MSALIBA@EC2605B

Hillhouse Capital increased its stake in Alibaba and sold off Baidu in Q4 2025, betting on AI commercialization capabilities

Moonshot AI to Complete Over $700 Million Round of Financing

Alibaba and Baidu shares slide after brief mention in Pentagon blacklist

Hang Seng Index slips as tech stocks decline, led by Alibaba

Jefferies: Alibaba received over 130 million product orders via its AI application 'Qwen' during the Chinese New Year

Chinese brands, including Alibaba, sponsor the Milan Winter Olympics, setting a new record for overseas sponsorship

Pentagon adds and then withdraws Alibaba from a list of companies allegedly supporting the Chinese military

Alibaba to Release Earnings Report Today

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

L & S Advisors Inc takes a new $5.44 million position in Alibaba stock

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

STARCOIN GROUP

DAISHOMICROLINE

IDT INT'L

GUANZE MEDICAL

BOER POWER

KNOWLEDGE ATLAS

CHINA INFO TECH

QINGHUA HOLD

SUPER STRONG

HAIZHI TECH GP

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01810

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BABX

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KBAB

09988

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BABA

The total short selling amount in the Hong Kong stock market reached HKD 39.44 billion, accounting for 29% of the trading volume of shortable stocks. The previous day was 28.2%. The five stocks with the highest short selling amounts are: CSOP HS TECH short selling ratio 64.4%, amount HKD 4.83 billion; TRACKER FUND short selling ratio 52.1%, amount HKD 4.62 billion; HSCEI ETF short selling ratio 44.5%, amount HKD 3.37 billion; Alibaba-W short selling ratio 21%, amount HKD 2.2 billion; XIAOMI-W short selling ratio 47.8%, amount HKD 1.59 billion

AASTOCKS

TRACKER FUND

XIAOMI-W

ALI HEALTH

BABA 2x Long Daily ETF - GraniteShares

HSCEI ETF

KraneShares 2x Long BABA Daily ETF

BABA-W

CSOP HS TECH

Alibaba

The total short selling in Hong Kong stocks for the day was HKD 39.44 billion, accounting for 29% of the turnover of shortable shares

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The short selling amount in the Hong Kong stock market reached HKD 20.04 billion in half a day, accounting for 28.7% of the total shortable stock turnover of HKD 69.83 billion. The top five stocks by short selling amount include CSOP HS TECH with a short selling ratio of 65.6% and a short selling amount of HKD 3.09 billion; TRACKER FUND with a short selling ratio of 48.6% and a short selling amount of HKD 2.41 billion; HSCEI ETF with a short selling ratio of 38.6% and a short selling amount of HKD 1.49 billion; Alibaba-W with a short selling ratio of 22.6% and a short selling amount of HKD 1.22 billion; and XIAOMI-W with a short selling ratio of 52.9% and a short selling amount of HKD 780 million

Huatai-PB CSOP Hang Seng Technology ETF(QDII)

China Southern Hang Seng ETF

The short selling in Hong Kong stocks for half a day reached HKD 20.04 billion, accounting for 28.7% of the total turnover of shortable shares

The Hang Seng Index closed at 26,544 points, down 161 points or 0.6%; the Hang Seng Tech Index reported 5,245 points, down 122 points or 2.3%. Alibaba fell over 3%, and heavyweight stocks such as Xiaomi, Tencent, and Meituan also experienced declines. Some stocks like Henderson Land, CNOOC, Hang Lung Properties, Midea Group, and New World Development reached new highs. Overall market performance was weak, with the China Enterprises Index down 53 points, closing at 9,016 points

The Half-Day Report: The Hang Seng Index closed at 26,544 points, down 161 points; the Hang Seng Tech Index closed at 5,245 points, down 122 points. Alibaba fell over 3%. Henderson Land, CNOOC, Hang Lung Properties, Midea Group, and Sun Hung Kai Properties reached new highs

The Hong Kong Gold Exchange held a Spring Opening Ceremony, with the gold price at HKD 46,518, and it is expected to challenge USD 6,000 per ounce in the next two quarters. Daniel Zhang stated that gold prices are in the mid-stage of a bull market, and if a war occurs between the U.S. and Iran, there will be a slight adjustment before rising again. The exchange is collaborating with Alibaba to develop an international precious metals trading platform, offering various trading services, and plans to launch 9999 commemorative silver bars

- The Hong Kong Gold Exchange held a Spring Opening Ceremony attended by officials, pricing 999 gold at 46,518 HKD and offshore RMB gold bars at 1,107.8 RMB.  
- Chairman Cheung Tak-Hei noted the ongoing bull market and suggested that gold prices could challenge USD 6,000 per ounce in the second and third quarters of this year, citing international collaboration with Alibaba for a digital precious metals trading platform.  
- The exchange aims to enhance corporate governance and transparency, having engaged over 30 international gold companies for potential partnerships or memberships, and will launch a new 9999 commemorative silver bar for public orders next month.

