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沃伦老巴

沃伦老巴

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09-02

$NIO Inc.(NIO)$ is a joke that rivian is trading at 4x sales and is at a loss and nio with quaterly profit is trading at 0.6x sales. So nio could worth $4 x 7times = $28 Usd ?

08-25

Jack u jump i jump, long time no add. Baba at least 300

Jack Ma Boosts Alibaba Stake as Founder and Executives Buy More Than HK$800 Million

08-23

$113

Alibaba Plans $10 Billion Hong Kong Share Placement to Fund AI Spending

08-23

Dont sell, go down will go up again.

Alibaba Plans $10 Billion Hong Kong Share Placement to Fund AI Spending

08-22

$BABA-W(09988)$ baba at least 170 by year end.

08-04

$XPENG-W(09868)$ rebounding soon, at low end of bollinger. L03 is gaining momentum, aug and sep delivery will be good. To hold for 2 months

08-01

As long as alibaba n tencent win the race, i am okay. I hold 40% each in my portfolio

Enterprise AI Agents: Alibaba, Tencent, and ByteDance Enter a Three-Way Battle for the Office Desktop

07-29

Likely will go down

Meta Q2 Earnings Today: Last-Minute Options Signal an 8.3% Move for META Stock

07-23

$Alibaba(BABA)$ whenever something is better than US, THEY WILL SANCTION

07-22

$TENCENT(00700)$ come on. Tencent amazingly CHEAP

07-14

$ALB.HK 20270330 100.00 CALL$ sold 1 call , balance 1 call is FREE OF CHARGE. even it goes below 100

06-26

Great article, would you like to share it?

@ARKK Investment Tracker:ARKK Investment Tracker position change: Decreased position in SoFi Technologies Inc. by 12,080 shares, the number of shares held decreased 0.59% compared to the previous period and now represents 0.59% of the total position.

05-26

$BABA-W(09988)$ DONT PANIC. BABA IS THE NEXT X5 BAGGER

05-18

Why would u buy a 30x pe while PDD is 8x forward PE. pdd will in the end dominate

Singapore's Sea Beats Quarterly Revenue Estimates as Ecommerce Spending Surges

04-14

$BABA-W(09988)$ holding for next 3 to 5 years. will sell between 400 to 500 HKD. it has potential.

03-26

$BABA-W(09988)$

03-20

Alibaba is doing the RIGHT thing by investing in AI, THEIR ATH will be like a FUTURE.OIL COMPANY. CHINA CANT do without ALIBABA n TENCENT n BYTEDANCE n HUAWEI

HK Movers | Alibaba Plummets 4% Following Disappointing Q3 Earnings and Profit Decline

03-18

$BABA-W(09988)$ holding it long for the next 3 years. BABA at least 300 HKD per share.

