Alibaba's Competitive Moat Remains Intact -- Market Talk

Dow Jones06-11 18:04

1004 GMT - Alibaba's competitive moat remains intact despite recent volatility in share-price movement, Jefferies analysts say in a research note. AliCloud's competitiveness and full-stack capabilities are unchanged, they say. Jefferies notes AliCloud's annualized recurring revenue growth is accelerating and expected to reach 10 billion yuan in the June quarter and surpass 30 billion yuan by year-end. They add that the new CEO appointment of Alibaba workplace-platform unit DingTalk is already factored in stock prices. However, the mid-year shopping festival may see muted reaction amid an industry slowdown for gross merchandise value growth and parcel volume from March. Shares last ended 5.4% lower at HK$107.40. (sherry.qin@wsj.com)

(END) Dow Jones Newswires

June 11, 2026 06:04 ET (10:04 GMT)

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They add that the new CEO appointment of Alibaba workplace-platform unit DingTalk is already factored in stock prices. However, the mid-year shopping festival may see muted reaction amid an industry slowdown for gross merchandise value growth and parcel volume from March. Shares last ended 5.4% lower at HK$107.40. (sherry.qin@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  June 11, 2026 06:04 ET (10:04 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba's Competitive Moat Remains Intact -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba's Competitive Moat Remains Intact -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-06-11 18:04</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     1004 GMT - Alibaba's competitive moat remains intact despite recent volatility in share-price movement, Jefferies analysts say in a research note. AliCloud's competitiveness and full-stack capabilities are unchanged, they say. Jefferies notes AliCloud's annualized recurring revenue growth is accelerating and expected to reach 10 billion yuan in the June quarter and surpass 30 billion yuan by year-end. They add that the new CEO appointment of Alibaba workplace-platform unit DingTalk is already factored in stock prices. However, the mid-year shopping festival may see muted reaction amid an industry slowdown for gross merchandise value growth and parcel volume from March. Shares last ended 5.4% lower at HK$107.40. (sherry.qin@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  June 11, 2026 06:04 ET (10:04 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0348827113.USD","symbol_name":"ALLIANZ RCM CHINA \"AT\" ACC","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2642211283","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2642211283","pubTimestamp":1781172240,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"1004 GMT - Alibaba's competitive moat remains intact despite recent volatility in share-price movement, Jefferies analysts say in a research note. 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Alibaba's competitive moat remains intact despite recent volatility in share-price movement, Jefferies analysts say in a research note. AliCloud's competitiveness and full-stack capabilities are unchanged, they say. Jefferies notes AliCloud's annualized recurring revenue growth is accelerating and expected to reach 10 billion yuan in the June quarter and surpass 30 billion yuan by year-end. They add that the new CEO appointment of Alibaba workplace-platform unit DingTalk is already factored in stock prices. However, the mid-year shopping festival may see muted reaction amid an industry slowdown for gross merchandise value growth and parcel volume from March. Shares last ended 5.4% lower at HK$107.40. 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