DSALIBA@EP2609A

Alibaba and China Telecom launch a data center in Southern China powered by self-developed 'Zhenwu' chips

Embodied intelligence company "Zibianliang Robot", previously invested in by Alibaba, completes a nearly 2 billion RMB Series B financing

Tmall Supermarket launches AI agent "Super Meow 1.0"

Meituan, Alibaba, and JD.com Dominate Consolidation in China's Quick Commerce Market, Report Says

Alibaba Applies for 'Qianwen Smile' Trademarks

Alibaba Applies for New "Qianwen Little Dimple" Trademark, Involving AI and Robotics Fields

Alibaba's Wuxi AI Empowerment Center Project is Signed and Launched

Alibaba releases world model HappyOyster to compete with Google's Genie3

Alibaba introduces Trade Assurance in Indonesia to tackle cross-border trust gap

Alibaba Releases Qwen3.6-Max Preview Version

Alibaba Cloud Announces Price Increases for Some DDoS Protection Products

Multiple Investment Banks Bullish on Alibaba's AI Strategy, Citi Raises Target Price to $205

Alibaba Undergoes Two Major Organizational Restructures in a Month to Focus on AI Strategy

Chongqing Ant Consumer Finance Co., Ltd. Released 2025 Annual Report, Net Profit Grew Year-over-Year

Alibaba Cloud's Bailian multimodal interaction development kit to adjust default API rate limiting

Alibaba Releases Qwen3.6-Max-Preview Large Model Preview Version

Alibaba Tōngyì Lab Launches Voice Recognition Model Fun-ASR1.5

Alibaba to Showcase AI Digital Humans and Video Model Breakthrough

Alibaba's AI video generation model HappyHorse will open for testing on April 27

Alibaba releases new end-to-end speech recognition model

FINELAND LIVING

GPIXEL

WK GROUP

MAX SIGHT GROUP

I.CENTURY HLDG

HAO BAI INTL

TEAMWAY INTL GP

GEMILANG INTL

DAISHOMICROLINE

688688

00241

09988

In Hangzhou, China, Alipay has introduced a new payment service utilizing AI Pay technology, allowing OpenClaw-type AI agents known as "lobsters" to conduct purchases and payments upon receiving user commands. These autonomous AI tools operate on behalf of users without the need for coding or intricate configurations. The service is equipped with multi-layer security measures for each transaction, enhancing the efficiency and capability of AI agents with Alipay.

Unusual Whales

ANT GROUP

ALI HEALTH

BABA-W

Alibaba

BABA-WR

Alibaba HK SDR 5to1

Alipay AI Pay Launches New Service Enabling OpenClaw-type AI Agents to Make Payments

BABA

KBAB

EBIZ

BABX

At yesterday's 15th-anniversary merchant conference, the AI supermarket agent 'ChaoMiao 1.0' was officially unveiled. ChaoMiao 1.0 includes sub-agents covering 16 business domains, spanning the entire chain from product planning to supply chain management. (Sina Technology)

Wallstreetcn

KraneShares 2x Long BABA Daily ETF

Global X E-commerce ETF

BABA 2x Long Daily ETF - GraniteShares

Tmall Supermarket Launches AI Supermarket Agent 'ChaoMiao 1.0'

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00700

02800

03033

The short selling amount in the Hong Kong stock market reached HKD 13.2 billion in the first half of the day, accounting for 17.3% of the total shortable stock turnover of HKD 76.34 billion. The previous day was 19.7%. Major shorted stocks include TRACKER FUND with a short selling ratio of 31.9% and a short selling amount of HKD 1.23 billion; CSOP HS TECH with a short selling ratio of 48.9% and a short selling amount of HKD 920 million; TENCENT with a short selling ratio of 17% and a short selling amount of HKD 610 million; Alibaba-W with a short selling ratio of 20.7% and a short selling amount of HKD 610 million; BYD COMPANY with a short selling ratio of 56.1% and a short selling amount of HKD 450 million

