[Brokerage Focus] China Merchants maintains a "Strong Buy" rating on Alibaba (09988), bullish on the acceleration of cloud revenue growth driven by AI and the potential for valuation increase.
Alibaba-W (09988.HK): Core indicators exceed expectations, AI-driven development enters a new cycle
Alibaba-W (9988.HK): the king of cloud computing, the strong in the AI era are stronger
【Brokerage Focus】Huachuang Securities gives Alibaba (09988) an initial "Recommendation" rating, indicating that the core of Alibaba's valuation repair in the short term is centered around cloud revaluation.
Daiwa: Maintains GDS-SW (09698) "Buy" rating and raises Target Price to 46 HKD.
[Brokerage Focus] Tianfeng maintains a "Buy" rating on Alibaba (09988), stating that the next three years will be the peak investment period for building its cloud and AI infrastructure.
Alibaba-SW (09988.HK) Regains Alibaba Cloud (Series 1): China's AI Growth and Recovery Under a New Stage
Alibaba-W (09988.HK): Taotian's business grew steadily, CAPEX surpassed expectations
Alibaba-SW (01688.HK): Taotian's CMR and cloud businesses all exceeded expectations and plans to invest 380 billion yuan in AI and cloud computing in the next three years
Alibaba Group Holding Price Target Maintained With a $190.00/Share by Benchmark
Citi: Gives Alibaba-W (09988) a "Buy" rating with a Target Price of 166 Hong Kong dollars.
Major bank rating | Citigroup: Alibaba is committed to seizing AI opportunities at a faster pace and maintains a "Buy" rating.
Alibaba-W (09988.HK) FY2025Q3 Quarterly Report Review: Capital expenditure increased sharply, the growth rate of the main business exceeded expectations and rebounded
Alibaba Group Holding Price Target Raised to $165.00/Share From $104.00 by Bernstein
Alibaba Group Holding Raised to Outperform From Market Perform by Bernstein
Alibaba-W (09988.HK): AI Strategy Continues to Advance Alibaba Cloud's Vision-Generated Dock Model Wanxiang 2.1 Announces Open Source
Alibaba (9988.HK): AI investment drives Alibaba's long-term value
[Brokerage Focus] Jianyin International raises Alibaba's (09988) Target Price by over 56%, expecting its Cloud Business revenue growth rate to accelerate to 20%.
Alibaba-W (09988.HK): Company performance and capital expenditure surpassed market expectations
Morgan Stanley: Admits to underestimating Alibaba (09988), raises Target Price to HKD 174.9, expects cloud business revenue to double in the next three years.