MSALIBA@EC2611A

Alibaba Obtains Patent for Bus Stop Data Processing Method

Fliggy and Xiaohongshu jointly release the "May Day" Travel Trend Report

Alibaba Cloud Launches KaryaWAN AI Challenge in Malaysia to Develop Local Talent

Alibaba Cloud and Alkhidmat Foundation Pakistan sign MoU to advance AI and Cloud skills development

Alibaba.com Launches AI Tools to Help Taiwanese SMEs Expand Foreign Trade

Alibaba's New AI System, Metis, Drastically Reduces Redundant Tool Calls

Alibaba-backed robotics startup Linkerbot seeks new funding round at a $6 billion valuation

Latest data shows China's weekly AI large model usage surpasses the US again after two weeks

Alibaba's Cloud Market Share was 4% in Q1 2026

Malaysia's DPS signs MOU with Alibaba affiliate for a potential US$1 billion AI data center

Alibaba Cloud to Participate in AWS Summit in Singapore

Alibaba Schedules Board of Directors Meeting for May 11

Alibaba VP Li Jiaping: China's AI Development Follows a Unique Path of 'Open Source and Openness'

Alibaba and Tencent Reportedly Co-invest in AI Company DeepSeek, Valuing it Over $20 Billion

Fliggy's hotel bookings on the first day of the 'May Day' holiday hit a record high

Alibaba Launches AI Video Generation Model 'Happy Horse 1.0' in Limited Beta

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

Oppenheimer Asset Management Inc. Increases Holdings in Alibaba, Followed by Several Other Institutions

Alibaba shifts to domestic Chinese AI chips in response to US restrictions

Institutional Investors Increase Holdings in Alibaba

SOMERLEY CAP

TIANLI HOLDINGS

CPM GROUP

FUTONG TECH

NICHE-TECH SEMI

SINO ICT

COSMOS MACH

UBOT HOLDING

SAMPLE TECH

PERENNIAL INT'L

BABA

09988

IBUY

EBIZ

KWEB

BABX

KBAB

Morgan Stanley highlights Alibaba (BABA) as a leading player in China's AI market, despite economic challenges. A survey shows 41% of CIOs prefer Alibaba's Qwen AI model, up from 32%. AI spending is expected to rise significantly, even as overall IT budgets slow. Investors are keenly awaiting Alibaba's Q4 earnings on May 13, with projected earnings of $0.90 per share and revenue of $36.19 billion. The stock holds a Strong Buy consensus rating, with a target price suggesting a 38% upside.

- Alibaba is emerging as a leader in China's AI market, according to a recent Morgan Stanley survey indicating its Qwen AI model has gained popularity among tech leaders.  
- Despite challenges in the IT sector, with overall budget growth slowing, the share of IT spending directed towards AI is expected to nearly double this year.  
- Investors are keenly awaiting Alibaba's Q4 FY26 earnings report on May 13, focusing on its cloud performance and potential revenue growth driven by AI, with earnings projected at $0.90 per share.

Tip Ranks

Alibaba

BABA-W

Amplify Online Retail ETF

Yinhua MSCI China A ETF

Global X Cloud Computing ETF

E Fund CSI HK Connect Internet ETF

Guotai MSCI China A ESG General ETF

Global X E-commerce ETF

Direxion FTSE China Bull 3X

ProShares Online Retail

Krne Csi China Internet

BABA 2x Long Daily ETF - GraniteShares

Hwabao CSI HK Equities Internet ETF

KraneShares 2x Long BABA Daily ETF

Morgan Stanley

DeepSeek

MORGAN STANLEY DEP SHS EA REP 1/1000 SHS NON CUM PFD O

MORGAN STANLEY DEP SHS REPSTG 1/1000TH PFD SER Q

MORGAN STANLEY DEP SHS REPS 1/1000 7.125% PFD E

MORGAN STANLEY NON-CUM DEP SH REP 1/1000 PFD SER I

MORGAN STANLEY 4.875 DEP SHS REP 1/1000 NCUM PFD SR L

MORGAN STANLEY 6.5%DEP SHS REPSTG 1/1000 NON CUM SER P

MORGAN STANLEY DEP SHS REPS 1/1000 PFD SER 'A'

