Alibaba-W (09988.HK): From "DingTalk" to "Qianwen Office"—AI-powered office solutions are reshaping productivity.
Morgan Stanley raised its target price by nearly 72%, while Zhipu AI rose more than 4%.
Alibaba-W (9988.HK): AI value is shifting toward CSPs; Alibaba Cloud remains favored, e-commerce competition is easing; reaffirm strong buy recommendation.
Alibaba-W (09988.HK): In FY27Q1, full-stack technologies continued to make breakthroughs, expected to drive cloud business growth.
Alibaba-W (09988.HK): Qwen Large Model Upgrade; Full-Stack AI Value Under Reassessment
CMB International: Remains bullish on the growth prospects of Tencent, Alibaba, Zhipu AI, and MiniMax under the AI theme.
Alibaba-W (9988.HK) In-Depth Report: The Full-Stack AI Flywheel is Accelerating—Now Is the Right Time to Reassess Alibaba Cloud
Alibaba (09988.HK): Continuous positive developments in full-stack AI; an inflection point in e-commerce profitability is emerging.
Alibaba (9988.HK): China's Apple smart devices are about to launch, and Alibaba Cloud's revenue outlook is strong.
Alibaba-W (9988.HK): Cloud revenue growth is expected to accelerate and profitability to improve, while instant retail continues to reduce losses.
GF Securities: Maintains "Buy" rating on Alibaba-W (09988.HK) with a fair value of HK$184.91 per share
Alibaba-W (09988.HK): Cloud business growth accelerates, profitability improves, and food delivery losses have been significantly reduced.
Dahua Jixian: Raised Alibaba-W (09988) target price to HK$190, reiterates "Buy" rating
UBS Group: Raises target price for Alibaba-W (09988) to HK$190, maintains 'Buy' rating
Alibaba-W (9988.HK) FY2027 Q1 Earnings Preview: Cloud business revenue is expected to accelerate again, and flash sales reducing losses will drive a significant improvement in overall performance.
CICC: Maintains Outperform Industry rating for Alibaba-W (09988) with a target price of HKD 172.
Alibaba-SW (09988.HK): Cloud revenue continues to accelerate; e-commerce profits exceed expectations.
Alibaba (9988.HK) First Coverage Report: Cloud + AI Opens Up New Growth Opportunities; E-commerce Business Line Expected to See Profitability Improvements
Alibaba-W (9988.HK) FY2027 Q1 Outlook: Cloud revenue growth and profit margins exceed expectations; maintaining a Strong Buy rating.
Alibaba-W (9988.HK) 1QFY27 Outlook: Significant Optimization in Flash Sale Efficiency