AASTOCKS

BYD COMPANY

TENCENT

TRACKER FUND

CSOP HS TECH

Tencent

TENCENT-R

Tencent HK SDR 10to1

Tencent Holdings Limited

BYD HK SDR 10to1

BYD Company

BYD Company Limited

BYD COMPANY-R

The short selling in Hong Kong stocks for half a day reached HKD 13.2 billion, accounting for 17.3% of the turnover of shortable shares

300476

YINN

The Hong Kong stock market rose slightly in the morning session, with the Hang Seng Index closing at 26,394 points, up 33 points or 0.1%. VGT debuted on its first day of listing with a stock price of HKD 315, 50.1% higher than the listing price. The total turnover of the market for the half day was HKD 108.789 billion. Technology stocks were generally weak, with Tencent and Alibaba falling by 1% and 1.2%, respectively. Battery stock CATL rose by 5.6%, while pharmaceutical stocks Kingsoft and Junshi Biosciences each rose by over 4%

Direxion FTSE China Bull 3X

"Hong Kong Stocks" Hang Seng Index rises 33 points in half a day, VGT's first listing is 50% higher than the listing price

00883

Li Qiang emphasized energy technology innovation and green low-carbon transformation. The Ministry of Commerce responded to the EU's revision of the Cybersecurity Law, stating that China will take countermeasures against discriminatory measures. Iran negotiations remain uncertain as Trump considers Pakistan's suggestion. A major earthquake in Japan has escalated to magnitude 7.7, with calls for residents near nuclear power plants to evacuate. Huawei launched its HarmonyOS AI glasses; rising costs may lead to price hikes. Alibaba HappyHorse is set to begin testing on April 27. US stock futures pulled back while oil prices surged nearly 8% and gold softened slightly. The Nikkei 225, Shanghai Composite, and Hang Seng Index all rose

CNOOC

VG Energy

SPDR Gold Minishares

Tortoise N Americ Pipe

Abrdn Gold ETF Trust

EFUND GOLD MI ETF

GLOBAL X MLP & Energy Infra

Global X MLP

iShares Gold Trust

Alerian MLP

SPDR Energy Select

iShares US Oil & Gas Expl & Prod

First Trust North American Energy Infra Fd

ISHRS S&P Glb Engy

SPDR O&G Ex & Prd

Guotai CSI Oil & Gas Industry ETF

SPDR Gold Shares

EFUND GOLD MI-R

Us Natural Gas

Huaan Yifu Gold ETF

iShares MSCI Global Gold Miners

Pro Ultr GLD

Pro Ultrshrt Yen

Huawei

Hang Seng Index

Global News You Need to Know Before Monday's US Stock Market Open

IBUY

ONLN

KWEB

Zhejiang Tao Mou Network Co., Ltd. and Zhejiang Tian Mou Network Co., Ltd., operators of an e-commerce platform, sued for unauthorized data access. The court ruled that the defendants must pay 5 million RMB in compensation. Both companies hold product data legally under agreements with platform operators, which explicitly prohibit unauthorized data acquisition

Amplify Online Retail ETF

ProShares Online Retail

Krne Csi China Internet

Court Orders 5 Million RMB Compensation for Scraping Data from Major E-commerce Platforms by Bypassing Risk Control Mechanisms

BABO

Ant Consumer Finance Co., Ltd. released its 2025 annual report on April 20. The report shows that as of the end of 2025, total assets amounted to 312.29 billion yuan and total liabilities reached 283.783 billion yuan, with scale remaining largely flat compared to last year. Full-year operating revenue was 21.56 billion yuan, and net profit was 3.111 billion yuan, both achieving year-over-year growth

YieldMax BABA Option Income Strategy ETF

Ant Consumer Finance Announces 2025 Annual Report, Net Profit Exceeds 3.1 Billion Yuan

