SG#ALIBARC2609M

THELLOY DEV

LOTUS HORIZON

MIRICOR

NIU HOLDINGS

DAISHOMICROLINE

MODERN CHI MED

CHINA TIANRUI

MSCTECH

NORTH MINING

SEVEN ELEMENTS

01810

00800

09888

XIACY

BABA

09868

09988

YINN

KWEB

KBAB

The NASDAQ Golden Dragon China Index initially closed down 2.8%, with a cumulative decline of about 5.5% this week. Among popular Chinese concept stocks, XPeng initially closed down 8.3%, Xiaomi fell 7.9%, Nio dropped 7.8%, Baidu decreased by 3.99%, Alibaba fell 1.9%, and WERIDE rose 2.17%

Wallstreetcn

XIAOMI-W

WERIDE-W

BIDU-SW

NASDAQ Golden Dragon China Index

Xiaomi Corporation

NIO-SW

Alibaba

XPENG-W

Baidu

BABA-W

Direxion FTSE China Bull 3X

Krne Csi China Internet

KraneShares 2x Long BABA Daily ETF

iShares MSCI China

ONLN

EBIZ

BABX

BABO

JPMorgan Chase & Co. has reduced its target price for Alibaba Group (NYSE:BABA) from $215.00 to $205.00 while maintaining an "overweight" rating. This suggests a potential upside of 66.96% from the stock's previous close. Other analysts have also adjusted their ratings, with a consensus rating of "Moderate Buy" and a price target of $188.95. Alibaba's stock recently traded down 1.7% to $122.78, with significant trading volume. Institutional investors have increased their stakes in the company, reflecting ongoing interest despite mixed analyst sentiments.

- JPMorgan Chase & Co. reduced its target price for Alibaba Group from $215 to $205, maintaining an "overweight" rating, indicating a potential upside of 66.96%.  
- The stock has experienced mixed ratings from analysts, with 16 recommending a "Buy," four a "Hold," and one a "Sell," while recent trading showed a 1.7% drop, bringing the price to $122.78.  
- Recent reports noted a significant decline in Alibaba's Q3 FY2026 earnings, a 34% reduction in workforce, and a focus on future AI and cloud revenue growth amidst various analyst downgrades and mixed market reactions.

Market Beat

Amplify Online Retail ETF

ProShares Online Retail

Global X E-commerce ETF

BABA 2x Long Daily ETF - GraniteShares

SPDR S&P Retail ETF

VanEck Retail ETF

Invesco Golden Dragon China

YieldMax BABA Option Income Strategy ETF

Alibaba Group (NYSE:BABA) Price Target Cut to $205.00 by Analysts at JPMorgan Chase & Co.

CLOU

DZ Bank has downgraded Alibaba Group (NYSE:BABA) from a "buy" to a "hold" rating, setting a price target of $135.00, indicating a potential upside of 8.77%. Other analysts have also adjusted their ratings, with a consensus rating of "Moderate Buy" and a price target of $190.26. The stock traded down to $124.11, with a market cap of $296.31 billion. Recent performance shows mixed sentiments, with positive growth in cloud and AI sectors, but overall earnings and revenue missed expectations, reflecting a significant profit decline.

- DZ Bank downgraded Alibaba Group from a "buy" to a "hold" rating, setting a price target of $135.00, suggesting an 8.77% upside potential.  
- Despite mixed analyst ratings, the stock dipped 0.79% to $124.11, as concerns rise over revenue misses and declining profits, notably a 66% YoY drop in net income.  
- Alibaba's strong cloud growth and AI revenue are positives, but market sentiment remains fragile until profitability stabilizes.

Global X Cloud Computing ETF

DZ Bank Downgrades Alibaba Group (NYSE:BABA) to Hold

Alibaba’s Post-Earnings Woes Continue: Is BABA Stock a Buy Despite The Misses?

Barchart Option

Alibaba’s Post-Earnings Woes Continue: Is BABA Stock a Buy Despite The Misses?

