CTALIBA@EP2605A

Alibaba.com to host White & Private Label Expo 2026 in New York

Zhejiang China International E-Commerce Expo to be held in June

Alibaba's AI app Tongyi Qianwen facilitates over 120 million orders during Lunar New Year campaign.

UBS releases China equity strategy report, listing Alibaba as a top pick.

MSCI Index quarterly adjustments will become effective after the close on February 27.

Alibaba to participate in Data Innovation Summit APAC

KFC China App integrates Alibaba's Qwen model to launch AI ordering assistant.

TMTPost analyzes the 2026 AI Cloud War endgame: ByteDance attacks while Alibaba builds defenses.

Alibaba Applies for Generative Language Model Patent

HTI Publishes Report on Alibaba's Q3 Earnings and Growth Outlook

Guojin Securities Report Identifies Alibaba as Core Gateway for AI Physical Realization

Taobao Tmall Hong Kong launches '3.8 Renewal Week' promotion with free shipping and discounts.

Alibaba to release Q3 FY2026 earnings report today

Zhitong Finance releases Stock Connect money flow stats; Alibaba confirmed in interim adjustment phase.

Zhitong Finance Releases Analysis of Alibaba's HKEX Stock Connect Holdings and Money Flow

Alibaba reportedly preparing IPO for its AI chip unit T-Head.

Chinese chipmakers including Alibaba's T-head race to scale advanced AI chip production.

Alibaba launches AI coding tool amidst intense competition from ByteDance.

Waratah Capital Advisors Discloses New Investment in Alibaba

Alibaba offers low-cost AI coding tools to support AGI goal

CT IND GROUP

KEEN OCEAN

EPI (HOLDINGS)

MOBI DEV

MS CONCEPT

NANFANG COMM

CCOE

HK ENT INTL

IDT INT'L

PUTIAN COMM

TCTZF

01038

BABA

00HSI

09988

Today is the futures settlement day for Hong Kong stocks. The Hang Seng Index opened higher but fell back, closing down 384 points or 1.4%, at 26,381 points. Southbound funds had a net outflow of HKD 7.366 billion, and technology stocks performed poorly, with Alibaba and Tencent dropping 3.6% and 2% respectively. CKI Holdings' stock price rose 4.5% due to the sale of a UK distribution company. The total market turnover was HKD 259.277 billion

AASTOCKS

Tencent Holdings Limited

CKI HOLDINGS

Alibaba

Hang Seng Index

BABA-W

The Hang Seng Index fell, with northbound capital outflow expanding to over 7.3 billion; Alibaba and Tencent are weak

BIDU

00005

513770

BABX

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On the settlement day of Hong Kong stock index futures, the Hang Seng Index fell by 384 points to 26,381 points, the National Index dropped by 220 points, and the Hang Seng Tech Index decreased by 151 points. Technology, automotive, consumer, and pharmaceutical stocks generally declined, with Alibaba down 3.6% and Baidu down 4.3%. CKI Holdings sold UKPN, and its stock price rose by 4.5%. Financial stocks showed mixed performance, with HSBC Holdings up 1.6%, while domestic insurance stocks generally fell. The total market turnover was HKD 259.277 billion

Baidu

HSBC HOLDINGS

Guotai CSI 800 Automobile and Parts ETF

CSOP HS TECH

TRACKER FUND

ChinaAMC CSI Auto Components Thematic ETF

Tianhong Hang Seng TECH ETF(QDII)

Hwabao CSI HK Equities Internet ETF

Huatai-PB CSOP Hang Seng Technology ETF(QDII)

HFT CSI Auto Components Thematic ETF

China Southern Hang Seng ETF Feeder Fund-A

HSTECH ETF

China Southern Hang Seng ETF

E Fund HSCEI ETF

ChinaAMC Hang Seng Technology ETF(QDII)

BABA 2x Long Daily ETF - GraniteShares

HSCEI ETF

E Fund CSI HK Connect Internet ETF

"Hong Kong Stocks" Hang Seng Index futures settlement day closed down 384 points, with declines in technology, automotive, consumer, and pharmaceutical stocks

NVDA

NFLX

DUOL

CRWV

DELL

PARA

09888

89888

HBUD

89988

HBBD

VIPS

LKNCY

BA-A

0226 | Dolphin Research focus: 🐬 Stock 1, $Alibaba(BABA.US). Alibaba Cloud Bailian launched the 'Coding Plan', integrating APIs for four mainstream models — Qwen3.5, GLM-5, MiniMax M2.5 and Kimi K2.5 — making it the only cloud provider globally to offer this combo.Lite plan is priced at RMB 7.9 for the first month and RMB 40 for the second; Pro plan at RMB 39.9 for the first month and RMB 200 for the second, with free model switching. The aim is to lower AI coding barriers through aggressive pricing and full-stack model coverage...

