BP#ALIBARP2805T

Zacks lists Alibaba among new 'Strong Sell' stocks for March 27th

Fliggy's car rental business shows strong growth, driven by Alibaba's consumer ecosystem

Alibaba's Pingtouge Semiconductor Discloses Over 500,000 Shipments of SSD Controller Chip ZhenYue 510

Tmall incorporates confirmed revenue, cost, and efficiency into its 2026 Key Performance Indicators (KPIs)

Alibaba Launches Qincheng Super Entrepreneur Community to Promote AI+ Healthcare Industry

ByteDance and Alibaba plan to purchase Huawei's new AI chip 950PR, according to Reuters

Taotian Group Launches "AI Productivity Plan," Offering Free Token Quotas for Interns

Alibaba's Desktop AI Agent 'QoderWork' Integrates DingTalk, WeChat, and Lark

Alibaba Launches QoderWork Desktop AI Assistant, Integrating with Three Major IM Platforms

Flash | Alibaba subsidiary and others invest in Nova Fusion, a developer of nuclear fusion devices

Alibaba's Pingtouge Zhenyue 510 Chip Shipments Exceed 500,000 Units

Media analysis suggests Alibaba is sacrificing profit for growth in instant retail and AI

DingTalk Announces Open-Sourcing of its CLI Project to Support AI Agent Development

Cainiao and CP AXTRA, under Thailand's CP Group, reach a strategic cooperation to build an instant retail logistics network in ASEAN

Alibaba's travel platform Fliggy enables booking functionality through its AI application

Chinese Academy of Sciences Launches New Project with Participation from Tencent, Alibaba, and ByteDance

Alibaba Cloud Announces Price Hikes for AI Computing Power and Storage Products.

Susquehanna cuts target price for Alibaba to $170

Alibaba VP Xiang Huangmei: 4 million elderly users used Qianwen for food delivery during Spring Festival, with AI orders in county-level cities surging 100-fold

Tmall President Announces Increased Investment in High-Quality Brands for 2026

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Alibaba Group Holding Ltd (BABA) saw a 5.24% decline in stock price, underperforming the Software & IT Services sector, which fell by 2.11%. The drop is attributed to disappointing Q3 fiscal 2026 earnings, with significant profitability challenges despite revenue growth. Analysts have revised down EPS estimates and price targets due to aggressive investments in AI and quick commerce, leading to increased costs and compressed margins. The competitive e-commerce landscape adds to investor concerns about profitability recovery timelines. Technical indicators suggest a neutral to oversold condition for the stock.

- Alibaba Group Holding Ltd (BABA) experienced a 5.24% decline driven by disappointing third-quarter fiscal 2026 earnings.  
- The decline is attributed to significant profitability challenges due to aggressive investments in AI and quick commerce, leading to higher expenses and compressed margins.  
- Analysts have responded by lowering earnings per share estimates and price targets, amid ongoing competitive pressures and regulatory scrutiny impacting future profitability.

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Alibaba

Krne Csi China Internet

ProShares Online Retail

VanEck Retail ETF

Amplify Online Retail ETF

SPDR S&P Retail ETF

KraneShares 2x Long BABA Daily ETF

BABA-W

Global X E-commerce ETF

BABA 2x Long Daily ETF - GraniteShares

Alibaba Group Holding Ltd Stock (BABA) Moved Down by 5.24% on Mar 27: A Full Analysis

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Below are Dolphin Research's compiled notes from the FY2025 earnings call for $MEITU(01357.HK). For our earnings analysis, please see 'Meitu: In the AI agent era, is there a future for small, niche SaaS?'.I. Key takeaways. 1) Shareholder returns: announced a HK$300 mn buyback as management sees the shares undervalued.Maintains an approx. 40% payout ratio; with buybacks, overall cash return on operating cash flows is ~60–70%. 2) Guidance: 2026 revenue growth should be broadly in line with 2025...

Meitu (Trans): Models to Power Apps Long Term

- Huawei's new AI chip, the 950PR, has received positive feedback from major Chinese tech firms like ByteDance and Alibaba, indicating their intention to place orders.  
- The 950PR chip is designed to be more compatible with Nvidia's CUDA software system and is anticipated to ship around 750,000 units this year, with mass production set to begin next month.  
- This launch comes at a challenging time for Nvidia in China due to restrictions on its AI chips and reflects the growing demand for AI inference computing in the country.