Alibaba Group (BABA) reported disappointing Q3 results, with revenue of $40.73B, missing estimates, and adjusted EPS of $1.01 below the expected $1.73. Despite a 2% year-over-year revenue increase, analysts have revised their price targets downwards. Baird's target is now $164, Barclays' is $190, and Mizuho's is also $190. CEO Eddie Wu emphasized AI as a key growth driver, with Cloud Intelligence revenue up 36%. Following the earnings report, Alibaba shares fell 0.1% to $124.82.

benzinga_article

These Analysts Slash Their Forecasts On Alibaba Following Weak Q3 Results

00700

TCTZF

TCEHY

02800

According to the Hong Kong Stock Connect data, the TRACKER FUND experienced a net outflow of HKD 13.382 billion, becoming the stock with the highest net outflow of funds. In contrast, Xiaomi Corporation, Alibaba, and Tencent achieved net inflows of HKD 2.459 billion, HKD 2.037 billion, and HKD 679 million, respectively. The total net outflow for the day from the southbound trading was HKD 0, with a total transaction amount of HKD 139.271 billion, accounting for 40.66% of the total market transaction volume

AASTOCKS

TENCENT

Tencent Holdings Limited

Tencent

TRACKER FUND

Net outflow of HKD 13.382 billion from the Stock Connect Tracker Fund

The Hang Seng Index continued to decline today, closing down 223 points at 25,277 points, while the National Index and the Hang Seng Tech Index fell by 121 points and 123 points, respectively. Alibaba and Xiaomi's stock prices were under pressure, with Alibaba's stock price dropping 6.3% to HKD 123.7, due to its third fiscal quarter results falling far short of expectations. Southbound funds had a net outflow of HKD 21 billion today, marking the second highest in history. U.S. stocks and oil prices also experienced fluctuations, with overall market sentiment being low

CAM HS TECH

Huatai-PB CSOP Hang Seng Technology ETF(QDII)

ChinaAMC Hang Seng Technology ETF(QDII)

Dacheng Hang Seng Technology ETF(QDII)

GX HS TECH

Tianhong Hang Seng TECH ETF(QDII)

Penghua Hang Seng TECH ETF(QDII)

ISHARESHSTECH

HSTECH ETF

China Southern Hang Seng TECH ETF(QDII)

CSOP HS TECH

Hang Seng TECH ETF I

The Market Review: The Hang Seng Index continues to decline, with northbound capital flowing out 21 billion; Alibaba and Xiaomi face selling pressure

02828

The total short selling amount in the Hong Kong stock market reached HKD 60.02 billion, accounting for 34.3% of the tradable shortable shares. The previous day was 27.1%. Major shorted stocks include TRACKER FUND with a short selling ratio of 36.3% and a short selling amount of HKD 7.33 billion; Xiaomi Corporation-W with a short selling ratio of 43.3% and a short selling amount of HKD 4.25 billion; HSCEI ETF with a short selling ratio of 58.7% and a short selling amount of HKD 3.8 billion; Alibaba-W with a short selling ratio of 21.5% and a short selling amount of HKD 3.72 billion; and Southern Hang Seng Technology with a short selling ratio of 40.9% and a short selling amount of HKD 2.15 billion

HSCEI ETF

The total short selling in the Hong Kong stock market for the day was HKD 60.02 billion, accounting for 34.3% of the turnover of shortable stocks

300750

02331

Hong Kong stocks softened due to declines in Alibaba and Xiaomi, with the Hang Seng Index closing down 223 points at 25,277 points. Alibaba's net profit for the third fiscal quarter fell sharply, with its stock price dropping 6.3%; Xiaomi's new product prices were lowered, leading to an 8.6% drop in its stock price. Other technology stocks generally fell, with Tencent down 1%, Meituan and JD.com down 1.9%. Some stocks, such as LI NING and CATL, rose against the trend by more than 8%. The total turnover for the day was HKD 342.518 billion

CATL

LI NING

"Hong Kong Stocks" Hang Seng Index closed down 223 points, Alibaba and Xiaomi under pressure, Li Ning and CATL rose over 8%