Alibaba Cloud rolls out dirt-cheap AI coding bundle; JD's 'Billion-yuan Supermarket' reignites subsidy rush | Daily News Recap

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Hong Kong stocks experienced a collective pullback today, with the three major indices retreating after reaching highs. The Hang Seng Index closed down 1.44%, and the Hang Seng Tech Index plummeted 2.87%. On the market, tech stocks and retail stocks showed weakness, with significant declines in heavyweight stocks like Alibaba and Kuaishou; bank stocks exhibited mixed performance, with HSBC Holdings rising 1.61% against the trend, supporting the market. Funds have not completely withdrawn, as the telecommunications equipment sector was in demand, with NANFANG COMM and MOBI DEV seeing significant price increases. On the macro front, the market is closely monitoring economic data from early 2026 to assess the sustainability of the recovery

- Hong Kong stocks experienced a collective pullback today, with the Hang Seng Index dropping 1.44% to close at 26,381.02 points after recent highs.  
- The Hang Seng Tech Index fell 2.87%, indicating significant profit-taking, while retail and internet sectors also showed declines amid a subdued market mood.  
- Investors are focusing on macroeconomic signals for early 2026, watching GDP growth and inflation rates to assess economic recovery and stock valuation trends.

Market Heartbeat

JD-SW

MNSO

TENCENT

KUAISHOU-W

BIDU-SW

ICBC

KPM HOLDING

KraneShares 2x Long BABA Daily ETF

ISHARESHSI

Hong Kong Stock Market Closing | The Hang Seng Index fell by 1.44%, the Tech Index plummeted by 2.87%, Alibaba's decline exceeded 3%, and NANFANG COMM surged over 42%

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The Hang Seng Index closed at 26,381 points, down 384 points or 1.4%. The Hang Seng Tech Index reported 5,109 points, down 151 points or 2.9%. The National Index fell 220 points or 2.4%, closing at 8,814 points. The total market turnover was HKD 259.277 billion. Ping An fell 4.6%, and Alibaba dropped 3.6%. Cheung Kong Infrastructure, CLP Holdings, CK ASSET, Techtronic Industries, and HSBC reached new highs with active trading

PING AN

CK ASSET

According to the Hong Kong Daily News, the Hang Seng Index fell by 384 points; the Hang Seng Tech Index dropped by 151 points. Ping An fell over 4%, Alibaba dropped over 3%. Cheung Kong, CLP, CK ASSET, Techtronic, and HSBC hit new highs with active trading

KBAB

512380

MCHI

09899

UBS report indicates that global commodity prices are expected to rise by 9% in 2025, putting Chinese companies in a dilemma of either raising prices or facing declining profit margins. If re-inflation is successfully achieved, the MSCI China Index has a 20% upside potential. UBS adjusts its portfolio, downgrading the software sector to "underweight," adjusting consumer staples and real estate to "neutral," reducing positions in the internet sector, and removing NetEase. Tencent and Alibaba remain favored

Yinhua MSCI China A ETF

iShares MSCI China

NETEASE MUSIC

NTES-S

UBS: If China successfully moves towards "re-inflation," the stock market could potentially rise by 20%, and reduce holdings in the internet sector

On February 26th, the Hong Kong stock market sentiment turned cautious, with all three major indices retreating. The Hang Seng Index fell by 0.95%, and the Hang Seng TECH Index plummeted by 2.19%. Blue-chip stocks generally weakened, with Alibaba and Tencent Holdings dropping by 2.9% and 1.82%, respectively. The funding situation showed a clear divergence, with the demand for AI computing infrastructure driving the communication equipment sector to rise against the trend, as YOFC surged over 4%. The current market is in the pullback confirmation phase after a breakout, with macro-level attention focused on liquidity verification and signals of domestic demand recovery

- On February 26, Hong Kong stocks declined across all major indices, reversing previous gains due to profit-taking and cautious investor sentiment.  
- The Hang Seng Index fell 0.95% to 26,511.22 points, with significant losses in technology stocks, while communication equipment firms saw gains driven by AI infrastructure demand.  
- Market liquidity and domestic consumption recovery remain key focuses for investors, monitoring M3 money supply and retail sales for insights into economic resilience.