03-16

$BABA-W(09988)$

03-15

Smart move, heard is explode in download

Alibaba Cloud Launches JVS Claw Mobile App for Effortless Shrimp Farming

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href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a><v-v data-views=\"1\"></v-v> is a joke that rivian is trading at 4x sales and is at a loss and nio with quaterly profit is trading at 0.6x sales. So nio could worth $4 x 7times = $28 Usd ?&nbsp;","listText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a><v-v data-views=\"1\"></v-v> is a joke that rivian is trading at 4x sales and is at a loss and nio with quaterly profit is trading at 0.6x sales. So nio could worth $4 x 7times = $28 Usd ?&nbsp;","text":"$NIO Inc.(NIO)$ is a joke that rivian is trading at 4x sales and is at a loss and nio with quaterly profit is trading at 0.6x sales. So nio could worth $4 x 7times = $28 Usd ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":32,"commentSize":3,"repostSize":282,"link":"https://ttm.financial/post/603421215900136","isVote":1,"tweetType":1,"viewCount":5671,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3581582741176868","authorId":"3581582741176868","name":"Meoooow","avatar":"https://community-static.tradeup.com/news/c0057abac9f2fb5047a719b0c0f8803f","crmLevel":12,"crmLevelSwitch":1,"authorIdStr":"3581582741176868","idStr":"3581582741176868"},"content":"AI response Whether NIO is worth buying right now depends heavily on your risk tolerance: it represents a high-risk, high-reward speculative play that is currently trading at a deep fundamental discount but faces intense macroeconomic headwinds. Because the company is still losing money, investing in NIO carries the explicit risk of total capital loss if China's EV price wars permanently erode its cash reserves or if its new mass-market sub-brands fail to capture market share. 🥥 🥥 🥥","text":"AI response Whether NIO is worth buying right now depends heavily on your risk tolerance: it represents a high-risk, high-reward speculative play that is currently trading at a deep fundamental discount but faces intense macroeconomic headwinds. Because the company is still losing money, investing in NIO carries the explicit risk of total capital loss if China's EV price wars permanently erode its cash reserves or if its new mass-market sub-brands fail to capture market share. 🥥 🥥 🥥","html":"AI response Whether NIO is worth buying right now depends heavily on your risk tolerance: it represents a high-risk, high-reward speculative play that is currently trading at a deep fundamental discount but faces intense macroeconomic headwinds. Because the company is still losing money, investing in NIO carries the explicit risk of total capital loss if China's EV price wars permanently erode its cash reserves or if its new mass-market sub-brands fail to capture market share. 🥥 🥥 🥥"},{"author":{"id":"3576228432089506","authorId":"3576228432089506","name":"沃伦老巴","avatar":"https://community-static.tradeup.com/news/4a8eecd4f6c46ac8a71ce77ef5f8b93f","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"3576228432089506","idStr":"3576228432089506"},"content":"nio is trading lower than Byd, xpeng, li auto which is abnormal as nio is pure electric. i feel valuing at 1x to 1.5x sales is more reasonable. so it can fetch about 6 to 7 USD per shares.","text":"nio is trading lower than Byd, xpeng, li auto which is abnormal as nio is pure electric. i feel valuing at 1x to 1.5x sales is more reasonable. so it can fetch about 6 to 7 USD per shares.","html":"nio is trading lower than Byd, xpeng, li auto which is abnormal as nio is pure electric. i feel valuing at 1x to 1.5x sales is more reasonable. so it can fetch about 6 to 7 USD per shares."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":600529978803208,"gmtCreate":1787655513965,"gmtModify":1787655516934,"author":{"id":"3576228432089506","authorId":"3576228432089506","name":"沃伦老巴","avatar":"https://community-static.tradeup.com/news/4a8eecd4f6c46ac8a71ce77ef5f8b93f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576228432089506","idStr":"3576228432089506"},"themes":[],"title":"","htmlText":"Jack u jump i jump, long time no add. Baba at least 300","listText":"Jack u jump i jump, long time no add. Baba at least 300","text":"Jack u jump i jump, long time no add. Baba at least 300","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/600529978803208","repostId":"1196958431","repostType":2,"repost":{"id":"1196958431","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1787654612,"share":"https://ttm.financial/m/news/1196958431?lang=en_US&edition=fundamental","pubTime":"2026-08-25 18:43","market":"hk","language":"en","title":"Jack Ma Boosts Alibaba Stake as Founder and Executives Buy More Than HK$800 Million","url":"https://stock-news.laohu8.com/highlight/detail?id=1196958431","media":"Tiger Newspress","summary":"$Alibaba Group(BABA)$ founder Jack Ma has purchased more shares in the Chinese e-commerce giant in recent days, with the value of his purchases exceeding HK$600 million, ChinaStarMarket reported...","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/BABA\">Alibaba Group</a> founder Jack Ma has purchased more shares in the Chinese e-commerce giant in recent days, with the value of his purchases exceeding HK$600 million, ChinaStarMarket reported Tuesday, citing people familiar with the matter.</p><p>The purchases come as Alibaba steps up investment in artificial intelligence. Together with recent purchases by Chairman Joe Tsai and Chief Executive Eddie Wu, the company&#39;s founder and senior executives have bought more than HK$800 million worth of Alibaba shares in recent days, ChinaStarMarket reported.</p><p>Tsai bought 720,000 Alibaba shares in a transaction disclosed earlier and subsequently purchased another 720,000 shares worth about HK$81.7 million on Monday, according to Hong Kong Stock Exchange filings. Wu also bought 350,000 shares at an average price of about HK$111.64 each.</p><p>Alibaba announced on Aug. 23 that it would raise HK$80 billion through a share placement, with the proceeds to be used for artificial intelligence-related investments. The placement was nearly three times oversubscribed, attracting more than HK$200 billion in orders, according to ChinaStarMarket.</p><p>Sovereign wealth funds and other long-term investors accounted for more than 40% of the final allocation, while investors from the Middle East, Europe and Asia also participated in the offering, the report said.</p><p>Alibaba has been accelerating its spending on AI and cloud infrastructure. In February 2025, Chief Executive Eddie Wu said the company planned to invest 380 billion yuan over three years in cloud and AI infrastructure, a commitment larger than its total spending over the previous decade.</p><p>Alibaba&#39;s capital expenditure reached 67.7 billion yuan in the quarter ended June, up 75% from a year earlier, ChinaStarMarket reported.</p><p>The company has also seen rapid growth in its AI-related businesses. Annualized revenue from AI-related products had exceeded 49.5 billion yuan, with the figure expected to reach $10 billion in the following quarter, according to ChinaStarMarket.</p><p>The increased buying by Ma and Alibaba&#39;s senior executives comes as the company commits substantial capital to AI and cloud infrastructure, highlighting management&#39;s confidence in the group&#39;s long-term AI strategy.</p></body></html>","collect":0,"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>Jack Ma Boosts Alibaba Stake as Founder and Executives Buy More Than HK$800 Million</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\">\nJack Ma Boosts Alibaba Stake as Founder and Executives Buy More Than HK$800 Million\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2026-08-25 18:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/BABA\">Alibaba Group</a> founder Jack Ma has purchased more shares in the Chinese e-commerce giant in recent days, with the value of his purchases exceeding HK$600 million, ChinaStarMarket reported Tuesday, citing people familiar with the matter.</p><p>The purchases come as Alibaba steps up investment in artificial intelligence. Together with recent purchases by Chairman Joe Tsai and Chief Executive Eddie Wu, the company&#39;s founder and senior executives have bought more than HK$800 million worth of Alibaba shares in recent days, ChinaStarMarket reported.</p><p>Tsai bought 720,000 Alibaba shares in a transaction disclosed earlier and subsequently purchased another 720,000 shares worth about HK$81.7 million on Monday, according to Hong Kong Stock Exchange filings. Wu also bought 350,000 shares at an average price of about HK$111.64 each.</p><p>Alibaba announced on Aug. 23 that it would raise HK$80 billion through a share placement, with the proceeds to be used for artificial intelligence-related investments. The placement was nearly three times oversubscribed, attracting more than HK$200 billion in orders, according to ChinaStarMarket.</p><p>Sovereign wealth funds and other long-term investors accounted for more than 40% of the final allocation, while investors from the Middle East, Europe and Asia also participated in the offering, the report said.</p><p>Alibaba has been accelerating its spending on AI and cloud infrastructure. In February 2025, Chief Executive Eddie Wu said the company planned to invest 380 billion yuan over three years in cloud and AI infrastructure, a commitment larger than its total spending over the previous decade.</p><p>Alibaba&#39;s capital expenditure reached 67.7 billion yuan in the quarter ended June, up 75% from a year earlier, ChinaStarMarket reported.