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"The Big Short" inspiration Michael Burry discloses position in Alibaba

Alibaba Expected to Release its Open-Source Video Generation Model 'Happy Horse'

JPMorgan Increases Long Position in Alibaba

Global AI large model usage declines, while Alibaba's Qwen3.6 Plus bucks the trend to take the top spot

Alibaba Announces Full Promotion of 'Agent Economy' Represented by Qwen

Report Claims Alibaba's Qwen Model Has Captured Over 50% of Global Open-Source AI Market Share

Hedge Fund Manager Michael Burry Buys Nvidia Put Options, Buys Shares in JD.com and Alibaba

Alibaba Pushes Full Strength Toward Smart Economy Led by Qianwen

Morgan Stanley reiterates Alibaba as a 'Top Pick', citing strong cloud growth.

BofA Securities Lowers Alibaba's Target Price to HK$168, Maintains "Buy" Rating

Alibaba Cloud Adjusts DataWorks API Free Quotas and Supports Pay-as-you-go

Alibaba Cloud Breaks 100,000 Cards Record with Pingtouge True Martial PPU for Smart Driving R&D

CGI: Alibaba's Q4 Losses Narrow, Cloud Revenue Rebounds

CGS International cuts Alibaba H-shares target price to HKD175.00

Alibaba Launches Next-Generation Video Generation Model Wan2.7-Video

Alibaba's AI Model HappyHorse Reportedly Opening API on April 30

Alibaba Participates in Nova Fusion Energy's 700 Million RMB Angel+ Funding Round

Qwen Model Leads in Global Downloads, Boosting China's Overall Model Share

Alibaba's AliExpress to hold a closed-door brand summit in Shenzhen

Jefferies issues a research report on Alibaba's AI video model, while Goldman Sachs reportedly lowers its target price

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DEEPEXI TECH

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China's March social financing increased by 5.23 trillion yuan, with new RMB loans totaling 2.99 trillion yuan and M2 growing 8.5% year-over-year. The US military plans to block the Strait of Hormuz, while a ceasefire with Iran may soon end. OPEC's March production plummeted by 7.88 million barrels per day, marking the largest single-month drop in history. Kuwait raised its May crude oil selling price for Asia by $17 per barrel. Aluminum prices surged to a four-year high amid the Hormuz blockade fallout. Expectations for a Bank of Japan rate hike in April dropped sharply after Governor Ueda adopted a more cautious tone. Goldman Sachs reported steady growth in Q1 revenue and net income, with equity trading revenues setting new Wall Street records for two consecutive quarters. UBS raised its forecast for Broadcom's 2027 TPU shipments to 7 million units, along with upward revisions for its three-year revenue and earnings projections. Following the US, UK financial regulators will discuss Anthropic's new model risks with banks. Alibaba Cloud adjusted free API quotas for Standard and Professional tier users and introduced pay-as-you-go support. The Nikkei 225 closed down 0.7%, the Shanghai Composite Index rose 0.06%, and the Hang Seng Index fell 0.90%

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

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Morgan Stanley has named Alibaba (BABA) a 'top pick' due to strong cloud growth and rising AI demand. Analyst Gary Yu maintains an Overweight rating with a $180 price target, anticipating over 40% year-over-year growth in Alibaba's cloud business. Despite near-term earnings pressure from increased AI investments, the company's core e-commerce is improving. Wall Street shows a Strong Buy consensus on Alibaba, with an average price target of $185.41, indicating a potential upside of 45.61%.

- Alibaba's earnings season shows improving momentum, driven by stronger cloud demand and rising AI usage.  
- Morgan Stanley maintains an Overweight rating and a $180 price target, expecting the cloud business to grow over 40% year-over-year due to increased AI service demand.  
- Despite near-term earnings pressure from rising costs, the stock has a Strong Buy consensus rating with an average target of $185.41, indicating significant upside potential.

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Global X Cloud Computing ETF

Global X E-commerce ETF

Morgan Stanley Calls Alibaba (BABA) a 'Top Pick' on Strong Cloud Growth

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The total short selling amount in the Hong Kong stock market reached HKD 31.29 billion, accounting for 17.8% of the total shortable stock turnover of HKD 175.3 billion. The previous day was 18.6%. The top five stocks by short selling amount include BYD COMPANY with a short selling ratio of 28.7% and a short selling amount of HKD 1.58 billion; TRACKER FUND with a short selling ratio of 15.6% and a short selling amount of HKD 1.58 billion; Alibaba-W with a short selling ratio of 18.1% and a short selling amount of HKD 1.14 billion; XIAOMI-W with a short selling ratio of 26.3% and a short selling amount of HKD 950 million; and TENCENT with a short selling ratio of 8.9% and a short selling amount of HKD 930 million