00241

As of the end of December last year, Alibaba had a total of 128,197 employees, a decrease of 34% compared to the previous year. The number of employees has significantly declined after the company exited some offline retail businesses. Alibaba is ramping up its efforts in the field of artificial intelligence and has raised prices for cloud services. The latest earnings report shows that profits in the third fiscal quarter plummeted by 67%, with revenue falling short of expectations, and the stock price dropped by about 6.3%. Alibaba plans to sell labor-intensive businesses, restructure its core operations, and focus on artificial intelligence

ALI HEALTH

Global X Data Center & Dgtl Infrs ETF

Alibaba reduced its workforce by 34% last year, doubling down on its AI bets

03808

03750

00175

02259

06869

09973

00100

SINOTRUK(03808) rose 8.4%, with a trading turnover 561.9 Million HKD, and a year-to-date rose 37.4%. CATL(03750) rose 8.39%, with a trading turnover 4.3 Billion HKD, and a year-to-date rose 38.1%. XIAOMI-W(01810) fell 8.59%, with a trading turnover 13.5 Billion HKD, and a year-to-date fell 15.5%. BABA-W(09988) fell 6.29%, with a trading turnover 25.7 Billion HKD, and a year-to-date fell 13.4%.

- The Hang Seng Index fell by 0.88%, with a year-to-date decline of 1.4%, while the Hang Seng Tech Index dropped by 2.48%, down 11.7% year-to-date.  
- China National Heavy Duty Truck (03808) increased by 8.4% with a trading volume of HKD 560 million, up 37.4% year-to-date, and Contemporary Amperex Technology (03750) rose by 8.39% with a trading volume of HKD 4.29 billion, up 38.1% year-to-date.  
- Conversely, Xiaomi Group-W (01810) decreased by 8.59% with a trading volume of HKD 13.46 billion, down 15.5% year-to-date, and Alibaba-W (09988) fell by 6.29% with a trading volume of HKD 25.68 billion, down 13.4% year-to-date.

Top Gainers & Losers

SINOTRUK

GEELY AUTO

ZIJIN GOLD INTL

YOFC

CHERY AUTO

MINIMAX-W

Top 5 HK Stock Gainers/Losers (>100B) (3.20)

STECH

The Hang Seng Index closed at 25,277 points, down 223 points or 0.9%; the Hang Seng TECH Index reported 4,872 points, down 123 points or 2.5%. Xiaomi Corporation fell over 8%, and Alibaba dropped over 6%. CATL and CNOOC hit new highs, with a transaction volume of 342.518 billion yuan. Among active stocks, Li Ning rose 8.6%, and Geely increased by 6.4%

Hang Seng TECH Index

Hang Seng Index

CNOOC

CHINA BLUECHEM

According to the All-Day Express, the Hang Seng Index closed at 25,277 points, down 223 points; the Hang Seng TECH Index closed at 4,872 points, down 123 points. Xiaomi Corporation fell over 8%, Alibaba dropped over 6%, CATL, CNOOC, and Qingsong Health reached new highs with active trading

Credit Suisse lowered Alibaba's target price to 206 yuan, reiterating a "Buy" rating. Alibaba's third fiscal quarter results showed total revenue increased by 2% year-on-year to 284.8 billion yuan, below market expectations. Adjusted EBITDA fell 45% to 34.1 billion yuan, and non-GAAP net profit was 17.1 billion yuan, both below expectations. Alibaba plans to embrace the AI era through the newly established Token Hub, expecting cloud business revenue to reach 100 billion dollars in the next five years, with a compound annual growth rate exceeding 40%

Credit Suisse lowers Alibaba's target price to 206 yuan, reiterates "Buy" as fast e-commerce fundamentals continue to improve

i think gold and silver will rebound and uptrend towards previous high again once war ends.

Valenxis

Total asset size ranks among the top 20% of account holders
Calculated based on  your Longbridge (Singapore) A/C

Total Assets

Current rate of return reached top 50% of users
Calculated based on  your Longbridge (Singapore) A/C

Rate Of Return

I am very bullish on SNDK, I believe the momentum will continue strong. The supply shortage is not going to be resolved anytime soon! I personally hold this stock!

