Lyon: Alibaba Cloud is in a phase of exceptionally high growth; reiterates 'outperform' rating.

Lyon published a research report stating that Alibaba-W (09988.HK) is expected to deliver solid results for the first quarter of fiscal year 2027 (ended June 2026). The firm forecasts the group’s total revenue to increase by 7.8% year-over-year to RMB 267 billion (hereinafter the same), primarily driven by over 40% year-over-year growth in Alibaba Cloud and quick commerce businesses. The report noted that while Taobao-Tmall Group faces pressure from weak domestic consumption, Alibaba’s overall e-commerce segment is expected to maintain its quarterly profitability, supported by faster-than-expected narrowing losses in its quick commerce operations.

AASTOCKSJul 13 12:44

Express News | QuestMobile Releases Semi-Annual Report on AI Application Market Development; Doubao Leads in Monthly Active Users

Breakings10minutes ago

Express News | Honor and Alibaba will collaborate on AI agent-enabled devices.

Breakings18minutes ago

Nomura expects AI-related investments to weigh on Tencent's (00700.HK) profit margin in the second quarter; maintains 'Buy' rating.

Nomura published a research report forecasting Tencent (00700.HK) to report second-quarter revenue of RMB 203 billion, representing a 10% year-over-year increase and in line with market expectations. However, non-IFRS net profit is estimated to rise 6% year-over-year to RMB 67 billion, 3% below market expectations, primarily due to increased AI-related investments, which dragged operating margin down by 0.4 percentage points year-over-year to 37.1%, below the market’s expectation of 37.4%. Nomura expects Tencent’s online gaming revenue in the second quarter to grow 10% year-over-year to RMB 65.3 billion, supported by an 11% increase in domestic games and an 8% increase in overseas games; advertising revenue is projected to rise

AASTOCKS29minutes ago

GF Securities: Maintains "Buy" rating on Alibaba-W (09988.HK) with a fair value of HK$184.91 per share

Revenue growth faced temporary pressure, primarily due to changes in the accounting treatment of platform subsidies offsetting revenue, while weak consumer spending also weighed on GMV growth; however, the continued improvement in advertising monetization rates partially offset this impact.

Zhitong Finance57minutes ago · Ratings

GTJA Stock Connect Holdings Analysis | July 14

Stock Connect Holdings Analysis | July 13, 2026

Zhitong Finance08:30