</p><p>The company has also seen rapid growth in its AI-related businesses. Annualized revenue from AI-related products had exceeded 49.5 billion yuan, with the figure expected to reach $10 billion in the following quarter, according to ChinaStarMarket.</p><p>The increased buying by Ma and Alibaba&#39;s senior executives comes as the company commits substantial capital to AI and cloud infrastructure, highlighting management&#39;s confidence in the group&#39;s long-term AI strategy.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABX":"2倍做多BABA ETF-GraniteShares","BABO":"BABA期权收益策略ETF-YieldMax","KBAB":"2倍做多BABA ETF-KraneShares","BABW":"Roundhill BABA WeeklyPay ETF","BABU":"Direxion Daily BABA Bull 2X ETF","BBYY":"GraniteShares YieldBOOST BABA ETF","BABC":"Corgi BABA 2x Daily ETF","BABA":"阿里巴巴"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196958431","content_text":"Alibaba Group founder Jack Ma has purchased more shares in the Chinese e-commerce giant in recent days, with the value of his purchases exceeding HK$600 million, ChinaStarMarket reported Tuesday, citing people familiar with the matter.The purchases come as Alibaba steps up investment in artificial intelligence. Together with recent purchases by Chairman Joe Tsai and Chief Executive Eddie Wu, the company's founder and senior executives have bought more than HK$800 million worth of Alibaba shares in recent days, ChinaStarMarket reported.Tsai bought 720,000 Alibaba shares in a transaction disclosed earlier and subsequently purchased another 720,000 shares worth about HK$81.7 million on Monday, according to Hong Kong Stock Exchange filings. Wu also bought 350,000 shares at an average price of about HK$111.64 each.Alibaba announced on Aug. 23 that it would raise HK$80 billion through a share placement, with the proceeds to be used for artificial intelligence-related investments. The placement was nearly three times oversubscribed, attracting more than HK$200 billion in orders, according to ChinaStarMarket.Sovereign wealth funds and other long-term investors accounted for more than 40% of the final allocation, while investors from the Middle East, Europe and Asia also participated in the offering, the report said.Alibaba has been accelerating its spending on AI and cloud infrastructure. In February 2025, Chief Executive Eddie Wu said the company planned to invest 380 billion yuan over three years in cloud and AI infrastructure, a commitment larger than its total spending over the previous decade.Alibaba's capital expenditure reached 67.7 billion yuan in the quarter ended June, up 75% from a year earlier, ChinaStarMarket reported.The company has also seen rapid growth in its AI-related businesses. Annualized revenue from AI-related products had exceeded 49.5 billion yuan, with the figure expected to reach $10 billion in the following quarter, according to ChinaStarMarket.The increased buying by Ma and Alibaba's senior executives comes as the company commits substantial capital to AI and cloud infrastructure, highlighting management's confidence in the group's long-term AI strategy.","news_type":1,"symbols_score_info":{"BABC":0.6,"BABU":0.6,"BABX":0.6,"BABA":2,"BABW":0.6,"BABO":0.6,"BBYY":0.6,"09988":2,"KBAB":0.6}},"isVote":1,"tweetType":1,"viewCount":385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":599772909262200,"gmtCreate":1787470589225,"gmtModify":1787470591211,"author":{"id":"3576228432089506","authorId":"3576228432089506","name":"沃伦老巴","avatar":"https://community-static.tradeup.com/news/4a8eecd4f6c46ac8a71ce77ef5f8b93f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576228432089506","idStr":"3576228432089506"},"themes":[],"title":"","htmlText":"$113","listText":"$113","text":"$113","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/599772909262200","repostId":"2661821797","repostType":4,"repost":{"id":"2661821797","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1787460345,"share":"https://ttm.financial/m/news/2661821797?lang=en_US&edition=fundamental","pubTime":"2026-08-23 12:45","market":"us","language":"en","title":"Alibaba Plans $10 Billion Hong Kong Share Placement to Fund AI Spending","url":"https://stock-news.laohu8.com/highlight/detail?id=2661821797","media":"Reuters","summary":"Alibaba proposes HK$80 billion share placement to non-U.S. investorsAlibaba announced a proposed placement of newly issued ordinary shares in Hong Kong for aggregate proceeds of HKD 80 billion.Shares ","content":"<html><head></head><body><p style=\"text-align: left;\">Aug 23 (Reuters) - China&#39;s Alibaba said on Sunday it plans to sell HK$80 billion ($10.2 billion) in a share placement to fund artificial intelligence-related ‌development.</p><p style=\"text-align: left;\">A deal by the Chinese e-commerce and cloud computing giant would mark the largest-ever primary follow-on offering by a Hong Kong-listed company.</p><p style=\"text-align: left;\">It would rank as the world&#39;s third-largest primary follow-on share sale this year after offerings from Alphabet and Intel.</p><p style=\"text-align: left;\">The company said it intends to use 100% of the net proceeds from the placement to invest in its &#34;full stack&#34; AI capabilities, a category that includes chips, infrastructure and the development and deployment of AI models.</p><p style=\"text-align: left;\">A term sheet reviewed by Reuters showed ⁠Alibaba planned to sell 710 million ordinary shares at HK$112.70 a share. That represented a 3.6% discount to its most recent closing price.</p><p style=\"text-align: left;\">In its announcement for the $10.2 billion share placement, Alibaba did not reveal additional details on its investment plans by category of its planned AI-related investment.</p><p style=\"text-align: left;\">It did not comment beyond its regulatory disclosure.</p><p style=\"text-align: left;\">Last week, Alibaba reported its results for the April-to-June quarter, saying it had already spent nearly half of its three-year capex investment plan. It said its expected payback on AI-related investments was on track to fall to 2.5 years from 3 years, driven by surging demand.</p><p style=\"text-align: left;\">Alibaba&#39;s net profit for the quarter fell 75% from a year earlier as it ramped up its AI-related capital expenditures.</p><p style=\"text-align: left;\">&#34;In order to be able to capture that future growth, we first ‌need to ⁠make these capex investments to build out the necessary compute capacity,&#34; CEO Eddie Wu said on an earnings call.</p><p style=\"text-align: left;\">The company&#39;s share offering has been met with strong demand from investors, including sovereign wealth funds, two people familiar with the deal told Reuters. They could not be named because the information was not public.</p><p style=\"text-align: left;\">Alibaba increased the size of the offering after the deal was oversubscribed, the people familiar with the matter ⁠said.</p><p style=\"text-align: left;\">Morgan Stanley, HSBC, UBS and CICC are serving as joint bookrunners of the Alibaba offering, said one of the sources and a third person with knowledge of the matter. The banks did not immediately respond to a Reuters request for comment.</p><p style=\"text-align: left;\">The share placement was not registered under U.S. ⁠securities laws as an offshore transaction, meaning American investors were not eligible to participate, Alibaba said.</p><p style=\"text-align: left;\">Since 2022, the global AI boom has fuelled staggering capital outlays on infrastructure and data centers, including in the U.S. and China.</p><p style=\"text-align: left;\">The four major U.S. hyperscalers - Microsoft, ⁠Amazon, Alphabet and Meta - together are expected to spend roughly $725 billion in capital expenditures in 2026, much of it tied to AI data centers, chips and cloud infrastructure.</p></body></html>","collect":0,"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 Plans $10 Billion Hong Kong Share Placement to Fund AI Spending</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; 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}\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 Plans $10 Billion Hong Kong Share Placement to Fund AI Spending\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2026-08-23 12:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">Aug 23 (Reuters) - China&#39;s Alibaba said on Sunday it plans to sell HK$80 billion ($10.2 billion) in a share placement to fund artificial intelligence-related ‌development.</p><p style=\"text-align: left;\">A deal by the Chinese e-commerce and cloud computing giant would mark the largest-ever primary follow-on offering by a Hong Kong-listed company.</p><p style=\"text-align: left;\">It would rank as the world&#39;s third-largest primary follow-on share sale this year after offerings from Alphabet and Intel.</p><p style=\"text-align: left;\">The company said it intends to use 100% of the net proceeds from the placement to invest in its &#34;full stack&#34; AI capabilities, a category that includes chips, infrastructure and the development and deployment of AI models.</p><p style=\"text-align: left;\">A term sheet reviewed by Reuters showed ⁠Alibaba planned to sell 710 million ordinary shares at HK$112.70 a share. That represented a 3.6% discount to its most recent closing price.</p><p style=\"text-align: left;\">In its announcement for the $10.2 billion share placement, Alibaba did not reveal additional details on its investment plans by category of its planned AI-related investment.</p><p style=\"text-align: left;\">It did not comment beyond its regulatory disclosure.