SG#ALIBARC26095

AOM INT'L

KO YO GROUP

MABPHARM-B

MOST KWAI CHUNG

CHINA ORAL IND

BRIGHT SMART

CCT FORTIS

EASY SMART GP

CEN PLAZA HOTEL

SMART DIGI TECH

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09888

09988

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Today, the three major indices of the Hong Kong stock market collectively retreated, with the Hang Seng Index closing down 0.98%, failing to maintain its upward momentum. The technology sector showed mixed performance, with Tencent Holdings and Baidu slightly rising against the trend, while SenseTime and Hua Hong Semiconductor significantly declined. The oil and gas sector performed actively, with China National Offshore Oil Corporation rising over 2%. Yao Cai Securities saw a surge in trading volume due to strong capital interest, skyrocketing over 33%. Overall risk appetite has cooled during the macroeconomic window period

- Today, Hong Kong's three major indices fell collectively, with the Hang Seng Index closing at 25,465.6, down 0.98%.  
- The Internet and information sector saw overall gains driven by digital advertising and platform traffic recovery, while the retail sector showed mixed performance.  
- Investors should focus on key economic indicators such as retail sales and unemployment rates to gauge market signals moving forward.

Market Heartbeat

CNOOC

TENCENT

BIDU-SW

BABA-W

HUA HONG SEMI

QUANTGROUP

Hong Kong stock market closing | Hang Seng Index fell 0.98%, technology sector diverged, Yaocai Securities surged 33.96% and CNOOC rose 2.27%

BABA

CLOU

BABX

KBAB

Alibaba Cloud released its 2025 customer success cases, showing a significant increase in demand for AI solutions. As enterprises expand their AI applications, Alibaba Cloud's infrastructure and model series have received widespread attention. The cases include supporting Malaysian electric vehicle company PRO-NET in building a data-driven model, assisting AI Singapore in launching the multilingual model Qwen-SEA-LION-v4, and upgrading the traditional Chinese medicine consulting platform in Hong Kong to promote the modernization of traditional Chinese medicine

- Alibaba's cloud division, Alibaba Cloud, has released a series of customer success stories for 2025, highlighting the increased demand for comprehensive AI solutions across various industries.  
- Notable projects include supporting Malaysia's PRO-NET in developing AI-driven transportation solutions, enhancing Singapore’s AI capabilities with the new Qwen-SEA-LION-v4 model, and upgrading traditional Chinese medicine consultative platforms in Hong Kong.  
- Additionally, Alibaba Cloud is collaborating with Japan's and factory to innovate AI applications in the manga industry, improving creative efficiency and expanding global reach for Japanese comics.

Stheadline

Alibaba

Global X Cloud Computing ETF

BABA 2x Long Daily ETF - GraniteShares

KraneShares 2x Long BABA Daily ETF

Alibaba Cloud releases 2025 customer success cases, with a significant increase in demand for comprehensive AI solutions

TCTZF

TCEHY

00241

YINN

MCHI

513770

KWEB

512380

EBIZ

BABO

Alibaba Group (BABA) has launched a new mobile app called "JVS Claw" to tap into China's growing AI trend with its OpenClaw agentic AI assistant. The app allows users to easily manage tasks like online shopping and travel bookings without coding skills. This move comes amid rising competition from other tech firms like Baidu and Tencent. Wall Street analysts maintain a Strong Buy consensus on Alibaba stock, with a price target suggesting a potential upside of 45.18%.

- China's tech giants are developing OpenClaw, an innovative AI assistant that performs real-world tasks and has caught widespread attention among various demographics.  
- Alibaba has launched the "JVS Claw" app, enabling users to easily implement this AI assistant for tasks like shopping and travel booking, available for free for the first 14 days.  
- As competition intensifies, other companies like Baidu and Tencent are entering the market, while authorities express caution over data security with certain restrictions on app installation in government sectors.

