HUALIBA@EP2611A

Behind Keling's 20 Billion Valuation: Core Founder Leaves to Join Alibaba

CGS and DBS Maintain Buy Rating on Alibaba with Target Price Around 204 HKD

ANTIPODES PARTNERS Ltd Decreases Stake in Alibaba

Hillhouse's HHLR discloses Q1 holdings, continues to hold a significant position in Alibaba

David Tepper's Appaloosa fund disclosed a reduction in its Alibaba stake

FactSet Survey: 45 Analysts Lower Alibaba's 2027 EPS Forecast to $6.73

Morgan Stanley and Other Analysts Adjust Alibaba Price Targets

Alibaba, Uber, Naver reportedly conducting due diligence for acquisition of South Korean food delivery platform Baemin

Sasquachana Raises Alibaba Price Target to $185 from $170

Tmall Launches Industry's First AI Home Decoration Operation Platform 'Tmall Design Home'

Nomura Raises Alibaba's Target Price to $207, Maintains 'Buy' Rating

Alibaba's AI commercialization exceeds expectations, upgrading synergy with e-commerce business

JPMorgan Raises Alibaba H-Share Target Price to HK$200

Alibaba Releases Qoder 1.0, Upgrading AI IDE to Autonomous Agent Development Workbench

Alibaba's Qwen App Reaches Cooperation with China's National Medical Products Administration Information Center

Nomura Raises Alibaba Price Target to $207, Maintains Buy Rating

Reuters reports that Chinese tech firms including Alibaba and Tencent are approved to buy Nvidia H200 chips

Alibaba announced its Q4 fiscal 2026 results, with revenue exceeding expectations but profits declining sharply due to AI investments

China Merchants Securities: Alibaba Short-term Profit Dip Due to Investment, Raises Target Price, Maintains Buy Rating

Alibaba's Alipay accused of 1.84M donation after payment closure, official says normal pending verification

RADIANCE HLDGS

ANCHORSTONE

RIVERINE CHINA

REACH NEW HLDGS

FINELAND LIVING

NUR HOLDINGS

GOLDEN LEAF INT

UBOT HOLDING

MAN YUE TECH

09988

BABA

KBAB

BABX

BABO

CGS International analyst Lei Yang maintained a Buy rating on Alibaba Group Holding Ltd. (9988) with a price target of HK$204.00, while shares closed at HK$132.30. The average analyst consensus suggests a Strong Buy with a target of HK$185.53, indicating a 40.23% upside. DBS also reiterated a Buy rating with a target of HK$202.00.

- Lei Yang CFA from CGS International has maintained a Buy rating on Alibaba Group Holding Ltd., with a price target of HK$204.00, while the shares closed at HK$132.30.  
- The overall analyst consensus rating for Alibaba is a Strong Buy, with an average price target of HK$185.53, suggesting a potential upside of 40.23%.  
- Additionally, DBS also reaffirmed a Buy rating for Alibaba with a price target of HK$202.00 in a report released on May 14.

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Alibaba Group Holding Ltd. (9988) Gets a Buy from CGS International

Alibaba Group Holding Ltd. ADR (BABA) fell 6.04% to $132.59 on Friday, marking its second consecutive day of losses. The stock is now 31.18% below its 52-week high of $192.67. In comparison, competitors like Bed Bath & Beyond and Rakuten Group saw smaller declines, while eBay's stock rose by 2.55%. Overall, the NASDAQ Composite Index dropped 1.54%. Trading volume for Alibaba reached 17.9 million, surpassing its 50-day average of 11.6 million.

- Alibaba Group's ADR fell 6.04% to $132.59 on a challenging trading day, with the NASDAQ Composite and Dow Jones also experiencing declines.  
- This marks the second consecutive day of losses for Alibaba, leaving it 31.18% below its 52-week high of $192.67 reached on October 2nd.  
- Trading volume was notably high at 17.9 million, exceeding the 50-day average of 11.6 million shares.

MarketWatch Automated

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Bed Bath & Beyond, Inc.

