CIALIBA@EC2611A

Alibaba Releases New-Generation 'Qwen 3.5' Large Model, Intensifying AI Competition

Alibaba Launches Enhanced AI Model Qwen

Alibaba launches Qwen3.5-Plus and Qwen3.5-397B-A17B two new models

Alibaba announced it will open-source its new generation model "Qwen3.5"

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

Taobao Hong Kong signs MOU with Hong Kong Customs to combat contraband.

U.S. Department of Defense re-adds Alibaba and other companies to the 'Chinese Military Companies' list

US Adds Alibaba to List of Companies Allegedly Assisting Chinese Military, Then Withdraws It Shortly After

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.

STARCOIN GROUP

AE LOGISTICS

GUANZE MEDICAL

WATER INDUSTRY

ZHONGSHI MINAN

IDT INT'L

HAIZHI TECH GP

MANY IDEA CLOUD

FIRST CAP GP

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BABA

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Alibaba has upgraded its AI model to Qwen3.5, enhancing its capabilities in text, image, and video processing. This move comes amid intensifying competition in China's AI sector, with rivals like Baidu and Tencent also launching upgrades. Alibaba is investing heavily in AI and cloud systems, expanding its Qwen app to include services like food delivery and travel bookings. Analysts are optimistic about Alibaba's stock, with a Strong Buy consensus and a price target suggesting a potential upside of over 30%.

- Alibaba has upgraded its AI model to Qwen3.5, enhancing capabilities for text, image, and video processing, aiming to strengthen its position in China's AI market.  
- This release coincides with intensified competition from rivals like Baidu and Tencent as they prepare for a surge in product launches during the Lunar New Year.  
- Analysts support Alibaba's prospects, reflected in a Strong Buy consensus rating for its stock, projecting significant upside potential.

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Alibaba

BABA-W

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Tencent Holdings Limited

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Tencent

Invesco Golden Dragon China

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Global X E-commerce ETF

KraneShares 2x Long BABA Daily ETF

Tianhong CSI Computer Theme ETF

Yinhua MSCI China A ETF

Global X Cloud Computing ETF

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BABA 2x Long Daily ETF - GraniteShares

iShares China Large Cap

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Alibaba (BABA) Upgrades Qwen AI Model as China's Tech Giants Battle for Users

Alibaba has launched its new AI model, Qwen 3.5, which is designed for independent task execution and boasts significant performance improvements. The model is 60% cheaper and eight times more efficient than its predecessor. This release aims to enhance Alibaba's Qwen chatbot app's competitiveness against rivals like ByteDance's Doubao. The company claims Qwen 3.5 sets a new benchmark for AI capabilities while ByteDance recently upgraded its chatbot as well. The competition in China's AI landscape is intensifying, with DeepSeek also expected to unveil its new model soon.

- Alibaba launched its new artificial intelligence model Qwen 3.5, claiming significant performance improvements and reduced costs compared to previous versions and U.S. competitors.  
- This launch aims to increase user engagement in its Qwen chatbot amid stiff competition from ByteDance and DeepSeek, which recently upgraded their own AI offerings.  
- Qwen 3.5 is touted as being 60% cheaper and eight times better at processing workloads than its predecessor, potentially enhancing Alibaba's position in the competitive AI landscape.

Reuters

Alibaba unveils new Qwen3.5 model for 'agentic AI era'

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The short selling amount in the Hong Kong stock market reached HKD 19.2 billion in the first half of the day, accounting for 28.2% of the total shortable stock turnover of HKD 68.2 billion. This is an increase from 20.3% the previous day. The five stocks with the highest short selling amounts are: HSCEI short selling ratio 47.9%, amount HKD 2.4 billion; TRACKER FUND short selling ratio 43.6%, amount HKD 2.16 billion; Southern HS Tech short selling ratio 55.3%, amount HKD 1.72 billion; Alibaba-W short selling ratio 24.3%, amount HKD 1.08 billion; Meituan-W short selling ratio 36.9%, amount HKD 710 million

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HSCEI ETF-R

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TRACKER FUND

Meituan

HSCEI ETF

The short selling in Hong Kong stocks for half a day amounted to HKD 19.2 billion, accounting for 28.2% of the total turnover of shortable stocks

Shanghai Shangmi Technology, a mainland commercial Internet of Things solution provider, has passed the listing hearing of the Hong Kong Stock Exchange, with shareholders including Alibaba, Meituan, and Xiaomi. The company is the world's largest Android-based BIoT solution provider, with a market share exceeding 10%. Revenue is expected to be RMB 3.404 billion, RMB 3.071 billion, and RMB 3.456 billion for the years 2022, 2023, and 2024, respectively, with net profits of RMB 160 million, RMB 101 million, and RMB 181 million

The commercial Internet of Things solution company, Sangmi, plans to go public in Hong Kong, with shareholders including Alibaba and Meituan

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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.

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China Southern Hang Seng ETF

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KraneShares 2x Long JD Daily ETF

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Hang Seng Index

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

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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

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

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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

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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

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Huatai-PB CSOP Hang Seng Technology ETF(QDII)

Hang Seng Composite Index

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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

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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

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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.

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

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

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.

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

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

CIALIBA@EC2611A(20856.HK)

Alibaba (BABA) Upgrades Qwen AI Model as China's Tech Giants Battle for Users

Alibaba unveils new Qwen3.5 model for 'agentic AI era'

The short selling in Hong Kong stocks for half a day amounted to HKD 19.2 billion, accounting for 28.2% of the total turnover of shortable stocks

The commercial Internet of Things solution company, Sangmi, plans to go public in Hong Kong, with shareholders including Alibaba and Meituan

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