MORGAN STANLEY DEP SHS REPR 1/1000TH INT PFD SER 'F' FX

MORGAN STANLEY DEP SHS REP 1/1000 NON-CUM PFD STK SER K

BABA-WR

Alibaba HK SDR 5to1

'Biggest Winner in China's AI Race,' Says Morgan Stanley About Alibaba (BABA) Ahead of Q4 Earnings

Alibaba Group Holding Ltd. ADR (BABA) rose 1.35% to $133.27 on a day when the overall stock market declined, with the NASDAQ down 0.19% and the Dow Jones down 1.13%. The ADR remains 30.83% below its 52-week high of $192.67. Compared to competitors, Bed Bath & Beyond fell 4.41%, while Rakuten and eBay saw gains of 1.23% and 5.05%, respectively. Trading volume was 8.3 million, below the 50-day average of 10.6 million.

- Alibaba Group Holding Ltd. ADR (BABA) rose 1.35% to $133.27 despite a negative trading session for the stock market, where NASDAQ fell 0.19% and Dow Jones declined 1.13%.  
- The stock remains 30.83% below its 52-week high of $192.67 reached on October 2nd.  
- In comparison, competitors showed mixed results, with Bed Bath & Beyond dropping 4.41%, while eBay increased by 5.05%.

MarketWatch Automated

NASDAQ Composite Index

Dow Jones Industrial Average

Bed Bath & Beyond, Inc.

Lotte Group

Rakuten Group, Inc.

eBay

News

BED BATH BEYOND INC C/WTS (TO PUR COM) 07/10/2026

Bed Bath & Beyond - CW26

News Corporation Shs B Chess Depository Interests repr 1 Sh

News Corporation Shs A Chess Depository Interests repr 1 Sh

Alibaba Group Holding Ltd. ADR Outperforms Market On Strong Trading Day

89988

BABO

Alibaba rose 3.71% in the after-hours market; Amazon rose 0.11% in the after-hours market, with a transaction volume of USD 19.73 million; eBay rose 12.78% in the after-hours market, with a transaction volume of USD 7.44 million; Pinduoduo rose 1.91% in the after-hours market, with a transaction volume of USD 4.04 million

- Alibaba's stock rose by 3.71% in after-hours trading following key news, including a price increase for its cloud domain products and strong demand for travel reflected by a report from Feizhu.  
- Amazon experienced a 0.11% increase as its AWS revenue grew by 28% year-on-year, bolstered by partnerships with AI firms, amid a bullish tech market.  
- eBay surged by 12.78% due to a potential acquisition by GameStop and strong quarterly earnings, while Pinduoduo's stock rose 1.91% after announcing improvements to its compliance systems and reporting impressive user growth.

Price Alert

YieldMax BABA Option Income Strategy ETF

U.S. stock night trading volatility: Alibaba rose 3.71% in night trading, driven by dual benefits of cloud service price increases and tourism demand boosting stock prices

BOTZ

- Chinese robotics startup Linkerbot aims for a $6 billion valuation in its next funding round, up from $3 billion after its recent financing.  
- Linkerbot leads the global market in high-degree-of-freedom robotic hands, holding over 80% market share, and plans to ramp up production to 10,000 units monthly.  
- Investor interest in China's humanoid robotics has increased significantly, particularly after Unitree's recent public attention and plans for an IPO.