Tip Ranks

Baidu

Tencent Holdings Limited

Tencent

ALI HEALTH

Direxion FTSE China Bull 3X

iShares MSCI China

E Fund CSI HK Connect Internet ETF

Invesco Golden Dragon China

Hwabao CSI HK Equities Internet ETF

Krne Csi China Internet

Guotai MSCI China A ESG General ETF

CSOP HS TECH

Yinhua MSCI China A ETF

Global X E-commerce ETF

YieldMax BABA Option Income Strategy ETF

Alibaba (BABA) Jumps into China's New 'AI Craze' with OpenClaw App

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The three major indices of the Hong Kong stock market have experienced a pullback during the session due to insufficient momentum after a rise, currently fluctuating below the peak before March 12. The internet and retail sectors show divergent trends, with Tencent Holdings and Alibaba performing strongly against the trend, while weighted stocks such as SenseTime and Cathay Pacific Airways are underperforming. Funds are currently closely monitoring macro data guidance, and market sentiment is leaning towards conservatism, with active turnover in popular stocks

- On March 13, Hong Kong's major stock indices experienced a decline, with the Hang Seng Index falling by 0.75% to 25,525.13 points and failing to reach new highs.  
- Key sectors showed mixed performance, particularly in internet content and retail, with Alibaba providing some support amidst volatility.  
- Market focus is on macroeconomic indicators like foreign exchange reserves and manufacturing PMI, key for assessing future economic recovery and trade performance.

YANCOAL AUS

KINGSOFT CLOUD

ZTO EXPRESS-W

TRANSTHERA-B

CHALCO

CATHAY PAC AIR

Hong Kong stocks intraday | Three major indices all fell, Tencent rose 0.55%, BRIGHT SMART soared 29.62%

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As of noon, the three major indices of the Hong Kong stock market have slightly retreated, with the Hang Seng Index down 0.48%, the Hang Seng Tech Index down 0.41%, and the China Enterprises Index down 0.01%. Overall market sentiment is cautious, with core blue-chip stocks Tencent Holdings and Alibaba rising against the trend. The performance of individual stocks in the power sector is mixed, and market turnover is concentrated in leading stocks such as Tencent, Alibaba, and CNOOC

- As of midday, Hong Kong stock indices slightly declined, reflecting cautious overall sentiment.  
- The Hang Seng Index fell 0.48% to 25,594.25, with the tech sector showing mixed performance, while notable gains were observed in oil and gas exploration stocks.  
- Investors focus on external economic changes and policy updates, adopting defensive strategies amidst heightened market volatility.

UNITEDENERGY GP

Sunac China

CHINA LIFE

HKEX

LINGBAO GOLD

ChinaAMC Hang Seng Technology ETF(QDII)

HSTECH ETF

Hang Seng China Enterprises Index

ISHARESHSTECH

Dacheng Hang Seng Technology ETF(QDII)

Hang Seng TECH ETF I

CAM HS TECH

Huatai-PB CSOP Hang Seng Technology ETF(QDII)

Hang Seng TECH Index

GX HS TECH

Tianhong Hang Seng TECH ETF(QDII)

Hang Seng Index

Penghua CSI HK Equities Technology ETF

Hong Kong Stock Midday Review | Hang Seng Index down 0.48%, Tencent and Alibaba rise against the trend

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The Hang Seng Index closed at 25,593 points, down 123 points or 0.5%; the Hang Seng TECH Index reported 5,007 points, down 20 points or 0.4%. Among the actively traded heavyweights, Alibaba rose 1.5%, Tencent rose 1.1%, and Xiaomi rose 0.3%. MTR Corporation fell 6.3%, and Lao Pu Gold fell 4.8%. CATL and CNOOC hit new highs, rising 1.6% respectively

AASTOCKS

FI2 CSOP HSI

FL2 CSOP HSI

MTR CORPORATION

CHINA BLUECHEM

CATL

FI CSOP HSI

CHINA OILFIELD

Xiaomi Corporation

The Half-Day Report shows that the Hang Seng Index closed at 25,593 points, down 123 points; the Hang Seng TECH Index closed at 5,007 points, down 20 points. MTR Corporation fell over 6%, while CATL, CNOOC, China Xuyang Group, Health 160, and Swire reached new highs

