HSALIBA@EC2612B

Damo and Alibaba Tongyi Launch Global First 潮玩 AI Design Platform 'MiaoYa'

Aliyun Qianwen Partners with Eastern Airlines for Flight Booking Services

Wuhan Party Secretary meets with Alibaba executive to discuss deepening cooperation in the digital intelligence economy

China's Social Commerce Market Poised for Major Growth, with Alibaba and Tencent Leading, Report Says

Alibaba and Tencent are reportedly in talks to invest in AI startup DeepSeek

Alibaba in Talks to Invest in DeepSeek

Alibaba Launches Ecosystem AI Assistant 'Qianwen Xiaojiewo'

Alibaba Releases Ecosystem-Level AI Assistant Digital Human 'Qianwen Xiaojiuwo'

Alibaba's 'Qianwen' AI PPT Feature Upgraded and Offered for Free

Alibaba and China Telecom launch a data center in Southern China powered by self-developed 'Zhenwu' chips

Alipay Launches Payment Services for OpenClaw AI Agents

Embodied intelligence company "Zibianliang Robot", previously invested in by Alibaba, completes a nearly 2 billion RMB Series B financing

Tmall Supermarket launches AI agent "Super Meow 1.0"

Meituan, Alibaba, and JD.com Dominate Consolidation in China's Quick Commerce Market, Report Says

Alibaba Applies for 'Qianwen Smile' Trademarks

Alibaba Applies for New "Qianwen Little Dimple" Trademark, Involving AI and Robotics Fields

Alibaba's Wuxi AI Empowerment Center Project is Signed and Launched

Alibaba releases world model HappyOyster to compete with Google's Genie3

Alibaba stock declines as analysts downgrade ratings

Alibaba introduces Trade Assurance in Indonesia to tackle cross-border trust gap

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- Chinese tech giants Tencent and Alibaba are in discussions to invest in AI startup DeepSeek, which is seeking over $20 billion in funding.  
- DeepSeek, backed by High-Flyer Capital Management, aims to raise at least $300 million as it initiates talks for outside capital for the first time.  
- These discussions highlight the significant capital needed to develop advanced AI models as the industry evolves, with the potential terms still subject to change.

Reuters

TENCENT

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Alibaba

KraneShares 2x Long BABA Daily ETF

YieldMax BABA Option Income Strategy ETF

BABA 2x Long Daily ETF - GraniteShares

Tencent, Alibaba in talks to invest in DeepSeek at over $20 billion valuation, The Information reports

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Tencent and Alibaba are in talks to invest in DeepSeek. Driven by intense market interest sparked by initial contacts, DeepSeek's target valuation has been raised from an initial minimum of $10 billion to over $20 billion, and the financing scale may also expand accordingly

- DeepSeek is seeking external funding for the first time, attracting interest from major domestic tech companies like Tencent and Alibaba, which have begun investment discussions.  
- The startup’s estimated valuation has surged from at least $10 billion to over $20 billion due to heightened market interest and ongoing negotiations, despite its lack of significant revenue and reliance on open-source models.  
- This funding push reflects competitive pressures and rising operational costs in the AI sector, as well as the urgent need for DeepSeek to stabilize its core talent amid risks posed by larger rivals.

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Tencent Holdings Limited

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DeepSeek's First Funding Round Sparks Frenzy Among Tech Giants; Tencent and Alibaba May Join, Valuation Soars to $200 Billion

Tencent, Alibaba in Talks to Invest in DeepSeek at $20 Billion-Plus Valuation - The Information

Hudson Value Partners LLC increased its stake in Alibaba Group Holding Limited (NYSE:BABA) by 58.7% in Q4, owning 23,339 shares valued at $3.44 million. Other institutional investors also raised their stakes, with NTV Asset Management increasing holdings by 127.4%. Alibaba's stock opened at $135.27, with a 12-month low of $103.71 and a high of $192.67. Analysts have adjusted price targets, with a consensus rating of "Moderate Buy" and an average target price of $187.68. Recent developments include the launch of AI platforms to enhance revenue diversification.

- Hudson Value Partners LLC increased its stake in Alibaba Group by 58.7%, owning 23,339 shares valued at $3,438,000 at the end of Q4.  
- In addition to Hudson, other firms like NTV Asset Management and ARK Investment Management also significantly increased their holdings in Alibaba during the third quarter.  
- Analysts have set price targets for Alibaba's stock between $140.00 and $205.00, with a consensus rating of "Moderate Buy" amid mixed sentiment regarding its recent performance and competitive pressures.

