UBALIBA@EC2603N

Alibaba Faces Margin Compression Risks from Heavy AI Investments

Alibaba's Qwen AI scales to 58M users as institutions increase stakes

Market Monitors Trading Risks Following Alibaba's Inclusion in Pentagon Blacklist

Market Eyes Regulatory Follow-up on Amap's Pricing Practices

Taobao and Tmall Expected to Launch '3.8 Queen's Day' Shopping Festival Campaigns

2026 Winter Paralympics opening: Alibaba Cloud AI tech to support broadcasting and operations

NVIDIA GTC to Host Qwen Model Meetup

Jefferies reiterates 'Buy' rating on Alibaba, citing compelling growth prospects for 2026.

Institutional Holdings Update: O Neil Global Advisors and Others Increase Stakes in Alibaba

Institutional investors increase stakes in Alibaba Group

Nvidia warns US chip export rules could wreck plans, putting cloud supply chains in focus.

Mainland China Markets to Reopen Tuesday, Southbound Flows Expected to Boost Liquidity

Verus Capital Partners Increases Stake in Alibaba Group by 129%

Alibaba releases Qwen3.5-Plus AI model to counter DeepSeek competition

Aurora Investment Managers increases stake in Alibaba

Alibaba Cloud integrates Qwen3.5-Plus into coding subscription service

Qianwen Completes Nearly 200 Million Transactions During the Spring Festival

US Supreme Court tariff ruling sparks market rally; Alibaba in focus pre-market.

Alibaba's Qwen 'One-Sentence Ordering' sees nearly 200 million orders during Spring Festival.

HK Market Close: Alibaba jumps 3.5%, leading tech sector rebound.

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The NASDAQ Golden Dragon China Index initially closed down 0.9%. Among popular Chinese concept stocks, NetEase fell 1.7%, Baidu, Pony.ai, and New Oriental dropped about 1%, while Alibaba declined 0.8%. Tencent, Pinduoduo, Xiaomi, and Li Auto rose up to 0.9%, and BYD, Meituan, YUM CHINA, WeRide, and Nio increased by up to 4.5%

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NASDAQ Golden Dragon China Index

FTSE ST China Index

CSI 300

Tencent

YUM CHINA

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Direxion FTSE China Bull 3X

E Fund CSI HK Connect Internet ETF

KraneShares 2x Long PDD Daily ETF

iShares MSCI China

KraneShares 2x Long BABA Daily ETF

GraniteShares 2x Long PDD Daily ETF

CSOP CSI300

China Southern CSI 300 ETF

Yinhua MSCI China A ETF

Roundhill China Dragons ETF

Invesco Golden Dragon China

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NetEase

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There is always plenty of drama around Chinese New Year. After Trump ramped up tariffs throughout 2025, the policy was effectively gutted, leaving no legal footing.In 2026, following a rush of domestic AI model launches, China ADRs never had a 'DS moment'. Model-linked names were the only ones that outperformed.Also, during Chinese New Year 2026, despite decent consumer data, HK stocks fell first and then rose, an ineffective swing. There was no standalone 'Chinese New Year bull run' during HK’s solo trading days.With Trump-era tariffs in his second term ruled unlawful, what could this mean for markets ahead? The days of blanket re-rating may be over...

With Trump tariffs axed and China models soaring, can China ADRs rally?

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O Neil Global Advisors Inc. has acquired a new position in Alibaba Group Holding Limited (NYSE:BABA), purchasing 17,498 shares valued at approximately $3.1 million, making it the firm's 21st largest position. Other institutional investors have also increased their stakes in Alibaba. The stock opened at $154.60, with a market cap of $369.1 billion and a consensus rating of "Moderate Buy" from analysts, who have set an average price target of $195.17.

- O Neil Global Advisors Inc. acquired 17,498 shares of Alibaba Group Holding Limited, valued at approximately $3,127,000, in Q3, making it the firm’s 21st largest position.  
- Other institutional investors have also adjusted their stakes, with significant increases from Mather Group LLC and NBT Bank N A NY during the same period.  
- Alibaba holds a consensus rating of "Moderate Buy" from analysts, with an average price target of $195.17 amid fluctuating price targets from various investment firms.

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Alibaba

BABA 2x Long Daily ETF - GraniteShares

Amplify Online Retail ETF

Hwabao CSI HK Equities Internet ETF

Global X E-commerce ETF

Global X Cloud Computing ETF

Krne Csi China Internet

ProShares Online Retail

O Neil Global Advisors Inc. Takes Position in Alibaba Group Holding Limited $BABA

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0223 | Dolphin Research Focus: Macro/Sector. 1) Major shift in U.S. tariff policy in Feb 2026, as the Supreme Court struck down global tariffs imposed under the International Emergency Economic Powers Act (IEEPA) as unconstitutional.The White House then announced a 10% temporary tariff on all global imports effective Feb 24 (later raised to 15%). The measure lasts 150 days and requires Congress approval for extension, with exemptions for critical minerals, pharmaceuticals, and other items.Approx. $175 bn of previously collected tariffs may be refunded. Near term, trade could face disruption, while longer-term cost pressures may ease...