Lotte Group

Rakuten Group, Inc.

eBay

BABA-WR

Alibaba HK SDR 5to1

BED BATH BEYOND INC C/WTS (TO PUR COM) 07/10/2026

Bed Bath & Beyond - CW26

Alibaba Group Holding Ltd. ADR Underperforms Friday When Compared To Competitors

Alibaba’s AI Growth Fails to Mask Plunging Profits: How to Play BABA Stock After Q4 Earnings

Barchart Option

Alibaba’s AI Growth Fails to Mask Plunging Profits: How to Play BABA Stock After Q4 Earnings

89988

Alibaba fell 4.46% in after-hours trading; Amazon fell 1.10% in after-hours trading, with a transaction volume of USD 28.92 million; Pinduoduo fell 1.21% in after-hours trading, with a transaction volume of USD 7.38 million; JD.com fell 0.94% in after-hours trading, with a transaction volume of USD 2.49 million

- Alibaba's stock fell by 4.46% after reporting a 99% drop in adjusted net profit for Q4, significantly below market expectations.  
- Amazon's shares dropped by 1.10% due to concerns over layoffs affecting operational efficiency, despite a successful bond issuance for $3.6 billion.  
- JD.com saw a decline of 0.94%, though its non-GAAP earnings exceeded expectations, leading to discussions on its improved profitability and an increased target price from Benchmark.

Price Alert

U.S. stock night trading volatility: Alibaba fell 4.46% in after-hours trading, with net profit plummeting 99% in its financial report, triggering a complex market reaction

KWEB

EBIZ

In a report released yesterday, from CSC Financial maintained a Buy rating on Alibaba Group Holding Ltd., with a price target of HK$208.71.Claim 55% Off TipRanksUnlock hedge fund-level data and powerful investing tools for smarter, sharper decisions Discover top-performing stock ideas and upgrade to a portfolio of market leaders with Smart Investor Picks In a report released yesterday, DBS also maintained a Buy rating on the stock with a HK$202.00 price target.

- CSC Financial has maintained a Buy rating on Alibaba Group Holding Ltd., setting a price target of HK$208.71.  
- Similarly, DBS has also issued a Buy rating with a price target of HK$202.00.  
- Both ratings indicate a positive outlook for the company's stock performance.

Krne Csi China Internet

Global X E-commerce ETF

CSC Financial Remains a Buy on Alibaba Group Holding Ltd. (9988)

HSBC has raised its price target for Alibaba Group (NYSE:BABA) from $172.00 to $180.00, indicating a potential upside of 27.59%. Other analysts have also increased their targets, with Arete Research upgrading to a "buy" rating and a $190.00 target, while JPMorgan and Mizuho set targets of $205.00 and $195.00, respectively. Despite a recent drop in stock price to $141.08, the consensus rating remains a "Moderate Buy" with a target of $189.00. Analysts highlight Alibaba's strong growth in AI and cloud revenue as key factors for optimism.

- HSBC raised Alibaba Group's price target from $172.00 to $180.00, indicating a potential upside of 27.59%.  
- Analysts have varied views on Alibaba, with Arete Research upgrading to "buy" and Zacks cutting to "strong sell," leading to a consensus rating of "Moderate Buy" and a price target of $189.00.  
- Alibaba's stock experienced a decline to $141.08 during trading, despite having positive sentiment regarding its AI revenue, but missed earnings expectations.

Market Beat

HSBC Issues Positive Forecast for Alibaba Group (NYSE:BABA) Stock Price

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Nvidia's stock price target has been raised to $350 by Cantor Fitzgerald analyst C.J. Muse, citing strong demand for its H200 chips, especially from Chinese companies like Alibaba and Tencent. Muse believes Nvidia may be sold out through 2027 due to high demand and supply chain bottlenecks. Despite recent stock performance lagging behind competitors, potential catalysts include upcoming earnings reports and a significant share buyback. Analysts maintain a Strong Buy consensus on Nvidia, with an average price target of $279.28, indicating an 18.8% upside potential.

- Nvidia's price target has been raised to $350 by Cantor Fitzgerald analyst C.J. Muse, highlighting CEO Jensen Huang's strong performance relative to competitors.  
- The increase in demand for Nvidia's chips, particularly from Chinese companies approved to buy its H200 chips, points to a potential sell-out for 2026 and 2027 due to supply chain constraints.  
- Wall Street maintains a Strong Buy consensus for Nvidia with an average price target of $279.28, suggesting an 18.8% upside potential.

