CIALIBA@EP2603B

Mainland regulators meet with multiple platform companies, emphasizing anti-monopoly compliance

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

Alibaba leads tech selloff after Pentagon listing confusion

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

STARCOIN GROUP

AE LOGISTICS

GUANZE MEDICAL

WATER INDUSTRY

ZHONGSHI MINAN

IDT INT'L

HAIZHI TECH GP

MANY IDEA CLOUD

FIRST CAP GP

XL2CSOPCOIN-U

BABX

KBAB

09988

BABA

00241

On the stage of the CCTV Spring Festival Gala during the Year of the Horse, the technology brand "Ant Afu" made an appearance in the skit "Blood Pressure Monitor." During the Spring Festival, young people returning home taught their families to use Afu to manage health, driving the app's download volume to continue rising, topping the App Store's overall download chart for three consecutive days

Wallstreetcn

BABA 2x Long Daily ETF - GraniteShares

KraneShares 2x Long BABA Daily ETF

BABA-W

Alibaba

ALI HEALTH

Ant Financial's Aifu appeared on the stage of the Spring Festival Gala in the Year of the Horse

MCHI

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00700

KWEB

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TCTZF

Chinese tech companies are launching new AI products during the lunar new year, with ByteDance's Seedance 2.0 and Zhipu AI's GLM5.0 gaining significant attention. JPMorgan recommends buying Zhipu AI and MiniMax, which is also launching a new model. The success of these launches could benefit Tencent and other companies, while Alibaba and Baidu may experience mixed effects. Analysts emphasize the importance of integrating AI models into consumer products for success and suggest that these releases could help close the gap with global competitors like Google and OpenAI.

- Chinese tech companies are launching products during the lunar new year holidays to capture consumer attention, with ByteDance's Seedance 2.0 and Zhipu AI's GLM5.0 leading the focus.  
- Analysts from JPMorgan suggest that these launches could impact stocks like Tencent and MiniMax, while Alibaba's outcome may be mixed due to its Qwen app push.  
- The success of these models hinges on their integration into consumer products, which could narrow the gap with established global AI models and solidify their market position.

Dow Jones

iShares MSCI China

MINIMAX-WP

TENCENT

Krne Csi China Internet

KNOWLEDGE ATLAS

Tencent Holdings Limited

These might be the winners from the latest round of Chinese new year AI launches

BIDU

09888

TCEHY

513770

513040

EBIZ

159998

512380

512720

BABO

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.

Tip Ranks

Baidu

BIDU-SW

Tencent

Invesco Golden Dragon China

Hwabao CSI HK Equities Internet ETF

E Fund CSI HK Connect Internet ETF

Global X E-commerce ETF

Tianhong CSI Computer Theme ETF

Yinhua MSCI China A ETF

Global X Cloud Computing ETF

iShares China Large Cap

Direxion FTSE China Bull 3X

Guotai CSI Computer Theme ETF

YieldMax BABA Option Income Strategy ETF

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

AASTOCKS

HSCEI ETF-R

MEITUAN

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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00HSI

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

JD-SW

JD.com

JD LOGISTICS

China Southern Hang Seng ETF

ChinaAMC Hang Seng ETF

KraneShares 2x Long JD Daily ETF

JD HEALTH

Hang Seng Index

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

03750

03993

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

CATL

CMOC

"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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STECH

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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

CAM HS TECH

Hang Seng TECH Index

ISHARESHSI

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

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

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

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@EP2603B(21047.HK)

Ant Financial's Aifu appeared on the stage of the Spring Festival Gala in the Year of the Horse

These might be the winners from the latest round of Chinese new year AI launches

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