Reuters

Global X Robotics & Artificial

BANK OF CHINA

Bank Of China

FOSUN INTL

Tesla

BOC HONG KONG

Bank of China

EXCLUSIVE-China robot-hand-building unicorn Linkerbot targets $6 billion valuation

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Chinese electric vehicle (EV) manufacturers are intensifying their focus on in-car AI features amid a prolonged price war in the auto market. Over 50 brands are utilizing ByteDance's Doubao AI, which is now integrated into 145 car models. Despite rapid tech rollouts, the competition is leading to commoditization of features, making differentiation challenging. Experts suggest that companies may need to compete on lifestyle experiences rather than just technology. Alibaba's Qwen AI is also set to enhance vehicle functionalities, allowing voice-activated services like food ordering and hotel bookings.

- Electric carmakers in China are integrating AI features to navigate a sustained price war in the auto market.  
- More than 50 brands now utilize ByteDance's Doubao AI, which is featured in over 7 million vehicles, highlighting a shift towards advanced in-car technology.  
- Despite the rapid adoption of AI advancements, automakers face challenges in distinguishing themselves as many technologies quickly converge, leading to a race for competitive advantages beyond vehicle features.

CNBC

BYD Company

BYD COMPANY

BYD Company Limited

BOSCH

Pony AI

Volkswagen

Volkswagen AG Pref

SAIC Motor

Mercedes-Benz Group AG

Huawei

NIO Inc

NIO-SW

NIO Inc. USD OV

Toyota Motor

Toyota Motor Corp.

Nissan Motor Co., Ltd.

Nissan Motor

Stellantis NV

LEAPMOTOR

NVIDIA

BYD HK SDR 10to1

BYD COMPANY-R

PONY-W

Volkswagen AG

Toyota

NVIDIA Corporation

China’s EV price war turns into AI arms race beyond cheaper cars

Alibaba Group Holding Ltd. ADR (BABA) rose 1.11% to $131.88 on Thursday, ending a three-day losing streak, while the NASDAQ Composite Index increased by 0.89% and the Dow Jones Industrial Average by 1.62%. Despite this gain, Alibaba's ADR remains 31.55% below its 52-week high of $192.67. Compared to competitors, Bed Bath & Beyond rose 1.66%, Rakuten Group increased by 2.29%, while eBay fell by 0.30%.

- Alibaba Group Holding Ltd. ADR (BABA) rose 1.11% to $131.88 on April 30, 2026, during a positive trading day for the stock market.  
- The stock's increase ended a three-day losing streak but remained 31.55% below its 52-week high of $192.67 reached on October 2nd.  
- In comparison to competitors, Bed Bath & Beyond Inc. (BBBY) and Rakuten Group Inc. ADR (RKUNY) posted gains, while eBay Inc. (EBAY) experienced a decline.

Factset Research

Alibaba Group Holding Ltd. ADR Underperforms Thursday When Compared To Competitors Despite Daily Gains

As Alibaba Rolls Out the Happy Horse AI Model, Should You Buy, Sell, or Hold BABA Stock?

Barchart Option

As Alibaba Rolls Out the Happy Horse AI Model, Should You Buy, Sell, or Hold BABA Stock?

NVDA

NVDL

Demand for Huawei's Ascend 950 AI chips has surged following the launch of DeepSeek's V4 model, with major Chinese firms like ByteDance, Tencent, and Alibaba seeking new orders. The Ascend 950PR chip outperforms Nvidia's H20 but lags behind the H200, which faces shipment delays due to US-China tensions. DeepSeek's V4 model boosts the domestic AI ecosystem, with Huawei's infrastructure fully supporting it. Despite plans to ship 750,000 units this year, supply constraints are expected to persist due to US restrictions on chipmaking equipment.

- Demand for Huawei's Ascend 950 artificial intelligence chips has surged following the release of DeepSeek's V4 model, with major Chinese companies seeking orders.  
- The Ascend 950PR chip reportedly outperforms Nvidia's H20, offering an opportunity for Huawei to increase its market presence amid ongoing US-China trade tensions.  
- Despite plans to ship 750,000 units this year, Huawei faces supply constraints impacting output due to restrictions on advanced chipmaking equipment.