Stheadline

VanEck Gold Miners ETF

SPDR S&P Mtls & Mng

Kinross Gold

Sprott GLD Miners Etf

Agnico Eagle Mines

SD-GOLD

Roundhill Gold Miners Weeklypay ETF

YieldMax Gold Miners Opt Inc Strgy ETF

Gold.com

EFUND GOLD MI ETF

iShares Gold Trust

ZHONGJIN GOLD

EFUND GOLD MI-U

Newmont

ChinaAMC Gold ETF

VanEck Junior Gold Miners ETF

SPDR Gold Shares

Zijin Mining

Sprott JR Gold Miners ETF

EFUND GOLD MI-R

Zhang Dexi's fee price will challenge 6,000 USD in the next two quarters, Hong Kong Gold Exchange partners with Alibaba to develop a trading platform

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09888

00HSI

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BIDU

After the Spring Festival holiday, the Hong Kong stock market reopened, with the Hang Seng Index opening down 48 points at 26,657 points. Technology stocks Alibaba and Baidu both opened down 3%. COSCO SHIPPING Energy opened up 6.1%, and CNOOC opened up 2.2%. Other commodity stocks such as CHINAGOLDINTL and Minmetals Resources also saw increases. The market is focused on the U.S. military decisions regarding Iran and the Supreme Court's ruling on the tariff case. The Dow Jones Industrial Average fell 267 points, or 0.5%

CHINAGOLDINTL

COSCO SHIPPING Energy

BIDU-SW

Hang Seng Index

COSCO SHIP ENGY

Baidu

"Hong Kong Stocks" The Hang Seng Index opened 48 points lower, Alibaba and Baidu declined, COSCO SHIPPING Energy surged over 6%

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09626

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STECH

On the first trading day of the Year of the Horse for Hong Kong stocks, the Hang Seng Index opened down 0.18%, and the Hang Seng TECH Index opened nearly 0.7% lower. BILIBILI-W fell nearly 4%, while Alibaba and Baidu Group both dropped about 3%. LAOPU GOLD rose nearly 1%, and the company will adjust product prices on February 28. The market has risks, and investment should be cautious

Wallstreetcn

Huaan Yifu Gold ETF

BILIBILI-W

LAOPU GOLD

Hang Seng TECH Index

Hong Kong stock market's first trading day of the Year of the Horse: Hang Seng Index opened down 0.18%, Hang Seng TECH Index opened nearly 0.7% lower

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01179

YINN

The NASDAQ Golden Dragon China Index preliminarily closed down 0.4%. Among popular Chinese concept stocks, Jinko Solar fell 2.4%, Trip.com fell 2.2%, YUM China, Qifu Technology, and WeRide fell over 1%, Alibaba fell 0.9%, and Baidu fell 0.7%. Meanwhile, GDS, KINGSOFT CLOUD, and Daqo Energy rose at least 0.6%, and HWORLD rose 1.6%

Daqo Energy

HWORLD-S

Direxion FTSE China Bull 3X

NASDAQ Golden Dragon China Index

Roundhill China Dragons ETF

KINGSOFT CLOUD

YUM China

Trip.com

GDS-SW

Jinko Solar

Invesco Golden Dragon China

EBIZ

512380

ONLN

KWEB

IBUY

The Pentagon Could Blacklist Alibaba. Does That Make BABA Stock a Buy Now?

Barchart Option

Global X E-commerce ETF

Yinhua MSCI China A ETF

ProShares Online Retail

VanEck Retail ETF

Krne Csi China Internet

Hwabao CSI HK Equities Internet ETF

Amplify Online Retail ETF

SPDR S&P Retail ETF

Guotai MSCI China A ESG General ETF

E Fund CSI HK Connect Internet ETF

The Pentagon Could Blacklist Alibaba. Does That Make BABA Stock a Buy Now?

Analysts are recommending three Chinese stocks as strong buys, highlighting their growth potential and solid fundamentals. With China's economy recovering, these stocks are attracting attention for their over 30% upside potential. Notably, Alibaba (BABA) has received 15 Buy ratings and one Hold, with an average price target suggesting a 30.4% increase from current levels. Investors are encouraged to explore these opportunities to enhance their portfolios.

- Analysts recommend three Chinese stocks as "Strong Buy," citing strong growth prospects and solid fundamentals.  
- The recovery of China's economy and momentum in key sectors are drawing Wall Street's interest toward these stocks, presenting attractive investment opportunities.  
- Alibaba (BABA), a leading tech giant, has a year-to-date gain of 6.3%, with analysts predicting a potential upside of approximately 30.4% based on a price target of $203.09.

Tip Ranks

3 Chinese Stocks Analysts See with 30%+ Upside

CLOU

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.

Global X Cloud Computing ETF

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

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.

YieldMax BABA Option Income Strategy ETF

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

Moore Threads

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

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.

Market Beat

PNC Financial Services

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%

YUM CHINA

Global X China Consumer

BYD COMPANY

MEITUAN

NEW ORIENTAL-S

GraniteShares 2x Long PDD Daily ETF

Tencent

Tencent Holdings Limited

iShares MSCI China

KraneShares 2x Long PDD Daily ETF

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

$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 😅

MSALIBA@EC2605B(22427.HK)

The total short selling in Hong Kong stocks for the day was HKD 39.44 billion, accounting for 29% of the turnover of shortable shares

The short selling in Hong Kong stocks for half a day reached HKD 20.04 billion, accounting for 28.7% of the total turnover of shortable shares

The Half-Day Report: The Hang Seng Index closed at 26,544 points, down 161 points; the Hang Seng Tech Index closed at 5,245 points, down 122 points. Alibaba fell over 3%. Henderson Land, CNOOC, Hang Lung Properties, Midea Group, and Sun Hung Kai Properties reached new highs

Zhang Dexi's fee price will challenge 6,000 USD in the next two quarters, Hong Kong Gold Exchange partners with Alibaba to develop a trading platform

"Hong Kong Stocks" The Hang Seng Index opened 48 points lower, Alibaba and Baidu declined, COSCO SHIPPING Energy surged over 6%