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The total short selling in the Hong Kong stock market for the day was HKD 31.29 billion, accounting for 17.8% of the turnover of shortable stocks

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0413 | Dolphin Focus — 🐬 Macro/Industry. 1) Trump announced that, after US-Iran talks in Pakistan collapsed, the US military will at 10:00 ET on Apr 13 (10pm Beijing time tonight) impose a full blockade of Iranian ports and the Strait of Hormuz.It will intercept all vessels to and from Iran and cut off its oil exports. Iran's military issued a hardline response, stating any US approach will be treated as a provocation and met with firm retaliation.This would sharply elevate geopolitical risk and disrupt shipping, chemicals and related supply chains. It would also reinforce expectations that the Fed keeps rates higher for longer, putting near-term pressure on HK stocks and growth names.

MiniMax M2.7 open-sourced globally; AAPL's first foldable slated for Fall 2026 | Daily News Recap

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The Cyberspace Administration of China issued a notice to regulate online live streaming tipping behavior, prohibiting minors under 8 years old from tipping and requiring guardian consent for those aged 8 to 16. The stock prices of Kuaishou, Alibaba, and Tencent fell due to the news. The notice also stipulates tipping rules, limit functions, and user privacy protection, aiming to safeguard the rights and interests of internet users and promote healthy industry development. Local departments need to strengthen management and implement responsibilities

- The Chinese Cyberspace Administration issued a notification to strengthen regulations on online live-streaming rewards, aiming to ensure compliance and protect netizens' rights.  
- Following the announcement, shares of Kuaishou, Alibaba, and Tencent fell by over 1.4%, 2%, and nearly 3%, respectively.  
- Key measures include clear reward rules, user protection for minors, and the establishment of a negative list for profit-making behavior, while local authorities are urged to enforce these regulations effectively.

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Mainland China strengthens regulations on online live streaming rewards: No rewards for those under 8 years old; minors require guardian consent

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The short selling amount in the Hong Kong stock market reached HKD 15.54 billion for half a day, accounting for 17% of the total shortable stock turnover of HKD 91.46 billion. The previous day was 18.6%. The top five stocks by short selling amount include BYD COMPANY with a short selling ratio of 25.9% and a short selling amount of HKD 860 million; Tracker Fund of Hong Kong with a short selling ratio of 12.1% and a short selling amount of HKD 730 million; Alibaba-W with a short selling ratio of 22.4% and a short selling amount of HKD 710 million; POP MART with a short selling ratio of 23.6% and a short selling amount of HKD 620 million; and TENCENT with a short selling ratio of 9.2% and a short selling amount of HKD 510 million

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The short selling in the Hong Kong stock market for half a day was HKD 15.54 billion, accounting for 17% of the total turnover of shortable stocks

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Goldman Sachs report shows that last week, net outflow of southbound funds from Hong Kong stocks was USD 1.5 billion. Major net bought stocks include Alibaba (USD 496 million), POP MART (USD 96 million), GUOTAI JUNAN I (USD 61 million), etc. Major net sold stocks include TRACKER FUND (-USD 764 million), Yangtze Optical Fibre and Cable (-USD 280 million), HSCEI ETF (-USD 165 million), etc

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Goldman Sachs lists the major net buy and net sell of southbound funds for Hong Kong stocks last week (table)

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Bank of America Securities has lowered its target price for Alibaba to HKD 168, maintaining a "Buy" rating. The target price for U.S. stocks has been reduced from USD 180 to USD 172, mainly due to changes in customer management revenue recognition and increased AI investments, although losses in the rapid delivery business have partially offset the impact. It is expected that Alibaba's average loss per order will improve to RMB 3.0 by the end of the fiscal quarter in March, with losses in fiscal year 2027 expected to decrease to RMB 45 billion. AI investment remains a focus

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"Big Banks" Bank of America Securities lowers Alibaba's target price to 168 yuan and maintains a "Buy" rating

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As of intraday trading, the three major stock indices in Hong Kong are collectively under pressure, with market sentiment appearing sluggish. The Hang Seng Index is trading at 25595.65 points, down 1.15%, retracing some of last week's gains. In terms of market performance, AI applications and semiconductor sectors have shown strong offensive capabilities, breaking through the general decline of blue-chip stocks. Stocks such as DEEPEXI TECH, XUNCE, and ILUVATAR COREX surged on high volume, reflecting that major funds continue to highly focus on technology sub-sectors with solid growth logic during market adjustments

- As of now, Hong Kong's three major indices are under pressure, with the Hang Seng Index at 25,595.65 points, down 1.15%.  
- Notable stocks include Dipu Technology, which surged 32.06%, and Xunce, which rose 19.23%, driven by strong interest in AI and semiconductor sectors.  
- Market sentiment is increasingly sensitive to economic indicators, with a shift toward stocks with predictable earnings and those benefiting from policy changes.