HK stocks on fire; Pop Mart launches 'After-school Merodi' | Daily News Recap

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Hong Kong stocks surged on February 23, led by tech shares, following a U.S. Supreme Court ruling that reduced tariffs on China. The Hang Seng Index rose 2.3% to 27,019.21, while the Hang Seng China Enterprises Index increased by 2.5%. Analysts predict a significant tariff reduction for China, from 32% to 24%. U.S. President Trump is scheduled to visit China from March 31 to April 2, which is boosting market sentiment. The Hang Seng Tech Index climbed 4%, with notable gains from Alibaba and Tencent. Overall, the market is optimistic about China's economic recovery and upcoming events.

- Hong Kong stocks surged on February 23, with the Hang Seng Index rising 2.3% to 27,019.21, bolstered by positive sentiment following a U.S. Supreme Court ruling on tariffs.  
- The ruling reduced tariffs on China from 32% to 24%, prompting optimism in the market as U.S. President Trump plans a visit to China in late March.  
- Major tech stocks, including Alibaba and Tencent, saw significant gains, while early data indicated strong demand during the Chinese New Year holiday, leading to positive economic outlooks.

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Huatai-PB CSOP Hang Seng Technology ETF(QDII)

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YieldMax BABA Option Income Strategy ETF

Hong Kong shares bounce after US Supreme Court tariff ruling; tech shares lead

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The Hang Seng Index opened 385 points higher this morning, reaching a maximum increase of 743 points to 27,156 points. It reported 27,017 points at noon, up 604 points or 2.29%. Technology stocks performed strongly, with Alibaba, Tencent, and MEITUAN all seeing significant gains. Gold-related stocks also rose broadly due to the increase in gold prices. However, some AI-related stocks, such as IM Motors, experienced a sharp decline. Analysts believe that Hong Kong stocks are influenced by tariff policies and are expected to test 27,300 points in the short term, but the future market trend still needs to pay attention to the situation of the mainland's reopening

- The Hang Seng Index opened 385 points higher, reaching a peak of 27,156 before falling to 27,017, up 2.29% by noon.  
- Notable blue-chip stocks like Alibaba and Tencent drove the rise, with Alibaba gaining over 3% and Meituan nearly 7%.  
- Analysts expect a potential rebound in technology stocks due to eased valuation pressure and increasing AI application, though concerns about the impact of global tariff adjustments remain.

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The Hang Seng Index rose more than 600 points in half a day, surpassing the 27,000 mark. ATM contributed to the rising market, while Zhipu fell more than 20%｜Hong Kong stock market opens

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JP Morgan released a research report, predicting that the target for the MSCI China Index will be 100 points by the end of the year, and the target for the CSI 300 Index will be 5,200 points. The report points out that China has made progress in AI, robotics, biotechnology, and other fields, and the market's attitude towards the Chinese stock market will shift towards long-term investment. JP Morgan is optimistic about sectors benefiting from AI, including internet platforms, materials stocks, brokerage stocks, insurance stocks, consumer staples, and robotics, with a focus on recommending stocks such as Tencent, Alibaba, and Kweichow Moutai

AASTOCKS

Tianhong CSI Computer Theme ETF

Global X Robotics & Artificial

iShares Future AI & Tech ETF

iShares China Large Cap

JP Morgan is optimistic about the materials, brokerage, insurance, consumer staples, and robotics sectors, with a year-end target of 100 points for the MSCI China Index

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The Hong Kong stock market opened higher in the morning, with the Hang Seng Index rising 385 points to 26,798 points, and the National Index and Hang Seng TECH Index increasing by 131 points and 92 points, respectively. E-commerce stocks such as Alibaba and JD opened higher, while technology stocks Tencent, Meituan, and NetEase also saw gains. AI model stock KNOWLEDGE ATLAS opened down 13.8% due to issues. Export stocks such as Creative Technology and SHENZHOU INTL opened higher, and pharmaceutical stocks WUXI BIO and WUXI APPTEC also rose. Commodity prices increased, leading to a general rise in related resource stocks

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China Southern Hang Seng ETF

"Hong Kong Stocks" The Hang Seng Index opened high at 385 points, with technology, export, and resource stocks rising, while AI model stocks retraced

The U.S. Supreme Court ruled that Trump's tariff policy is illegal, and Trump plans to raise the 10% global tariff to 15%. The Hong Kong stock market opened, with the Hang Seng Index up 385 points at 26,798 points, and Alibaba's stock price rising over 2%. KNOWLEDGE ATLAS apologized for the GLM Coding Plan, with its stock price falling over 13%. Risk aversion sentiment drove up gold and silver prices

- Following the U.S. Supreme Court's ruling against Trump's tariff policy, Trump announced a rise in the global tariff from 10% to 15%.  
- Analysts forecasted that this would have a short-term positive effect on the Hong Kong stock market, with the Hang Seng Index potentially testing 27,300 points; however, overall market momentum remains uncertain.  
- Gold and silver prices have increased due to heightened risk aversion amid ongoing geopolitical tensions and trade concerns, impacting stock performance across various sectors.