Tencent Holdings Limited

Tencent

NVIDIA

TENCENT

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JD.com

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OpenAI

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NVIDIA Corporation

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Tencent HK SDR 10to1

JD-SWR

Nvidia (NVDA) Stock Price Target Raised to $350 amid China H200 News

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Nvidia (NVDA) stock reached a new all-time high above $227, driven by U.S. government approval for sales of its H200 AI chips to Chinese tech firms, including Alibaba and Tencent. Strong quarterly results from Foxconn also boosted optimism for AI demand. Analysts are bullish ahead of Nvidia's Q1 earnings report on May 20, with price targets raised, including BofA's increase to $320. Wall Street maintains a Strong Buy rating on NVDA, with an average 12-month price target suggesting over 22% upside from current levels.

- Nvidia (NVDA) stock rose to new heights above $227 after the U.S. government approved sales of its H200 AI chips to multiple Chinese tech companies, sparking optimism about AI demand.  
- Strong quarterly results from Foxconn further fueled expectations for Nvidia's upcoming earnings report, with analysts raising price targets amid predictions of continued growth.  
- Wall Street analysts maintain a Strong Buy rating on NVDA, anticipating a 22% upside in the next 12 months, supported by increasing AI demand and a positive earnings outlook.

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

First Trust Nasdaq Food & Semicon

Spdr Select Tech

SPDR S&P Semicon

Bank of America

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Nvidia Stock (NVDA) Hits New 52-Week High Today — What's Driving the Rally?

Chinese tech companies are increasing production of homegrown AI chips as Nvidia faces export restrictions. Tencent and Alibaba are leading this push, with Tencent planning significant capital expenditure for domestic chips and Alibaba highlighting its self-designed AI chips for cloud computing. Despite potential approval for Nvidia's H200 chips, the focus remains on domestic alternatives to meet the growing demand for advanced AI capabilities. Analysts suggest a shift towards a hybrid infrastructure using both Chinese and U.S. chips to enhance AI model performance.

- China is increasing the production of domestically developed chips as major tech firms like Tencent and Alibaba seek self-sufficiency in AI technology amid U.S. export restrictions on Nvidia’s products.  
- Tencent plans a significant rise in capital expenditure for China-designed chips, while Alibaba highlights the advantage of its proprietary AI chips, which are achieving mass production and contributing to revenue growth.  
- Although the U.S. reportedly approved the sale of Nvidia's H200 chips to some Chinese firms, the future of this deal remains uncertain amid ongoing regulatory discussions.

CNBC

Chinese companies are ramping up homegrown AI chips, even if Nvidia is coming back

Hi Fattycat! I personally don't invest in US market hence no comments on Bilibili. Congratulations and very nice job of locking in your profits for JD! The rest of your HK stocks are made up of very strong (and cash-rich) companies, I am equally confident that these companies will perform very well in the mid to long term :)

KopiPeng

Welcome to the Earnings Season Portfolio Check‑up Challenge!Once a week, you’ll sit down, review your holdings, analyse what earnings mean for you, and plan your next move.No daily pressure. Just 6 posts in 6 weeks. And yes – there are cash coupon prizes💰✨📅 Event period: Apr 21 – June 1, 2026✅ How to join: Post with【Week 1 – Your Headline】+ #My Portfolio Health Check, 30+ words on your earnings‑season thoughts + holdings screenshot🎁 Rewards: 6 weeks → SGD 20 | 5 weeks → SGD 10 | 4 weeks → SGD 5
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Welcome to the Earnings Season Portfolio Check‑up Challenge!Once a week, you’ll sit down, review your holdings, analyse what earnings mean for you, and plan your next move.No daily pressure. Just 6 posts in 6 weeks. And yes – there are cash coupon prizes💰✨📅 Event period: Apr 21 – June 1, 2026✅ How to join: Post with【Week 1 – Your Headline】+ #My Portfolio Health Check, 30+ words on your earnings‑season thoughts + holdings screenshot🎁 Rewards: 6 weeks → SGD 20 | 5 weeks → SGD 10 | 4 weeks → SGD 5 ⭐️ Every week's “Best Health Check‑up” get an extra SGD 5 cash voucher!🚀 Start your portfolio check up now!🔎 More details: <a href="https://longbridge.com/topics/100000000601111?channel=WHAB0001">https://longbridge.com/topics/100000000601111?channel=WHAB0001</a>