</p><p style=\"text-align: left;\">Last week, Alibaba reported its results for the April-to-June quarter, saying it had already spent nearly half of its three-year capex investment plan. It said its expected payback on AI-related investments was on track to fall to 2.5 years from 3 years, driven by surging demand.</p><p style=\"text-align: left;\">Alibaba&#39;s net profit for the quarter fell 75% from a year earlier as it ramped up its AI-related capital expenditures.</p><p style=\"text-align: left;\">&#34;In order to be able to capture that future growth, we first ‌need to ⁠make these capex investments to build out the necessary compute capacity,&#34; CEO Eddie Wu said on an earnings call.</p><p style=\"text-align: left;\">The company&#39;s share offering has been met with strong demand from investors, including sovereign wealth funds, two people familiar with the deal told Reuters. They could not be named because the information was not public.</p><p style=\"text-align: left;\">Alibaba increased the size of the offering after the deal was oversubscribed, the people familiar with the matter ⁠said.</p><p style=\"text-align: left;\">Morgan Stanley, HSBC, UBS and CICC are serving as joint bookrunners of the Alibaba offering, said one of the sources and a third person with knowledge of the matter. The banks did not immediately respond to a Reuters request for comment.</p><p style=\"text-align: left;\">The share placement was not registered under U.S. ⁠securities laws as an offshore transaction, meaning American investors were not eligible to participate, Alibaba said.</p><p style=\"text-align: left;\">Since 2022, the global AI boom has fuelled staggering capital outlays on infrastructure and data centers, including in the U.S. and China.</p><p style=\"text-align: left;\">The four major U.S. hyperscalers - Microsoft, ⁠Amazon, Alphabet and Meta - together are expected to spend roughly $725 billion in capital expenditures in 2026, much of it tied to AI data centers, chips and cloud infrastructure.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"89988":"阿里巴巴-WR","LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) ACC","LU0577902298.EUR":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (EUR) ACC","LU1224444064.USD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"AM\" (USDHDG) INC","BK1502":"双十一","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU2097828474.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC A","LU0048580855.USD":"富达大中华区A","BK1501":"阿里概念股","LU0588546209.SGD":"Eastspring Investments - 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ASIA GROWTH & INCOME EQUITIE \"I\" (SGD) ACC","LU1880383440.USD":"AMUNDI FUNDS CHINA EQUITY \"A2\" (USD) INC","HBBD.SI":"Alibaba HK SDR 5to1","LU0449515922.USD":"HSBC GIF GLOBAL EMERGING MARKETS EQUITY \"PC\" (USD)ACC","LU0634319403.HKD":"ALLIANZ HONG KONG EQUITY \"AT\" (HKD) ACC","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","LU0384037296.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AT\" (USD) ACC","LU0823040885.USD":"东方汇理新兴市场焦点股票基金","LU0229945570.USD":"TEMPLETON BRIC \"A\" (USD) ACC"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260823:nNDL4DVh06:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2661821797","content_text":"Aug 23 (Reuters) - China's Alibaba said on Sunday it plans to sell HK$80 billion ($10.2 billion) in a share placement to fund artificial intelligence-related ‌development.A deal by the Chinese e-commerce and cloud computing giant would mark the largest-ever primary follow-on offering by a Hong Kong-listed company.It would rank as the world's third-largest primary follow-on share sale this year after offerings from Alphabet and Intel.The company said it intends to use 100% of the net proceeds from the placement to invest in its \"full stack\" AI capabilities, a category that includes chips, infrastructure and the development and deployment of AI models.A term sheet reviewed by Reuters showed ⁠Alibaba planned to sell 710 million ordinary shares at HK$112.70 a share. That represented a 3.6% discount to its most recent closing price.In its announcement for the $10.2 billion share placement, Alibaba did not reveal additional details on its investment plans by category of its planned AI-related investment.It did not comment beyond its regulatory disclosure.Last week, Alibaba reported its results for the April-to-June quarter, saying it had already spent nearly half of its three-year capex investment plan. It said its expected payback on AI-related investments was on track to fall to 2.5 years from 3 years, driven by surging demand.Alibaba's net profit for the quarter fell 75% from a year earlier as it ramped up its AI-related capital expenditures.\"In order to be able to capture that future growth, we first ‌need to ⁠make these capex investments to build out the necessary compute capacity,\" CEO Eddie Wu said on an earnings call.The company's share offering has been met with strong demand from investors, including sovereign wealth funds, two people familiar with the deal told Reuters. They could not be named because the information was not public.Alibaba increased the size of the offering after the deal was oversubscribed, the people familiar with the matter ⁠said.Morgan Stanley, HSBC, UBS and CICC are serving as joint bookrunners of the Alibaba offering, said one of the sources and a third person with knowledge of the matter. The banks did not immediately respond to a Reuters request for comment.The share placement was not registered under U.S. ⁠securities laws as an offshore transaction, meaning American investors were not eligible to participate, Alibaba said.Since 2022, the global AI boom has fuelled staggering capital outlays on infrastructure and data centers, including in the U.S. and China.The four major U.S. hyperscalers - Microsoft, ⁠Amazon, Alphabet and Meta - together are expected to spend roughly $725 billion in capital expenditures in 2026, much of it tied to AI data centers, chips and cloud infrastructure.","news_type":1,"symbols_score_info":{"89988":0.6,"HBBD.SI":0.6,"09988":1.98,"CXSE":0.6,"FDNI":0.6,"BKF":0.6,"KWEB":0.6,"BABA":1.98,"ALBmain":0.6,"LDEM":0.6}},"isVote":1,"tweetType":1,"viewCount":354,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":599770650621304,"gmtCreate":1787470037799,"gmtModify":1787470040646,"author":{"id":"3576228432089506","authorId":"3576228432089506","name":"沃伦老巴","avatar":"https://community-static.tradeup.com/news/4a8eecd4f6c46ac8a71ce77ef5f8b93f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576228432089506","idStr":"3576228432089506"},"themes":[],"title":"","htmlText":"Dont sell, go down will go up again.&nbsp;","listText":"Dont sell, go down will go up again.&nbsp;","text":"Dont sell, go down will go up again.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/599770650621304","repostId":"2661821797","repostType":4,"repost":{"id":"2661821797","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1787460345,"share":"https://ttm.financial/m/news/2661821797?lang=en_US&edition=fundamental","pubTime":"2026-08-23 12:45","market":"us","language":"en","title":"Alibaba Plans $10 Billion Hong Kong Share Placement to Fund AI Spending","url":"https://stock-news.laohu8.com/highlight/detail?id=2661821797","media":"Reuters","summary":"Alibaba proposes HK$80 billion share placement to non-U.S. investorsAlibaba announced a proposed placement of newly issued ordinary shares in Hong Kong for aggregate proceeds of HKD 80 billion.Shares ","content":"<html><head></head><body><p style=\"text-align: left;\">Aug 23 (Reuters) - China&#39;s Alibaba said on Sunday it plans to sell HK$80 billion ($10.2 billion) in a share placement to fund artificial intelligence-related ‌development.</p><p style=\"text-align: left;\">A deal by the Chinese e-commerce and cloud computing giant would mark the largest-ever primary follow-on offering by a Hong Kong-listed company.</p><p style=\"text-align: left;\">It would rank as the world&#39;s third-largest primary follow-on share sale this year after offerings from Alphabet and Intel.</p><p style=\"text-align: left;\">The company said it intends to use 100% of the net proceeds from the placement to invest in its &#34;full stack&#34; AI capabilities, a category that includes chips, infrastructure and the development and deployment of AI models.</p><p style=\"text-align: left;\">A term sheet reviewed by Reuters showed ⁠Alibaba planned to sell 710 million ordinary shares at HK$112.70 a share. That represented a 3.6% discount to its most recent closing price.</p><p style=\"text-align: left;\">In its announcement for the $10.2 billion share placement, Alibaba did not reveal additional details on its investment plans by category of its planned AI-related investment.</p><p style=\"text-align: left;\">It did not comment beyond its regulatory disclosure.</p><p style=\"text-align: left;\">Last week, Alibaba reported its results for the April-to-June quarter, saying it had already spent nearly half of its three-year capex investment plan. It said its expected payback on AI-related investments was on track to fall to 2.5 years from 3 years, driven by surging demand.</p><p style=\"text-align: left;\">Alibaba&#39;s net profit for the quarter fell 75% from a year earlier as it ramped up its AI-related capital expenditures.</p><p style=\"text-align: left;\">&#34;In order to be able to capture that future growth, we first ‌need to ⁠make these capex investments to build out the necessary compute capacity,&#34; CEO Eddie Wu said on an earnings call.</p><p style=\"text-align: left;\">The company&#39;s share offering has been met with strong demand from investors, including sovereign wealth funds, two people familiar with the deal told Reuters. They could not be named because the information was not public.