IDGT

159998

Alibaba-W's Qianwen APP has officially launched the new Qwen-Image 2.0, which integrates raw image generation and editing, supporting text-to-image generation, basic editing, and multi-scene creation, with comprehensive upgrades in complex text rendering, realistic texture representation, and command understanding. Users can click on "AI Image Generation" in the APP and select the model to start creating

iShares US Digital Infrastructure and Real Estate ETF

Tianhong CSI Computer Theme ETF

Proshares Big Data Refiners ETF

Global X Data Center & Dgtl Infrs ETF

Franklin Exponential Data ETF

Qwen-Image 2.0 launched on Qianwen APP, integrating generation and editing of images

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On March 13th, during the Hong Kong stock market, the three major indices showed a mixed and fluctuating trend. The internet content and retail sectors performed actively, with Tencent Holdings rising 1.46% and Alibaba rising 1.82%, boosting the sentiment in the technology sector. Market transactions focused on heavyweight leaders, and the overall bullish momentum still needs to be observed in conjunction with subsequent trading volume

- As of March 13, Hong Kong stocks showed mixed performance with the Hang Seng Index at 25,657.06, down 0.23%.  
- The internet content sector saw gains, with major companies like Tencent and Alibaba leading the market, reflecting a trend towards core tech assets amid fluctuations.  
- Investor focus remains on economic recovery, foreign trade, and consumption data, influenced by changes in risk sentiment and policy dynamics.

JD-SW

SINOFERT

CH ENERGY ENG

GEELY AUTO

Hong Kong Stock Market Intraday | The Hang Seng Index fluctuates within a narrow range, with Tencent and Alibaba both rising, driving the sector stronger

Yu Bowen, the post-training leader of the Qwen large model at Alibaba's Tongyi Laboratory, has joined ByteDance as the post-training leader of the Seed team's visual model and multimodal interaction team. ByteDance's Seed team is its core AI research and development department, currently led by former Google DeepMind research vice president Eric Wu. The Qianwen team at Alibaba has seen a reduction in its management scope due to organizational restructuring, leading to the departure of Yu Bowen and other senior executives

According to reports, Alibaba's Qianwen senior executive Yu Bowen has joined ByteDance

Morgan Stanley has maintained a Buy rating for Alibaba Group Holding Ltd. (9988) as of March 11, with a price target of HK$175.50, while the shares closed at HK$133.20. The overall analyst consensus for Alibaba is a Strong Buy, with an average price target of HK$194.62, indicating a potential upside of 46.11%. Additionally, TipRanks also reiterated a Buy rating with a price target of HK$142.00.

- Morgan Stanley analyst maintained a Buy rating on Alibaba Group Holding Ltd. with a price target of HK$175.50, while shares closed at HK$133.20.  
- The analyst consensus suggests a Strong Buy rating for Alibaba with an average price target of HK$194.62, indicating a 46.11% upside.  
- TipRanks also reiterated a Buy rating on Alibaba with a price target of HK$142.00 in a report released on March 10.

Morgan Stanley Sticks to Their Buy Rating for Alibaba Group Holding Ltd. (9988)

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The NASDAQ Golden Dragon China Index initially closed down 1%. Among popular Chinese concept stocks, Pony.ai initially closed down 4.6%, Li Auto and Tencent fell over 2%, Alibaba fell 1.5%, PDD fell 1.3%, Nio rose 1.2%, XPeng rose 3.6%, and Fangduoduo rose 14.9%

Wallstreetcn

Li Auto

XPENG-W

NASDAQ Golden Dragon China Index

PONY-W

NIO-SW

XPeng

GraniteShares 2x Long PDD Daily ETF

KraneShares 2x Long PDD Daily ETF

Morgan Stanley has named Alibaba (BABA) a 'Top Pick' ahead of its fiscal Q3 2026 earnings report, maintaining an Overweight rating. Analyst Gary Yu highlighted Alibaba's strong position in artificial intelligence, noting its integrated approach with in-house AI chip design and cloud services. The firm expects earnings of $1.63 per share on revenues of $42.07 billion. With a Strong Buy consensus rating and a price target of $197.86, representing a potential 45.18% upside, Wall Street remains optimistic about Alibaba's prospects in the AI sector.