My Portfolio Health Check

[Week 4] Portfolio Health Check: Post-Earnings Rebalancing 📈🔄1️⃣ Current HoldingsI have made some major moves this week to rebalance my exposure. My sector distributions have shifted significantly:🟢 Automobiles: 26.44% (BYD)🟢 Interactive Media &amp; Services: 22.10% (Tencent &amp; Bilibili)🟢 Broadline Retail: 24.06% (Alibaba &amp; JD)🟢 Tech Hardware &amp; Peripherals: 17.09% (Xiaomi)My largest conviction has shifted to BYD (26.44%), followed by my new entry, Tencent (20.66%). I have also increased my US stake in Bilibili.😁2️⃣ Earnings WatchAfter the JD and Alibaba reports, my focus now shifts to the tail end of the month:🟢 Bilibili: 19 May 2026 (Tuesday)🟢 Xiaomi: 26 May 2026 (Tuesday)I will be watching to see if Xiaomi’s hardware margins and Bilibili’s user monetisation can beat market expectations.3️⃣ Portfolio ReactionI followed through on my plan to lock in profits! I trimmed JD significantly (from 800 to 200 shares) and its current P/L has jumped to +12.70% following a positive earnings reaction. Alibaba remains my strongest anchor at +24.37%.Newcomer Tencent is currently flat (-0.64%) while BYD (-4.74%) and Bilibili (-8.05%) are facing some short-term pressure.4️⃣ Next PlanWith the capital freed up from the JD sale, I have established a position in Tencent and added to BYD. My next move is to wait for the Xiaomi and Bilibili earnings before making further adjustments. I am keeping my cash reserves flexible for any “buy the dip” opportunities in the HK tech sector. 5️⃣ Risk CheckMy concentration risk has improved! My top two holdings now represent 47.1% of my portfolio (down from 66%+ last week). I acknowledged that I am still heavily invested in Hong Kong market however adding Tencent provides a more stable, cash-flow-rich pillar to my strategy. Progressing toward a more balanced “All-Weather” setup! ⚖️

XIAOMI-W

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BILIBILI-W

Bilibili

$Alibaba(BABA.US) | 𝐀𝐥𝐢𝐛𝐚𝐛𝐚: Deutsche Bank maintains 𝐁𝐮𝐲, raises 𝐏𝐓 𝐭𝐨 $𝟏𝟗𝟓Analyst sees cloud and AI revenue acceleration driving stronger monetization and valuation upside.

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I’m still constructive on AI, but I wouldn’t blindly pile in just because everyone is suddenly bullish. The multi-vector confirmation is strong — cloud, chips, enterprise AI and China AI names are all showing demand, but that also means expectations are getting crowded.For me, the line is quality and valuation: I’d stay with names where AI is already translating into revenue, not just hype, and I’d trim if the stock has run far ahead of earnings. Alibaba is a good example: the overall results were mixed, but the AI/cloud growth is the part that keeps it interesting.

🇺🇸🇭🇰🇸🇬 Big moves across US, HK, SG markets. Join the chat &amp; earn Task Coins!

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☕️ [Task Coins Giveaway] Daily Market Talk

Today’s Key News Recap

0514 | Dolphin Research Focus: 🐬 Macro/Industry 1) This morning, China's top leader held a face-to-face meeting with U.S. President Trump, covering trade, tech cooperation, global governance and bilateral ties. It signaled a thaw in top-level engagement. 2) According to foreign media, the U.S. eased chip export curbs, allowing 10 Chinese tech firms — including Alibaba, ByteDance, Tencent and JD — to procure Nvidia's H200 high-end AI chips. Distributors such as Lenovo and Foxconn also received purchase approvals, pointing to a marginal relaxation of export restrictions on advanced AI chips...

LENOVO GROUP

Lenovo Group

LENOVO GROUP-R

NIO-SW

NVDA H200 curbs show fresh signs of easing; XPEV eyes EU vehicle manufacturing | Daily News Recap

HUALIBA@EP2611A(29263.HK)

Alibaba Group Holding Ltd. (9988) Gets a Buy from CGS International

Alibaba Group Holding Ltd. ADR Underperforms Friday When Compared To Competitors

Alibaba’s AI Growth Fails to Mask Plunging Profits: How to Play BABA Stock After Q4 Earnings

U.S. stock night trading volatility: Alibaba fell 4.46% in after-hours trading, with net profit plummeting 99% in its financial report, triggering a complex market reaction

CSC Financial Remains a Buy on Alibaba Group Holding Ltd. (9988)