Sandisk

MingHwa

Current rate of return reached top 10% of users
Calculated based on  your Longbridge (Singapore) A/C

It's good to finally see some food news for alibaba, it has been in the down trend for months. The company is also laying off roughly 30% of its workforce. Hopefully the trend will reverse!

GabyWoon

Total asset size ranks among the top 70% of account holders
Calculated based on  your Longbridge (Singapore) A/C

Current rate of return reached top 90% of users
Calculated based on  your Longbridge (Singapore) A/C

Morning ☕️ Middle East tension = oil/gold rollercoaster. Alibaba aiming for $100B AI revenue. Xiaomi's new EV + mega AI model. What's your play today? 👇

BABA-WR

XIAOMI-WR

Lumentum

SPDR Gold Shares

iShares Silver Tr

Pro Ultr Silver

GLD SG

CNMC Goldmine

United States Oil Fund LP

XPeng

ZIJIN MINING

Zijin Mining

DELTON

FIT HON TENG

TIME INTERCON

Xiaomi HK SDR 2to1

☕️ Daily Market Talk | March 20, 2026

Alibaba HK SDR 5to1

The optical Comms and memory sector appears to be the market darling now after Anthropic sparked the Saaspocalypse which swept through multiple sectors, it seems that the above 2 belong to the physical layer and would not be susceptible to another narrative of AI killing [you name it].

Wonder how many analysts will now revise away their 6000/oz projection fir gold for year end? The risks of global recession are growing bigger with each day Iran bombs its neighborhood oil facilities. The drag is making poor every one, not to mention the ecological damage. Silver and other metals are suffering. Only the factories are rejoicing.

Filter out the noise and look at what matters most in the market - Price. That is the most important and accurate market indicator out there!

Alibaba’s ambition to dominate AI-driven commerce and cloud services positions it as China’s most aggressive AI player if it can balance growth with eventual returns.

Alibaba's 10 straight quarters of triple-digit AI growth is the real story. Revenue +2% masks underlying transformation

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Trade Showcase

$Alibaba(BABA.US)’s earnings look ugly (adjusted EBITA crashed 49%), but it’s deliberate — they’re sacrificing old e-commerce profits to go all-in on AI. Cloud revenue +36%, AI products up triple-digits for 10 straight quarters, Qwen AI now at 300M MAUs.Bull case: revalue $Alibaba(BABA.US) as an AI infrastructure play, not dying retail.@Bridge Buzz SG

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My Investment Diary

Day 8 - My Investment DiaryOperations: holding $Alibaba(BABA.US)Insights: $Alibaba(BABA.US)&#39;s Q3 FY2026 earnings showed consolidated adjusted EBITA falling 49% YoY to 71,314 million RMB, but the post frames this as intentional reinvestment into AI, with Cloud Intelligence revenue surging 36% and AI-related products achieving triple-digit growth for 10 straight quarters.By consolidating e-commerce units like Taobao and Tmall, Alibaba sacrifices legacy margins to fund Qwen AI integration across logistics and travel, amassing 300 million MAUs and betting on AI agents dominating future Chinese transactions.The bullish thesis urges revaluing $Alibaba(BABA.US) as an AI infrastructure play over retail, noting the EBITA hit as &#34;customer acquisition&#34; if growth persists, countering market fears that drove shares down 5% post-release.@Bridge Buzz SG

SG#ALIBARC2609M(63603.HK)

The NASDAQ Golden Dragon China Index initially closed down 2.8%, with a cumulative decline of about 5.5% this week. Among popular Chinese concept stocks, XPeng initially closed down 8.3%, Xiaomi fell 7.9%, Nio dropped 7.8%, Baidu decreased by 3.99%, Alibaba fell 1.9%, and WERIDE rose 2.17%

Alibaba Group (NYSE:BABA) Price Target Cut to $205.00 by Analysts at JPMorgan Chase & Co.

DZ Bank Downgrades Alibaba Group (NYSE:BABA) to Hold

Alibaba’s Post-Earnings Woes Continue: Is BABA Stock a Buy Despite The Misses?

These Analysts Slash Their Forecasts On Alibaba Following Weak Q3 Results