UBALIBA@EP2604A(20280.HK)

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UBALIBA@EP2604A
20280.HK
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The CEO of Alibaba Entrepreneurs Fund stated that there is no obvious bubble in AI, and the market investment logic is shifting towards balancing AI governance and responsible applications

Zhou Luomeiqi, CEO of the Alibaba Entrepreneurs Fund, stated that there is currently no obvious bubble in the AI market, and the investment logic has shifted to balance AI governance and responsible applications. Unlike the internet bubble of 2000, the current valuations of AI companies are more aligned with their performance. She analyzed that the opportunities in the AI sectors of China and the United States have different focuses, and the fund is primarily investing in AI companies that empower computing power, integrate software and hardware, and target overseas markets. She holds an optimistic view of the Hong Kong IPO market, believing that increased liquidity will drive market activity

Stheadline·
US
KBAB
-5.98%
HK
09988
-0.93%
US
BABA
-2.81%
Stheadline·
US
KBAB
-5.98%
HK
09988
-0.93%
US
BABA
-2.81%

Allianz Asset Management GmbH Sells 79,448 Shares of Alibaba Group Holding Limited $BABA

Allianz Asset Management GmbH reduced its stake in Alibaba Group Holding Limited (NYSE:BABA) by 14.1%, selling 79,448 shares in Q3, leaving it with 482,068 shares valued at $86.16 million. Other hedge funds have also adjusted their positions in Alibaba. The stock opened at $163.57, with a market cap of $390.51 billion and a P/E ratio of 22.59. Analysts have mixed sentiments, with 18 rating it a Buy, while some express caution over promotional spending impacting margins.

Market Beat·
US
BABA
-2.81%
US
BABX
-5.85%
US
KBAB
-5.98%
Market Beat·
US
BABA
-2.81%
US
BABX
-5.85%
US
KBAB
-5.98%

Hong Kong Stock Market Closing | Hang Seng Index Slightly Up, Technology Index Declines Significantly, Guofu Hydrogen Energy Leads in Gains, Hotspots Concentrated in New Energy

Today, the Hong Kong stock market closed with a mixed performance. The Hang Seng Index rose slightly, while the Technology Index saw a significant decline. Sectors such as internet and retail faced pressure, with funds favoring new energy, hydrogen energy, and AI tracks. Trading activity was concentrated in emerging sectors. Core leaders Tencent Holdings and Alibaba experienced clear declines, and overall market sentiment remained cautious, with hotspots revolving around the rotation of individual stocks in emerging industries. Macro funds focused on manufacturing and trade balance impacts

Market Heartbeat·
HK
00700
-3.96%
HK
09888
-2.97%
HK
09988
-0.93%
Market Heartbeat·
HK
00700
-3.96%
HK
09888
-2.97%
HK
09988
-0.93%

Hong Kong Stock Market Update | The Hang Seng Index turned positive at noon, Hengke's decline narrowed, Drinda led the strong sector, and Guofu Hydrogen Energy rose by 20.27%

Hong Kong stocks fluctuated during the session, with the Hang Seng Index and the National Enterprises Index turning from decline to rise at midday, while the Hang Seng TECH Index faced pressure. Popular leading stocks in hydrogen energy, energy, and high-growth sectors were all active, with Zhongfu Hydrogen Energy, SPT ENERGY, and Drinda leading the gains, strongly attracting funds in the market. The market is focused on the momentum of macroeconomic recovery, with a clear structural differentiation in institutional trading

Market Heartbeat·
HK
00700
-3.96%
HK
09988
-0.93%
Market Heartbeat·
HK
00700
-3.96%
HK
09988
-0.93%

Hong Kong Stock Midday Review | Hang Seng Index down 0.41%, technology sector leads the decline, JunDa Holdings rises 8.27% against the trend

As of noon, all three major indices of the Hong Kong stock market are down, with the Hang Seng Index falling by 0.41%, the Hang Seng Tech Index declining by 2.2%, and the National Enterprises Index weakening. Sectors such as internet content and information, retailers, and hardware storage are under collective pressure, with leading funds active but generally declining. Tencent Holdings fell by 3.36%, Xiaomi Group -W dropped by 2.60%, Alibaba -W decreased by 0.93%, and Meitu Inc. plummeted by 12.10%. Overall market sentiment is cautious, with technology and consumption under pressure, leading to a divergence in fund preferences. JunDa Co., Ltd. had high trading volume and rose by 8.27%, becoming a highlight of the market

Market Heartbeat·
HK
00700
-3.96%
HK
09988
-0.93%
Market Heartbeat·
HK
00700
-3.96%
HK
09988
-0.93%
Posts
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$Alibaba(BABA.US) Sending red envelopes can help get things started, but relying solely on red envelopes to attract customers will only lead to a continuous flow of money. A company still needs to rel...

$Alibaba(BABA.US) $BitMine Immersion Tech(BMNR.US) Why does it keep falling...?

Big Tech is clearly rotating, not collapsing. Apple and Microsoft are consolidating after strong earnings but AI capex pressure is keeping valuations in check. ASML remains the real backbone of the AI...

Looking back, the clearance sale at that time was really lucky. In the long run, Alibaba has cloud and AI, which allows it to compete with Amazon.

The key issue isn’t whether taxes go up overnight, but how services gradually move from “growth” to “mature” tax brackets.

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