Alibaba Earnings Preview

Moomoo News Global04:36 ET

Express News | Representatives From Six Companies Including Huawei, BYD, New Hope, Will Semiconductor, Unitree and Xiaomi Spoke at the Meeting - Xinhua

Reuters21minutes ago

DeepSeek accelerates asset revaluation! Hedge funds flee India and flow into China.

In the past month, the total market value of the stock markets in and outside China has increased by more than 1.3 trillion USD, while the market value in India has shrunk by more than 720 billion USD during the same period. Hedge funds are buying Chinese stocks at the fastest pace in months, and the MSCI Chinese Index is expected to outperform the MSCI Indian Index for the third consecutive month, setting the record for the longest consecutive gains in two years.

wallstreetcn52minutes ago

China Sends Message to Tech Leaders: We Need You

WSJ03:13 ET

Nanfang Zhongjin Environment (300145.SZ): No related products have been applied to Alibaba Datacenter yet.

According to Gelonghui on February 17, Nanfang Zhongjin Environment (300145.SZ) stated on the investor interaction platform that the company currently does not have any related products applied to the Alibaba Datacenter.

Gelonghui Finance02:56 ET

Bank of America: In the face of DeepSeek's rise, Alibaba is expected to increase its investment in AI.

Analysts at Bank of America wrote in a report that Alibaba may increase its investment to capitalize on the trend of using AI in Cloud Computing services and maintain its market leadership. They added that after the recent restructuring, the company emphasized that its two core businesses are E-Commerce and Cloud Intelligent Group. They stated that investing in the construction of AI infrastructure services is expected to optimize operational efficiency. These analysts also mentioned that the explosive success of DeepSeek should prompt Alibaba to strengthen its investment commitment to Cloud Computing and AI businesses, potentially boosting its Cloud business revenue and profits in the short and long term.

Global market report02:19 ET