Invezz

GraniteShares 2x Long NVDA Daily ETF

TENCENT

Tencent

TENCENT-R

Tencent HK SDR 10to1

Tencent Holdings Limited

Huawei Ascend 950 chip demand surges after DeepSeek V4 launch

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00700

TCTZF

80700

TCEHY

HBBD

603605

HTCD

Focus Media (Trans): Below is Dolphin Research's transcript of Focus Media's FY2025 and Q1 FY2026 earnings call. For our earnings analysis, see 'Focus Media: Early Thaw, Then Chill; High Dividends as a Buffer'.Results highlights — Shareholder returns: Cumulative dividends over the past three years topped RMB 14.4bn. For 2025, planned dividends total RMB 4.9bn, with payout frequency raised to three times per year and an implied dividend yield above 5.5%. Management intends to keep the payout ratio and cadence stable...

Focus Media (Trans): AI-era info overload highlights the certainty premium of offline space

Alibaba Group Will Announce March Quarter 2026 and Full Fiscal Year 2026 Results on May 13, 2026 | BABA Stock News

StockTitan

Alibaba Group Will Announce March Quarter 2026 and Full Fiscal Year 2026 Results on May 13, 2026 | BABA Stock News

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Trade Showcase

In a recent CIO survey, Morgan Stanley named $Alibaba(BABA.US) the biggest winner in China’s AI race. Its Qwen models led the pack, with enterprise CIO selection rising to 41%. The note contributed to positive Asia AI sector sentiment alongside names like TSMC and reinforced the cloud/AI growth narrative.@Bridge Buzz SG

Taiwan Semiconductor

$BABA-W(09988.HK)today is a good day for baba-w. Up Almost 5% when market close, a very nice start on Monday Today 😁 Hope it continues.

9988.hk. Leader in every industry it is in ( cloud, AI, and e-commerce plus VC in start ups... proxy of future economy). Undervalued.

You have to pick 1 stock to hold for the next 10 years.No selling. No checking in. No changing your mind. What are you buying and why?

I am waiting at HKD118. Don’t need to rush in and DCA now. Everyone has different risk appetite. I am not sure about yours 😁. Up to individual 😃.

Fattycat

BABA Return Rate

BABA Diamond Holder

$BABA-W(09988.HK)should I DCA while waiting to move up

NewUser_viBZF

$Alibaba(BABA.US) initiated with an Outperform at BNP Paribas.BNP Paribas initiated coverage of Alibaba with an Outperform rating, which offers 58% upside.The company&#39;s cloud revenue growth will accelerate on better AI capex monetization, the analyst tells investors in a research note.@Bridge Buzz SG

BNP Paribas

$BABA-W(09988.HK)As a Alibaba diamond holder, I constantly remind myself that Alibaba’s core strengths are e-commerce, logistics, and AI. They are built for the long haul and I am investing in those fundamentals and not today’s headlines.Trust my green dragon and ride its green wave.🌊 Let’s go BABA😉.

The current watchlist is: BABA.US CLSK.US COIN.US HOOD.US RKLB.US TSM.US 0700.HK TSLA.US RXRX.US LMND.US ONDS.US CRCL.US 2228.HK Mark here PLTR.USNFLX.US

MSALIBA@EC2611A(28695.HK)

'Biggest Winner in China's AI Race,' Says Morgan Stanley About Alibaba (BABA) Ahead of Q4 Earnings

Alibaba Group Holding Ltd. ADR Outperforms Market On Strong Trading Day

U.S. stock night trading volatility: Alibaba rose 3.71% in night trading, driven by dual benefits of cloud service price increases and tourism demand boosting stock prices

EXCLUSIVE-China robot-hand-building unicorn Linkerbot targets $6 billion valuation

China’s EV price war turns into AI arms race beyond cheaper cars