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Alibaba Newsroom
A new round of "trade-in for new" sales is strong on Tmall and JD.com.
Citigroup believes that the trade-in program supported JD.com and Alibaba's revenue growth exceeding expectations in the fourth quarter of 2024, and the extension of the program as well as the expansion into more 3C categories is expected to continue driving growth in the first quarter of 2025.
Express News | Alipay responded to the "tap to steal money from a distance" claim: According to the public security authorities' investigation, some of the rumor spreaders have been punished.
Express News | Alibaba: On January 22, approximately 9.9881 million US dollars was used to repurchase 0.9368 million shares.
On January 22, Alibaba-W (09988.HK) spent 9.988 million US dollars to repurchase 0.937 million shares.
Gelonghui January 23丨Alibaba-W (09988.HK) announced that on January 22, it spent 9.988 million USD to buy back 0.937 million shares.
Express News | Alibaba's Long Position in H-Shares of Red Star Macalline Reduces to 15.46% on Jan 22 From 19.51% - HKEX
Express News | Cainiao: The four major distribution centers in the Americas have completed automation upgrades.
Express News | Recent Heavyweight in Fund disclosures for Hong Kong stocks.
Express News | The Chief Technology Officer of Alibaba Cloud, Zhou Jingren, has been elected as an ACM Fellow in 2024.
Express News | Taobao: Launched a New Year wish activity, with over 60 million participants.
Market overview: The three major Indices opened high but fell lower, with the Tech Index closing down over 1%. The performance of the domestic Silver and Insurance Sectors was impressive, as China Everbright Bank rose over 4% against the market trend, and
Network Technology stocks fell, with XIAOMI-W down 2.27% and Bilibili-W down 1.47%; many Apple Supplier stocks declined, with FIH down 4.82% and BYD Electronics down 3.23%; Lithium Battery stocks generally fell, with Zhongxin Innovation down 3.78% and CHAOWEI POWER down 3.42%.
Express News | Cainiao upgrades its four major distribution centers in the Americas. CEO Wan Lin: continue to accelerate the development of international Business.
BOCOM INTL listed the top ten Hong Kong stocks with the highest net Buy in the interconnection last week (table).
BOCOM INTL released a report listing the top ten Hong Kong stocks with the highest net purchases in interconnectivity last week: Stock│Net Buy Tencent (00700.HK)│2.61 billion yuan SMIC (00981.HK)│1.55 billion yuan MEITUAN-W (03690.HK)│1 billion yuan Xiaomi-W (01810.HK)│0.62 billion yuan Alibaba-W (09988.HK)│0.55 billion yuan China Construction Bank (00939.HK)│0.54 billion yuan Industrial and Commercial Bank of China (01398.HK)│0.46 billion yuan HSBC (00005.HK)│0.37 billion yuan Xpeng Automobiles-W (0986
In "Great Action", Lyon expects Alibaba (BABA.US) to improve its year-on-year revenue growth to 5.5% last quarter.
Lyon released a report indicating that Alibaba (BABA.US) is expected to improve its total revenue growth for the last fiscal quarter to a year-on-year increase of 5.5%, with revenue reaching 275 billion yuan, driven by the transaction volume of commodities on Taobao and Tmall and customer management revenue (CMR) due to the promotion of the old-for-new policy and improved monetization capabilities. International E-Commerce continues to grow, with deeper user penetration on AliExpress and Trendyol expanding geographically. Alibaba Cloud's growth is driven by strong demand for AI products, potentially returning to double digits. The bank stated that considering the ongoing investments in E-Commerce, adjustments have been made.
Wall Street Analysts are Bullish on the "Stargate" project: it may usher in a large-scale AI investment era in the USA.
Analysts indicate that the "Stargate" project announced by Trump may herald a "massive" AI investment era in the USA, although its broader impacts may remain unknown for some time.
The world is focused on the "Stargate," and the biggest question is: where does the 500 billion come from?
Gavin Baker, a renowned TMT investor in the USA, believes that 500 billion dollars is an "absurd number," unless SoftBank decides to sell all of its stocks in Alibaba and Arm. It has been reported that a significant portion of the 100 billion dollar investment is expected to come from unidentified new investors, possibly consisting of equity from founding partners and co-investors as well as debt. Microsoft stated that the company's 80 billion dollar capital expenditure budget this year is unrelated to the "Stargate."
Citi's report "Big Companies": The trade-in policy further supports steady growth in first-quarter revenues. Recently, the priority order for e-commerce is JD.com (JD.US), Alibaba (BABA.US), and PDD Holdings (PDD.US).
Citi has released a research report stating that following the recent expansion and extension of the old-for-new policy by the mainland government, the subsidy activity officially started on January 20. The bank pointed out that the original old-for-new policy boosted the performance of JD.com (JD.US) and Alibaba (BABA.US), and it is expected that the revenue growth in the fourth quarter of last year exceeded expectations. Therefore, Citi believes that extending the relevant policy to this year and covering more 3C category products should further support steady revenue growth in the first quarter. The bank reiterated that the recent priority for e-commerce is JD.com (JD.US), Alibaba (BABA.US), and PDD Holdings (PDD.US).
January 22 buyback collective | COSCO Shipping Holdings, AIA and others have successively repurchased, among which COSCO Shipping Holdings spent 0.116 billion Hong Kong dollars.
According to the disclosure document from HKEX on January 23, COSCO Shipping Holdings (01919.HK), AIA (01299.HK), and others have repurchased shares. ① COSCO Shipping Holdings (01919.HK) repurchased 10.0785 million H shares on January 22, involving an amount of 0.116 billion HKD, with a repurchase price ranging from 11.56 HKD to 11.4 HKD per share. Since the repurchase authorization resolution, the cumulative number of repurchased securities has been 0.135 billion shares, accounting for 4.225% of the shares issued at the time the ordinary resolution was passed. ② AIA (01299.HK)
Is Alibaba Group Holding Limited (BABA) Among the Best Cyclical Stocks to Buy According to Hedge Funds?
Futu Morning Report | "Interstellar Gate" Concept stocks are in a frenzy, ARM surged nearly 16% overnight; promoting the entry of medium to long-term funds into the market! China's Capital Markets welcome significant proposals.
The CEO of the world's largest sovereign wealth Fund advises: sell USA Technology stocks and buy China Assets; in the face of policy undercurrents after Trump's return, the European Central Bank still plans to continue lowering interest rates; an extreme winter storm hit the southern USA, and multiple states declared a state of emergency.
US stock market close | The S&P hit a historic high during trading, and the Nasdaq rose over 1%; the "Stargate" ignited AI Concept stocks, with Oracle rising nearly 7% and NVIDIA up over 4%.
① NVIDIA and Microsoft rose over 4%, and Arm rose by 16%; ② The S&P broke the 6100 mark during trading for the first time in history; ③ The PHLX Semiconductor Index closed at a nearly six-month high; ④ Sales for Aluminum in the USA exceeded expectations in the fourth quarter.