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Alibaba's Joe Tsai and Eddie Wu Letter: AI Business Enters Commercialization, Projecting 30 Billion Annual Revenue

Alibaba Cloud Announces Full Openness of Bailian Platform, Integrating Multiple Large Models Including GLM-5.1

Fairtree Cuts Alibaba Stake by 57.7%, Other Investors Increase Holdings

Alibaba Cloud Opens Bailian Platform and Launches New Models with Moonshot and Minimax

Alibaba Dissolves Miaoya AI App Team, Focuses on E-commerce AI Strategy

Alibaba Cloud Launches Qwen Cloud AI Agent Service Model

Alibaba Cloud Unveils New AI Model Qwen3.7-Max and AI Chip Zhenwu M890

Taobao Tmall Launches 2026 Hong Kong 618, Introduces Next-Day Delivery and Return Services

Alibaba Cloud Launches Qwen3.7-MaX with Significant Performance Boosts

Fliggy Launches Hotel Merchant AI Assistant, Over 110k Hotels Join with 70% Efficiency Boost

Alibaba Cloud Launches 'Qwen Cloud', a New Service Platform Designed for AI Agents

Alibaba Unveils 128-GPU AI Server Based on Zhenwu M890

National subsidies increase for Tmall 618, adding 22 new categories

Alibaba Cloud Launches Next-Gen AI Chip Zhenwu M890

Alibaba holds Cloud Summit in Hangzhou, may release a major new AI model

J.P. Morgan maintains 'Buy' rating on Alibaba with a price target of $205

Alibaba's Qwen Large Model to Receive a Major Upgrade

Profund Advisors LLC Reduces Stake in Alibaba

Alibaba Releases Qwen2.5 AI Model Preview, Surpassing GPT-4 in Some Benchmarks

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0520 | Dolphin Research Focus: 🐬 Stock pick 1: $BABA-W(09988.HK) unveiled its in-house AI chip 'Zhenwu' M890 at the recent Alibaba Cloud Summit, offering 3x the prior-gen performance and 144GB of VRAM. It also introduced a 128-card ultra-node server and plans to roll out V900 in 2027.This high-spec, self-developed compute chip is a major step by a domestic internet platform toward autonomy at the compute infrastructure layer. It should materially reduce reliance on overseas high-end chips for enterprise-grade compute workloads...

BABA launches in-house AI chip 'Zhenwu M890'; NVDA invests $2 bn in MRVL | Daily News Recap

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Fairtree Asset Management Pty Ltd reduced its stake in Alibaba Group Holding Limited (NYSE:BABA) by 57.7%, selling 11,945 shares in Q4, leaving it with 8,751 shares valued at $1,283,000. Other investors, including Northwestern Mutual and Capital World Investors, significantly increased their holdings. Analysts have mixed ratings on Alibaba, with an average target price of $188.76. The stock opened at $135.58, with a market cap of $325.27 billion and a recent EPS of $0.01.

- Fairtree Asset Management Pty Ltd reduced its stake in Alibaba Group Holding Limited by 57.7%, holding 8,751 shares valued at $1,283,000.  
- Other major investors, like Northwestern Mutual Wealth Management Co., increased their positions significantly during the same quarter, reflecting varying investment strategies among institutions.  
- Alibaba's stock gained attention with analysts offering mixed ratings, while the company's latest earnings indicated a revenue of $35.30 billion and a dividend yield of 72.0%.

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Fairtree Asset Management Pty Ltd Sells 11,945 Shares of Alibaba Group Holding Limited $BABA

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Alibaba Group has launched the Zhenwu M890 AI chip, enhancing its efforts to create domestic alternatives to Nvidia amid U.S. export restrictions. The chip offers three times the performance of its predecessor and is designed for AI 'agents' that perform complex tasks. Alibaba plans to release successors, the V900 and J900, in 2027 and 2028, respectively. The company has committed over $53 billion to AI infrastructure and unveiled the Panjiu AL128 server system. Additionally, it introduced the Qwen 3.7-Max language model, capable of operating for 35 hours without performance loss.

Business Standard

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

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China's Alibaba unveils new AI chip, LLM in push for domestic alternatives

Alibaba Group's stock (NYSE:BABA) rose 1.7% to $135.58, with 10.96 million shares traded. Analysts express mixed sentiments; some highlight growth in AI and cloud sectors, while others caution about high spending affecting margins. Ratings vary, with an average target price of $188.76. The company recently announced a $1.05 dividend, yielding 72.0%. Despite a mixed quarter, optimism remains about Alibaba's future potential.

- Alibaba Group's stock rose by 1.7%, closing at $135.58 after trading as high as $136.78, with a total volume of 10,961,899 shares.  
- Analysts express optimism for Alibaba's AI and cloud growth despite concerns over heavy spending impacting margins; the stock has a Moderate Buy rating with an average target price of $188.76.  
- The company announced a $1.05 annual dividend, reflecting a yield of 72.0%, emphasizing its ongoing commitment to shareholder returns amidst fluctuating market conditions.

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Alibaba Group (NYSE:BABA) Trading Up 1.7%  - Should You Buy?

Alibaba Group Holding Ltd. ADR (BABA) rose 1.79% to $135.64 on a weak trading day for the market, outperforming the NASDAQ and Dow Jones indices. This marks the ADR's second consecutive day of gains, though it remains 29.60% below its 52-week high of $192.67. Trading volume was slightly below average at 11.0 million shares.

- Alibaba Group Holding Ltd. ADR (BABA) rose 1.79% to $135.64 amid a broader market decline, with the NASDAQ and Dow Jones decreasing by 0.84% and 0.65%, respectively.  
- The stock remains 29.60% below its 52-week high of $192.67, reached on October 2nd.  
- Trading volume was 11.0 million, falling short of the 50-day average by 583,084 shares.

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

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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.

Price Alert

HKEX Tech 100 Index

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 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

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