UBALIBA@EC2611D

SPDB Reiterates 'Buy' Rating on Alibaba (9988.HK)

Alibaba Releases Qwen3.7 Max/Plus Previews, Ranked No.1 in China on Arena

Omdia Report: Alibaba Cloud's Share in China's AI Cloud Market Rises to 38.1%, Staying No.1 in 2025

Alibaba Cloud Officially Launches QoderWork Design Desk

Alibaba Releases 2026 Fiscal Year Financial Report: Revenue Surpasses Trillion But Net Profit Plummets

Alibaba launches AI Native design workbench QoderWork

Alibaba Cloud Summit Preview: Qianwen to Welcome a "Heavyweight New Friend" on May 20

Guotai Junan Gives Alibaba a "Buy" Rating

US reportedly approves sale of Nvidia H200 AI chips to ten Chinese companies including Alibaba

Taobao Flash Sale Launches 'Orange Plan' 2.0, Alibaba Instant Retail Revenue Surges 57%

Taobao Flash Sale Announces Increased Investment to Upgrade Rider Career Protection System

CICC Maintains "Outperform" Rating on Alibaba and Raises Profit Forecast

Hundsun Electronics and Alibaba Cloud Reach Comprehensive AI Full-Stack Cooperation to Accelerate Industry Intelligence Implementation

China Galaxy International Securities issues a report, maintaining 'Add' rating for Alibaba

Alibaba to Host White & Private Label Expo 2026 in New York

Tmall enters home decoration market with AI platform 'Tmall Design Home'

Alibaba's Qianwen AI integrates with Taobao, launching AI shopping features

Alibaba Experiences Its First Quarterly Operating Loss in Five Years

Alibaba Consolidates Its Pharmaceutical Businesses Under the Unified Management of AliHealth

JPMorgan raises Alibaba's price target to HK$200, maintaining 'Overweight' rating.

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BRAINAURORA-B

SOFTMEDX

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ZHONGKE GROUP

VISION SYNERGY

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GHPC

BABA

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XT100

Alibaba rose 3.00% in the night session; Amazon fell 0.36% in the night session, with a transaction volume of USD 1.58 million; Pinduoduo rose 0.77% in the night session, with a transaction volume of USD 414,700; JD.com rose 1.77% in the night session, with a transaction volume of USD 201,400

- Alibaba's stock rose 3.00% in after-hours trading following significant announcements on May 18, including the launch of its Orange Plan 2.0 and a 38% year-over-year increase in cloud revenue.  
- Despite Third Point LLC liquidating its shares, market confidence in Alibaba's long-term growth remained strong, positively influencing its stock price.  
- In contrast, Amazon's stock fell 0.36% due to a lawsuit concerning illegal tariffs and Berkshire Hathaway's divestment, which indicated reduced investor confidence.

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U.S. stock night market volatility: Alibaba rises 3% in after-hours trading: Chengyi plans and strong growth in cloud business boost market confidence

On May 15, Eastern Time, Alibaba options saw a total of 286559 contracts traded, with calls accounting for 77% and puts making up 22%.

- On May 15, Alibaba's total options trading reached 286,559 contracts, with call options at 77% and put options at 22%.  
- Key news includes a 99.7% annual drop in adjusted net profit for Alibaba, despite management's optimistic AI revenue projections, and the company Third Point's divestment worsening market sentiment.  
- CCB International raised Alibaba's target price to $220.10 while maintaining a "buy" rating, but overall downtrend persists amid inflation pressures and capital outflows globally.

Options Flow

Trending | BABA Plummets 6% last Friday, Some Put options Soar 900%

Alibaba Group Holding Ltd. has filed a Form 13F with the U.S. SEC, reflecting its investment discretion over more than US$100 million in U.S. equity securities. The filing highlights its weighted voting rights structure and governance risks. Alibaba's ordinary shares offer one vote per share, and its ADSs are listed on the NYSE. The latest analyst rating for Alibaba stock is a Buy with a price target of HK$204.00.

- Alibaba Group Holding Ltd. has filed a Form 13F with the U.S. Securities and Exchange Commission, reporting its investment in over US$100 million of eligible U.S. equity securities as of March 31, 2026.  
- The company indicated that its governance structure includes weighted voting rights, posing specific risks for investors, while maintaining that its ordinary shares offer one vote each.  
- Analysts currently rate Alibaba stock as a Buy with a price target of HK$204.00, reflecting the company's presence in both the Hong Kong and U.S. markets.