YOFC

DONGFANG ELEC

ILUVATAR COREX

FIT HON TENG

ALI HEALTH

Fullgoal CSI Communication Equipment Thematic ETF

Hang Seng TECH Index

Hong Kong Stock Market Update | The Hang Seng Index fell 0.95%, Alibaba dropped 2.9%, while the communication equipment sector surged against the trend

BABO

Alibaba fell 3.16% in the night session; Amazon fell 0.51% in the night session, with a transaction volume of USD 8.11 million; JD.com fell 2.94% in the night session, with a transaction volume of USD 7.31 million; Pinduoduo fell 1.45% in the night session, with a transaction volume of USD 2.94 million

- U.S. stock market saw Alibaba's shares decline by 3.16% during after-hours trading due to significant non-automated trades totaling 30.53 million yuan on February 24, leading to a 2.8% drop from the previous closing price.  
- Concurrently, Amazon's shares fell by 0.51% amid concerns over a planned $12 billion investment in new data centers and uncertainty regarding its AI strategy following leadership changes.  
- JD.com and Pinduoduo also experienced declines of 2.94% and 1.45%, respectively, with JD facing tough market sentiments despite investments in employee welfare and Pinduoduo's mixed news affecting its market confidence.

Tracking Unusual Activity

BABA-WR

YieldMax BABA Option Income Strategy ETF

U.S. stock night market volatility: Alibaba fell 3.16% in the night market, pressured by large transactions and market caution!

As of noon on February 26, Hong Kong stocks showed weakness across the three major indices, with the Hang Seng Index down 0.39% and the Hang Seng Tech Index falling 1.65%, leading the decline. In terms of sectors, retail and technology stocks generally retreated, with Alibaba down 2.09% and Kuaishou down 2.41%; the telecommunications equipment sector performed strongly against the trend, with Yangtze Optical Fibre and Cable rising 4.65% and Cambridge Technology up 5.02%. The market experienced a technical adjustment after reaching a peak, focusing on the endogenous momentum of economic recovery, with investment sentiment becoming cautious

- The Hong Kong stock market saw a collective decline in the main indices after reaching a peak, with the Hang Seng Index closing at 26,661.2 points, down 0.39%.  
- The technology sector led the decline, with the Hang Seng Tech Index falling 1.65%, attributed to significant technical corrections from recent highs.  
- While retail stocks fell, communication equipment stocks increased, driven by optimism around digital infrastructure policies.

FULUM GP HLDG

ZIJING INTL FIN

SINOPHARM TECH

Hong Kong Stock Market Mid-Review | Hang Seng Tech Index fell 1.65%, communication equipment stocks rose against the trend, Changfei Fiber increased by 4.65%, Alibaba dropped by 2.09%

The three major Hong Kong stock indices collectively adjusted during the session, with the Hang Seng TECH Index leading the market decline, down 1.57%. In terms of sectors, retailers, internet, and building materials sectors generally weakened, with heavyweight stocks under significant pressure. In terms of individual stocks, Alibaba fell 2.43%, Kuaishou dropped 2.56%, and CONCH CEMENT plummeted 7.19%. Market sentiment is becoming cautious, closely monitoring expectations for Federal Reserve policy and data on the recovery of the mainland economy

- The Hong Kong stock market experienced a collective decline, with the Hang Seng Index dropping 0.58% to 26,609.88 points as profit-taking pressure hindered further gains.  
- Notable declines were seen in the Hang Seng Tech Index and the Hang Seng China Enterprise Index, reflecting a cautious market sentiment amid concerns over economic recovery and the performance of various sectors.  
- Key stocks related to retail and construction suffered significant losses, while select small-cap stocks experienced sharp increases, indicating volatility and market speculation.

CONCH CEMENT

CNBM

WESTCHINACEMENT

MICROWARE

Dacheng Hang Seng Technology ETF(QDII)

Harvest Hang Seng SCHK Technology ETF

Hang Seng TECH ETF I

Hong Kong stock market intraday | Hang Seng Tech Index down 1.57%, Alibaba down 2.43%, CONCH CEMENT down 7.19%

ONLN

EBIZ

IBUY

KWEB

CLOU

Haitong International released a report stating that Alibaba's revenue for the third fiscal quarter increased by 2.3% year-on-year, reaching RMB 289.3 billion. Customer management revenue grew by 4.4%, international digital commerce group revenue increased by 18.5%, and cloud business revenue rose by 38%. Due to weak consumer trends, the growth of customer management revenue may be moderate. The cloud business will be the main growth engine. The firm raised its revenue forecast for the third fiscal quarter to RMB 289 billion and its full-year revenue forecast to RMB 1,034 billion, but lowered its net profit forecasts for the third fiscal quarter and the full year to RMB 29 billion and RMB 93.6 billion, respectively. The target price remains at $203, with a rating of "Outperform."

