---
title: "Alibaba Cloud rolls out dirt-cheap AI coding bundle; JD's 'Billion-yuan Supermarket' reignites subsidy rush | Daily News Recap\n\n---"
description: "0226 | Dolphin Research focus: 🐬 Stock 1, $Alibaba(BABA.US). Alibaba Cloud Bailian launched the 'Coding Plan', integrating APIs for four mainstream models — Qwen3.5, GLM-5, MiniMax M2.5 and Kimi K2.5"
type: "topic"
locale: "en"
url: "https://longbridge.com/en/topics/38907569.md"
published_at: "2026-02-26T08:28:41.000Z"
author: "[Dolphin Research](https://longbridge.com/en/news/dolphin.md)"
---

# Alibaba Cloud rolls out dirt-cheap AI coding bundle; JD's 'Billion-yuan Supermarket' reignites subsidy rush | Daily News Recap

---

## 0226 | **Dolphin Research Focus:**

## **🐬 Stocks**

**1.**$Alibaba(BABA.US)

Alibaba Cloud's Bailian launched Coding Plan, integrating APIs for Qwen3.5, GLM-5, MiniMax M2.5, and Kimi K2.5, making it the only cloud provider globally to offer this bundle. Pricing: Lite at RMB 7.9 for the first month, then RMB 40; Pro at RMB 39.9 for the first month, then RMB 200, with free switching across models. Low pricing plus full-stack model coverage lowers the barrier for AI coding and strengthens Alibaba Cloud's lead in the AI dev-tool ecosystem. This benefits developers and SME adoption of AI, accelerating cloud services and model monetization.

**2.**$JD-SW(09618.HK)

The JD app officially launched the 'Billion-Supermarket' channel, expanding billion-yuan subsidies into grocery categories and focusing on snacks, fresh food, home cleaning, and personal care FMCG. It plans to invest over RMB 20 bn in subsidies over the next 3 years, featuring straightforward direct discounts with no group-buying. This reinforces pricing advantage in daily FMCG, aims to capture user time and repeat purchases, and intensifies e-commerce price wars, supporting consumer demand and brand volumes.

**3.**$Netflix(NFLX.US)

Reports say co-CEO Ted Sarandos will visit the White House on Thu to discuss a potential acquisition of Warner Bros. Discovery (WBD). Paramount has raised its offer, with the global streaming M&A race heating up. Near term, this lifts sector M&A expectations; NFLX closed up ~6% last night.

**4\. Dolphin Research focus: earnings and call Trans**

NVIDIA: [NVIDIA: Earnings frenzy vs. a cold share price — has the No.1 stock fallen out of favor?](https://longbridge.cn/zh-CN/topics/38895732?channel=SH000001&invite-code=294324&app_id=longbridge&utm_source=longbridge_app_share&locale=zh-CN&share_track_id=fe94bae7-0170-4692-88c6-bde44a1d28b7). [NVIDIA (Trans): Compute spend tied directly to revenue, prioritizing supply chain security](https://longbridge.cn/zh-CN/topics/38899235?channel=WHAB0001)

Salesforce: [Salesforce: AI substitution narrative takes hold — has the SaaS leader become a castoff?](https://longbridge.cn/zh-CN/topics/38900382?channel=WHAB0001). [Salesforce (Trans): H2 to see re-acceleration in organic revenue growth](https://longbridge.cn/zh-CN/topics/38900685?channel=WHAB0001)

BIDU, Luckin Coffee, and Vipshop report tonight. Dolphin Research will track and publish analysis.

## **🐬 Top Gainers**

**A-shares:** Cloud & data centers; data processing & outsourcing. Heavy electrical equipment;

**HK:** Heavy electrical equipment; trading & payment services. Highway passenger transport;

**US:** Port operators; aluminum. Application software.

## **🐬 Watchlist for Tomorrow**

**1.** Dell, CoreWeave, Block, Duolingo, Monster to report;

**2.** US Jan PPI MoM. US Jan PPI YoY.

Risk disclosure and statements: [Dolphin Research disclaimer and general disclosures](https://support.longbridge.global/topics/misc/dolphin-disclaimer)

### Related Stocks

- [CRM.US - Salesforce](https://longbridge.com/en/quote/CRM.US.md)
- [NVDA.US - NVIDIA](https://longbridge.com/en/quote/NVDA.US.md)
- [WBD.US - Warner Bros. Discovery](https://longbridge.com/en/quote/WBD.US.md)
- [NFLX.US - Netflix](https://longbridge.com/en/quote/NFLX.US.md)
- [BA.US - Boeing](https://longbridge.com/en/quote/BA.US.md)
- [DUOL.US - Duolingo](https://longbridge.com/en/quote/DUOL.US.md)
- [CRWV.US - Coreweave](https://longbridge.com/en/quote/CRWV.US.md)
- [DELL.US - Dell Tech](https://longbridge.com/en/quote/DELL.US.md)
- [PARA.US - Paramount Global](https://longbridge.com/en/quote/PARA.US.md)
- [09888.HK - BIDU-SW](https://longbridge.com/en/quote/09888.HK.md)

---

> **Disclaimer**: This article is for reference only and does not constitute any investment advice.