Reuters

EXCLUSIVE-Huawei's new AI chip find favour with ByteDance, Alibaba which plan to place orders, sources say

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According to Reuters, ByteDance and Alibaba plan to purchase Huawei's new AI chip 950PR, which has high compatibility with NVIDIA's CUDA system and fast response speed. Huawei expects to ship about 750,000 units of the 950PR chip this year, with samples sent out in January and mass production expected to begin next month. Despite the government's encouragement to use domestic semiconductors, Huawei still finds it difficult to persuade private tech giants to adopt its flagship chip Ascend 910C

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China Southern CSI Semiconductor Industry Custom ETF

Invesco Semiconductors ETF

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

GTJA Allianz SSE STAR Chip Design Thematic ETF

ChinaAMC Guozheng Semiconductor Chip ETF

Guotai CES Semiconductor Chip Industry ETF

VanEck Semiconductor ETF

According to reports, ByteDance and Alibaba plan to purchase Huawei's new AI chips

Alibaba Group (NYSE:BABA) shares fell 3.5% after Susquehanna downgraded its price target from $190 to $170, despite maintaining a positive rating. The stock traded as low as $124.59, with a volume decline of 27% from the average. Other analysts have mixed views, with some downgrading and others raising their targets. Institutional investors have also adjusted their positions, with 13.47% of shares held by them. The company has a market cap of $299.25 billion and a P/E ratio of 23.65.

- Alibaba Group shares fell 3.5% after Susquehanna reduced their price target from $190 to $170, although maintaining a positive rating.  
- The stock traded as low as $124.59, with a significant decline in trading volume compared to average levels, amidst multiple analyst rating adjustments.  
- Institutional investors have increased their holdings, with the company currently holding a market capitalization of $299.25 billion and various financial metrics indicating stability.

Market Beat

Alibaba Group (NYSE:BABA) Trading Down 3.5% After Analyst Downgrade

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The NASDAQ Golden Dragon China Index closed down 2.6% in preliminary trading. Among popular Chinese stocks, PONY-W saw the biggest drop, closing down 15% preliminarily; NOAH HOLDINGS fell 13.3%; GDS-SW and XPENG both dropped 6.6%; Baidu fell 5%; NIO fell 4.1%; Alibaba fell 3.5%; BYD fell 3.1%; YUM China, Meituan, LI AUTO, and Netease fell at least over 2.6%. Atour rose 0.1%, BOSS ZHIPIN rose 1.4%, Huazhu and WERIDE both rose 1.7%

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BYD Company Limited

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Direxion FTSE China Bull 3X

Roundhill China Dragons ETF

Invesco Golden Dragon China

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Down 15% in 2026, Should You Buy the Dip in Alibaba Stock?

Barchart Option

E Fund CSI HK Connect Internet ETF

Hwabao CSI HK Equities Internet ETF

Down 15% in 2026, Should You Buy the Dip in Alibaba Stock?

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Alibaba Group Holding Ltd (BABA) saw a 3.11% decline in stock price, influenced by disappointing Q3 fiscal 2026 earnings and negative sentiment in the Chinese tech sector. Revenue fell short of estimates, and net income dropped significantly due to high investments in AI and quick commerce. Analysts have lowered price targets and ratings, reflecting concerns over margins and profitability. Broader market downturns and macroeconomic challenges in China, including competition and geopolitical tensions, further complicate Alibaba's outlook. Technical indicators suggest a neutral to oversold condition for the stock.

- Alibaba Group Holding Ltd (BABA) fell by 3.11%, significantly affected by its third-quarter fiscal 2026 earnings report showing lower revenues and declining net income, attributed to high spending on AI and quick commerce.  
- Analysts have lowered price targets and ratings on the stock due to concerns over margin pressure and competition in the Chinese tech sector, compounded by macroeconomic challenges and regulatory risks.  
- Despite growth in its cloud intelligence division, the overall profitability is threatened by rising expenses and geopolitical tensions impacting investor confidence.

Tianhong Hang Seng TECH ETF(QDII)

ChinaAMC Hang Seng Technology ETF(QDII)

Dacheng Hang Seng Technology ETF(QDII)

iShares MSCI China

Yinhua MSCI China A ETF

Huatai-PB CSOP Hang Seng Technology ETF(QDII)

Guotai MSCI China A ESG General ETF

Invesco China Tech

HSTECH ETF

Hang Seng TECH ETF I

Alibaba Group Holding Ltd Stock (BABA) Moved Down by 3.11% on Mar 26: Drivers Behind the Movement

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Post-market on Mar 26 (HK), the last major player in the HSTECH 'takeout index'—$MEITUAN(03690.HK)—released its Q4 FY25 results. As the company had issued a profit warning, losses at the core local commerce segment and at the group level were already signaled, and the print broadly matched that warning.On closer look, underlying profit came in slightly below expectations. Losses in new initiatives widened, largely offsetting the savings from narrower losses in core local commerce.Specifically: 1) the savings from reduced losses were given back. Let's start with the most-watched loss item...