</p><p style=\"text-align: left;\">Alibaba increased the size of the offering after the deal was oversubscribed, the people familiar with the matter ⁠said.</p><p style=\"text-align: left;\">Morgan Stanley, HSBC, UBS and CICC are serving as joint bookrunners of the Alibaba offering, said one of the sources and a third person with knowledge of the matter. The banks did not immediately respond to a Reuters request for comment.</p><p style=\"text-align: left;\">The share placement was not registered under U.S. ⁠securities laws as an offshore transaction, meaning American investors were not eligible to participate, Alibaba said.</p><p style=\"text-align: left;\">Since 2022, the global AI boom has fuelled staggering capital outlays on infrastructure and data centers, including in the U.S. and China.</p><p style=\"text-align: left;\">The four major U.S. hyperscalers - Microsoft, ⁠Amazon, Alphabet and Meta - together are expected to spend roughly $725 billion in capital expenditures in 2026, much of it tied to AI data centers, chips and cloud infrastructure.</p></body></html>","collect":0,"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 Plans $10 Billion Hong Kong Share Placement to Fund AI Spending</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; 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}\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 Plans $10 Billion Hong Kong Share Placement to Fund AI Spending\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2026-08-23 12:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">Aug 23 (Reuters) - China&#39;s Alibaba said on Sunday it plans to sell HK$80 billion ($10.2 billion) in a share placement to fund artificial intelligence-related ‌development.</p><p style=\"text-align: left;\">A deal by the Chinese e-commerce and cloud computing giant would mark the largest-ever primary follow-on offering by a Hong Kong-listed company.</p><p style=\"text-align: left;\">It would rank as the world&#39;s third-largest primary follow-on share sale this year after offerings from Alphabet and Intel.</p><p style=\"text-align: left;\">The company said it intends to use 100% of the net proceeds from the placement to invest in its &#34;full stack&#34; AI capabilities, a category that includes chips, infrastructure and the development and deployment of AI models.</p><p style=\"text-align: left;\">A term sheet reviewed by Reuters showed ⁠Alibaba planned to sell 710 million ordinary shares at HK$112.70 a share. That represented a 3.6% discount to its most recent closing price.</p><p style=\"text-align: left;\">In its announcement for the $10.2 billion share placement, Alibaba did not reveal additional details on its investment plans by category of its planned AI-related investment.</p><p style=\"text-align: left;\">It did not comment beyond its regulatory disclosure.</p><p style=\"text-align: left;\">Last week, Alibaba reported its results for the April-to-June quarter, saying it had already spent nearly half of its three-year capex investment plan. It said its expected payback on AI-related investments was on track to fall to 2.5 years from 3 years, driven by surging demand.</p><p style=\"text-align: left;\">Alibaba&#39;s net profit for the quarter fell 75% from a year earlier as it ramped up its AI-related capital expenditures.</p><p style=\"text-align: left;\">&#34;In order to be able to capture that future growth, we first ‌need to ⁠make these capex investments to build out the necessary compute capacity,&#34; CEO Eddie Wu said on an earnings call.</p><p style=\"text-align: left;\">The company&#39;s share offering has been met with strong demand from investors, including sovereign wealth funds, two people familiar with the deal told Reuters. They could not be named because the information was not public.</p><p style=\"text-align: left;\">Alibaba increased the size of the offering after the deal was oversubscribed, the people familiar with the matter ⁠said.</p><p style=\"text-align: left;\">Morgan Stanley, HSBC, UBS and CICC are serving as joint bookrunners of the Alibaba offering, said one of the sources and a third person with knowledge of the matter. The banks did not immediately respond to a Reuters request for comment.</p><p style=\"text-align: left;\">The share placement was not registered under U.S. ⁠securities laws as an offshore transaction, meaning American investors were not eligible to participate, Alibaba said.</p><p style=\"text-align: left;\">Since 2022, the global AI boom has fuelled staggering capital outlays on infrastructure and data centers, including in the U.S. and China.</p><p style=\"text-align: left;\">The four major U.S. hyperscalers - Microsoft, ⁠Amazon, Alphabet and Meta - together are expected to spend roughly $725 billion in capital expenditures in 2026, much of it tied to AI data centers, chips and cloud infrastructure.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"89988":"阿里巴巴-WR","LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) ACC","LU0577902298.EUR":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (EUR) ACC","LU1224444064.USD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"AM\" (USDHDG) INC","BK1502":"双十一","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU2097828474.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC A","LU0048580855.USD":"富达大中华区A","BK1501":"阿里概念股","LU0588546209.SGD":"Eastspring Investments - 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ASIA GROWTH & INCOME EQUITIE \"I\" (SGD) ACC","LU1880383440.USD":"AMUNDI FUNDS CHINA EQUITY \"A2\" (USD) INC","HBBD.SI":"Alibaba HK SDR 5to1","LU0449515922.USD":"HSBC GIF GLOBAL EMERGING MARKETS EQUITY \"PC\" (USD)ACC","LU0634319403.HKD":"ALLIANZ HONG KONG EQUITY \"AT\" (HKD) ACC","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","LU0384037296.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AT\" (USD) ACC","LU0823040885.USD":"东方汇理新兴市场焦点股票基金","LU0229945570.USD":"TEMPLETON BRIC \"A\" (USD) ACC"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260823:nNDL4DVh06:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2661821797","content_text":"Aug 23 (Reuters) - China's Alibaba said on Sunday it plans to sell HK$80 billion ($10.2 billion) in a share placement to fund artificial intelligence-related ‌development.A deal by the Chinese e-commerce and cloud computing giant would mark the largest-ever primary follow-on offering by a Hong Kong-listed company.It would rank as the world's third-largest primary follow-on share sale this year after offerings from Alphabet and Intel.The company said it intends to use 100% of the net proceeds from the placement to invest in its \"full stack\" AI capabilities, a category that includes chips, infrastructure and the development and deployment of AI models.A term sheet reviewed by Reuters showed ⁠Alibaba planned to sell 710 million ordinary shares at HK$112.70 a share. That represented a 3.6% discount to its most recent closing price.In its announcement for the $10.2 billion share placement, Alibaba did not reveal additional details on its investment plans by category of its planned AI-related investment.It did not comment beyond its regulatory disclosure.Last week, Alibaba reported its results for the April-to-June quarter, saying it had already spent nearly half of its three-year capex investment plan. It said its expected payback on AI-related investments was on track to fall to 2.5 years from 3 years, driven by surging demand.Alibaba's net profit for the quarter fell 75% from a year earlier as it ramped up its AI-related capital expenditures.\"In order to be able to capture that future growth, we first ‌need to ⁠make these capex investments to build out the necessary compute capacity,\" CEO Eddie Wu said on an earnings call.The company's share offering has been met with strong demand from investors, including sovereign wealth funds, two people familiar with the deal told Reuters. They could not be named because the information was not public.Alibaba increased the size of the offering after the deal was oversubscribed, the people familiar with the matter ⁠said.Morgan Stanley, HSBC, UBS and CICC are serving as joint bookrunners of the Alibaba offering, said one of the sources and a third person with knowledge of the matter. The banks did not immediately respond to a Reuters request for comment.The share placement was not registered under U.S. ⁠securities laws as an offshore transaction, meaning American investors were not eligible to participate, Alibaba said.Since 2022, the global AI boom has fuelled staggering capital outlays on infrastructure and data centers, including in the U.S. and China.The four major U.S. hyperscalers - Microsoft, ⁠Amazon, Alphabet and Meta - together are expected to spend roughly $725 billion in capital expenditures in 2026, much of it tied to AI data centers, chips and cloud infrastructure.","news_type":1,"symbols_score_info":{"89988":0.6,"HBBD.SI":0.6,"09988":1.98,"CXSE":0.6,"FDNI":0.6,"BKF":0.6,"KWEB":0.6,"BABA":1.98,"ALBmain":0.6,"LDEM":0.6}},"isVote":1,"tweetType":1,"viewCount":410,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":599486388461800,"gmtCreate":1787400701945,"gmtModify":1787569403388,"author":{"id":"3576228432089506","authorId":"3576228432089506","name":"沃伦老巴","avatar":"https://community-static.tradeup.com/news/4a8eecd4f6c46ac8a71ce77ef5f8b93f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576228432089506","idStr":"3576228432089506"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/09988\">$BABA-W(09988)$ </a> baba at least 170 by year end.&nbsp;","listText":"<a href=\"https://ttm.financial/S/09988\">$BABA-W(09988)$ </a> baba at least 170 by year end.