--- title: "Understanding the Market | Alibaba-W is currently down over 4%, and Taobao Flash Sale participates in Double Eleven for the first time, with the company investing heavily in instant retail business" description: "Alibaba-W is currently down over 4%, as of the time of writing, down 4.22%, priced at HKD 154.4, with a transaction volume of HKD 13.466 billion. In terms of news, the 2025 \"Double 11\" e-commerce prom" type: "news" locale: "en" url: "https://longbridge.com/en/news/261560064.md" published_at: "2025-10-17T06:42:03.000Z" --- # Understanding the Market | Alibaba-W is currently down over 4%, and Taobao Flash Sale participates in Double Eleven for the first time, with the company investing heavily in instant retail business > Alibaba-W is currently down over 4%, as of the time of writing, down 4.22%, priced at HKD 154.4, with a transaction volume of HKD 13.466 billion. In terms of news, the 2025 "Double 11" e-commerce promotion has entered a period of intensive launch, with instant retail becoming the focal point of competition for e-commerce's Double 11 for the first time. It is reported that the Taobao/Tmall platform will simultaneously launch a live broadcast red envelope with a deposit of 3 billion yuan on October 9, allowing users to receive up to 2,000 yuan daily. Taobao Flash Sale will participate in Double 11 for the first time, with 88VIP members able to receive a 50% discount takeout red envelope daily during the event. Zheshang Securities released a research report predicting that the revenue of Alibaba's China e-commerce business for FY26Q2 will be 126.9 billion yuan, a year-on-year increase of 11.6%; the EBITA Margin will be 6.8%, a significant decline compared to the previous quarter, due to substantial investments in instant retail in the third quarter. The company enhances its fulfillment system while bringing high-frequency order density through food delivery, focusing on the active users and transaction frequency it generates, which in turn synergizes with traditional e-commerce business and the future market space for instant goods retail e-commerce. In addition, Ele.me and AutoNavi's dual-line strategy for in-store business also brings new imaginative space for the company's e-commerce business According to Zhitong Finance APP, Alibaba-W (09988) is currently down over 4%, with a drop of 4.22% as of the time of writing, priced at HKD 154.4, with a transaction volume of HKD 13.466 billion. In terms of news, the 2025 "Double 11" e-commerce promotion has entered an intensive launch period, with instant retail becoming the focal point of competition for e-commerce during Double 11 for the first time. It is reported that the Taobao/Tmall platform launched a live broadcast red envelope with a deposit of 3 billion yuan on October 9, allowing users to receive up to 2,000 yuan daily. Taobao Flash Sale is participating in Double 11 for the first time, with 88VIP members able to receive a 50% off takeaway red envelope daily during the event. Zhejiang Merchants Securities released a research report predicting that Alibaba's Chinese e-commerce business revenue for FY26Q2 will be 126.9 billion yuan, a year-on-year increase of 11.6%; the EBITA Margin will be 6.8%, a significant decrease compared to the previous quarter, attributed to substantial investments in instant retail in the third quarter. The company enhances its fulfillment system while bringing high-frequency order density through food delivery, focusing on the active users and transaction frequency it generates, which in turn synergizes with traditional e-commerce business and the future market space for instant goods retail e-commerce. Additionally, Ele.me and AutoNavi's dual-line strategy for in-store business also brings new imaginative space for the company's e-commerce business ### Related Stocks - [BABA.US - Alibaba](https://longbridge.com/en/quote/BABA.US.md) - [09988.HK - BABA-W](https://longbridge.com/en/quote/09988.HK.md) - [KBAB.US - KraneShares 2x Long BABA Daily ETF](https://longbridge.com/en/quote/KBAB.US.md) - [BABO.US - YieldMax BABA Option Income Strategy ETF](https://longbridge.com/en/quote/BABO.US.md) - [BABX.US - BABA 2x Long Daily ETF - GraniteShares](https://longbridge.com/en/quote/BABX.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | Alibaba unveils new Qwen3.5 model for 'agentic AI era' | Alibaba has launched its new AI model, Qwen 3.5, which is designed for independent task execution and boasts significant | [Link](https://longbridge.com/en/news/276045126.md) | | AI Analyst Downgrades Alibaba Stock (BABA) Ahead of Q3 Earnings | TipRanks' AI Analyst has downgraded Alibaba (BABA) stock to Neutral from Buy ahead of its Q3 FY26 earnings report on Feb | [Link](https://longbridge.com/en/news/276010798.md) | | U.S. Removes List Linking Alibaba, Baidu to China Military | The Pentagon added several Chinese companies, including Alibaba and Baidu, to its Section 1260H list, linking them to Ch | [Link](https://longbridge.com/en/news/275920712.md) | | India partners with Alibaba.com for export push despite past China tech bans | India's government has partnered with Alibaba.com to support startups and small businesses in reaching overseas buyers, | [Link](https://longbridge.com/en/news/275932312.md) | | U.S. withdraws Chinese military backed companies list-Federal Register | WASHINGTON, Feb 13 (Reuters) - The Trump administration on Friday withdrew an updated version of its list of Chinese mil | [Link](https://longbridge.com/en/news/275920026.md) | --- > **Disclaimer**: This article is for reference only and does not constitute any investment advice.