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Hong Kong Stocks Intraday | Hang Seng Index Down 1.15% Losing Key Level, AI and Semiconductors Strong Against Market Trend, DEEPEXI TECH Surges Over 32%

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Li Qiang, Vice President of Alibaba Cloud Intelligence Group, revealed that over 30 automotive companies are conducting intelligent driving research and development on Alibaba Cloud, utilizing the self-developed "Zhenwu" PPU, which has surpassed 100,000 units, setting a record for the largest scale of self-developed AI chips used in the automotive industry on public cloud platforms. The self-developed AI chip "Zhenwu 810E" from PingTouGe boasts high performance and has delivered over 470,000 units, widely applied in fields such as AI training and autonomous driving

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

GTJA Allianz SSE STAR Chip Design Thematic ETF

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

ChinaAMC Guozheng Semiconductor Chip ETF

The mainland automotive industry has used over 100,000 "Zhenwu" PPUs on Alibaba Cloud for the research and development of intelligent driving

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Zhuang Tailiang believes that Hong Kong stocks will fluctuate between 24,500 and 26,500 points in the short term, and investors should maintain a cautious attitude. He suggests investing about two-thirds of the funds in blue-chip stocks such as Hong Kong Exchanges and Clearing, AIA, Tencent, and Alibaba. Although the ceasefire negotiations between the U.S. and Iran may succeed, the market will still fluctuate due to energy supply issues and manipulation by Trump

- The U.S. and Iran have announced a two-week ceasefire to facilitate negotiations, with Hong Kong's stock index fluctuating between 24,500 and 26,500 points.  
- Economist Zhuang Tailiang suggests that while negotiations may succeed, volatility will continue due to potential market manipulation by Trump and ongoing energy shortages.  
- He advises a cautious investment strategy, allocating funds primarily to stable blue-chip stocks and suggesting a long-term focus on diversified investments, particularly in index funds.

Zhuang Tai-liang teaches young people the way of financial management, with a plan for retirement "capital" and four blue-chip investment choices｜Million Warehouse｜Million Warehouse

Dara Capital US Inc. invested $862,000 in Alibaba Group Holding Limited (NYSE:BABA) by purchasing 5,880 shares in the fourth quarter. Other hedge funds also adjusted their positions in Alibaba, with Ameriflex Group increasing its holdings by 101.4%. Positive developments for Alibaba include its AI video model gaining traction and leading funding rounds for AI projects. However, Jefferies cut its price target for Alibaba, raising concerns about potential margin squeezes from AI investments. Alibaba's stock has seen volatility following these developments, with a recent price of $127.33 and a market cap of $303.99 billion.

- Dara Capital US Inc. acquired 5,880 shares of Alibaba Group, valued at approximately $862,000, in the fourth quarter.  
- Several hedge funds increased their positions in Alibaba, with notable increases from Ameriflex Group and NBT Bank, indicating growing institutional interest.  
- Alibaba's recent developments in AI technology and funding activities may positively influence its market position amid mixed analyst sentiments.

Market Beat

Dara Capital US Inc. Invests $862,000 in Alibaba Group Holding Limited $BABA

I expect MAS will tighten its monetary policy tomorrow. This should benefit stocks like the three big banks and consumer staples.

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$Alibaba(BABA.US)$BABA-W(09988.HK)Looks like Alibaba’s ATH unit just dropped a quiet bombshell in the AI video space — and the market‘s starting to take notice.HappyHorse 1.0 topped the Artificial Analysis leaderboard in both text-to-video and image-to-video (no audio) categories, beating ByteDance’s Seedance 2.0 by a pretty significant margin (106 points higher).More importantly, this is the first public release from ATH‘s Innovation Incubation Unit, which launched last month. The API is set to open April 30, and given the company’s history with open-source models, there‘s speculation this one might follow a similar path.The tech stack here is quite something: a unified 40-layer Transformer with ~15B parameters, native audio-video sync support for seven languages, and 1080p output.This signals two parallel teams inside Alibaba — one doing foundational research at Tongyi Lab, another focused on applied innovation. They’re moving fast. And with 2026 being a ” key year for AI acceleration,“ it looks like the company is serious about building a full-stack presence here.

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

Morgan Stanley Calls Alibaba (BABA) a 'Top Pick' on Strong Cloud Growth

The total short selling in the Hong Kong stock market for the day was HKD 31.29 billion, accounting for 17.8% of the turnover of shortable stocks

MiniMax M2.7 open-sourced globally; AAPL's first foldable slated for Fall 2026 | Daily News Recap

Mainland China strengthens regulations on online live streaming rewards: No rewards for those under 8 years old; minors require guardian consent