Tip Ranks

Alibaba HK SDR 5to1

Alibaba Files Form 13F as Investment Manager, Highlights WVR Structure

CGS International analyst Lei Yang maintained a Buy rating on Alibaba Group Holding Ltd. (9988) with a price target of HK$204.00, while shares closed at HK$132.30. The average analyst consensus suggests a Strong Buy with a target of HK$185.53, indicating a 40.23% upside. DBS also reiterated a Buy rating with a target of HK$202.00.

- Lei Yang CFA from CGS International has maintained a Buy rating on Alibaba Group Holding Ltd., with a price target of HK$204.00, while the shares closed at HK$132.30.  
- The overall analyst consensus rating for Alibaba is a Strong Buy, with an average price target of HK$185.53, suggesting a potential upside of 40.23%.  
- Additionally, DBS also reaffirmed a Buy rating for Alibaba with a price target of HK$202.00 in a report released on May 14.

Alibaba Group Holding Ltd. (9988) Gets a Buy from CGS International

Alibaba Group Holding Ltd. ADR (BABA) fell 6.04% to $132.59 on Friday, marking its second consecutive day of losses. The stock is now 31.18% below its 52-week high of $192.67. In comparison, competitors like Bed Bath & Beyond and Rakuten Group saw smaller declines, while eBay's stock rose by 2.55%. Overall, the NASDAQ Composite Index dropped 1.54%. Trading volume for Alibaba reached 17.9 million, surpassing its 50-day average of 11.6 million.

- Alibaba Group's ADR fell 6.04% to $132.59 on a challenging trading day, with the NASDAQ Composite and Dow Jones also experiencing declines.  
- This marks the second consecutive day of losses for Alibaba, leaving it 31.18% below its 52-week high of $192.67 reached on October 2nd.  
- Trading volume was notably high at 17.9 million, exceeding the 50-day average of 11.6 million shares.

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Bed Bath & Beyond - CW26

Alibaba Group Holding Ltd. ADR Underperforms Friday When Compared To Competitors

Alibaba’s AI Growth Fails to Mask Plunging Profits: How to Play BABA Stock After Q4 Earnings

Barchart Option

Alibaba’s AI Growth Fails to Mask Plunging Profits: How to Play BABA Stock After Q4 Earnings

Alibaba fell 4.46% in after-hours trading; Amazon fell 1.10% in after-hours trading, with a transaction volume of USD 28.92 million; Pinduoduo fell 1.21% in after-hours trading, with a transaction volume of USD 7.38 million; JD.com fell 0.94% in after-hours trading, with a transaction volume of USD 2.49 million

- Alibaba's stock fell by 4.46% after reporting a 99% drop in adjusted net profit for Q4, significantly below market expectations.  
- Amazon's shares dropped by 1.10% due to concerns over layoffs affecting operational efficiency, despite a successful bond issuance for $3.6 billion.  
- JD.com saw a decline of 0.94%, though its non-GAAP earnings exceeded expectations, leading to discussions on its improved profitability and an increased target price from Benchmark.

U.S. stock night trading volatility: Alibaba fell 4.46% in after-hours trading, with net profit plummeting 99% in its financial report, triggering a complex market reaction

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EBIZ

In a report released yesterday, from CSC Financial maintained a Buy rating on Alibaba Group Holding Ltd., with a price target of HK$208.71.Claim 55% Off TipRanksUnlock hedge fund-level data and powerful investing tools for smarter, sharper decisions Discover top-performing stock ideas and upgrade to a portfolio of market leaders with Smart Investor Picks In a report released yesterday, DBS also maintained a Buy rating on the stock with a HK$202.00 price target.

- CSC Financial has maintained a Buy rating on Alibaba Group Holding Ltd., setting a price target of HK$208.71.  
- Similarly, DBS has also issued a Buy rating with a price target of HK$202.00.  
- Both ratings indicate a positive outlook for the company's stock performance.

Krne Csi China Internet

Global X E-commerce ETF

CSC Financial Remains a Buy on Alibaba Group Holding Ltd. (9988)

HSBC has raised its price target for Alibaba Group (NYSE:BABA) from $172.00 to $180.00, indicating a potential upside of 27.59%. Other analysts have also increased their targets, with Arete Research upgrading to a "buy" rating and a $190.00 target, while JPMorgan and Mizuho set targets of $205.00 and $195.00, respectively. Despite a recent drop in stock price to $141.08, the consensus rating remains a "Moderate Buy" with a target of $189.00. Analysts highlight Alibaba's strong growth in AI and cloud revenue as key factors for optimism.