Market Beat

Alibaba Group Holding Limited $BABA Shares Acquired by Hudson Value Partners LLC

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Apr 22 | Dolphin Research Key Watch:🐬 Macro/Sector 1) Trump said the U.S. will extend the ceasefire because of 'serious internal divisions' in Iran, until Tehran presents a unified negotiating plan and concludes talks.This should ease near-term Middle East tensions, supporting more stable oil prices and risk assets. However, core U.S.-Iran differences remain, Iran's stance is still tough, and talks face high uncertainty, so geopolitics risks are not fully cleared.🐬 Stocks 1、$CATL(03750.HK) CATL's 'Super Tech Day' unveiled the 3rd-gen 'Shenxing' ultra-fast charging battery. It delivers 10C-equivalent charging with up to 15C peak rate...

CATL's new battery charges to 100% in 6 min; BABA unveils AI digital human 'Qwen Dimples' | Daily News Recap

Alibaba Group Holding Ltd (BABA) saw a 3.00% decline in stock price, underperforming the Software & IT Services sector, which rose by 0.27%. The drop is attributed to regulatory fines in China and intense competition in the quick commerce sector, impacting profitability. Analysts have adjusted forecasts, with some downgrading ratings to 'hold'. Technical indicators show a neutral signal, while fundamental challenges persist, including heavy investments affecting margins. The company reported annual revenue of $138.07B and net profit of $17.94B, ranking 5th and 6th in its industry, respectively.

- Alibaba Group Holding Ltd (BABA) experienced a 3.00% decline in stock price, influenced by regulatory fines and intense competition in China's delivery sector.  
- Ongoing regulatory scrutiny and aggressive investments in technology have pressured Alibaba's profit margins, leading to revised forecasts and a cautious investor sentiment.  
- Despite generating annual revenue of $138.07 billion, analysts predict profitability normalization is unlikely until fiscal 2028-2029 due to heavy investments and competitive challenges.

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Alibaba Group Holding Ltd Stock (BABA) Moved Down by 3.00% on Apr 21: What Signal Does It Send?

Alibaba Group Holding Ltd. ADR (BABA) fell 3.42% to $135.38 on a challenging trading day, marking its second consecutive loss. The stock is now 29.73% below its 52-week high of $192.67. In comparison, competitors like Bed Bath & Beyond, Rakuten Group, and eBay also experienced declines. Trading volume reached 11.3 million, surpassing the 50-day average of 10.8 million.

- Alibaba Group Holding Ltd. ADR (BABA) dropped 3.42% to $135.38 during a negative trading session, as the NASDAQ Composite Index and Dow Jones Industrial Average both fell by 0.59%.  
- This marked the ADR's second consecutive day of losses, now sitting 29.73% below its 52-week high of $192.67 from October 2nd.  
- Trading volume reached 11.3 million, surpassing the 50-day average volume of 10.8 million, indicating increased market activity.

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Alibaba Group Holding Ltd. ADR Outperforms Competitors Despite Losses On The Day

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The Nasdaq Golden Dragon China Index initially closed down 2.5%. Among popular Chinese concept stocks, Daqo New Energy fell more than 9%, Bilibili and CSI Solar dropped over 6%, VNET Group declined by 5.8%, PDD decreased by 4.9%, while NEW ORIENTAL-S, XPENG, Alibaba, Baidu, NIO, and NetEase each fell approximately 3%. KWEB dropped 2.9%, and CQQQ fell 2.7%

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In Hangzhou, China, Alipay has introduced a new payment service utilizing AI Pay technology, allowing OpenClaw-type AI agents known as "lobsters" to conduct purchases and payments upon receiving user commands. These autonomous AI tools operate on behalf of users without the need for coding or intricate configurations. The service is equipped with multi-layer security measures for each transaction, enhancing the efficiency and capability of AI agents with Alipay.

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ANT GROUP

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Alipay AI Pay Launches New Service Enabling OpenClaw-type AI Agents to Make Payments

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$Alibaba(BABA.US) and $TENCENT(00700.HK) are in advanced discussions to back Chinese AI company DeepSeek in its first external funding round, at a valuation above $20 billion.This underscores Alibaba’s aggressive AI expansion strategy, adding to momentum from recent product launches and positioning the company deeper in generative AI, cloud, and related hardware/robotics ambitions.@Bridge Buzz SG

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Today’s Key News Recap

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$Alibaba(BABA.US) has signed agreement with Shanghai Pudong Bank to use its AI stack from T-Head&#39;s PPU AI chips (thousands of them) to cluster to AI platform to Qwen &amp; other large models.Ali is maintaining its leading cloud position in China by offering the full stack AI solution (like Alphabet is doing).@Bridge Buzz SG

