JP#ALIBARP2809J

ONE MEDIA GROUP

TOUYUN BIOTECH

C FIN INT INV

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JINYUAN HCHEM

FINET GROUP

JTF INTL

KO YO GROUP

MS CONCEPT

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The total short selling amount in the Hong Kong stock market reached HKD 46.87 billion, accounting for 30.5% of the tradable shortable shares. The previous day was 17.2%. Major shorted stocks include TRACKER FUND with a short selling ratio of 77.3% and a short selling amount of HKD 8.64 billion; CSOP HS TECH with a short selling ratio of 51.4% and a short selling amount of HKD 1.88 billion; Tencent with a short selling ratio of 22.3% and a short selling amount of HKD 1.77 billion; Alibaba-W with a short selling ratio of 27.5% and a short selling amount of HKD 1.58 billion; and HSCEI ETF with a short selling ratio of 31.3% and a short selling amount of HKD 1.36 billion

AASTOCKS

Tencent

TENCENT

BABA-W

Alibaba

Tencent Holdings Limited

HSCEI ETF

CSOP HS TECH

TRACKER FUND

The total short selling in the Hong Kong stock market for the day was HKD 46.87 billion, accounting for 30.5% of the turnover of shortable stocks

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BABX

BABO

Alibaba will announce its fiscal third-quarter results for the fiscal year 2026 next Thursday, with a projected non-GAAP net profit decline of 37.6% to 50.8% year-on-year. Affected by weak consumption in the mainland and industry competition, the growth of e-commerce customer management revenue has slowed. According to ratings from 12 brokerages, firms such as Jefferies, DBS, and JP Morgan have all given buy ratings, with target prices ranging from HKD 197 to HKD 218. The market is focused on Alibaba's investments in artificial intelligence and instant retail and their impact on future performance

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Investment Ratings and Target Prices for Alibaba by Major Institutions (Table)

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Morgan Stanley predicts Alibaba's performance for the third quarter of the fiscal year 2026, which will be announced next Thursday. The consolidated revenue is expected to be RMB 286.2 billion, a year-on-year increase of 2.2%. The revenue for the Chinese e-commerce group is expected to be RMB 163.679 billion, a year-on-year increase of 7.8%. The consolidated adjusted EBITA is expected to be RMB 30.373 billion, a year-on-year decrease of 44.6%. The EBITA for the Cloud Intelligence Group is expected to grow by 22.9%

Global X Cloud Computing ETF

Krne Csi China Internet

Direxion FTSE China Bull 3X

Global X E-commerce ETF

"Forecast" Morgan Stanley's performance forecast for Alibaba's third fiscal quarter of fiscal year 2026 (Table)

Alibaba expects that its adjusted net profit for the third quarter of fiscal year 2026 will decline by more than 43% year-on-year, affected by weak domestic consumption and intensified industry competition. According to forecasts from 8 brokerage firms, net profit is expected to be between RMB 25.099 billion and RMB 31.858 billion, with revenue expected to grow by 1.9% to 5.3%. Investors are paying attention to the company's investments in artificial intelligence and instant retail, as well as the slowdown in the growth of e-commerce customer management revenue

"Forecast" Brokers expect Alibaba's adjusted net profit for the last quarter to decline by over 43% year-on-year, focusing on AI, instant retail investments, and the spin-off plan for "Pingtouge."

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On March 12th, all three major indices of the Hong Kong stock market retreated during the session, with the Hang Seng Index falling by 0.99% and the Technology Index dropping by 0.86%. The oil and gas sector performed strongly, boosted by international oil prices, with CNOOC rising over 4%; however, the internet and retail sectors faced significant pressure. Overall market sentiment has become cautious, with funds primarily focusing on resource leaders and some semiconductor stocks after a high-level pullback

- As of March 12, Hong Kong's market shows weakness, with all major indices retreating after hitting recent highs.  
- The crude oil exploration and production sector gains due to rising international oil prices, especially China National Offshore Oil Corporation, which rose by 4.78%.  
- Nevertheless, macroeconomic indicators suggest a cautious recovery, with external demand and consumer momentum remaining weak, leaving market confidence reliant on policy direction and capital flows.