- HSBC raised Alibaba Group's price target from $172.00 to $180.00, indicating a potential upside of 27.59%.  
- Analysts have varied views on Alibaba, with Arete Research upgrading to "buy" and Zacks cutting to "strong sell," leading to a consensus rating of "Moderate Buy" and a price target of $189.00.  
- Alibaba's stock experienced a decline to $141.08 during trading, despite having positive sentiment regarding its AI revenue, but missed earnings expectations.

Market Beat

HSBC Issues Positive Forecast for Alibaba Group (NYSE:BABA) Stock Price

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$Alibaba(BABA.US) indicated it plans to exceed its previous RMB 380 billion (~$53–56B) AI/cloud capex target over three years, citing strong demand signals and early returns on investment. Cloud revenue grew +38% YoY in Q4, with AI-related products making up ~30% of external cloud revenue (triple-digit growth streak continues).The cluster of price target increases validates the long-term AI infrastructure + cloud transformation story. This can drive institutional inflows, improve sentiment, and support higher valuation multiples as the market prices in sustained cloud growth (currently ~35–38% range) and AI monetization.@Bridge Buzz SG

SpaceX are going to raise up to $75B on IPO next month.Which is 3.5x bigger than $Alibaba(BABA.US), the current biggest U.S. IPO.

Destiny Tech100

Hi Fattycat! I personally don't invest in US market hence no comments on Bilibili. Congratulations and very nice job of locking in your profits for JD! The rest of your HK stocks are made up of very strong (and cash-rich) companies, I am equally confident that these companies will perform very well in the mid to long term :)

KopiPeng

Welcome to the Earnings Season Portfolio Check‑up Challenge!Once a week, you’ll sit down, review your holdings, analyse what earnings mean for you, and plan your next move.No daily pressure. Just 6 posts in 6 weeks. And yes – there are cash coupon prizes💰✨📅 Event period: Apr 21 – June 1, 2026✅ How to join: Post with【Week 1 – Your Headline】+ #My Portfolio Health Check, 30+ words on your earnings‑season thoughts + holdings screenshot🎁 Rewards: 6 weeks → SGD 20 | 5 weeks → SGD 10 | 4 weeks → SGD 5
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Welcome to the Earnings Season Portfolio Check‑up Challenge!Once a week, you’ll sit down, review your holdings, analyse what earnings mean for you, and plan your next move.No daily pressure. Just 6 posts in 6 weeks. And yes – there are cash coupon prizes💰✨📅 Event period: Apr 21 – June 1, 2026✅ How to join: Post with【Week 1 – Your Headline】+ #My Portfolio Health Check, 30+ words on your earnings‑season thoughts + holdings screenshot🎁 Rewards: 6 weeks → SGD 20 | 5 weeks → SGD 10 | 4 weeks → SGD 5 ⭐️ Every week's “Best Health Check‑up” get an extra SGD 5 cash voucher!🚀 Start your portfolio check up now!🔎 More details: <a href="https://longbridge.com/topics/100000000601111?channel=WHAB0001">https://longbridge.com/topics/100000000601111?channel=WHAB0001</a>

My Portfolio Health Check

[Week 4] Portfolio Health Check: Post-Earnings Rebalancing 📈🔄1️⃣ Current HoldingsI have made some major moves this week to rebalance my exposure. My sector distributions have shifted significantly:🟢 Automobiles: 26.44% (BYD)🟢 Interactive Media &amp; Services: 22.10% (Tencent &amp; Bilibili)🟢 Broadline Retail: 24.06% (Alibaba &amp; JD)🟢 Tech Hardware &amp; Peripherals: 17.09% (Xiaomi)My largest conviction has shifted to BYD (26.44%), followed by my new entry, Tencent (20.66%). I have also increased my US stake in Bilibili.😁2️⃣ Earnings WatchAfter the JD and Alibaba reports, my focus now shifts to the tail end of the month:🟢 Bilibili: 19 May 2026 (Tuesday)🟢 Xiaomi: 26 May 2026 (Tuesday)I will be watching to see if Xiaomi’s hardware margins and Bilibili’s user monetisation can beat market expectations.3️⃣ Portfolio ReactionI followed through on my plan to lock in profits! I trimmed JD significantly (from 800 to 200 shares) and its current P/L has jumped to +12.70% following a positive earnings reaction. Alibaba remains my strongest anchor at +24.37%.Newcomer Tencent is currently flat (-0.64%) while BYD (-4.74%) and Bilibili (-8.05%) are facing some short-term pressure.4️⃣ Next PlanWith the capital freed up from the JD sale, I have established a position in Tencent and added to BYD. My next move is to wait for the Xiaomi and Bilibili earnings before making further adjustments. I am keeping my cash reserves flexible for any “buy the dip” opportunities in the HK tech sector. 5️⃣ Risk CheckMy concentration risk has improved! My top two holdings now represent 47.1% of my portfolio (down from 66%+ last week). I acknowledged that I am still heavily invested in Hong Kong market however adding Tencent provides a more stable, cash-flow-rich pillar to my strategy. Progressing toward a more balanced “All-Weather” setup! ⚖️

