SG#ALIBARC2602I

Guotai Haitong releases a research report analyzing Alibaba's shift in AI strategy to a 'system competition'

Alibaba's Qwen and Fliggy announce AI collaboration with over 40 global travel brands

Alibaba stock sees two large block trades totaling over HK$19 million

Shanghai Instrument & Electronics Signs Strategic Cooperation Agreement with Alibaba

Alibaba Qianwen's '3 Billion Spring Festival Free Orders' campaign is a success, with cards nearly depleted

Alibaba Cloud Expands Market Share and Maintains Growth for Three Consecutive Quarters

Alibaba is reportedly considering a spinoff and separate listing for its chip unit, T-Head

Alibaba-W Receives Net Inflow from Southbound Stock Connect for 5 Consecutive Days

Benoy Announces Completion of Wuhan Alibaba Center

Qianwen App's Spring Festival 3 billion yuan giveaway campaign sparks consumption boom

Alibaba launches AI-powered interactive installation 'Wonder on Ice' for Milan Winter Olympics

Alibaba Cloud Passes ICANN Comprehensive Technical Test Becoming China’s First Full-Chain Top-Level Domain Service Provider

Hungarian government launches investigation into Alibaba's surcharge

Alibaba's Hong Kong stock exhibits a "Death Cross" technical pattern

Alibaba is rumored to have launched an internal project codenamed 'O Plan', possibly related to the Baidu App

Qwen Announces the Release of the Next-Generation Image Generation Model Qwen-Image-2.0

Alibaba continues to divest non-core retail businesses, recently reducing its stake in Sanjiang Shopping.

Alibaba's Qwen open-source large model wins the first prize of the 2024 Zhejiang Provincial Science and Technology Progress Award.

Hong Kong stock market rebounds, Alibaba's share price rises 1% to 2%

Damo Academy Announces Open-Sourced Embodied Intelligence Brain Model RynnBrain

TIMES UNI GP

CENTURY GINWA

STARGLORY HLDGS

RIDGE OUTDOOR

SYNAGISTICS

PROSP INV HOLD

HING LEE (HK)

ELEGANCEOPTICAL

CH ENV TECH&BIO

SHANGHAI QINGPU

00700

09988

01810

BABA

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The total short selling amount in the Hong Kong stock market reached HKD 33.97 billion, accounting for 17.9% of the trading volume of shortable stocks. Among them, the short selling ratio of CSOP HS TECH was the highest at 56.5%, with a short selling amount of HKD 2.44 billion. Alibaba's short selling ratio was 18.7%, amounting to HKD 1.56 billion; TENCENT's short selling ratio was 10.8%, amounting to HKD 1.4 billion; XIAOMI's short selling ratio was 14.3%, amounting to HKD 1.18 billion; and the TRACKER FUND's short selling ratio was 13%, amounting to HKD 1.07 billion

AASTOCKS

TENCENT

BABA-W

XIAOMI-W

Alibaba

CSOP HS TECH

TRACKER FUND

The total short selling in the Hong Kong stock market for the day was HKD 33.97 billion, accounting for 17.9% of the turnover of shortable stocks

BROS

PARA

HXXD

MSFT

81810

XIACY

HOOD

SPOT

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HBBD

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NTES

SHOP

0211 | Dolphin Research Focus: 🐬 Stock 1, $XIAOMI-W(01810.HK) On the evening of Feb 10, Lei Jun live-streamed from Xiaomi Auto's Yizhuang, Beijing plant. He announced the final first-gen SU7 had rolled off the line and shipped, marking the model's official discontinuation, with cumulative deliveries nearing 370k units. Production lines are being retooled for the next-gen SU7, slated for an Apr launch.The first-gen wrap-up validates Xiaomi Auto's mass-production capability and market acceptance. The capacity transition paves the way for a volume ramp of the new model, a near-term positive for order conversion and brand perception, with Xiaomi up over 4% today...

MSFT Eyes High-Temp Superconductors to Ease AI Power Bottlenecks; BABA's RynnBrain Aims to Give Machines a Brain | Daily News Recap

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On February 11th, the three major indices of the Hong Kong stock market closed higher collectively, with market sentiment warming up. The Hang Seng Tech Index led the gains, closing at 5499.99 points. In terms of sectors, hardware and automotive stocks performed strongly, with Xiaomi Group surging 4.27% on news of new vehicles, and Bilibili rising over 5% due to valuation recovery; the internet and retail sectors showed mixed performance, with Tencent and Alibaba experiencing slight pullbacks. Capital competition was intense, as the market awaited guidance from macro data such as retail sales and CPI

- On February 11, the Hong Kong stock market showed resilience, with major indices closing positively; the Hang Seng Index rose 0.31% to 27,266.38 points.  
- Notable performers included Xiaomi Group, up 4.27% driven by positive sentiment from new SUV announcements, while the Hang Seng Tech Index climbed 0.90%.  
- Investors are closely monitoring upcoming retail sales and CPI data to gauge the recovery of local consumption amidst cautious market sentiment.

