CIALIBA@EC2604C

Alibaba's Tongyi Qianwen App Daily Active Users Surged to 73.52 Million During Spring Festival

During the Spring Festival holiday, AI-powered bookings for attraction tickets on Alibaba's Fliggy platform increased 22-fold.

Alibaba's Qianwen App Launches Daily First-Order Discount Promotion

FlyZoo Reports Significant Increase in Tourist Service Bookings During Spring Festival Holiday

Lunar Dark Side Seeks $10 Billion Valuation for Funding Round

Alibaba, Tencent plan to invest $700 million in KIMI developers

Tech Giants' Red Packet War During 2026 Spring Festival Aims at C-End AI Market

Over 130 million people tried AI shopping for the first time during the Spring Festival, making Qwen a national-level AI assistant

CICC maintains 'Outperform' rating on Alibaba with a target price of HK$197

Gelonghui states that after the Spring Festival, China's AI has entered a 'Dual King Era' of Qwen and Doubao

US-listed Chinese stocks show mixed pre-market trading, with Alibaba slightly up by 0.7%

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

STARCOIN GROUP

AE LOGISTICS

GUANZE MEDICAL

WATER INDUSTRY

ZHONGSHI MINAN

IDT INT'L

HAIZHI TECH GP

MANY IDEA CLOUD

FIRST CAP GP

XL2CSOPCOIN-U

BABA

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BABX

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BABO

The 13F report shows that Third Point established positions in CMG, CEG, Alibaba, etc. in the fourth quarter. Increased holdings in UNP, DHR, RKT, etc. Cleared positions in Meta, FLUT, etc. Reduced holdings in TSMC, Microsoft, Amazon, etc

Wallstreetcn

Alibaba

BABA-W

Chipotle Mexican Grill

KraneShares 2x Long BABA Daily ETF

BABA 2x Long Daily ETF - GraniteShares

AdvisorShares Restaurant ETF

YieldMax BABA Option Income Strategy ETF

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Moore Threads announced that it has completed comprehensive adaptation of Alibaba's latest large model Qwen3.5 on its flagship AI training and inference all-in-one GPU MTT S5000. This support fully demonstrates the maturity and completeness of the Moore Threads MUSA ecosystem, allowing developers to efficiently complete model deployment and optimization using the MUSA C programming language and Triton-MUSA toolchain

- Today, Moore Threads announced full support for Alibaba's latest model Qwen3.5 on its flagship AI GPU, the MTT S5000.  
- This integration showcases the maturity of the MUSA ecosystem, allowing developers to efficiently deploy and optimize models using MUSA C and the Triton-MUSA toolchain.  
- Moore Threads has consistently adapted to leading domestic models, demonstrating the comprehensive support and optimization capabilities of its domestic GPU platform for advanced models.

Moore Threads

Moore Threads quickly completes full adaptation to the Qwen 3.5 model

NCLH

U.S. stock index futures fell on Tuesday due to concerns over AI disruption, with the Dow down 0.14%, S&P 500 down 0.34%, and Nasdaq down 0.77%. The market is reacting to a selloff in tech stocks and is focused on upcoming corporate earnings and inflation data. Notably, Alibaba's new AI model raised concerns about competition. Traders are anticipating a potential 25-basis-point rate cut in June. Norwegian Cruise Line shares surged 10% after activist investor Elliott acquired a stake, while Zim Integrated Shipping shares soared 35% following a buyout agreement.

- U.S. stock index futures fell slightly amid concerns over AI-related market disruptions and corporate earnings outlook.  
- The market remains attentive to the personal consumption expenditure report and corporate earnings, with over 74% of S&P 500 companies exceeding estimates this quarter.  
- Notable stock movements include Norwegian Cruise Line rising 10% due to activist investment and Zim Integrated Shipping soaring 35% after a buyout agreement.

Reuters

ZIM Integrated Shipping Services

Norwegian Cruise

US STOCKS-US stock futures slip on persistent AI disruption fears

Meituan, China's leading online-to-offline services company, anticipates a loss of up to 24.3 billion yuan for 2025, with a fourth-quarter loss of approximately 15.7 billion yuan. This marks an improvement from a 18.6 billion yuan loss in the third quarter. The company faces intense competition in the instant commerce sector from Alibaba and JD.com, prompting significant spending on marketing and promotions. Meituan's stock has halved in value over the past year, reflecting the impact of the ongoing price war and increased operational costs.

benzinga_article

KraneShares 2x Long JD Daily ETF

Meituan

MEITUAN

Instant Commerce War Takes A Toll On Meituan

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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

ALI HEALTH

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

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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

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TCEHY

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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.

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

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.

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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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.

Stheadline

JD-SW

JD.com

JD LOGISTICS

China Southern Hang Seng ETF

ChinaAMC Hang Seng ETF

JD HEALTH

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

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

$BABA-W(09988.HK)Many people still misunderstand Alibaba as merely an e-commerce company. In reality, its rapid progress in AI and cloud services is transforming it into a technology-driven growth company. Analysts generally lean toward a moderate buy to strong buy outlook on BABA shares.The launch of its latest AI model, Qwen 3.5, further demonstrates clear improvements in power and efficiency, signaling Alibaba’s strong commitment to competing in the generative AI race.I have the patience and conviction to hold BABA and ride the green dragon forward. What about you?

BABA-WR

Alibaba HK SDR 5to1

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. 🛒

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 😅

CIALIBA@EC2604C(21560.HK)

The 13F report shows that Third Point established positions in CMG, CEG, Alibaba, etc. in the fourth quarter. Increased holdings in UNP, DHR, RKT, etc. Cleared positions in Meta, FLUT, etc. Reduced holdings in TSMC, Microsoft, Amazon, etc

Moore Threads quickly completes full adaptation to the Qwen 3.5 model

US STOCKS-US stock futures slip on persistent AI disruption fears

Instant Commerce War Takes A Toll On Meituan

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