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$MEITUAN(03690.HK)🚨 China’s $527M Wake-Up Call: The End of Cheap Delivery?China just fined Meituan, Pinduoduo (PDD), and Alibaba $527 million for food safety failures and “ghost kitchens.” This is not just a penalty. It is a clear signal that regulators care more about accountability than rapid growth now.🔷 What has changed?❤️Compliance is now expensive.Platforms must use real-time video and conduct physical kitchen checks. That adds major costs. Meituan already posted a ¥23.4 billion loss in 2025 due to subsidy wars. New rules will squeeze margins further.❤️Platforms can no longer hide.Regulators also fined executives personally (~$2.8 million total). That breaks the old “we are just a middleman” defense. Now platforms are legally responsible for what their vendors do.❤️Meituan is still the best bet.Why? In a slowing economy, people order more delivery instead of dining out. Meituan controls approximately 65% of the market and runs a “Super App” for food, groceries, and medicine. That scale helps it absorb new compliance costs better than rivals.🔷 What Analysts Say· SPDB rates Meituan a Buy with a HK$120 target, citing less competition.· CICC agrees that competitive pressure has “marginally eased.”· Overall consensus (36 analysts): 27 Buy, 10 Hold, 3 Sell.· Average price target: HK$110.45, which is +37.6% upside from the current HK$86.50.🔷 Bottom LineThe “Wild West” of food delivery is over. Going forward, only large platforms with strong compliance systems will win. Analysts believe Meituan is the top pick in this new environment.Not financial advice. Always do your own DD! Remember stock market is always there. Do not FOMO.

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Swing for the stars, $Alibaba(BABA.US)Source: TrendSpider

Chinese authorities imposed a total penalty of about $528 million on seven major food delivery platforms for food safety violations, including failure to filter unqualified merchants and ghost shops. $Alibaba(BABA.US)’s platforms were among those hit, alongside $PDD(PDD.US), $JD.com(JD.US), Meituan and Douyin. This is reportedly the largest such penalty since the 2015 food safety law. Platforms were ordered to rectify issues and suspend some merchants.@Bridge Buzz SG

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0417 | Dolphin Research Focus: 🐬 Stock 1, $XIAOMI-W(01810.HK) Xiaomi Communications issued the '26 Xiaomi K1' sci-tech innovation bond for intelligent manufacturing on the SSE, sized at RMB 1 bn with a 3-year tenor and a 1.6% coupon, with the book 4.82x covered. This issuance delivers on both policy tailwinds and market confidence. The 1.6% coupon is well below AAA corporates of the same tenor, underscoring strong institutional conviction in Xiaomi's hard-tech push and its AAA credit profile...

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SCHWAB(CHARLES)CORP 5.95% DEP SHS REP 1/40 NON CUM PERP PF D

SCHWAB(CHARLES)CORP 4.450% DEP SHS REP 1/40TH N-CUM PFD SERJ

Apple

BABA 'Happy Oyster' Unveils Virtual World; Meituan 'Shrimp 345' Expands AI Ecosystem | Daily News Recap

Hot topic

With the Lunar New Year falling later, post-holiday spending shifted, leaving Dec consumption soft (retail sales +0.9% YoY). By contrast, Jan–Feb held up better (retail sales +2.8% YoY).Entering Mar, the calendar-shift distortion largely faded, allowing a cleaner read on underlying demand. March prints indicate domestic retail consumption remained weak, with signs of marginal deterioration.The weakness is mostly structural. Online physical goods faced greater pressure, while online services were resilient. By category...

China Mar. Retail Sales: Consumption Cold Snap? How Bad?

Cheers. Let’s go green dragon 🐉.

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$Alibaba(BABA.US) jumps 4.5% in Hong Kong stock market.China’s economy grew 5% in 1Q26 beating estimates and driven by industrial growth and strong exports.Retail sales and fixed investment continue showing weakness per trend charts, while industrial production holds steady around 5-6% levels, indicating mixed momentum with stronger GDP supported by secondary and tertiary sectors.@Bridge Buzz SG

Baba is a great company. Keep it as investment 👍. Cheers.

$BABA-W(09988.HK) This has not been a great few months for this stock . it has been going down. But I will keep holding it for the long term 😘. it will definitely go back up.

HSALIBA@EC2612B(28128.HK)

HSALIBA@EC2612B Stock Performance Chart

Tencent, Alibaba in talks to invest in DeepSeek at over $20 billion valuation, The Information reports

DeepSeek's First Funding Round Sparks Frenzy Among Tech Giants; Tencent and Alibaba May Join, Valuation Soars to $200 Billion

Tencent, Alibaba in Talks to Invest in DeepSeek at $20 Billion-Plus Valuation - The Information

Alibaba Group Holding Limited $BABA Shares Acquired by Hudson Value Partners LLC

CATL's new battery charges to 100% in 6 min; BABA unveils AI digital human 'Qwen Dimples' | Daily News Recap