- Alibaba (BABA) is viewed positively by Morgan Stanley, who has reiterated an Overweight rating and named it a "Top Pick" due to its strong position in artificial intelligence (AI).  
- The company is anticipated to report earnings of $1.63 per share and revenues of $42.07 billion on March 19, 2026, with a robust AI strategy that includes its own chips and cloud services.  
- With a Strong Buy consensus rating and an average price target of $197.86, there is a projected upside of about 45.18% for the stock.

A 'Top Pick,' Says Morgan Stanley about Alibaba Stock (BABA) Ahead of Earnings

Reuters

Alibaba Unveils AI Model for Early Detection of Fatty Liver Disease

NewDiscussionZones

$Alibaba(BABA.US)is focusing on e-commerce recovery and cloud growth,while pushing into AI driven logistics and retail tech. Despite regulatory headwinds in China, their ecosystem and cloud business are solid pillars. Watching China consumption and cloud adoption BABA could see short-term upside toward HKD 125–130. #NewDiscussionZones# NewDiscussionZones

BABA-WR

Alibaba HK SDR 5to1

The street consensus currently prices $BABA-W(09988.HK) as a toxic proxy for China&#39;s macro woes and a casualty of a hyper-competitive e-commerce bloodbath. However, this narrative overlooks two fundamental inflection points: a structural re-acceleration in the AI-driven Cloud business (Qwen) and an aggressive, multi-billion-dollar share buyback program. At current valuations (stripping out over $60B in net cash, the core business trades at a single-digit forward P/E), the margin of safety is massive. Ultimately, current market pricing reflects a zero-growth legacy e-commerce cash cow at distressed levels, effectively providing a call option on China&#39;s largest AI infrastructure platform at no additional premium.The AI-Driven Cloud Renaissance: AliCloud revenues surged 34% YoY last quarter, breaking out of a single-digit stagnation era caused by government/enterprise churn and brutal price wars. This marks a triple-digit growth engine fueled by AI model fine-tuning and API calls rather than standard low-margin IaaS volume. With the explosive adoption of the open-source Qwen ecosystem, AI is translating into tangible revenue.Extreme Capital Return Forging a Hard Floor: Management is deploying over $12B annually in buybacks. Coupled with dividends, this drives a real net reduction in total outstanding shares by 3% to 5% annually (net of SBC dilution). Backed by a fortress balance sheet with massive net cash, this level of shareholder yield is exceptionally rare among tech mega-caps, establishing a concrete floor under the equity.The &#34;Rope-a-Dope&#34; Business Matrix: Taobao and Tmall Group (TTG) functions as the ultimate cash cow, strategically sacrificing inflated margins to defend market share and protect the core. Concurrently, Alibaba International Digital Commerce (AIDC) maintains a blistering 30% to 45% growth rate. The cycle of internal cash generation funding aggressive global expansion is firmly stabilizing.@Bridge Buzz SG

$BABA-W(09988.HK)

Alibaba earnings will be out on 19 March. Are you bullish?

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The reality is that $Alibaba(BABA.US) is no longer just an e-commerce giant; it’s becoming the AI and cloud infrastructure backbone for the non-Western world. With a massive $53 billion committed to AI infrastructure over the next three years, the company is trading at a valuation that suggests the market thinks its future growth is worth exactly zero.@Bridge Buzz SG

$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

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

NIO Inc. USD OV

NIO Inc

Oracle

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

GraniteShares 2x Long NVDA Daily ETF

XL2CSOPNVDA

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

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

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

SG#ALIBARC26095(60040.HK)

Hong Kong stock market closing | Hang Seng Index fell 0.98%, technology sector diverged, Yaocai Securities surged 33.96% and CNOOC rose 2.27%

Alibaba Cloud releases 2025 customer success cases, with a significant increase in demand for comprehensive AI solutions

Alibaba (BABA) Jumps into China's New 'AI Craze' with OpenClaw App

Hong Kong stocks intraday | Three major indices all fell, Tencent rose 0.55%, BRIGHT SMART soared 29.62%

Hong Kong Stock Midday Review | Hang Seng Index down 0.48%, Tencent and Alibaba rise against the trend