CIALIBA@EC2603F

Sugon's SothisAI fully integrates Alibaba's Qwen3.5 large language model

Alibaba's Fliggy and Qwen App partner with over 40 travel brands

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

Fortis Group Advisors LLC reduces stake in Alibaba by 31.2%

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

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E-commerce giant Alibaba (BABA) is set to report Q3 FY26 results, with most analysts bullish except Erste Group's Hans Engel, who downgraded the stock from Buy to Hold. Despite positive sentiment around Alibaba's AI and cloud initiatives, Engel's main concern is profitability due to declining operating margins and increased long-term liabilities. He anticipates the stock will trade sideways rather than see strong gains. The average price target for Alibaba is $203.09, suggesting a 30.38% upside potential.

- E-commerce giant Alibaba is set to report Q3 FY26 results, with mixed analyst sentiment ahead of the report.  
- A downgrade from Erste Group analyst Hans Engel moved Alibaba from Buy to Hold, citing declining profitability despite positive AI and cloud developments.  
- The stock has an average price target of $203.09, suggesting a 30.38% upside potential, although the analyst expects limited immediate earnings recovery.

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Why a Lone Hold Rating Appeared on Alibaba (BABA) Before Earnings

BABO

E-commerce giant Alibaba (BABA) is set to report fiscal Q3 2026 results soon, with analysts expecting earnings of $1.68 per share and revenue of $42.0 billion, an 8% year-over-year increase. The stock rose over 24% in 2025, driven by AI services and cloud growth, but faces risks from competition and spending pressures. Analysts have mixed views; Erste Group downgraded Alibaba to Hold, citing margin drops and increased debt, while Jefferies maintained a Buy rating, highlighting strong AI and cloud momentum. The average price target is $203.09, suggesting a 30.38% upside potential.

- Alibaba (BABA) is expected to announce fiscal Q3 2026 results, with analysts forecasting earnings of $1.68 per share and revenue of approximately $42.0 billion, an 8% increase from last year.  
- While the stock saw a 24% rise in 2025 and 6% in the current year due to AI service demand and cloud growth, risks include increased local competition, high spending, and a decline in retail trends.  
- Analysts show mixed views: one downgraded the stock due to margin pressures and debt, while another maintained a Buy rating, citing strong momentum in AI and cloud services, thus projecting a $203.09 price target for a 30.38% upside.

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Alibaba Stock Forecast Ahead of Q3 Earnings – Here's What to Expect

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Moore Threads recently announced that it has completed the adaptation of Alibaba's latest large model Qwen3.5 on its flagship AI training and inference all-in-one GPU MTT S5000. Developers can deploy and optimize the model using the MUSA C programming language and the Triton-MUSA toolchain. In addition, Moore Threads achieved Day-0 adaptation for the next-generation large model MiniMax M2.5 on February 14th

Wallstreetcn

Moore Threads

Moore Threads has successively completed the adaptation of models such as Qwen3.5

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PNC Financial Services Group Inc. increased its stake in Alibaba Group Holding Limited by 7.1% in Q3, acquiring an additional 3,223 shares, bringing its total to 48,759 shares valued at $8.7 million. Other investors also adjusted their positions in Alibaba. The stock opened at $155.91, with a one-year range of $95.73 to $192.67. Analysts have mixed views, with a consensus rating of "Moderate Buy" and a price target of $195.17. Recent developments include positive sentiment around Alibaba's AI initiatives and cloud revenue growth, despite some analyst downgrades.

- PNC Financial Services Group Inc. increased its holdings in Alibaba Group by 7.1%, owning 48,759 shares worth $8.7 million after purchasing additional shares in Q3.  
- Other investors also adjusted their positions, with notable increases from NBT Bank and Elkhorn Partners, contributing to 13.47% of stock owned by institutions.  
- Analysts hold a consensus "Moderate Buy" rating for Alibaba, yet mixed sentiments persist due to factors such as a recent downgrade and ongoing investigations affecting investor confidence.

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PNC Financial Services Group Inc. Acquires 3,223 Shares of Alibaba Group Holding Limited $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%

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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

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

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.

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

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 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

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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.

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KraneShares 2x Long JD Daily ETF

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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

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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.

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KNOWLEDGE ATLAS

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

$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@EC2603F(21982.HK)

Why a Lone Hold Rating Appeared on Alibaba (BABA) Before Earnings

Alibaba Stock Forecast Ahead of Q3 Earnings – Here's What to Expect

Moore Threads has successively completed the adaptation of models such as Qwen3.5

PNC Financial Services Group Inc. Acquires 3,223 Shares of Alibaba Group Holding Limited $BABA

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%