Meituan: Three Headwinds — Will Food Delivery Stay Down?

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After leaving Alibaba, Lin Junyang published his first article detailing his understanding of large model development routes and his predictions for the next stage of AI. His judgment is embodied thinking: thinking in order to act, interacting with the environment, and continuously updating plans based on feedback from the world. (Yicai)

AXA SPDB CSI Hugangshen Game and Culture Media ETF

Yinhua CSI Movies Theme ETF

Penghua CSI Media ETF

Guotai CSI Movies Theme ETF

ChinaAMC CSI Cultural Entertainment Media ETF

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The chatbot "Kimi" parent company "Dark Side of the Moon" is considering an initial public offering (IPO) in Hong Kong and has initiated preliminary contacts with CICC and Goldman Sachs. The company is valued at approximately $18 billion and has recently strengthened its review of "red chip stocks." Dark Side of the Moon is on par with companies like DeepSeek, and its AI model is regarded as a top product. The company completed over $700 million in financing earlier this year and is currently negotiating a new round of financing of up to $1 billion. Investors include Alibaba, Tencent, and others

- Moonshot AI, the parent company of the chatbot "Kimi," is considering an initial public offering (IPO) in Hong Kong and has initiated discussions with CICC and Goldman Sachs.  
- Current discussions regarding the IPO, including its feasibility, timeline, and fundraising amount, remain uncertain, with no comments from involved parties.  
- The company has successfully completed over $700 million in financing this year and is negotiating another round of up to $1 billion, potentially valuing it at around $18 billion, with investors including Alibaba and Tencent.

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Kimi's parent company, Moon's Dark Side, reportedly plans to go public in Hong Kong, with CICC and Goldman Sachs possibly serving as underwriters, valuing it at $18 billion

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On March 26, the three major Hong Kong stock indices collectively retreated, with the HSI closing down 1.89% and the Hang Seng Tech Index falling 3.28%. Market sentiment for taking profits at high levels was strong, with Kuaishou plunging over 14% and Pop Mart dropping more than 10%. The overall market trended toward caution amid macroeconomic external demand pressure and insufficient consumption momentum, with capital concentrating in energy leaders and certain stocks with unusual performance results

- On March 26, Hong Kong's major indices declined, with the Hang Seng Index closing at 24,856.43, down 1.89%.  
- Retail sectors like jewelry and toys struggled due to weak consumer demand, while tech stocks fell significantly, especially Kuaishou, which dropped 14.04%.  
- Investors are focused on economic data related to trade and monitoring the uncertain external environment and its impact on local consumption and risk appetite.

Market Heartbeat

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Hong Kong Stocks Close | HSI Falls 1.89% as Kuaishou and Pop Mart Plunge

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The AI opportunity isn&#39;t chatbots. It&#39;s the $44 trillion global labor market.Most AI companies are building a smarter search engine. Alibaba is building a workforce replacement: Agents, Apps, and Chips = automation.OpenAI is asking: &#34;What can AI answer?&#34;$Alibaba(BABA.US) is asking: &#34;What can AI do?&#34;The companies that win AI aren&#39;t going to be the ones who built the best ChatGPT. They&#39;re going to be the ones who figured out what problems actually needed solving, then solved them.@Bridge Buzz SG

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Financial Analysis

Meituan HK SDR 5to1

MEITUAN-WR

By far the biggest news in China overnight is the Economic Daily article titled &#34;The Takeout War is Over&#34; leading to a strong rally in $Alibaba(BABA.US) and $JD.com(JD.US)&#39;s HK shares in afternoon trading. The restaurant delivery war has weighed heavily on the bottom lines of the companies.@Bridge Buzz SG

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BP#ALIBARP2805T Stock Performance Chart

Alibaba Group Holding Ltd Stock (BABA) Moved Down by 5.24% on Mar 27: A Full Analysis

Meitu (Trans): Models to Power Apps Long Term

EXCLUSIVE-Huawei's new AI chip find favour with ByteDance, Alibaba which plan to place orders, sources say

According to reports, ByteDance and Alibaba plan to purchase Huawei's new AI chips

Alibaba Group (NYSE:BABA) Trading Down 3.5% After Analyst Downgrade