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Xiaomi Corporation

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Xiaomi HK SDR 2to1

BYD HK SDR 10to1

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Tencent HK SDR 10to1

Tencent Holdings Limited

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JD.com

$Alibaba(BABA.US) | 𝐀𝐥𝐢𝐛𝐚𝐛𝐚: Deutsche Bank maintains 𝐁𝐮𝐲, raises 𝐏𝐓 𝐭𝐨 $𝟏𝟗𝟓Analyst sees cloud and AI revenue acceleration driving stronger monetization and valuation upside.

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I’m still constructive on AI, but I wouldn’t blindly pile in just because everyone is suddenly bullish. The multi-vector confirmation is strong — cloud, chips, enterprise AI and China AI names are all showing demand, but that also means expectations are getting crowded.For me, the line is quality and valuation: I’d stay with names where AI is already translating into revenue, not just hype, and I’d trim if the stock has run far ahead of earnings. Alibaba is a good example: the overall results were mixed, but the AI/cloud growth is the part that keeps it interesting.

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☕️ [Task Coins Giveaway] Daily Market Talk

Today’s Key News Recap

0514 | Dolphin Research Focus: 🐬 Macro/Industry 1) This morning, China's top leader held a face-to-face meeting with U.S. President Trump, covering trade, tech cooperation, global governance and bilateral ties. It signaled a thaw in top-level engagement. 2) According to foreign media, the U.S. eased chip export curbs, allowing 10 Chinese tech firms — including Alibaba, ByteDance, Tencent and JD — to procure Nvidia's H200 high-end AI chips. Distributors such as Lenovo and Foxconn also received purchase approvals, pointing to a marginal relaxation of export restrictions on advanced AI chips...

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NVIDIA Corporation

NVDA H200 curbs show fresh signs of easing; XPEV eyes EU vehicle manufacturing | Daily News Recap

The US has approved Nvidia H200 chip sales to 10 China firms including cloud giants Alibaba, ByteDance, Tencent, with Lenovo and Taiwan’s Foxconn winning rights as H200 distributors in China, Reuters reports, but no deliveries have been made as Beijing seeks to ban or tightly control such sales. Under US licensing terms, each firm can buy as many as 75,000 chips. $NVIDIA(NVDA.US) $Taiwan Semiconductor(TSM.US) $AMD(AMD.US) $Intel(INTC.US) $Alibaba(BABA.US) $Tencent(TCEHY.US) #bytedance #semiconductors #ChinaSource: Dan Nystedt

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Achieved a total trading volume of 1000K USD

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PLTR

The bond market is sending a different signal: April PPI hit 6% (a 3-year high), 30-year Treasury yields broke 5%, and Warsh was confirmed as Fed Chair.With 30-year bond yields rising, can investing in long-term bonds offset inflation and the continued weakness of the US dollar?Or should one seize the opportunity of the AI wave to further improve the asset allocation structure?

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DBS Group

AEM USD

The market looks so strong but when you look deeper, it’s all on the surface. Only a few names are carrying the market and it’s quite easy to actually prop them up. I am staying defensive.

UBALIBA@EC2611D(29324.HK)

U.S. stock night market volatility: Alibaba rises 3% in after-hours trading: Chengyi plans and strong growth in cloud business boost market confidence

Trending | BABA Plummets 6% last Friday, Some Put options Soar 900%

Alibaba Files Form 13F as Investment Manager, Highlights WVR Structure

Alibaba Group Holding Ltd. (9988) Gets a Buy from CGS International

Alibaba Group Holding Ltd. ADR Underperforms Friday When Compared To Competitors