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Alibaba Releases New AI Video Generation Model HappyHorse-1.0

JPMorgan lowers Alibaba's target price to HK$195, stating quarterly results may redefine market observation metrics

Unitree to Launch Its Cheapest Humanoid Robot R1 on AliExpress

JPMorgan Cazenove Predicts Strong Growth in Alibaba's Cloud Business and Downgrades US Stock Target Price

Alibaba Cloud Launches 'Memory Library' Function

Citi Raises Alibaba's Target Price to HKD 204, Maintains 'Buy' Rating

Morgan Stanley: Alibaba's Growth Momentum Continues, Cloud Acceleration is a Key Catalyst

Ubtech and Alibaba 酝酿出海战略合作

UBS expects Alibaba's Q4 FY2026 revenue to remain flat and cuts earnings forecast

Jefferies cuts Alibaba's target price due to AI spending and non-core business losses

Citi Research Report Predicts Alibabas CMR Growth Pressured in FY2026 Q4

Alibaba and Telecom Partner to Build AI Data Center

FactSet analysts lower Alibaba's 2026 EPS forecast

HSBC Research Maintains "Buy" Rating on Alibaba, Sees Upside in AI and Cloud Revenue

Alibaba's Qwen3.6-Plus model tops the weekly global large model API call volume chart

AI Model Happy Horse Ranks First, Surpasses Seedance 2.0

Alibaba to Participate in the 2026 Conversational AI & Customer Experience Summit in Malaysia

Jefferies maintains Buy rating on Alibaba but lowers price target to $185

China Telecom and Alibaba Cloud Launch First True Martial Chip-based 10,000 Card AI Cluster in Greater Bay Area

Alibaba Announces Establishment of Technology Committee and Upgrade of Qitian Large Model Department to Accelerate AI Construction

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Alibaba Group Has Anonymously Released A New AI Video Generation Model Called Happyhorse-1.0 - The Information

Yushu Technology will launch its cheapest humanoid robot R1 on the international market through Alibaba's Global AliExpress platform next week, covering major markets such as North America, Europe, Japan, and Singapore. The R1 is priced starting at 29,900 yuan, stands 123 cm tall, weighs 27 kg, and has various movement capabilities. The company has not yet announced the sales price of the R1 overseas

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Yushuren humanoid robot R1 goes international, expected to land on Alibaba Global Express platform next week

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Hong Kong stocks fell today, with the Hang Seng Index dropping 140 points to close at 25,752 points. Alibaba and Xiaomi saw their stock prices decline by 4.3% and 5.6%, respectively. The market is focused on the US-Iran ceasefire negotiations, which are affecting US stock performance. Northbound trading recorded a net inflow of CNY 12.593 billion, with total turnover decreasing to CNY 244.977 billion. KNOWLEDGE ATLAS's stock price rose by 7%, while Yangtze Optical Fibre and Cable increased by 6.9%

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"Market Review" Hong Kong stocks retreat, Alibaba and Xiaomi under pressure, Hongqiao rebounds by 50%

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As of the market close, the three major indices of the Hong Kong stock market all fell back, failing to continue yesterday's rebound momentum. The Hang Seng Tech Index dropped more than 2%, giving back some of yesterday's gains, with the overall market showing a narrow fluctuation pattern of high-level retreat. On the market, small-cap technology and thematic stocks performed exceptionally actively, as funds deeply participated in structural opportunities amid the weakness of heavyweight blue chips. Stocks such as Hengyi Holdings, EDA Group Holdings, and XunCe surged against the market trend, reflecting that the market's short-term preference has shifted towards high elasticity and high volatility growth sectors

- On April 9, Hong Kong stocks experienced a decline across all three major indices, reflecting weak market sentiment, with the Hang Seng Index closing at 25,752.40, down 0.54%.  
- Notable movements included a sharp increase in small-cap tech stocks, particularly Hengyi Holdings, which surged 136.84%, driven by speculative trading and sector interest.  
- The market remains influenced by external economic data and investor sentiment regarding economic recovery, suggesting both opportunities and volatility risks ahead.