The total short selling amount in the Hong Kong stock market reached HKD 40.03 billion, accounting for 19.7% of the turnover of shortable stocks. This is a decrease from the previous day's 24.4%. The five stocks with the highest short selling amounts are: TRACKER FUND short selling ratio 30.2%, short selling amount HKD 5.43 billion; Southern Hang Seng Technology short selling ratio 43.8%, short selling amount HKD 3.75 billion; Hang Seng China Enterprises short selling ratio 37.7%, short selling amount HKD 2.66 billion; Tencent Holdings short selling ratio 16.1%, short selling amount HKD 1.96 billion; Alibaba-W short selling ratio 15.7%, short selling amount HKD 1.53 billion

HSCEI ETF

The total short selling in the Hong Kong stock market for the day was HKD 40.03 billion, accounting for 19.7% of the turnover of shortable stocks

Alibaba Cloud announced that starting from May 20, it will adjust the prices of domestic SMS service products due to a significant increase in the comprehensive cost of SMS services. The new prices apply to pay-as-you-go domestic SMS and general domestic SMS package plans, and purchased package plans will not be affected. In addition, Alibaba Cloud will also adjust the prices of DDoS protection-related products starting from July 15

Alibaba Cloud will adjust its domestic SMS service products starting from May 20

Taobao Flash Sale responded to the administrative penalty from the State Administration for Market Regulation, stating that it will conduct a comprehensive inspection and address food safety issues, and continue to carry out compliance construction and rectification work. This penalty involves seven e-commerce platforms, with Taobao Flash Sale being fined over 558 million yuan and suspended from adding new non-prepackaged cake stores for six months

MEITUAN

JD-SW

JD.com

MEITUAN-WR

Meituan

Meituan HK SDR 5to1

JD-SWR

Taobao Flash Sale: Comprehensive inspection and resolute governance as required to safeguard food safety

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$Alibaba(BABA.US) has signed agreement with Shanghai Pudong Bank to use its AI stack from T-Head&#39;s PPU AI chips (thousands of them) to cluster to AI platform to Qwen &amp; other large models.Ali is maintaining its leading cloud position in China by offering the full stack AI solution (like Alphabet is doing).@Bridge Buzz SG

Alphabet

Alphabet - C

SPD Bank

Featured

$MEITUAN(03690.HK)🚨 China’s $527M Wake-Up Call: The End of Cheap Delivery?China just fined Meituan, Pinduoduo (PDD), and Alibaba $527 million for food safety failures and “ghost kitchens.” This is not just a penalty. It is a clear signal that regulators care more about accountability than rapid growth now.🔷 What has changed?❤️Compliance is now expensive.Platforms must use real-time video and conduct physical kitchen checks. That adds major costs. Meituan already posted a ¥23.4 billion loss in 2025 due to subsidy wars. New rules will squeeze margins further.❤️Platforms can no longer hide.Regulators also fined executives personally (~$2.8 million total). That breaks the old “we are just a middleman” defense. Now platforms are legally responsible for what their vendors do.❤️Meituan is still the best bet.Why? In a slowing economy, people order more delivery instead of dining out. Meituan controls approximately 65% of the market and runs a “Super App” for food, groceries, and medicine. That scale helps it absorb new compliance costs better than rivals.🔷 What Analysts Say· SPDB rates Meituan a Buy with a HK$120 target, citing less competition.· CICC agrees that competitive pressure has “marginally eased.”· Overall consensus (36 analysts): 27 Buy, 10 Hold, 3 Sell.· Average price target: HK$110.45, which is +37.6% upside from the current HK$86.50.🔷 Bottom LineThe “Wild West” of food delivery is over. Going forward, only large platforms with strong compliance systems will win. Analysts believe Meituan is the top pick in this new environment.Not financial advice. Always do your own DD! Remember stock market is always there. Do not FOMO.