&nbsp;","text":"$BABA-W(09988)$ baba at least 170 by year end.","images":[{"img":"https://community-static.tradeup.com/news/17a4a8d1540510acbc6dd2a3e6e8345e","width":"906","height":"1285"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/599486388461800","isVote":1,"tweetType":1,"viewCount":644,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":593180091921408,"gmtCreate":1785845854505,"gmtModify":1785845857903,"author":{"id":"3576228432089506","authorId":"3576228432089506","name":"沃伦老巴","avatar":"https://community-static.tradeup.com/news/4a8eecd4f6c46ac8a71ce77ef5f8b93f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576228432089506","idStr":"3576228432089506"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/09868\">$XPENG-W(09868)$ </a> rebounding soon, at low end of bollinger. L03 is gaining momentum, aug and sep delivery will be good. To hold for 2 months","listText":"<a href=\"https://ttm.financial/S/09868\">$XPENG-W(09868)$ </a> rebounding soon, at low end of bollinger. L03 is gaining momentum, aug and sep delivery will be good. To hold for 2 months","text":"$XPENG-W(09868)$ rebounding soon, at low end of bollinger. L03 is gaining momentum, aug and sep delivery will be good. To hold for 2 months","images":[{"img":"https://community-static.tradeup.com/news/52dbdda096d28ea0203ba3cf895f9228","width":"906","height":"1285"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/593180091921408","isVote":1,"tweetType":1,"viewCount":808,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":591977695584592,"gmtCreate":1785552052196,"gmtModify":1785552055076,"author":{"id":"3576228432089506","authorId":"3576228432089506","name":"沃伦老巴","avatar":"https://community-static.tradeup.com/news/4a8eecd4f6c46ac8a71ce77ef5f8b93f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576228432089506","idStr":"3576228432089506"},"themes":[],"title":"","htmlText":"As long as alibaba n tencent win the race, i am okay. I hold 40% each in my portfolio","listText":"As long as alibaba n tencent win the race, i am okay. I hold 40% each in my portfolio","text":"As long as alibaba n tencent win the race, i am okay. I hold 40% each in my portfolio","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/591977695584592","repostId":"1116631255","repostType":2,"repost":{"id":"1116631255","kind":"news","weMediaInfo":{"introduction":"Global Stock Market Deep Analysis","home_visible":1,"media_name":"Deep News","id":"1039043262","head_image":"https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922"},"pubTimestamp":1785511855,"share":"https://ttm.financial/m/news/1116631255?lang=en_US&edition=fundamental","pubTime":"2026-07-31 23:30","market":"us","language":"en","title":"Enterprise AI Agents: Alibaba, Tencent, and ByteDance Enter a Three-Way Battle for the Office Desktop","url":"https://stock-news.laohu8.com/highlight/detail?id=1116631255","media":"Deep News","summary":"A new wave of competition among Chinese tech giants is heating up on the corporate desktop.On July 30th, ByteDance initiated a major organizational restructuring for its AI business. The Feishu...","content":"<p>A new wave of competition among Chinese tech giants is heating up on the corporate desktop.<br><br>On July 30th, ByteDance initiated a major organizational restructuring for its AI business. The Feishu (Lark) product team was integrated with the Doubao product team to form a new Doubao product team. Separately, the Feishu GTM (Go-to-Market) team was merged with the Volcano Engine team to create a new To-B organization called the \"Creativity Service Platform,\" tasked with unifying the marketing, sales, and customer service for both MaaS and SaaS products.<br><br>Following this reorganization, the enterprise version of Doubao, developed with deep involvement from the Feishu team, has begun internal testing with select Feishu clients. Users can now access office capabilities like Feishu documents, spreadsheets, meetings, and group chats without needing any additional deployment.<br><br>Just a week prior, Alibaba announced the integration of its internal products—QoderWork, Wukong, and MuleRun—to launch \"Qianwen Office,\" placing the product under the management of DingTalk.<br><br>Ten days before that, Tencent also completed a round of adjustments, merging the entire QClaw product center into the team responsible for WorkBuddy, thereby further strengthening its desktop office Agent strategy.<br><br>This, however, does not signal an end to the internal \"horse racing\" mechanism within these large companies.<br><br>Beyond WorkBuddy, Tencent also has Marvis, which can access the operating system and local files, as well as \"Da Yuan,\" an enterprise WeChat Agent currently in internal testing. Similarly, ByteDance, alongside the Doubao enterprise version, has retained another desktop office Agent, TRAE Work.<br><br>Therefore, these recent adjustments seem more like a move by the tech giants to consolidate overlapping projects, centralize underlying capabilities, and pool commercialization resources, rather than a definitive selection of a single product form. Internal competition continues, and it will be the market that ultimately determines which product finds the most frequent use-case scenarios and a stable product boundary first.<br><br><b>Three Titans Reorganize Simultaneously for Desktop Agent Dominance</b><br><br>Within just half a month, Alibaba, Tencent, and ByteDance have all reorganized around the desktop office Agent. The driving force behind this may be the battle for a new kind of data that has never been captured at scale before: real-world workflow data.<br><br>In the past, large language models primarily learned from internet text and user dialogues. But when an Agent starts participating in document writing, data analysis, meeting coordination, and approval workflows, it gains access to the complete process of how a task is broken down, executed, revised, and finally delivered.<br><br>This marks the beginning of a new war in the summer of 2026, centered on \"how AI learns to work.\"<br><br><b>Office Agents Take the Stage</b><br><br>It is no coincidence that three major companies have chosen similar paths almost simultaneously. A key reason is likely that WorkBuddy was the first to validate the user growth potential of desktop office Agents, forcing competitors to stop waiting on the sidelines.<br><br>According to data from Analysys, in June of this year, Tencent's WorkBuddy desktop client had 20.97 million visits, ranking first among domestic AI-native office Agent products and surpassing the combined visits of the second and third-place products.<br><br>This has transformed the desktop office Agent from an internal exploration project within tech giants into a competition with a clear user scale benchmark.<br><br>Concurrently, the AI office product landscape is entering a phase of \"convergence.\" Over the past year, it was common to see multiple teams and product lines within a single company exploring in parallel. Alibaba's QoderWork, Wukong, and MuleRun; Tencent's QClaw and WorkBuddy; and ByteDance's Doubao and Feishu all sought the ideal product form for office Agents from different angles.<br><br>As the market enters a phase of \"calculating returns,\" the cost of maintaining multiple similar product lines has increased. Resources for models, R&D, computing power, sales, and customer relationships need to be refocused on products with the highest potential for user scale and revenue. Alibaba's integration of three products into Qianwen Office and Tencent's merger of the QClaw team into WorkBuddy are clear signs of this convergence.<br><br>A more pragmatic issue than product convergence comes from the enterprise market itself. Selling a standalone office Agent to a business requires the company to learn about a new product, evaluate security and permissions, complete the procurement and deployment process, and then train employees to change their work habits. This process has a high educational cost and a long sales cycle.<br><br>A faster path to market is to have the office Agent directly integrate into the collaboration systems that enterprises are already using. A salesperson from Alibaba Cloud noted that integrating Qianwen Office into DingTalk makes it much easier to sell to enterprise clients.<br><br>The logic is straightforward. DingTalk already has mature organizational structures, permission systems, and office scenarios. Once Qianwen Office is integrated, salespeople no longer need to market a standalone AI product from scratch. Instead, they can introduce the Agent's capabilities around a company's existing workflows for meetings, documents, approvals, and collaboration, making it easier for clients to understand and more likely to make a purchase.<br><br>Currently, Qianwen Office is sold as an independent product without a dedicated sales team. However, as the product is newly launched, internal sales strategies are constantly being adjusted based on market feedback.<br><br>ByteDance's recent integration of its product and sales systems reflects a similar strategy. After the Feishu product team was merged into Doubao, the Doubao enterprise version can directly leverage Feishu's capabilities in documents, spreadsheets, meetings, and group chats. The merger of the Feishu GTM team with Volcano Engine allows ByteDance to promote the Doubao enterprise version using existing enterprise customer relationships, thereby reducing the cost of re-acquiring customers and delivering standalone solutions.