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BABA-SW (09988.HK) event comment: The impact of WeChat Mini Store gift-giving on e-commerce is expected to be small. Reaffirming a strong recommendation at the bottom of Alibaba's valuation.
The gray test of the "gift giving" feature in WeChat Mini Stores has raised concerns in the market regarding the e-commerce landscape and Alibaba's market share. We believe that the market space for gift giving in WeChat Mini Stores is limited and, in the long run, does not provide the same level of value fulfillment in terms of "fast, good, cheap, and efficient" for consumers compared to traditional shelf-based e-commerce.
Alibaba Group Holding Limited (BABA) Restructures AI Teams to Enhance Consumer Products and LLM Research
Express News | The draft law to promote the private economy is submitted for review at the National People's Congress Standing Committee meeting.
Alibaba Options Spot-On: On December 20th, 212.6K Contracts Were Traded, With 3.15 Million Open Interest
On December 20th ET, $Alibaba(BABA.US)$ had active options trading, with a total trading volume of 212.6K options for the day, of which put options accounted for 21.5% of the total transactions, and
Investing in Hong Kong, Alibaba has arrived! Alibaba's Entrepreneur Fund has established a 0.15 billion dollar AI Fund.
① Alibaba's Entrepreneur Fund announced the establishment of an AI Fund, amounting to 0.15 billion USD, primarily covering Industries where AI can be deeply applied. ② Almost at the same time, ByteDance founder Zhang Yiming also arrived, and his investment Institutions officially acquired Hong Kong's No. 9 license to start investing in the AI field. ③ This year, Hong Kong ranks eighth among the top ten regions globally in terms of total financing for AI enterprises.
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