Alibaba Surges 11% as China AI Stocks Rally — Can the Re-Rating Last?

Alibaba (BABA) soared 11.05% to $109, while its Hong Kong shares (09988) rose 4.56% — leading a broad rally in Chinese AI stocks. The driver: a rising tide of China AI optimism, as markets reprice the long-suppressed valuations of Chinese tech giants in the AI era. As the flagship of China's cloud and AI infrastructure, Alibaba is now the standard-bearer for a Chinese ADR re-rating. With capital rotating out of crowded U.S. AI names toward cheaper Chinese ones, is this 11% jump the start of a sustained re-rating — or just an oversold bounce?

avatarSG DLC News
13:25

Alibaba 5x Long DLC Surges 81% as 9988.HK Logs 3 Straight Days of Gains

Hong Kong tech stocks opened broadly higher on Monday (13 July), extending last week’s rally. Among DLC-covered underlyings, $BABA-W(09988)$ gained around 0.9%, lifting the Alibaba 5x Long DLC by 4.5%, while the Alibaba 5x Short DLC declined by a similar magnitude. Alibaba has gained approximately 15% over three consecutive sessions since the 7 July close, driving an 81% surge in the $Alibaba 5xLongSG270712(ZVNW.SI)$ . The broader rally initially lifted the $HSTECH(HSTECH)$ by 1.6% in early trading, before it pared gains to end the morning session down -0.81%. Correspondingly, the $HSTECH 7xShortSG270309(9B2W.SI)$</
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Alibaba 5x Long DLC Surges 81% as 9988.HK Logs 3 Straight Days of Gains
avatarPatmos
07-10
Bullish on ALIBABA stock price target to $250 by year's end 
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avatarPatmos
07-09
Very bullish on ALIBABA price target $250
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avatarTiger_comments
07-09

Memory Chips Are Back in Focus: Is AI Rewriting the DRAM Cycle?

Two memory-chip stories hit the market this week. On one side, SK hynix’s U.S. ADR offering reportedly drew demand more than 7x the available supply, with proceeds expected to support new facilities tied to AI memory demand. On the other side, China’s Changxin Memory Technologies, or CXMT, is moving ahead with its Shanghai IPO book-building, aiming to raise funds for production-line expansion and technology upgrades. Different markets, different paths, but the same underlying question: Is AI turning memory chips from a cyclical trade into a structural AI infrastructure story? For years, investors mainly watched memory stocks through the old cycle: When will DRAM prices bottom? When will inventories clear? When will the next upcycle arrive? Now the questions are changing: Can HBM demand sta
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Memory Chips Are Back in Focus: Is AI Rewriting the DRAM Cycle?
avatarGilly87
07-09
The tiger has been sleeping, not dead. 🐅 Alibaba’s AI infrastructure, cloud dominance, and depressed valuation make this more than just a short-term bounce if China’s tech sentiment truly turns. The question isn’t whether BABA can run — it’s how much upside was ignored while everyone chased expensive U.S. AI names. $Alibaba(BABA)$ $Alibaba(BABA)$ $Alibaba(BABA)$
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avatarDxd
07-09
Alibaba just had its best trading day in nearly a year — up 11% as I'm writing this, with the Hong Kong-listed shares up 12% at their peak. JD.com added 3.8%, Baidu jumped 6.4%, Tencent gained 4%. Something shifted today, and it's worth understanding what actually happened. The immediate spark was a pre-earnings analyst briefing — Alibaba told analysts that losses in its instant-commerce segment narrowed significantly during the June quarter, while the rest of the business stayed profitable. That matters because instant commerce has been the single biggest overhang on the stock. Last quarter those losses hit so hard that adjusted EBITA dropped 84% even as revenue grew to $35.3 billion. Any signal that the bleeding is slowing changes the whole setup into the next earnings print. UBS analyst
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avatarTWT1
07-09
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avatarBernardLL
07-09
$BABA-W(09988)$  Bull run coming
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avatarKing26
07-09
$Alibaba(BABA)$ sell at good price
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avatarWallis Francis
07-09
$Alibaba(BABA)$  surged over 12% today on nearly 39 million shares, showing significant demand returning to China tech after a period where many overlooked it. I had been watching this name before sentiment shifted. A move of this size can change the whole setup. If the breakout holds, the next area to watch is around $125-$130, which would be another 13%-18% from current levels. Factors like AI, cloud, buybacks, and improving investor sentiment are all in the discussion now. The big question is whether this is a short-term squeeze or the beginning of a broader re-rating.
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avatarT184_Options
07-09
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avatarBarcode
07-09
$Alibaba(BABA)$ $NVIDIA(NVDA)$  $Baidu(BIDU)$  🚨 Alibaba $BABA just delivered a wake-up call to the market. After collapsing to an 18-month low only two weeks ago, $BABA has exploded more than 10% in a single session, marking its biggest rally since August 2025. Is this simply a relief rally, or the start of a major trend reversal? Several catalysts are aligning at once. 🇨🇳 Investors appear to be rotating capital out of South Korean and Taiwanese semiconductor stocks and back into Chinese technology leaders. 💰 Local reports indicate Alibaba’s June quarter saw narrower instant-commerce losses while maintaining healthy profitability ahead of ear
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avatar歡笑
07-08
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