The two main drags were: Quick

The two main drags were: Quick Commerce (Ele.me and instant retail) with continued widening losses, and the "All Others" segment posting a RMB 9.8bn loss that deteriorated further quarter-on-quarter.

Morgan Stanley's response was "unchanged thesis" — core investment case intact — but near-term EPS estimates were revised lower, making the overall tone a modest negative revision.

Alibaba Rises 4% on 3D World Model Launch — Top China AI Play?

Alibaba gained 3.98% today after unveiling its 3D world model "Happy Oyster" on April 16, expanding its AI product suite with a direct push into gaming and entertainment content production. Developed by the ATH Innovation division, the model uses a native multimodal architecture supporting real-time interactive AI digital world creation — a leap from passive generation to active simulation. Can $145 establish itself as the new support floor? Is Alibaba the top choice for AI exposure among Chinese ADRs?

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