Trump's tariffs hit a snag, the Hang Seng Index opened up 385 points, Alibaba rose over 2%, KNOWLEDGE ATLAS and MINIMAX fell over 10% | Hong Kong stock market opens

Alibaba's cloud computing subsidiary, Alibaba Cloud, has launched a new generation large model, Qwen3.5-Plus, with a total of 397 billion parameters and only 17 billion activated. Its performance surpasses that of the Qwen3-Max model, with significantly improved inference efficiency. The API price is set at a minimum of 0.8 RMB per million tokens. This model combines gating technology, linear attention mechanisms, and a sparse mixture of experts architecture, achieving an inference throughput increase of 8.6 times and 19 times in 32K and 256K context scenarios, respectively

Alibaba open-sources the next generation Qwen 3.5-Plus large model at a minimum of 0.8 RMB per million tokens

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The total short selling amount in the Hong Kong stock market reached HKD 39.44 billion, accounting for 29% of the trading volume of shortable stocks. The previous day was 28.2%. The five stocks with the highest short selling amounts are: CSOP HS TECH short selling ratio 64.4%, amount HKD 4.83 billion; TRACKER FUND short selling ratio 52.1%, amount HKD 4.62 billion; HSCEI ETF short selling ratio 44.5%, amount HKD 3.37 billion; Alibaba-W short selling ratio 21%, amount HKD 2.2 billion; XIAOMI-W short selling ratio 47.8%, amount HKD 1.59 billion

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The total short selling in Hong Kong stocks for the day was HKD 39.44 billion, accounting for 29% of the turnover of shortable shares

The short selling amount in the Hong Kong stock market reached HKD 20.04 billion in half a day, accounting for 28.7% of the total shortable stock turnover of HKD 69.83 billion. The top five stocks by short selling amount include CSOP HS TECH with a short selling ratio of 65.6% and a short selling amount of HKD 3.09 billion; TRACKER FUND with a short selling ratio of 48.6% and a short selling amount of HKD 2.41 billion; HSCEI ETF with a short selling ratio of 38.6% and a short selling amount of HKD 1.49 billion; Alibaba-W with a short selling ratio of 22.6% and a short selling amount of HKD 1.22 billion; and XIAOMI-W with a short selling ratio of 52.9% and a short selling amount of HKD 780 million

The short selling in Hong Kong stocks for half a day reached HKD 20.04 billion, accounting for 28.7% of the total turnover of shortable shares

The Hang Seng Index closed at 26,544 points, down 161 points or 0.6%; the Hang Seng Tech Index reported 5,245 points, down 122 points or 2.3%. Alibaba fell over 3%, and heavyweight stocks such as Xiaomi, Tencent, and Meituan also experienced declines. Some stocks like Henderson Land, CNOOC, Hang Lung Properties, Midea Group, and New World Development reached new highs. Overall market performance was weak, with the China Enterprises Index down 53 points, closing at 9,016 points

The Half-Day Report: The Hang Seng Index closed at 26,544 points, down 161 points; the Hang Seng Tech Index closed at 5,245 points, down 122 points. Alibaba fell over 3%. Henderson Land, CNOOC, Hang Lung Properties, Midea Group, and Sun Hung Kai Properties reached new highs

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Alphabet - C

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ByteDance

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Alibaba HK SDR 5to1

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Allianzim US Large Cap Buffer10 Mar ETF

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POP MART HK SDR 20to1

$NIO-SW(09866.HK)

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$BABA-W(09988.HK)Many people still misunderstand Alibaba as merely an e-commerce company. In reality, its rapid progress in AI and cloud services is transforming it into a technology-driven growth company. Analysts generally lean toward a moderate buy to strong buy outlook on BABA shares.The launch of its latest AI model, Qwen 3.5, further demonstrates clear improvements in power and efficiency, signaling Alibaba’s strong commitment to competing in the generative AI race.I have the patience and conviction to hold BABA and ride the green dragon forward. What about you?

Ma Yun calls TB Flash Sale a “milestone battle”. Three years of no profit pressure. AWS spent $125B in 2025 to win cloud. $Alibaba(BABA.US) spending $12B to win instant retail. Same playbook, different arena. Market yawns. I accumulate. 🛒

Spotted a huge block trade for$BABA-W(9988.HK) this afternoon - 390k shares at HKD 154.6, a 2.5% discount. Around HKD 60 mil. Not auto-matched. Meanwhile, $Alibaba(BABA.US) options went crazy yesterday, some puts surged 2799% on a 3% drop. Big money moving or just hedging? What's the smart money seeing that we don't? 🧐

UBALIBA@EC2603N(23917.HK)

With Trump tariffs axed and China models soaring, can China ADRs rally? ---

O Neil Global Advisors Inc. Takes Position in Alibaba Group Holding Limited $BABA

HK stocks on fire; Pop Mart launches 'After-school Merodi' | Daily News Recap ---

Hong Kong shares bounce after US Supreme Court tariff ruling; tech shares lead