CICC

Swing for the stars, $Alibaba(BABA.US)Source: TrendSpider

Chinese authorities imposed a total penalty of about $528 million on seven major food delivery platforms for food safety violations, including failure to filter unqualified merchants and ghost shops. $Alibaba(BABA.US)’s platforms were among those hit, alongside $PDD(PDD.US), $JD.com(JD.US), Meituan and Douyin. This is reportedly the largest such penalty since the 2015 food safety law. Platforms were ordered to rectify issues and suspend some merchants.@Bridge Buzz SG

JD HK SDR 10to1

Today’s Key News Recap

0417 | Dolphin Research Focus: 🐬 Stock 1, $XIAOMI-W(01810.HK) Xiaomi Communications issued the '26 Xiaomi K1' sci-tech innovation bond for intelligent manufacturing on the SSE, sized at RMB 1 bn with a 3-year tenor and a 1.6% coupon, with the book 4.82x covered. This issuance delivers on both policy tailwinds and market confidence. The 1.6% coupon is well below AAA corporates of the same tenor, underscoring strong institutional conviction in Xiaomi's hard-tech push and its AAA credit profile...

SentinelOne

Microsoft

Amazon

Netflix

Charles Schwab

SCHWAB(CHARLES)CORP 5.95% DEP SHS REP 1/40 NON CUM PERP PF D

SCHWAB(CHARLES)CORP 4.450% DEP SHS REP 1/40TH N-CUM PFD SERJ

XIAOMI-W

XIAOMI-WR

Xiaomi HK SDR 2to1

Xiaomi Corporation

Apple

BABA 'Happy Oyster' Unveils Virtual World; Meituan 'Shrimp 345' Expands AI Ecosystem | Daily News Recap

Hot topic

With the Lunar New Year falling later, post-holiday spending shifted, leaving Dec consumption soft (retail sales +0.9% YoY). By contrast, Jan–Feb held up better (retail sales +2.8% YoY).Entering Mar, the calendar-shift distortion largely faded, allowing a cleaner read on underlying demand. March prints indicate domestic retail consumption remained weak, with signs of marginal deterioration.The weakness is mostly structural. Online physical goods faced greater pressure, while online services were resilient. By category...

China Mar. Retail Sales: Consumption Cold Snap? How Bad?

Cheers. Let’s go green dragon 🐉.

Fattycat

BABA Return Rate

BABA Diamond Holder

$Alibaba(BABA.US) jumps 4.5% in Hong Kong stock market.China’s economy grew 5% in 1Q26 beating estimates and driven by industrial growth and strong exports.Retail sales and fixed investment continue showing weakness per trend charts, while industrial production holds steady around 5-6% levels, indicating mixed momentum with stronger GDP supported by secondary and tertiary sectors.@Bridge Buzz SG

Baba is a great company. Keep it as investment 👍. Cheers.

$BABA-W(09988.HK) This has not been a great few months for this stock . it has been going down. But I will keep holding it for the long term 😘. it will definitely go back up.

$Alibaba(BABA.US) established an observation position again

$Alibaba(BABA.US) saw a mild net outflow worth US$15.3m today as markets reopened weighed down by Trump’s threat to blockage the Strait of Hormuz in order to force Iran to remove its own blockade. Also, China’s cyber regulator prohibits platforms from granting of livestream tipping. But news also that Michael Burry added shares in $Alibaba(BABA.US) and $JD.com(JD.US).@Bridge Buzz SG

DSALIBA@EP2609A(28411.HK)

DSALIBA@EP2609A Stock Performance Chart

Alipay AI Pay Launches New Service Enabling OpenClaw-type AI Agents to Make Payments

Tmall Supermarket Launches AI Supermarket Agent 'ChaoMiao 1.0'

The short selling in Hong Kong stocks for half a day reached HKD 13.2 billion, accounting for 17.3% of the turnover of shortable shares

"Hong Kong Stocks" Hang Seng Index rises 33 points in half a day, VGT's first listing is 50% higher than the listing price

Global News You Need to Know Before Monday's US Stock Market Open