ProShares Online Retail

Global X E-commerce ETF

Amplify Online Retail ETF

Krne Csi China Internet

Global X Cloud Computing ETF

Haitong International expects Alibaba's revenue for the last quarter to increase by 2.3% year-on-year, while lowering its earnings forecast

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159998

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Alibaba Cloud launches a low-cost programming tool subscription package, integrating API services for four major open-source models: Qwen3.5, GLM-5, MiniMax M2.5, and Kimi K2.5, aiming to compete for the developer market. The lightweight version is priced at 7.9 yuan for the first month, while the professional version is 39.9 yuan for the first month. This move has attracted market attention, especially in the competition for AI programming tools. Alibaba Cloud's Qwen3.5 model has been optimized for performance and supports various input formats, making it suitable for developers

- Alibaba is extending its AI strategy into software development with its cloud computing division launching a budget-friendly programming tool subscription that integrates several top domestic open-source models.  
- On February 25, Alibaba Cloud introduced the Coding Plan, featuring APIs for four open-source models at competitive pricing aimed primarily at developers.  
- This initiative reflects Alibaba's accelerated AI strategy shift toward General Artificial Intelligence (AGI), enhancing its market position in AI infrastructure while attracting significant attention within the developer community.

Wallstreetcn

China Southern CSI Semiconductor Industry Custom ETF

Tianhong CSI Computer Theme ETF

Guotai CSI Computer Theme ETF

GTJA Allianz SSE STAR Chip Design Thematic ETF

Alibaba Cloud launches low-cost AI programming package, integrating four top open-source models

00241

Feb 25 (Reuters) -Baba:* BABA EMERGES FROM STEALTH WITH OVER $6.5 MILLION IN SEED FUNDING TO EXPAND MEDICARE-COVERED PATIENT ADVOCACY FOR OLDER ADULTS Source text:

Reuters

Baba Emerges From Stealth With Over $6.5 Mln In Seed Funding

Today’s Key News Recap

Salesforce

NVIDIA

Warner Bros. Discovery

Netflix

Boeing

Duolingo

Coreweave

Dell Tech

Paramount Global

BIDU-SWR

Baidu HK SDR 10to1

Alibaba HK SDR 5to1

Vipshops

Luckin Coffee

Block

BOEING CO 6% DEP SHS RE 1/20TH PFD MAN CNV SR A

Finally some analyst love for $Alibaba(BABA.US) . Haitong just dropped their Q3 estimates - cloud revenue up 38% yoy to 43.8B RMB driven by AI workloads. CMBI also calls them top China internet pick with full-stack AI including Pingtou Ge chips competing with Nvidia H20. This is the real AI play hiding in plain sight. Holding long since $110. 🚀

Used Qwen to help with coding last night - actually decent. And Ali Cloud making it dirt cheap at 0.2 per million tokens . When the best AI is affordable, adoption explodes. $Alibaba(BABA.US)

0225 | Dolphin Research Key Watch: 🐬 Macro/Industry 1) Today, Hong Kong Financial Sec. Paul Chan unveiled the FY2026/27 Budget, focused on I&amp;T and finance, with measures to support the AI industry, advance RMB internationalization, improve livelihoods, and develop the Northern Metropolis. On hard tech, the HKSAR Gov. will set up a HK$10 bn I&amp;T Industry Co-investment Fund, targeting strategic areas including life sciences &amp; healthcare, AI and robotics. The Budget projects Hong Kong GDP growth of 2.5%-3.5% in 2026...

Meta Platforms

BEKE-W

HK Budget Ups I&T; META, AMD Seal 100bn-Class Compute Deal | Daily News Recap

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CTALIBA@EP2605A(25261.HK)

The Hang Seng Index fell, with northbound capital outflow expanding to over 7.3 billion; Alibaba and Tencent are weak

"Hong Kong Stocks" Hang Seng Index futures settlement day closed down 384 points, with declines in technology, automotive, consumer, and pharmaceutical stocks

Alibaba Cloud rolls out dirt-cheap AI coding bundle; JD's 'Billion-yuan Supermarket' reignites subsidy rush | Daily News Recap ---

Hong Kong Stock Market Closing | The Hang Seng Index fell by 1.44%, the Tech Index plummeted by 2.87%, Alibaba's decline exceeded 3%, and NANFANG COMM surged over 42%

According to the Hong Kong Daily News, the Hang Seng Index fell by 384 points; the Hang Seng Tech Index dropped by 151 points. Ping An fell over 4%, Alibaba dropped over 3%. Cheung Kong, CLP, CK ASSET, Techtronic, and HSBC hit new highs with active trading