Market Heartbeat

LENOVO GROUP

BILIBILI-W

KUAISHOU-W

JD-SW

MNSO

HAO BAI INTL

ONEROBOTICS

MANY IDEA CLOUD

SMIC

Hong Kong stocks closed | All three major indices rose, with the Hang Seng Tech Index up 0.90%, and Xiaomi Group rising over 4%

The Hang Seng Index closed at 27,266 points, up 83 points or 0.3%; the Hang Seng Tech Index reported 5,499 points, up 48 points or 0.9%. The total market turnover was HKD 217.218 billion. Xiaomi Corporation's stock price rose by 4.3%, while Ping An, Tencent, Alibaba, and others saw declines. TECHTRONIC IND, China Resources Mixc Lifestyle, ZTO EXPRESS, WH Group, and CLP Holdings reached new highs, with active trading

TECHTRONIC IND

ZTO EXPRESS-W

Xiaomi Corporation

Hang Seng Index

FI CSOP HSI

FL2 CSOP HSI

FI2 CSOP HSI

According to the Hong Kong Daily News, the Hang Seng Index closed at 27,266 points, up 83 points; the Hang Seng Tech Index closed at 5,499 points, up 48 points. Xiaomi Corporation rose over 4%, TECHTRONIC IND, China Resources Mixc Lifestyle, ZTO EXPRESS-W, WH Group, and CLP Holdings reached new highs with active trading

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On February 11th, the three major indices of the Hong Kong stock market rose slightly during the session, with the Hang Seng Technology Index leading the gains at 0.74%, showing a narrow range of fluctuations overall. In terms of sectors, the hardware and storage sectors performed strongly, with Xiaomi Group surging 4.38% driven by expectations of AI and new products; the internet sector showed divergence, with Bilibili rising 5.41% and Tencent Holdings falling 1.09%. In terms of individual stocks, Synagistics and Ridge Outdoor soared over 35% due to positive news. The current market is in a macro data vacuum period, with investor sentiment primarily cautious

- On February 11, Hong Kong's stock indices showed a slight overall rise, with investor sentiment remaining cautious amid a lack of macroeconomic data.  
- The Hang Seng Index increased by 0.25%, while the Hang Seng Tech Index led gains at 0.74%, although major indices stayed below recent highs.  
- Market focus shifted towards upcoming retail sales and trade data, as well as inflation and unemployment metrics, which are crucial for assessing economic resilience.

KB LAMINATES

JIAXIN INTL RES

CAM HS TECH

Huatai-PB CSOP Hang Seng Technology ETF(QDII)

Hang Seng TECH Index

ISHARESHSTECH

XL2CSOPHSTECH

CAM HS TECH-U

Tianhong Hang Seng TECH ETF(QDII)

XI2CSOPHSTECH

Hong Kong stock market intraday | Hang Seng TECH Index up 0.74%, hardware sector strengthens, Xiaomi surges 4.38%, Tencent down 1.09%

KBAB

BABX

Ant Aifu launches Alipay red envelope activity, from February 11 to February 12, new registered users can receive a 16.8 yuan Alipay red envelope on Aifu

Wallstreetcn

KraneShares 2x Long BABA Daily ETF

BABA 2x Long Daily ETF - GraniteShares

The short selling amount in the Hong Kong stock market reached HKD 16.09 billion in the half-day session, accounting for 16.5% of the total shortable stock turnover of HKD 97.79 billion. The previous day was 17.1%. The main shorted stocks include: Southern Hang Seng Technology with a short selling ratio of 54.9% and a short selling amount of HKD 1.33 billion; Xiaomi Group-W with a short selling ratio of 13.1% and a short selling amount of HKD 660 million; Alibaba-W with a short selling ratio of 16.5% and a short selling amount of HKD 650 million; SMIC with a short selling ratio of 14.5% and a short selling amount of HKD 580 million; Tencent Holdings with a short selling ratio of 7.2% and a short selling amount of HKD 520 million

The short selling in the Hong Kong stock market for half a day was HKD 16.09 billion, accounting for 16.5% of the total turnover of shortable stocks

FTXL

SOXX

SSNGY

ByteDance is developing an AI chip and negotiating with Samsung for manufacturing, aiming to produce at least 100,000 units this year. The talks include access to scarce memory chip supplies. ByteDance plans to invest over 160 billion yuan in AI procurement by 2026, with a significant portion for Nvidia chips. The project, codenamed SeedChip, is part of ByteDance's strategy to enhance its AI capabilities across various business sectors. Despite challenges, the company is committed to advancing its AI technology.

