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DBS Maintains 'Buy' on Alibaba Group Holding Limited (BABA), Citing Strong Q2 Results and AI-Powered Growth in Cloud and E-Commerce
Alibaba's DingTalk Taps Baijiayun for AI Video Solutions Partnership
FISCAL YEAR 2025 INTERIM REPORT
Reported Thursday, Baijiayun Joins Forces With Alibaba's DingTalk, Secures Industry Service Provider Certification
[Special Contributor] Option Jack: Hong Kong stocks have fireworks every year.
Golden Wood Financial News | The Hang Seng Index has been on a frenzy since reaching 17,300 points on September 11th. Rather than calling it a bull market, it's more like fireworks, with beautiful colorful smoke blooming, but ending within a month. On October 8, the Hang Seng Index fell from a high of 23,355 points, signaling that this is not a bull market. Anticipation grew for the formal announcement of 10 trillion yuan, with the Hang Seng Index holding above the psychological support line of 0.02 million points. After the legendary 10 trillion announcement on November 8, two days later, the Hang Seng Index fell below 0.02 million points, as if the market was once again officially declaring the end of the uptrend. There is no bull market in the Hong Kong stock market. The past three years of continuous rises have all been deceptive fireworks, and taking it seriously means losing. Today
[Brokerage Focus] Bocom Intl: Bullish on OTA/local life competition easing and sustained robust performance by 2025.
Jinwu Financial News | Bocom Intl released its 2025 outlook for the internet plus-related industry, as new policies are progressively implemented, the effects on online and offline consumer spending may become evident the fastest. There is bullish sentiment towards consumer categories on internet trading platforms that are relatively inelastic and can be quickly stimulated, as well as the software industry benefiting from AI empowerment and innovation recovery. It is suggested to focus on stable growth in core business, improvement in profitability, and valuation recovery opportunities driven by high shareholder returns. The bank is optimistic about the easing competition in OTA/local life and the sustained steady performance, with ecommerce > education > gaming > software having significant valuation recovery opportunities. OTA: Mainland hotel ADR pressure is easing, outbound business.
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