Market Heartbeat

CNOOC

SHANDONG MOLONG

HUA HONG SEMI

XPENG-W

Hang Seng Index

Hong Kong stock market intraday | The Hang Seng Index fell 0.99%, while CNOOC rose more than 4% against the trend

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The short selling amount in the Hong Kong stock market reached HKD 21.05 billion in the first half of the day, accounting for 19.9% of the total turnover of shortable stocks. The main shorted stocks include TRACKER FUND, TENCENT, CSOP HS TECH, Alibaba, and CNOOC, with short selling ratios of 22.1%, 19.1%, 32.7%, 17.6%, and 12.2%, respectively

The short selling in Hong Kong stocks for half a day amounted to HKD 21.05 billion, accounting for 19.9% of the total turnover of shortable stocks

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As of noon on March 12, the three major indices of the Hong Kong stock market collectively retreated, with the Hang Seng Index down 1.23% and the Hang Seng Tech Index down 1.21%. The internet content and retail sectors performed poorly, with industry leaders collectively under pressure; the oil and gas sector showed mixed trends, with China National Offshore Oil Corporation rising 3.42% against the trend. Macroeconomic data indicates a slow recovery in external trade and consumption, leading to a cautious market sentiment, with funds focusing on weight differentiation and short-term risk aversion

- As of midday, Hong Kong's three major indices fell, reflecting cautious market sentiment with the Hang Seng Index at 25,579.52, down 1.23%.  
- Pressure from previous highs has emerged, with key sectors like internet content and retail showing declines, indicating a cautious consumer recovery.  
- The market is closely observing macroeconomic indicators, influenced by slow external trade and retail performance, leading to a defensive positioning by investors.

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JD-SW

SINOPEC SSC

DATANG POWER

TRIP.COM-S

MOBVISTA

Hong Kong Stock Midday Review | Hang Seng Index down 1.23%, Internet sector weak, CNOOC up 3.42%

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Morgan Stanley upgraded Alibaba to a preferred stock, replacing Tencent. The bank believes that Alibaba has a complete AI technology stack, including self-developed chips, which significantly enhances its chances of becoming an AI winner. Although short-term profitability faces pressure, Alibaba's advantages in cloud infrastructure and applications provide it with structural advantages. Tencent, on the other hand, has become a follower due to the advantages of the WeChat ecosystem

Tianhong CSI Computer Theme ETF

E Fund CSI HK Connect Internet ETF

Morgan Stanley: Alibaba replaces Tencent as the top pick stock, mastering the complete AI technology stack through self-developed chips

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On March 12, the three major indices of the Hong Kong stock market consolidated at high levels, with the Hang Seng Index, Technology Index, and National Enterprises Index all experiencing slight pullbacks, indicating a weakening of the previously strong momentum. The oil and gas exploration sector performed strongly due to increased energy demand, with CNOOC rising 4.7% against the trend. The internet and retail sectors showed mixed performance, with Tencent Holdings and Alibaba facing slight pressure. Overall market trading was active, with funds focusing on energy and semiconductor stocks, while sentiment became cautious ahead of the upcoming macroeconomic indicators

- On March 12, Hong Kong's stock indices are experiencing slight declines, with the Hang Seng Index at 25,709.1, down 0.73%.  
- The oil and gas exploration sector leads gains due to increased energy demand, while the internet and retail sectors show mixed performance amid cautious investor sentiment.  
- Key economic indicators such as forex reserves and retail sales are under scrutiny as the global macroeconomic environment influences market risk appetite.

KINGSOFT CLOUD

LI AUTO-W

GOLDWIND

JIAXIN INTL RES

Hong Kong stock market intraday | The Hang Seng Index fell 0.73%, with the oil and gas sector leading the gains, CNOOC rose 4.7% against the trend

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IBUY

Alibaba (BABA) is set to report earnings on March 19, focusing on its AI initiatives amid leadership changes, including the departure of key figures from its Qwen AI model. CEO Eddie Wu has formed a new task force to emphasize AI's importance. Despite these challenges, Qwen's user base surged from 31 million to 203 million in February, and AI tools are being integrated into services like Taobao and Alipay. Analysts predict earnings of $1.72 per share and revenue of $41.96 billion, an 8% increase year-over-year.

- Alibaba is set to report fiscal third-quarter earnings on March 19, focusing on its AI initiatives as it seeks growth beyond e-commerce.  
- The company faces leadership challenges following the departure of key figures in its AI division but has established a new task force to emphasize its commitment to AI.  
- Despite the turmoil, the Qwen app has seen significant user growth, with projections for earnings of $1.72 per share and revenue of approximately $41.96 billion, an 8% increase from the previous year.