Reuters

Invesco Semiconductors ETF

First Trust Nasdaq Food & Semicon

iShares Semiconductor ETF

Samsung Electronics 

ByteDance developing AI chip, in manufacturing talks with Samsung, sources say

JETS

00670

600115

China Eastern Airlines has reached an AI cooperation agreement with Alibaba Qianwen and Fliggy, providing exclusive subsidies for Qianwen APP and Fliggy's AI users. When users request to purchase China Eastern Airlines tickets through the Qianwen APP, the program will automatically label the "Qianwen Exclusive Price," and clicking to book can enjoy exclusive discounts ranging from dozens of yuan. It is reported that in the future, China Eastern Airlines will further deepen cooperation with Alibaba Qianwen and Fliggy to expand "ticket +" products and lifestyle service scenarios, promoting more interactive gameplay to be implemented

Us Global Jets

CHINA EAST AIR

China Eastern Airlines has reached an AI cooperation with Alibaba Qianwen and Fliggy to provide exclusive subsidies

On February 11th, the three major indices of the Hong Kong stock market showed a fluctuating stabilization trend during the trading session, with the Hang Seng Technology Index performing strongly, leading with a rise of 1.05%, indicating a rebound in investor interest in technology growth stocks. The Hang Seng Index slightly increased by 0.21% to 27,239.34 points. Sector performance was notably mixed: the hardware and storage sectors saw widespread gains driven by positive news from Xiaomi's business, with Xiaomi Group rising by 4.55%; the internet sector experienced mixed results, with Bilibili rising over 4% while Tencent saw a slight pullback; the semiconductor sector weakened across the board, with SMIC falling nearly 4%. Additionally, popular stocks Zhihu and Lexin Outdoor showed significant gains. The market is currently focused on the strength of macroeconomic recovery, awaiting further economic data guidance

- On February 11, Hong Kong's main indexes stabilized, with the Hang Seng Index at 27,239.34, rising 0.21%.  
- The Hang Seng Technology Index led with a 1.05% increase, reflecting a recovery in tech stocks, while the Enterprise Index also gained 0.21%.  
- Market focus remains on macroeconomic recovery and liquidity changes, with upcoming trade and retail data essential for assessing domestic demand and export resilience.

HUA HONG SEMI

DRINDA

KNOWLEDGE ATLAS

JLMAG

CNBM

VanEck Semiconductor ETF

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

Direxion Semicon Bull 3X

GTJA Allianz SSE STAR Chip Design Thematic ETF

ChinaAMC Hang Seng Technology ETF(QDII)

SPDR S&P Semicon

Tencent

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

Dacheng Hang Seng Technology ETF(QDII)

Guotai CSI Semiconductor Material Equipment Theme ETF

Hang Seng TECH ETF I

Huaan Hang Seng Technology ETF(QDII)

Hong Kong stock market intraday | Hang Seng TECH Index rose 1.05%, Xiaomi Group rose 4.55%, SMIC fell 3.91%

CLOU

BABO

Alibaba Cloud's market share in China's cloud market has increased from 34% to 36%, expanding its leading advantage and maintaining growth for three consecutive quarters, firmly holding the top position in the market. Omdia pointed out that AI is the main driver of new demand for core cloud infrastructure services. Alibaba's financial report shows that revenue from Alibaba Cloud's AI-related products has achieved triple-digit year-on-year growth for nine consecutive quarters

Global X Cloud Computing ETF

YieldMax BABA Option Income Strategy ETF

Driven by AI, Alibaba Cloud's market share expands to 36%

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Geopolitical tensions are driving investors to diversify, leading to an analysis of three China-focused ETFs: KWEB, ISVBF, and XTTRF. KWEB, targeting China's internet sector, offers a 6.1% yield with a strong buy consensus and a 28.6% upside potential. It includes major companies like Alibaba and Tencent. This comparison helps investors choose the best ETF for a diversified portfolio amid trade war risks.

- Geopolitical tensions are driving investors to diversify globally, leading to the analysis of three China-focused ETFs: KWEB, ISVBF, and XTTRF.  
- KWEB targets China's internet sector and offers regular dividends while holding major stocks like Alibaba and Tencent, with a consensus rating of Strong Buy and an average price target suggesting significant upside.  
- This comparison aids investors in selecting the most suitable ETF for their diversified portfolios amid market volatility.

