Alibaba (BABA)/ 9988 HK; Jack Ma 04 (Dec 23 - Dec 26)

[behappyalways]

China's Alibaba Unveils AI Brains Designed To Power The Next Generation Of Robots
https://www.zerohedge.com/technology/ch ... ion-robots

[behappyalways]

Anthropic Accuses Alibaba Of Running Major "Adversarial Distillation" Campaign To Extract Claude Capabilities
https://www.zerohedge.com/political/ant ... act-claude

[winston]

vested

Open Sesame

It’s been a tough stretch for Alibaba Group Holding Ltd. (BABA), China’s largest e-commerce company by revenue. After peaking at almost $200 last year, shares of the retail giant have collapsed… reaching as low as $92 last week before seeing a minor rebound last week.

Keith’s system suggests now is the time to get back in. Over the past 12 years, Alibaba’s stock has performed best in the first three weeks of July – an unusual period for Western consumer stocks to perform well.

There’s a good chance this boost stems from China’s 618 shopping festival, a multiweek “digital Black Friday” that runs from mid-May until mid-June. This oddly timed sale comes just three months after Lunar New Year and adds rocket fuel to second-quarter earnings. (In the U.S., it would be like having a second Christmas in March.)

The 618 festival is overshadowed by its better-known cousin, the Singles’ Day sale in November, when people buy presents for themselves. I believe this often causes investors to underestimate that day’s less-famous peer.

Nevertheless, 618 has become a bonanza for online sellers. Analysts estimate that last year’s festival brought in $125 billion in sales. That’s almost as much as what the entire U.S. online holiday shopping season brought in, once you adjust for the size difference of the two countries. This year’s “slow” 618 festival is still expected to see a 4% increase in spending.

Alibaba stands to gain handsomely. The company is responsible for almost 50% of Chinese e-commerce sales by value, and its Taobao and Tmall marketplaces are profitable cash cows.

In addition, I have my eye on Alibaba because it is rapidly expanding into AI cloud computing using a playbook from Alphabet Inc. (GOOGL). Alibaba is now designing its own chips, constructing its own data centers, and developing a whole set of advanced AI models. Its Qwen 3.7 Max AI model is the best of any Chinese firm, as ranked by Artificial Analysis, and is only several months behind OpenAI’s and Anthropic’s leading models.

In other words, Alibaba is becoming a diversified tech giant.

That matters because Alibaba’s e-commerce business now generates too much cash to reinvest in the business. And all this money (over $20 billion per year) can now be used in creating a high-growth, vertically integrated AI business.

This vertical integration is important for Alibaba’s success. Custom-designed chips are more energy efficient and run faster, because they can be hardwired to run specific models (i.e., Alibaba’s). And that means Alibaba can often undercut rivals by simply running things more efficiently.

Best of all, expectations are low for Alibaba. The company now trades at just 17X forward earnings after its recent selloff – a fraction of what e-commerce and AI companies typically trade for. And if Keith’s system is correct, now is the right time to get back into this promising stock.

Source: Investor Place

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Alibaba's Qwen AI Will Be Integrated Into Apple Phones In China Amid Push For Local Models
https://www.zerohedge.com/technology/al ... cal-models

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Alibaba fined record €550 mil by EU for illegal sales
https://www.theedgesingapore.com/news/e ... egal-sales

[winston]

vested

From CXMT to Zhipu: How Alibaba’s investment pays off with a growing AI and chip portfolio

by Wency Chen

Source: SCMP

https://www.scmp.com/tech/tech-trends/a ... pe=section

[winston]

not vested

AI Momentum Strengthens While Core Commerce Stabilises

Alibaba’s outlook is increasingly supported by accelerating cloud growth, improving margins and stronger AI execution.

Qwen3.8-Max strengthens Alibaba’s frontier-model competitiveness, while QwenWork broadens its enterprise AI offering and could support greater workplace adoption, API usage and cloud monetisation.

Apple’s adoption provides further external validation of Qwen’s capabilities.

Core commerce also remains resilient, supported by better-than-expected CMR and EBITA, narrowing quick-commerce losses and early signs of consumption stabilisation.

Maintain BUY with a target price of HK$190.00 (US$194.00).

Source: UOBKH

https://research.uobkayhian.com/content ... e=hs_email

[behappyalways]

Bluetooth Glitch Exposes Alibaba's Secret Tracking Of Users, Developer Says
https://www.zerohedge.com/technology/bl ... loper-says

[behappyalways]

Alibaba to sell gaming arm for US$1.5 bil in boost to AI pivot
https://www.theedgesingapore.com/news/t ... t-ai-pivot

[winston]

News Alert: Apsara 2026 - 20GW commitment reinforces full-stack AI leadership

Targets more than 20GW of global data-centre capacity by 2032, suggesting upside to its USD100bn in external cloud and AI revenue target by 2030

Advances its full-stack AI capabilities with planned 5–10tn-parameter models, the new proprietary V900 chip and 500,000-card super-node cluster

Remains our preferred China AI proxy, supported by its full-stack leadership and improving cloud margin trajectory; maintain BUY with a TP of HKD205

Source: DBS

https://www.dbs.com/insightsdirect/comp ... ecid=32672