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Hong Kong stock market closing | The Hang Seng Index closed down 0.54%, the Hang Seng Tech Index retreated over 2%, small-cap thematic stocks surged across the board, and Hengyi Holdings soared 136%

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Futu lowered Alibaba's target price to 179 yuan, expecting strong growth in cloud business to continue, with MaaS being a key growth driver for the next five years. The recently launched "Happy Horse" has achieved success, and losses in instant retail improved in the March quarter, with expectations that losses will be halved by fiscal year 2027, although losses in other businesses will increase. The "buy" rating on Alibaba is maintained, with the U.S. stock target price lowered to $185

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Credit Suisse lowers Alibaba's target price to 179 yuan, expects MaaS to be a key growth driver in the next five years

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The Hang Seng Index closed at 25,752 points, down 140 points or 0.5%; the Hang Seng Tech Index reported 4,821 points, down 101 points or 2.1%. The total market turnover was HKD 244.977 billion. Xiaomi Corporation fell over 4%, while Alibaba and Meituan also saw declines. Stocks such as Geely, XUNCE, HAIXI PHARMA, and GOFINTECH QUANT reached new highs with active trading

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According to the "All-Day Express," the Hang Seng Index closed at 25,752 points, down 140 points; the Hang Seng Tech Index closed at 4,821 points, down 101 points. Xiaomi Corporation fell over 4%, while Geely, XUNCE, HAIXI PHARMA, GOFINTECH QUANT, and Changfei reached new highs with active trading

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Alibaba is replicating Google's AI roadmap, pursuing in-house capabilities in cloud computing, foundational large models, and AI chips through its "Tongyun Ge" strategy. A research report from Shenwan Hongyuan indicates that Alibaba Cloud holds a 35.8% share in China's AI cloud market, leading its competitors. Alibaba is at a critical turning point for AI commercialization, with cloud business price adjustments and growing demand for computing power providing a margin of safety for its stock price. Google's full-stack AI closed-loop provides a reference for Alibaba's valuation

- Alibaba is building its AI infrastructure under the name "Tongyun Ge," focusing on integrated self-research in cloud computing and AI technologies.  
- In the first half of 2025, Alibaba Cloud captured 35.8% of China's AI cloud market, leading the industry, while its self-developed "Zhenwu 810E" chips achieved extensive deployment.  
- With a projected annual growth rate of 26.8% for the AI cloud market from 2025 to 2030, Alibaba is poised to benefit significantly as it transitions from investment to monetization phases in AI.

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Alibaba, Empowered by "Tongyun Ge," is Replicating Google's AI Roadmap

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Three major investment banks turn bullish on Alibaba ahead of its earnings: cloud business growth is expected to exceed 40%, the roadmap for narrowing instant retail losses is clear, and the Qwen model is accelerating its penetration into the enterprise sector. Morgan Stanley, HSBC, and Nomura have set target prices between $172 and $200, representing a potential upside of over 40% from the current share price. The consensus among the three institutions is that both AI monetization and the loss-reduction narrative are significantly undervalued by the market

- Alibaba is set to announce its Q4 2026 results in May, with Morgan Stanley, HSBC, and Nomura issuing reports predicting cloud business growth to exceed 40% and a clear turning point for instant retail losses.  
- The three firms maintain buy ratings with target prices between $172 and $200, suggesting over 40% upside from the current $120 stock price, focusing on the dual promises of reduced losses and accelerated cloud growth.  
- Additionally, instant retail losses are expected to decrease significantly, while the rapid increase in CMR growth indicates positive consumer spending trends.

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What to Expect from Alibaba's Q1 Report? Instant Retail Losses Poised to Halve, Cloud Growth May Top 40%

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The short selling amount in the Hong Kong stock market reached HKD 19.07 billion in the first half of the day, accounting for 24.5% of the total shortable stock turnover of HKD 77.78 billion. The main shorted stocks include TRACKER FUND, Alibaba, Tencent Holdings, Xiaomi Corporation, and HSCEI ETF, with short selling ratios of 56.3%, 37.2%, 23.1%, 40.3%, and 55%, respectively

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The short selling in Hong Kong stocks for half a day amounted to HKD 19.07 billion, accounting for 24.5% of the total turnover of shortable shares

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As of noon, the three major indices of the Hong Kong stock market have collectively entered a correction, with the Hang Seng Tech Index leading the decline, putting short-term pressure on market sentiment. On the market, AI computing power and large model sectors performed remarkably, becoming the core track for capital inflows against the trend. Leaders XunCe and ZhiPu both surged significantly, effectively offsetting the impact of the weakening of tech blue chips, reflecting the market's high recognition of hard technology and innovation sectors

- As of April 9, Hong Kong's stock market indices faced a collective decline, with the Hang Seng Index down 0.35% at 25,801.87 points.  
- The technology sector exhibited significant divergence; while AI-related stocks like XunCe and ZhiPu rose sharply, leading firms in internet content like Kuaishou fell, indicating cautious sentiment in advertisement growth.  
- Market focus shifted to AI innovations and high-growth stocks amid macroeconomic fluctuations, with increasing scrutiny on international trade and structural investment opportunities.

