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One look ahead | Ali's performance is coming on Friday! International e-commerce business may see strong growth, can the stock price bring surprises?
The market expects alibaba's revenue for Q2 of the 2025 fiscal year to be 240.037 billion yuan, a year-on-year increase of 6.78%; earnings per share is 11.07 yuan, a year-on-year increase of 2.76%.
Alibaba has launched the first AI search engine in the B2B field overseas.
It seems that Alibaba's overseas progress in AI is faster than domestic e-commerce.
Industry Turning Point Signal Behind Tmall's November 11 Shopping Festival
Once again, the annual november 11 shopping festival-related has arrived. This is not only a nationwide shopping carnival but also an important window into the vitality of china's economy and consumer trends. In this shopping frenzy, the shopping carts of billions of consumers have become a barometer of china's economic pulse, reflecting market enthusiasm and new trends in consumption. According to Tmall's battle report, the total transaction amount during the november 11 shopping festival-related has seen strong growth, with 589 brands breaking 100 million in transaction volume across the entire period, representing a 46.5% increase year-on-year, setting a new historical record and achieving the best sales results in recent years. The november 11 shopping festival-related is not only a day for consumer jubilation, but also a stage for merchants to showcase their charm, and a battleground for e-commerce platforms.
A glimpse ahead: The Chinese concept stock financial report season has begun! Tencent and Alibaba are the first to release their reports. Who is expected to sound the horn of a new round of "counterattack"?
Starting next week, a new round of financial reporting season for Chinese network technology stocks will officially begin. Star companies such as Tencent, alibaba, and Meituan will release their financial reports one after another. The capital markets once again focus on Chinese concept stocks, can this financial reporting season bring surprises to the market?
The 'longest' november 11 shopping festival-related in history has come to an end! The new platform is changing the e-commerce landscape, with the 'cat and dog' battle turning into cooperation.
①In 2024, the november 11 shopping festival-related promotion ended, and the Tmall gala was discontinued. jd.com and Tmall have shifted from competition to cooperation, and the new platform is changing the e-commerce landscape. ②Since the birth of november 11 shopping festival, it has driven the development of digitization, cloud computing, logistics, etc., and is also the 'best exam room' for businesses to adjust their operation strategies. ③When november 11 shopping festival-related returns to normalcy, e-commerce companies are faced with the challenge of finding the next revolutionary new model with significance.
Alibaba Group Holding Is Maintained at Outperform by Mizuho