<br><br>The outcome of this competition is far from certain, but one company that may feel the immediate impact is Kingsoft Office. With WorkBuddy, Qianwen Office, and the Doubao enterprise version entering the market in rapid succession, Kingsoft Office's competitive landscape has changed. Its rivals possess large language models, cloud services, user traffic, and enterprise sales systems, and can accelerate customer acquisition through free or low-cost pricing strategies.<br><br>On July 21st, Goldman Sachs downgraded Kingsoft Office's rating from \"Neutral\" to \"Sell,\" citing the potential for WPS AI's user adoption and payment rates to take longer to improve. The rapid expansion of the AI office market and the more attractive pricing of competing products are also seen as pressures on its subscription business. The battle for the desktop Agent among tech giants has just begun, but traditional office software is already feeling the heat.<br><br><b>The Real Prize: Capturing Authentic Workflows</b><br><br>For Alibaba, Tencent, and ByteDance, the desktop office Agent holds an even deeper value: allowing AI models to observe the complete process of how a task is completed. Historically, the data available to large models has come mainly from internet text and user dialogues. A model knows what question a user asked and what answer it generated, but it struggles to know if that answer truly solved the problem. It certainly doesn't know how a real task is accomplished step-by-step.<br><br>Desktop office Agents change this. When an Agent operates a computer, opens a browser, accesses documents, analyzes spreadsheets, creates presentations, and collaborates with a user to complete a task, it records not just a few rounds of dialogue but a complete task execution trajectory (Agentic Trajectory).<br><br>For example, if a user asks an Agent to complete a piece of industry research, the Agent would search for information, read PDFs, organize data, and generate a draft. The user might then adjust the structure, add new materials, and ask the Agent to revise it, leading to a final deliverable. This entire workflow is becoming a new form of data for the Agent era.<br><br>A recent Agent evaluation survey published by Springer notes that unlike traditional machine learning, which primarily processes \"input-output\" data, Agent systems must continuously interact with their environment. Therefore, evaluating an Agent requires more than just looking at the final result; the complete trajectory must be recorded. The paper argues that a full trajectory includes not just the final state but also intermediate reasoning, tool calls, environmental feedback, and error correction. These trajectories truly document how a job is done, providing much richer data than the final answer alone.<br><br>This type of data has become a hotly contested new resource in the AI industry. A manager at an AI platform company in Shanghai revealed that some model companies have approached them for collaboration, specifically to obtain long-horizon task-specific data from their industry. These companies are paying high prices for such rare datasets.<br><br>This hunger for real-world workflows isn't limited to China. Overseas model giants like OpenAI and Anthropic are also investing heavily in sending Field Deployment Engineers (FDEs) directly into enterprises. In May, Anthropic announced the formation of an enterprise AI services company with institutions like Blackstone, Hellman & Friedman, and Goldman Sachs. Under this plan, Anthropic engineers will work with the new company's team within client enterprises to find business processes where Claude can be integrated and develop systems around existing workflows.<br><br>A week later, OpenAI established OpenAI Deployment Company. This new company, majority-owned by OpenAI, has an initial investment of over $4 billion and plans to acquire the AI consulting and engineering firm Tomoro, bringing in its approximately 150 FDEs and deployment experts. The prevailing market view at the time was that Anthropic and OpenAI were following Palantir's playbook to shore up their enterprise services and project delivery capabilities.<br><br>However, the head of the Shanghai AI company believes the deeper purpose for these two giants goes further. They see it as a way to deploy FDEs into enterprises to understand real workflows, compete for workflow data, and learn the underlying methodologies. Frankly, most current AI models only deliver results and are still quite lacking in understanding a business's operational logic, preferences, and other specific information.<br><br>If internet text shaped the knowledge capabilities of models like ChatGPT, then real-world workflow data may be what shapes the execution capabilities of the next generation of Agents.<br><br><b>The Next Stage of Evolution</b><br><br>At this stage, there is little discernible difference between WorkBuddy, Qianwen Office, and ByteDance's related products on general office tasks. The ability to search for information, read files, generate documents, analyze spreadsheets, create presentations, and call upon browsers and other software to complete tasks has become the baseline for desktop office Agents. These features will likely become even more similar as underlying models and Agent frameworks continue to iterate.<br><br>In past internet competitions, when product capabilities converged, price subsidies, traffic portals, and user scale often became decisive factors. However, this strategy is difficult to replicate in the desktop office Agent market. During the Spring Festival, several internet companies used activities like giving away red packets, offering freebies, and ordering bubble tea to attract users to download and use their large model products. Subsidies can quickly lower the barrier to a first-time experience, but paying for a business tool is different.<br><br>An enterprise pays for an office Agent to get reliable, stable work done. The Agent must understand the company's organizational structure, business rules, and permission boundaries. It needs to know what materials to read, which systems to call upon, which steps to follow for a task, and where to pause and ask for confirmation. Subsidies can generate trial users, but they can't keep a poorly performing Agent that doesn't understand the business in a company's core processes. The market will ultimately be decided by whether the product can consistently get the job done.<br><br>Currently, the three major players have established different product strategies. Qianwen Office is a standalone desktop client but is also bidirectionally integrated with DingTalk. Users can initiate tasks from DingTalk, and after the Agent completes them, the results are returned to the original chat and collaboration flow. Beyond DingTalk, Qianwen Office can also connect to external platforms like Feishu to read their documents with authorization. This suggests Alibaba wants Qianwen Office to cover as much of an enterprise's existing software and data environment as possible, though this openness is mainly at the software and data connection layer, with Qianwen Office primarily using the Qwen model.<br><br>ByteDance, on the other hand, has kept two product lines. One is the Doubao-Feishu combination, which enters enterprise workflows through chat, documents, meetings, and organizational relations, primarily using its own model. The other is TRAE Work, which started as a coding tool and was renamed from TRAE SOLO in June. Its product scope has expanded to include research, writing, data analysis, strategy development, and cross-team collaboration. Unlike Doubao, TRAE offers multiple model options for users to choose from based on the task.<br><br>Tencent, too, has more than just WorkBuddy. WorkBuddy itself is a standalone desktop workspace, emphasizing cross-software invocation, task execution, and automation. Unlike Qianwen Office and Doubao, it highlights multi-model aggregation, allowing users to switch between different models and invoke software like WPS and Tencent's suite to complete tasks. Then there's \"Da Yuan,\" the enterprise WeChat AI Agent that entered internal testing in June. It grows directly within enterprise WeChat and can understand user requests by integrating work data from group chats, documents, meetings, emails, and calendars, making it a more native Agent within the enterprise collaboration environment. Overall, the internal \"horse races\" within these tech giants are far from over.<br><br><b>Divergent Strategic Paths</b><br><br>Looking at the big picture, two distinct strategic paths are emerging for desktop office Agents. The first is the proprietary model path, represented by Qianwen Office and Doubao. Here, the office Agent is built on the company's own model, and the model, office software, cloud services, and enterprise data are all housed within a single, integrated system.<br><br>The second is the multi-model aggregation path, represented by WorkBuddy and TRAE. On this path, the platform doesn't tie its capabilities to a single model. Instead, it offers multiple model options and connects them to files, software, and task processes through a unified workspace.<br><br>These different routes also imply different ways of building a competitive moat. For the proprietary model path, the primary focus is on model training and post-training. The model's ability to understand longer, more complex tasks and to process documents, spreadsheets, code, and multimodal information more accurately sets the upper limit of the office Agent's capabilities. The real-world tasks and user feedback generated in office scenarios can, in turn, help the model iterate further.