$Alibaba (BABA.US)$leapt over$Tesla (TSLA.US)$to become the second most active stock option after Hangzhou-based tech giant touted its artificial intelligence (AI) model which it said was superior to that of$Meta Platforms (META.US)$and Chinese startup DeepSeek.
More than 765,000 put and calloptionschanged hands as of 11:52 a.m. in New York, surpassing Tesla's options volume of 443,160. Alibaba's total option trades so far was more than triple the 20-day average of 238,868 according to Bloomberg data.
(To see Alibaba's options chain, clickhere. For the options ranking led byNvidiaandTesla, clickhere.)
Alibaba's American depositary receipts climbed above $100 in early morning trading, pushing call options with that strike price closer to being in the money. Those $100 calls expiring in two days attracted the heaviest trading, with over 75,630 contracts changing hands so far, more than triple the open interest.
Alibaba said its Qwen2.5 Max outperformed Meta's Llma and DeepSeek's V3 model in a number of tests, Bloomberg reported, citing the company's announcement on WeChat.
"Alibaba's claim to have developed a superior AI model to OpenAI, DeepSeek and Meta, supports our view that China is well-placed as the leading AI contender to challenge the U.S., Bloomberg Intelligence analysts Robert Lea and Jasmine Lyu wrote in a note Wednesday. "Performance aside, Alibaba still faces monetization challenges given the cutthroat competition and low barriers to entry in China's AI sector."
DeepSeek's R1 AI model hit the headlines over the weekend, spurring a broad-basedstock market selloffas the development of a low-cost AI model by the Chinese startup stirred up debate over the tens of billions of dollars in capital spending allocated by hyper-scalers to train AI models and build the infrastructure.
Alibaba shares advanced as the company put on display its ability to compete with U.S. tech companies even amid the export restrictions that have limited Chinese companies' access to advanced chips made by companies led by$NVIDIA (NVDA.US)$.
Still, the competitive performance of Chinese AI models has its downside. DeepSeek risks facing a U.S. ban amid rising geopolitical tensions, the Bloomberg Intelligence analysts said in a separate note Wednesday.
"The recent Department of Defense blacklisting of Tencent and the ongoing TikTok saga suggest DeepSeek could soon feel the heat of rising geopolitical tensions," they said. "Though an outright U.S. ban is possible, DeepSeek's achievements showcase China's growing prowess in AI and are a wake-up call for U.S. tech."
Share your thoughts on Alibaba and the ongoing AI race between U.S. and Chinese tech companies? Which company do you think will emerge as the winner?
Which company will win the AI race?(Single Answer)
OpenAi
47%
Alphabet
5%
Alibaba
14%
Meta
4%
DeepSeek
30%
387
votes
·
Vote has ended
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102724108
:
ask the same questions to Alibaba Gwen 2.5 max, it clearly given the worst answer compare to Deepseek and Gemini, it cannot search data on web, basically it similar to older version chatgpt. Not better at all
Mike PaoLi
:
How will it be better? China does not allow half the worlds websites and search engines to be used in China which means all China’s ai cannot gather all information from the world and that will handicap the ai’s learning ability.
monkey12money
:
It won't take a month for the false advantages of deepseek to be exposed. An Algo trading veteran would never be a serious AI enthusiast.
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ma gon : deepseek 50%, lol
102724108 : ask the same questions to Alibaba Gwen 2.5 max, it clearly given the worst answer compare to Deepseek and Gemini, it cannot search data on web, basically it similar to older version chatgpt. Not better at all
enthusiastic Anteate : obvious Chinese propaganda
74892591 : love the updates
Mike PaoLi : How will it be better? China does not allow half the worlds websites and search engines to be used in China which means all China’s ai cannot gather all information from the world and that will handicap the ai’s learning ability.
monkey12money : It won't take a month for the false advantages of deepseek to be exposed. An Algo trading veteran would never be a serious AI enthusiast.
BelleWeather : I think Meta has already won…