based on this is at one's own risk

Wallstreetcn

CAM HS TECH

Hang Seng TECH Index

KNOWLEDGE ATLAS

ISHARESHSI

MINIMAX-WP

Huatai-PB CSOP Hang Seng Technology ETF(QDII)

Hang Seng Composite Index

CMS HS TECH

CSOP HS TECH

On the last trading day of the Year of the Snake, the Hang Seng Index opened down 0.25%, KNOWLEDGE ATLAS rose 7.6%, and MINIMAX-WP increased by 2.9%

Alibaba-W's Taobao Hong Kong station has signed a memorandum of cooperation with the Hong Kong Customs, becoming the first cross-border e-commerce platform to cooperate with customs. This move aims to combat the circulation of prohibited items, optimize compliance in cross-border logistics, and enhance consumer protection. Both parties will establish a systematic cooperation mechanism through information sharing, risk warning, and other measures to improve the regulatory standards for cross-border trade. The Taobao Hong Kong station will also leverage technology to strengthen product review and risk identification, promoting compliant development

Taobao Hong Kong has established a cooperation mechanism with Hong Kong Customs to enhance cross-border trade supervision and compliance standards

TCTZF

TCEHY

00700

The State Administration for Market Regulation interviewed Alibaba, Tencent, and six other platform enterprises, requiring them to strictly comply with relevant laws and regulations, fulfill their main responsibilities, standardize promotional activities, eliminate "involution-style" competition, maintain a fair competitive market environment, and promote the healthy development of the platform economy

Tencent Holdings Limited

Tencent

TENCENT

The State Administration for Market Regulation summoned Alibaba, Tencent, and seven other platform companies to eliminate "involutionary" competition

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

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

YINN

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

Reuters

Invesco Golden Dragon China

Direxion FTSE China Bull 3X

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

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.

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

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

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

688688

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

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

DSALIBA@EC2606B(20676.HK)

The half-day market closes early during the Spring Festival holiday | Gu Tianhou

"Hong Kong Stocks" The Hang Seng Index opened 65 points lower, CATL and CMOC opened higher, while Alibaba and Baidu were relatively weak

Before the market closed for the half-day session, Alibaba fell nearly 2%, Meituan issued a profit warning and slightly declined, CATL and LAOPU GOLD turned blue and moved upward | Hong Kong stocks opened

On the last trading day of the Year of the Snake, the Hang Seng Index opened down 0.25%, KNOWLEDGE ATLAS rose 7.6%, and MINIMAX-WP increased by 2.9%

Taobao Hong Kong has established a cooperation mechanism with Hong Kong Customs to enhance cross-border trade supervision and compliance standards