---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/40741979.md"
description: "$Alibaba(BABA.US)Alibaba went absolutely crazy tonight!Despite an 84% year-on-year decline in EBITA due to AI investments.However, the stock price instead opened low, rose high, and surged strongly, hitting a high of $1456 during the session! A gain of nearly 10%!Why?1. The profit decline is temporary2. AI is the real confidence behind the surge🏗️ Hardcore Infrastructure:T-head's self-developed GPU chips have entered mass production, with a cumulative delivery of 470,000 units. Over 60% of the computing power is serving external paying customers.📱 Application Rollout:The Qwen large model is fully integrated into Taobao and Tmall. Applications like the AI shopping assistant and the enterprise-level intelligent agent "Wukong" are flourishing. AI-related annualized revenue has exceeded 35.8 billion yuan!Citi directly listed Alibaba as the "Top China AI Investment Pick"!Because everyone understands:The profit drop is just growing pains. The technological moat brought by AI is the core engine driving the stock price surge!"
datetime: "2026-05-13T16:17:50.000Z"
locales:
  - [en](https://longbridge.com/en/topics/40741979.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/40741979.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/40741979.md)
author: "[公子夏炫烨](https://longbridge.com/en/profiles/13355544.md)"
---

# $Alibaba(BABA.US)Alibaba went absolutely crazy ton…


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