Tip Ranks

ProShares Online Retail

SPDR S&P Retail ETF

Amplify Online Retail ETF

Alibaba (BABA) Faces AI Leadership Shakeup Ahead of Earnings. Can Qwen's Growth Drive the Stock?

DingTalk customer service stated today that enterprise customers are not advised to use OpenClaw directly in the office environment without professional security measures. Although customer service provided access technical documentation and allowed developers to call DingTalk API services for free, it still clearly advises against using OpenClaw on work computers due to security risks

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DingTalk customer service: It is not recommended for enterprise customers to use OpenClaw directly in office scenarios

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The total short selling amount in the Hong Kong stock market reached HKD 37.56 billion, accounting for 21.6% of the turnover of shortable stocks. The main shorted stocks include Tencent, Alibaba, Xiaomi Corporation, Meituan, and HSCEI ETF, with short selling ratios of 20.9%, 19.7%, 35.6%, 50.9%, and 18.2% respectively

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The total short selling in Hong Kong stocks for the day was HKD 37.56 billion, accounting for 21.6% of the turnover of shortable shares

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The three major indices of the Hong Kong stock market slightly adjusted today, with the Hang Seng Index, Hang Seng Tech Index, and the National Enterprises Index failing to continue reaching new highs during this phase, as the market oscillated around previous highs. The internet and telecommunications sectors showed mixed performance, with Tencent Holdings and Alibaba experiencing slight declines, while Changfei Fiber Optics fell 7.23%, leading the decline among popular stocks. Shandong Molong and CATL strengthened against the trend, with overall trading activity being active, as market sentiment leaned towards caution during the intermittent macro data period

- Today's Hong Kong stock market saw slight declines with cautious sentiment, as the Hang Seng Index closed at 25,898.76, down 0.24%.  
- Key sectors experienced mixed performances, with notable declines in retail stocks like Meituan, which fell 2.15%.  
- Shandong Molong surged 17.29%, becoming a focal point for market interest despite overall profitability concerns in sectors like communication equipment.

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SUNNY OPTICAL

CMOC

BIDU-SW

NANJING PANDA

QUANTGROUP

Hong Kong stock market closing | Hang Seng Index down 0.24%, high-level consolidation, Shandong Molong surged 17.29%

On March 11th, during the Hong Kong stock market session, major indices showed a high-level consolidation trend, with the Hang Seng Index slightly down by 0.02% while the State-owned Enterprises Index rose slightly. Overall market sentiment leaned towards caution, with funds showing a clear wait-and-see attitude at the current high levels. In terms of sectors, the internet content, telecommunications, and retail sectors experienced significant volatility. Among individual stocks, Geely Auto and CATL stood out with strong performances, while stocks like Changfei Fiber saw notable declines, with Tencent Holdings leading in trading volume

- As of March 11, Hong Kong's main indices are consolidating at high levels with mixed performance; the Hang Seng Index is at 25,953.48, down 0.02%.  
- Market sentiment is currently neutral and cautious, with investors observing for potential breakthroughs above recent highs, while individual sectors, like internet content and retail, are experiencing volatility.  
- Key economic indicators, including Hong Kong's forex reserves and retail data, are essential for guiding investor sentiment amidst increasing market uncertainty.

CATL

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Hong Kong stock market intraday | Hang Seng Index consolidates narrowly, Geely rises 8%, CATL rises 7%

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$Alibaba(BABA.US)&#39;s AI initiatives, including cloud acceleration and chatbot-driven commerce, act as key catalysts for 2026 valuation re-rating, prioritizing narrative momentum over earnings volatility.Its full-stack AI ecosystem—spanning models, cloud infrastructure, and e-commerce integration—creates a self-reinforcing flywheel, as echoed in thread replies highlighting China&#39;s rapid adoption of tools like OpenClaw.Amid global AI hype, this bullish call contrasts with historical US-China tensions, potentially signaling renewed investor tolerance for $Alibaba(BABA.US)&#39;s long-term agentic commerce potential despite near-term risks.@Bridge Buzz SG

BABA-WR

Alibaba HK SDR 5to1

Today’s Key News Recap

0310 | Dolphin Research Focus: 🐬 Macro/Industry1) On Mar 9 (local time), Trump said US military action against Iran would end 'very soon' but not this week. He also indicated the US would ease some oil-related sanctions to cool prices, while warning of tougher strikes if Iran blocks the strait.The remarks briefly soothed energy and financial markets, capping near-term upside in crude. They tempered expectations for a sharp oil spike in the short run.However, the conflict continues and Tehran has issued a hard-line response. Geopolitical risk has not cleared...