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Hong Kong Stock Midday Review | Hang Seng Index slightly fell by 0.35%, technology sector performance varied, AI computing power rose against the trend, XunCe surged by 15.58%

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On April 8, Eastern Time, Alibaba options saw a total of 149103 contracts traded, with calls accounting for 73% and puts making up 26%.

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Trending | BABA Increases 4% on Wednesday, Some Call options Soar 300%

JP Morgan released a report stating that Alibaba will announce its performance in the first quarter of 2026, benefiting from the construction of artificial intelligence infrastructure in China, and its stock price has been significantly revalued. It is expected that customer management revenue (CMR) will grow by 4% to 9%, external revenue from cloud business will grow by about 40%, but losses from "other businesses" will approach 20 billion yuan. Morgan Stanley lowered the target price to 195 yuan and maintained an "overweight" rating, believing that the market has misjudged expectations for CMR and "other businesses," and future quarterly results may redefine market observation indicators

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"Big Banks" JP Morgan: Alibaba's quarterly results may redefine market observation indicators, lowering the target price to 195 yuan

I think it is not a true ceasefire as Israel still attacks Lebanon, as long as we don’t see any pic of both the US and Iran shaking hands after an agreement. It is not over; to deal with the volatility is to reduce leverage and be more cautious with our position sizing.

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$Alibaba(BABA.US) just launched a new video generation model &#34;HappyHorse-1.0&#34; that&#39;s now topping the Artificial Analysis leaderboardAlso announced a 10,000-card computing cluster on the same daySurely the stock will recover strongly from here @Bridge Buzz SG

shaky ceasefire, barely after 24hr and theres so many issues. volatility is here to stay. buy the dip, sell on rebound..

There is too much uncertainty in the markets. As much as I think this rally has legs and might extend into late April or early May, I am still seeing it as a prelude to a bigger pull back unless price actions prove otherwise. Stay safe!

Currently, there is a triple layer of uncertainty: geopolitics (Iran vs. the US); oil price risk premium (Strait of Hormuz); divergent policy paths (the Federal Reserve). Therefore, the portfolio objective is not &#34;offense,&#34; but rather: inflation resistance + volatility resistance + preserving upside flexibility.

basically, everyone needs to come to the table together, Iran, US, Israel and Lebanese. if they dont, the equation is out and the world will be in balanced

As shown in the figure. Singapore's inflation rate is very high this year. Therefore, the government issued 500 dollars in advance.

Right now the ceasefire is fragile. It's a mess and confusing no doubt, but there is international will to resolve it. Hence it is really a binary as of now. Best to stay neutral and be less greedy!

Conflicting signals are strategy😆. Iran controls the Strait for leverage while US confirms April 11 talks in Pakistan to calm markets.President Trump do not have “special” wild cards now😜. I expect high volatility hinging on negotiation outcomes and tanker traffic. Iran is in the upper hand 😆.The ceasefire is real but the risks remain.

Oil prices are high. Many small and micro enterprises in Singapore are also affected. Moreover, this is not something that can be changed overnight. A friend is in the logistics industry. They have to adjust the fuel price list for their clients every day. So, I'm not very optimistic about the second half of the year.

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JP#ALIBARC2610N Stock Performance Chart

Alibaba Group Has Anonymously Released A New AI Video Generation Model Called Happyhorse-1.0 - The Information

Yushuren humanoid robot R1 goes international, expected to land on Alibaba Global Express platform next week

"Market Review" Hong Kong stocks retreat, Alibaba and Xiaomi under pressure, Hongqiao rebounds by 50%

Hong Kong stock market closing | The Hang Seng Index closed down 0.54%, the Hang Seng Tech Index retreated over 2%, small-cap thematic stocks surged across the board, and Hengyi Holdings soared 136%

Credit Suisse lowers Alibaba's target price to 179 yuan, expects MaaS to be a key growth driver in the next five years