CareyDunlop
05-22

$BABA-W(09988)$ didn’t just invest in Meitu for its potential, it’s also likely a smart hedge against its collaboration with $Apple(AAPL)$ . At the heart of it lies one key factor: artificial intelligence. Meitu’s strength in vertical AI applications, especially in imaging and design, clearly stood out. That’s what convinced Alibaba to back it with serious capital, helping push forward costly R&D in large models. Meanwhile, tools like Meitu Design Studio align perfectly with Alibaba’s push to improve merchant services on its e-commerce platforms. This partnership looks like a well-calculated win-win move with strategic alignment on both sides.

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