NVIDIA

Taiwan Semiconductor

CATL HK SDR 30to1

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NIO Inc. USD OV

NIO Inc

Oracle

ORACLE CORP DEPOSITARY SH REP 1/2000TH PFD SER D

GraniteShares 2x Long NVDA Daily ETF

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XI2CSOPNVDA

TSM Feb revenue down MoM; Alibaba Qwen management reshuffle finalized | Daily News Recap

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0309 | Dolphin Research Focus: 🐬 Macro/Industry 1) Middle East tensions escalated, sending Brent intraday close to $120/bbl. Nasdaq futures fell 2.32%, while VIX futures rose 7.28%.G7 finance ministers were set to hold an emergency meeting at 20:30 BJT on Mon, aiming to coordinate with the IEA to release oil reserves to steady prices. After the headlines, crude pulled back quickly.The move can cap prices in the short run and help stabilize risk sentiment. However, drawdowns are only a stopgap. If the conflict drags on, supply risks persist and energy and tech could see choppy swings...

Landmark Bancorp

TENCENT-R

ByteDance

Tencent HK SDR 10to1

XPeng

Global Mkts Roiled by Oil Spike; Tencent's 'Little Lobster' Wildcard Debuts | Daily News Recap

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The market is plunging as the fighting escalates in the war and oil supply is affected. I really hope the situation will improve soon.

A pivotal Friday unfolds as geopolitical tensions take a new turn, AI chip controls tighten globally, and markets brace for key jobs data. Here's your essential briefing:

Broadcom

ESTUN

ESTUN AUTOMATION

ZHAOWEI

ALSCO POOLING

iShares Silver Tr

SPDR Gold Shares

GLD SG

Pro Ultr Silver

CNMC Goldmine

ZTE Corporation

🔥 Market Flash: Iran Denies Strait Closure, Chip Controls Expand, Jobs Data Ahead | Mar 6, 2026

Featured

$BABA-W(09988.HK)I am looking ahead to Alibaba’s earnings announcement on 19 March 2026. On the fundamental side, my focus is on the Qwen AI model. I want to know whether the massive user growth we have heard and seen is translating into actual profit. If it delivers triple-digit growth and the cloud segment continues its 30%+ trajectory, I believe the market will react positively.For the core commerce business, I am hoping to see stable or improved profit margins. Beyond the operational results, I also like to see Alibaba continue rewarding shareholders through sustained buybacks and attractive dividends.The 4H chart suggests that the “easy selling” is done. The 4H RSI is at extreme oversold territory. Today might be another sell day. It is currently around 20.5, which is significantly lower than the daily RS. A” relief bounce” may occur. Do note that the stock is currently trapped inside a descending channel. It major resistance is at HKD 140. Let’s cross the fingers and pray for the best🤞

So far for every single geopolitical risk like war, the market always recovers a few months later! So nothing to fear

Iran war fears: Strait closed, oil spikes. Nvidia invests $4B, +3%. Apple debuts iPhone 17e. MongoDB crashes 24%. Your move? Comment &amp; earn Task Coins!

ASML

Apple

Amazon

MongoDB

Tesla

JD.com

Bilibili

Apple Group

🔥 Market Flash: War, Tech & Turmoil | Mar 3, 2026

JD-SWR

JD HK SDR 10to1

BILIBILI-W

Volatility is here to stay as the war continues. However once Trump pulls off a TACO, the rally continues!

gold will survive. bcos of oil shortage, gold gets dumped temporarily. but once inflation comes, gold will surge.

World War is about to begin. The truth is no asset is the safest. Even cash can go extinct!

JP#ALIBARP2809J(57970.HK)

The total short selling in the Hong Kong stock market for the day was HKD 46.87 billion, accounting for 30.5% of the turnover of shortable stocks

Investment Ratings and Target Prices for Alibaba by Major Institutions (Table)

"Forecast" Morgan Stanley's performance forecast for Alibaba's third fiscal quarter of fiscal year 2026 (Table)

"Forecast" Brokers expect Alibaba's adjusted net profit for the last quarter to decline by over 43% year-on-year, focusing on AI, instant retail investments, and the spin-off plan for "Pingtouge."

Hong Kong stock market intraday | The Hang Seng Index fell 0.99%, while CNOOC rose more than 4% against the trend