Retail Buyers vs. Global Sellers: Is Now the Time to Jump into U.S. Stocks?
On April 15, Alibaba-W (09988.HK) spent 19.986 million USD to repurchase 1.418 million shares.
Gelonghui, April 16丨Alibaba-W (09988.HK) announced that on April 15, it spent 19.986 million US dollars to repurchase 1.418 million shares.
Alibaba-backed Zhipu AI Preps IPO, First Among China's Top Six AI Unicorns
Express News | Alibaba Down 1.3%, PDD Holdings Down 1.2%, Baidu Down 1%
Datacenter construction costs may rise by 20%. Trump's tariffs have dealt a blow to the AI industry in the USA.
① The cost of AI construction not only includes chips, but also requires consideration of Building Materials, cooling equipment, and even backup Generators, all of which are affected by tariffs. ② Altman previously revealed that OpenAI is urgently researching how tariffs will impact the running costs of AI models. ③ "The supply cycle for all core components has long reached 24-36 months," industry insiders expect that the construction costs of Datacenters in the USA may rise by 15%-20%.
Trending Stocks Today | La Rosa Holdings Soars 78.16% Pre-Market
Trending Stocks Today: CHIFENG GOLD Shoots up 20.97%
China's large model competitiveness report: Alibaba's Tongyi Qianwen commercial basic model ranks first overall in competitiveness.
Jinwu Finance News | International research institution Omdia recently released the "2025 Evaluation Report on Chinese Commercial Large Models". Alibaba (09988) subsidiary Tongyi Qianwen has been rated as a leader for the second consecutive year, ranked first in overall commercial basic model competitiveness, and has topped the list in both core dimensions of model capability and execution capability. Omdia benchmarked 14 major large model suppliers, and the large models from Alibaba, DeepSeek, Baidu (09888), Zhizhi, and Tencent (00700) all received high scores in capability, consistency, and security. Among them,
Market Chatter: Chinese AI Startup Zhipu to Launch IPO by October
Zhejiang China Commodities Partners With Alibaba's Cloud Unit to Build Global Smart Trade Ecosystem
Soochow: Maintains KUAISHOU-W "Buy" rating; the capabilities of the Ling 2.0 model exceed expectations.
Soochow Securities released a Research Report stating that on April 15, KUAISHOU-W (01024) held the "Inspiration Comes True" 2.0 model launch conference, announcing another upgrade of the base model, officially releasing the Keli 2.0 video generation model and the Ketu 2.0 image generation model globally. The capabilities of the Keli 2.0 model exceeded the firm's expectations. The firm is bullish on the company's AI Business development and maintains the adjusted Net income forecasts for 2025-2027 at 20/24.5/29.6 billion yuan, corresponding to PE ratios of 10/8/7x, and maintains a "Buy" rating. Soochow Securities' main points are as follows: KUAISHOU officially released the full series of Keli AI 2.0.
As the market warms up, Chinese concept stocks are facing a dual choice, and the Hong Kong market may return to being the center of IPOs.
① In the changing landscape of Global trade, Hong Kong, as an international financial center, will welcome a new development scenario, implementing various measures to strengthen its unique market position as a "super connector"; ② Foreign Analysts point out that the delisting risk faced by Chinese concept stocks may lead Hong Kong to become an IPO center once again; ③ It is worth noting that, under the delisting risk for Chinese concept stocks, a choice will be made between returning to the A-share or Hong Kong stock market.
Express News | Hong Kong Shares of Alibaba Set to Open Down 2.6%
【Brokerage Focus】Guosen maintains Alibaba (09988) "Outperform" rating and is Bullish on the sustainable growth of the company's cloud revenue driven by the AI industry.
Jinwu Finance | Guosen's Research Reports indicate that Alibaba (09988) is about to release its Earnings Reports for the fourth quarter of the 2025 fiscal year. The firm expects the group's 4QFY25 revenue to grow by +7% year-on-year, with an adjusted EBITA profit margin of 13%. Among them, the revenue growth rates for Taotian/International Digital Business/Asia Vets/Local Life/Cainiao/Big Entertainment are expected to be 5%/27%/20%/12%/1%/7% respectively, with an adjusted EBITA profit margin increasing by +2 percentage points year-on-year, mainly reflecting a continued reduction in losses from non-Taotian businesses. The firm anticipates that cloud revenue in FY25Q4 will continue to accelerate, with year-on-year growth of +20%.
Hong Kong Stock Morning Report | The first batch of Hong Kong stock Funds' quarterly reports reveal heavy holdings in Tencent, Xiaomi, and BYD has launched a 4.1 billion yuan employee stock ownership plan.
① Emphasize promoting Consumer spending and expanding domestic demand with greater efforts. ② The first batch of Hong Kong stock Fund quarterly reports are released, with Institutions heavily investing in Tencent, Xiaomi, and Alibaba. ③ BYD launches an employee stock ownership plan for 2025, totaling 4.1 billion yuan. ④ The Ministry of Finance will issue 12.5 billion yuan in Chinese government bonds in Hong Kong.
U.S. Government Informs Nvidia It Requires License to Export H20 Hardware to China
Alibaba Options Spot-On: On April 15th, 181.9K Contracts Were Traded, With 2.82 Million Open Interest
Is Alibaba Group Holding (BABA) Among the Best Machine Learning Stocks to Buy Now?
Gelonghui Announcement Highlights (Hong Kong Stocks) | China International Marine Containers (02039.HK) Earnings Surprise: Expected first quarter net income of 0.45 billion to 0.65 billion yuan.
[Today’s Focus] China International Marine Containers (02039.HK) profit warning: it is estimated that the net income for the first quarter will be between 0.45 billion to 0.65 billion yuan. China International Marine Containers (02039.HK) announced that it expects the consolidated net income attributable to the parent company's shareholders and other equity holders for the three months ending March 31, 2025, to be in the range of 450 million yuan to 650 million yuan, an increase compared to the same period last year (net income in the same period last year: 83.635 million yuan). The group’s consolidated performance from January to March 2025 is expected to grow compared to the same period last year, mainly due to: in the first quarter of 2025, the group will collect.
Société Générale: Three main reasons to Buy the 'Seven Giants' in China after the sell-off.
Based on valuation, risk exposure, and Hold Positions considerations, Societe Generale recommends Buying on dips.