BPALIBA@EP2606A

Market focuses on well-known investor Duan Yongping's position changes in Alibaba

Alibaba's Qwen: New Model Qwen 3.5 Plus is Now Live on AI Gateway

Erste Group downgrades Alibaba rating to 'Hold'

Data shows post-2000s generation are the most active users of Alibaba's Qwen App 'one-sentence ordering'

Legendary investor David Tepper's fund reduces its stake in Alibaba

IOC President praises Alibaba Cloud's technology at Milan-Cortina Winter Olympics

Market Rumors Suggest Alibaba May Pursue an Independent IPO for its Chip Unit, T-Head

U.K. Proposes Easing Audit Rules to Attract Chinese Listings

Hillhouse Capital discloses Q4 2025 holdings, showing an increased position in Alibaba

Alibaba Scheduled to Report Quarterly Earnings on February 18

Major global hardware manufacturers announce support for Alibaba's latest open-source Qwen3.5 AI model

Kutai Capital Management has liquidated its Alibaba shares

HHLR Advisors Ltd. Q4 Holdings Adjustments: Increased Positions in Alibaba, Pinduoduo, Bitcoin, and TSM

Third Point's Q4 Stock Holdings Changes

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

STARCOIN GROUP

AE LOGISTICS

GUANZE MEDICAL

WATER INDUSTRY

ZHONGSHI MINAN

IDT INT'L

HAIZHI TECH GP

MANY IDEA CLOUD

FIRST CAP GP

XL2CSOPCOIN-U

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BABA

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The NASDAQ Golden Dragon China Index initially closed down 0.1%. Among popular Chinese concept stocks, Pinduoduo initially rose over 1%, Meituan, YUM CHINA, New Oriental, Tencent, BYD, Baidu, and Alibaba rose by up to 0.9%, Li Auto fell by 0.3%, XPeng fell by 0.9%, and WeRide fell by 3.8%

Wallstreetcn

YUM CHINA

Alibaba

BIDU-SW

Global X China Consumer

KraneShares 2x Long BABA Daily ETF

BABA-W

BYD COMPANY

MEITUAN

NEW ORIENTAL-S

Direxion FTSE China Bull 3X

GraniteShares 2x Long PDD Daily ETF

Tencent

Roundhill China Dragons ETF

Krne Csi China Internet

Global X E-commerce ETF

Tencent Holdings Limited

NASDAQ Golden Dragon China Index

Invesco Golden Dragon China

iShares MSCI China

Baidu

KraneShares 2x Long PDD Daily ETF

BABX

Qianwen APP announced on February 18 that among users utilizing the "one-sentence ordering" feature, those born after 2000 accounted for as much as 40%, becoming the most active group, particularly prominent among users from Guangdong, Shandong, and Henan. In core consumption scenarios such as food delivery, hotel and travel bookings, and movie ticket purchases, users born after 2000 ranked first

BABA 2x Long Daily ETF - GraniteShares

Qianwen's "One-Click Ordering" 40% are post-00s

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Hillhouse HHLR Advisors Ltd. increased its holdings in Alibaba, Pinduoduo, iShares Bitcoin, and TSMC in the fourth quarter, while reducing its positions in NetEase, Bright Scholar, Futu Holdings, Baidu, Manbang, and Webull. The company has significant positions in Pinduoduo, Alibaba, and Futu Holdings. The market carries risks, and investment should be approached with caution; this article does not constitute personal investment advice

- HHLR Advisors Ltd. increased its holdings in Alibaba, Pinduoduo, iShares Bitcoin, and TSMC in the fourth quarter, while reducing stakes in NetEase, Bright Scholar, Futu Holdings, Baidu, Manbang, and Webull.  
- The firm maintains significant investments in Pinduoduo, Alibaba, and Futu Holdings.  
- The article includes a risk warning, advising caution in investments and stating that it does not constitute personal investment advice.

SPDR S&P Retail ETF

Amplify Online Retail ETF

YieldMax BABA Option Income Strategy ETF

Hillhouse Capital continues to heavily invest in Chinese concept stocks, HHLR increased its holdings in Alibaba and Pinduoduo in the fourth quarter, while reducing its holdings in NetEase and Baidu

EATZ

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

Chipotle Mexican Grill

AdvisorShares Restaurant 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

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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

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

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KNOWLEDGE ATLAS

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

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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

Hwabao CSI HK Equities Internet ETF

E Fund CSI HK Connect Internet ETF

Tianhong CSI Computer Theme ETF

Yinhua MSCI China A ETF

Global X Cloud Computing ETF

iShares China Large Cap

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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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

$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 😅

BPALIBA@EP2606A(21652.HK)

The NASDAQ Golden Dragon China Index initially closed down 0.1%. Among popular Chinese concept stocks, Pinduoduo initially rose over 1%, Meituan, YUM CHINA, New Oriental, Tencent, BYD, Baidu, and Alibaba rose by up to 0.9%, Li Auto fell by 0.3%, XPeng fell by 0.9%, and WeRide fell by 3.8%

Qianwen's "One-Click Ordering" 40% are post-00s

Hillhouse Capital continues to heavily invest in Chinese concept stocks, HHLR increased its holdings in Alibaba and Pinduoduo in the fourth quarter, while reducing its holdings in NetEase and Baidu

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