Tip Ranks

AXA SPDB CSI Hugangshen Game and Culture Media ETF

Hwabao CSI HK Equities Internet ETF

Yinhua MSCI China A ETF

ChinaAMC CSI Cultural Entertainment Media ETF

Guotai CSI Movies Theme ETF

KWEB vs. ISVBF vs. XTTRF: Which Is the Best China ETF amid Trade War Risks?

BIDU

YINN

09888

JP Morgan pointed out that the promotion of AI applications during the Spring Festival is just a superficial phenomenon. The market should focus on the structural changes in how consumers obtain information, which will drive the consumption of Tokens into a period of rapid growth. It is expected that from 2025 to 2030, the annual compound growth rate of Token consumption in China will reach 330%. Investors should pay attention to beneficiaries of AI infrastructure, such as Alibaba and Baidu. Major tech companies have adopted different strategies during the Spring Festival to compete for user mind share

- Morgan Stanley highlights that the intense AI application competition among tech giants during the Spring Festival reflects surface-level phenomena, with an underlying structural change in consumer information access and content consumption.  
- The report predicts a significant annual growth rate of approximately 330% in China's Token consumption from 2025 to 2030, driven by a transition from traditional searches to chatbots and AI integration in business practices.  
- As major companies like Tencent, Alibaba, and Baidu implement varied strategies and substantial subsidies, the focus is on establishing sustainable user habits and expanding AI application usage, which could lead to a remarkable increase in Token consumption.

Baidu

Direxion FTSE China Bull 3X

BIDU-SW

Spring Festival AI battle is just a performance? JP Morgan: Token consumption will enter a period of rapid growth, potentially increasing 370 times in five years!

GOOGL

NVDA

NVDU

NVDX

Alibaba has launched RynnBrain, an AI model aimed at enhancing robotics capabilities, enabling robots to understand their environment and perform tasks like object identification. This move positions Alibaba in the growing 'physical AI' sector, which includes self-driving technology. Other tech giants, such as Nvidia and Google, are also developing similar models. Alibaba's open-source approach allows global developers to utilize RynnBrain, furthering its reach in the robotics market.

- Alibaba launched an artificial intelligence model named RynnBrain, aimed at enhancing robotics by enabling robots to understand their environment and identify objects.  
- This initiative aligns with a growing focus on "physical AI," vital for China as it competes in technology with the U.S., while industry leaders like Nvidia and Google also develop similar models.  
- RynnBrain is part of Alibaba's strategy to enter the robotics market and promote its AI developments through an open-source approach, allowing worldwide developers to utilize the technology freely.

CNBC

Alphabet

NVIDIA

GraniteShares 2x Long NVDA Daily ETF

Direxion Daily NVDA Bull 2X Shares

Krne Csi China Internet

T-Rex 2X Long NVIDIA Daily Target ETF

China's Alibaba launches AI model to power robots as tech giants talk up 'physical AI'

Alibaba Group has launched RynnBrain, an open-source AI model designed to enhance robotics and real-world task performance. Developed by Damo Academy, RynnBrain can map objects, predict trajectories, and navigate complex environments. This move positions Alibaba against AI giants like Google and Nvidia, claiming superior benchmark results. The model is available on platforms like Hugging Face and GitHub, reflecting China's strategy to lead in physical AI through open-source initiatives, contrasting with the proprietary approaches of US firms.

Businesstimes News

Alibaba pushes into robotics AI with open-source ‘RynnBrain’

Lately $Alibaba(BABA.US) feels more like an AI stock than pure e-commerce😂Heavy AI and cloud investment brings long-term hope but short-term profit pressure, so sentiment is split. I’m cautiously bullish, feels like early cloud story but slower.

SG#ALIBARC2602I(59212.HK)

The total short selling in the Hong Kong stock market for the day was HKD 33.97 billion, accounting for 17.9% of the turnover of shortable stocks

MSFT Eyes High-Temp Superconductors to Ease AI Power Bottlenecks; BABA's RynnBrain Aims to Give Machines a Brain | Daily News Recap

Hong Kong stocks closed | All three major indices rose, with the Hang Seng Tech Index up 0.90%, and Xiaomi Group rising over 4%

Hong Kong stock market intraday | Hang Seng TECH Index up 0.74%, hardware sector strengthens, Xiaomi surges 4.38%, Tencent down 1.09%

MSFT Eyes High-Temp Superconductors to Ease AI Power Bottlenecks; BABA's RynnBrain Aims to Give Machines a Brain | Daily News Recap

openclaw experience, recommend Qwen Max model