Alibaba Group Holding Limited (BABA) Restructures AI Teams to Enhance Consumer Products and LLM Research

Yahoo FinanceDec 21 22:26

Institutional Owners May Ignore Alibaba Group Holding Limited's (NYSE:BABA) Recent US$11b Market Cap Decline as Longer-term Profits Stay in the Green

Yahoo FinanceDec 20 21:00

Here's Why Alibaba (BABA) Fell More Than Broader Market

Yahoo FinanceDec 20 06:45

"宏观经济的持续景气带动相关企业增长，同时伴随科技进步推动平台经济扩展。" 中信证券: 继续看好平台经济，首选美团 (03690.HK)、腾讯 (00700.HK)、腾讯音乐 (TME.US) 和阿里 (BABA.US)。

CMB International published a report stating that despite facing some macroeconomic headwinds, leading platform internet companies continue to maintain business resilience, benefiting from ongoing cost reduction and efficiency improvements, healthy profit growth, and stable shareholder returns. The current industry valuation is at a low point, strongly defensive, with potential profit upward factors next year coming from macro policy stimulus, overseas expansion opportunities, and progress in AI business. The firm's preference for sub-industries is local life services → advertising → Gaming = value-added services → e-commerce → cloud → live streaming. Top picks include Meituan (03690.HK), Tencent (00700.HK), Tencent Music (TME.US), and Alibaba.

AASTOCKSDec 19 14:46

BOCOM INTL: Alibaba (BABA.US) sells Intime, further focusing on core Business.

BOCOM INTL published a report indicating that Alibaba (BABA.US) completely sold its stake in Intime, with total proceeds amounting to 7.4 billion yuan (same below), and it is expected that this sale will result in a loss of 9.3 billion yuan. The bank indicated that this sale will have an impact on Alibaba's Earnings Reports with a one-time accounting loss, but the revenue impact will be less than 1%. However, it will affect the company's strategic transformation, focusing on e-commerce Taotian and B2B, with international e-commerce as the main core platform; Alibaba Cloud serves as the technology driver, supporting AI development as an important foundation. These two core objectives have strategic significance. The bank believes that Alibaba may still make some business adjustments in the future, but this is also a necessity to achieve the group's long-term strategic goals.

AASTOCKSDec 19 09:56

Alibaba Group Holding Limited (BABA) Is Attracting Investor Attention: Here Is What You Should Know

Yahoo FinanceDec 16 22:00