<br><br>For the multi-model aggregation path, the underlying models are not proprietary. The same model can be accessed by multiple competitors, so simply adding more models is unlikely to create a long-term advantage. The true differentiator lies in what's outside the model: the harness. The harness is responsible for organizing context, connecting tools, saving task state, managing permissions, handling errors, and converting the model's reasoning abilities into a practical, runnable workflow.<br><br>The billions of yuan spent on Spring Festival subsidies for large models were a battle for the first-time usage of C-end consumers. The battle for office Agents, however, is a battle for the experience of getting work done. The key difference lies in where that experience ultimately ends up: is it incorporated back into the model itself, or is it stored within the execution system that sits outside the model?</p>","collect":0,"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>Enterprise AI Agents: Alibaba, Tencent, and ByteDance Enter a Three-Way Battle for the Office Desktop</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\">\nEnterprise AI Agents: Alibaba, Tencent, and ByteDance Enter a Three-Way Battle for the Office Desktop\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1039043262\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Deep News </p>\n<p class=\"h-time\">2026-07-31 23:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>A new wave of competition among Chinese tech giants is heating up on the corporate desktop.<br><br>On July 30th, ByteDance initiated a major organizational restructuring for its AI business. The Feishu (Lark) product team was integrated with the Doubao product team to form a new Doubao product team. Separately, the Feishu GTM (Go-to-Market) team was merged with the Volcano Engine team to create a new To-B organization called the \"Creativity Service Platform,\" tasked with unifying the marketing, sales, and customer service for both MaaS and SaaS products.<br><br>Following this reorganization, the enterprise version of Doubao, developed with deep involvement from the Feishu team, has begun internal testing with select Feishu clients. Users can now access office capabilities like Feishu documents, spreadsheets, meetings, and group chats without needing any additional deployment.<br><br>Just a week prior, Alibaba announced the integration of its internal products—QoderWork, Wukong, and MuleRun—to launch \"Qianwen Office,\" placing the product under the management of DingTalk.<br><br>Ten days before that, Tencent also completed a round of adjustments, merging the entire QClaw product center into the team responsible for WorkBuddy, thereby further strengthening its desktop office Agent strategy.<br><br>This, however, does not signal an end to the internal \"horse racing\" mechanism within these large companies.<br><br>Beyond WorkBuddy, Tencent also has Marvis, which can access the operating system and local files, as well as \"Da Yuan,\" an enterprise WeChat Agent currently in internal testing. Similarly, ByteDance, alongside the Doubao enterprise version, has retained another desktop office Agent, TRAE Work.<br><br>Therefore, these recent adjustments seem more like a move by the tech giants to consolidate overlapping projects, centralize underlying capabilities, and pool commercialization resources, rather than a definitive selection of a single product form. Internal competition continues, and it will be the market that ultimately determines which product finds the most frequent use-case scenarios and a stable product boundary first.<br><br><b>Three Titans Reorganize Simultaneously for Desktop Agent Dominance</b><br><br>Within just half a month, Alibaba, Tencent, and ByteDance have all reorganized around the desktop office Agent. The driving force behind this may be the battle for a new kind of data that has never been captured at scale before: real-world workflow data.<br><br>In the past, large language models primarily learned from internet text and user dialogues. But when an Agent starts participating in document writing, data analysis, meeting coordination, and approval workflows, it gains access to the complete process of how a task is broken down, executed, revised, and finally delivered.<br><br>This marks the beginning of a new war in the summer of 2026, centered on \"how AI learns to work.\"<br><br><b>Office Agents Take the Stage</b><br><br>It is no coincidence that three major companies have chosen similar paths almost simultaneously. A key reason is likely that WorkBuddy was the first to validate the user growth potential of desktop office Agents, forcing competitors to stop waiting on the sidelines.<br><br>According to data from Analysys, in June of this year, Tencent's WorkBuddy desktop client had 20.97 million visits, ranking first among domestic AI-native office Agent products and surpassing the combined visits of the second and third-place products.<br><br>This has transformed the desktop office Agent from an internal exploration project within tech giants into a competition with a clear user scale benchmark.<br><br>Concurrently, the AI office product landscape is entering a phase of \"convergence.\" Over the past year, it was common to see multiple teams and product lines within a single company exploring in parallel. Alibaba's QoderWork, Wukong, and MuleRun; Tencent's QClaw and WorkBuddy; and ByteDance's Doubao and Feishu all sought the ideal product form for office Agents from different angles.<br><br>As the market enters a phase of \"calculating returns,\" the cost of maintaining multiple similar product lines has increased. Resources for models, R&D, computing power, sales, and customer relationships need to be refocused on products with the highest potential for user scale and revenue. Alibaba's integration of three products into Qianwen Office and Tencent's merger of the QClaw team into WorkBuddy are clear signs of this convergence.<br><br>A more pragmatic issue than product convergence comes from the enterprise market itself. Selling a standalone office Agent to a business requires the company to learn about a new product, evaluate security and permissions, complete the procurement and deployment process, and then train employees to change their work habits. This process has a high educational cost and a long sales cycle.<br><br>A faster path to market is to have the office Agent directly integrate into the collaboration systems that enterprises are already using. A salesperson from Alibaba Cloud noted that integrating Qianwen Office into DingTalk makes it much easier to sell to enterprise clients.<br><br>The logic is straightforward. DingTalk already has mature organizational structures, permission systems, and office scenarios. Once Qianwen Office is integrated, salespeople no longer need to market a standalone AI product from scratch. Instead, they can introduce the Agent's capabilities around a company's existing workflows for meetings, documents, approvals, and collaboration, making it easier for clients to understand and more likely to make a purchase.<br><br>Currently, Qianwen Office is sold as an independent product without a dedicated sales team. However, as the product is newly launched, internal sales strategies are constantly being adjusted based on market feedback.<br><br>ByteDance's recent integration of its product and sales systems reflects a similar strategy. After the Feishu product team was merged into Doubao, the Doubao enterprise version can directly leverage Feishu's capabilities in documents, spreadsheets, meetings, and group chats. The merger of the Feishu GTM team with Volcano Engine allows ByteDance to promote the Doubao enterprise version using existing enterprise customer relationships, thereby reducing the cost of re-acquiring customers and delivering standalone solutions.<br><br>The outcome of this competition is far from certain, but one company that may feel the immediate impact is Kingsoft Office. With WorkBuddy, Qianwen Office, and the Doubao enterprise version entering the market in rapid succession, Kingsoft Office's competitive landscape has changed. Its rivals possess large language models, cloud services, user traffic, and enterprise sales systems, and can accelerate customer acquisition through free or low-cost pricing strategies.<br><br>On July 21st, Goldman Sachs downgraded Kingsoft Office's rating from \"Neutral\" to \"Sell,\" citing the potential for WPS AI's user adoption and payment rates to take longer to improve. The rapid expansion of the AI office market and the more attractive pricing of competing products are also seen as pressures on its subscription business. The battle for the desktop Agent among tech giants has just begun, but traditional office software is already feeling the heat.<br><br><b>The Real Prize: Capturing Authentic Workflows</b><br><br>For Alibaba, Tencent, and ByteDance, the desktop office Agent holds an even deeper value: allowing AI models to observe the complete process of how a task is completed. Historically, the data available to large models has come mainly from internet text and user dialogues. A model knows what question a user asked and what answer it generated, but it struggles to know if that answer truly solved the problem. It certainly doesn't know how a real task is accomplished step-by-step.<br><br>Desktop office Agents change this. When an Agent operates a computer, opens a browser, accesses documents, analyzes spreadsheets, creates presentations, and collaborates with a user to complete a task, it records not just a few rounds of dialogue but a complete task execution trajectory (Agentic Trajectory).<br><br>For example, if a user asks an Agent to complete a piece of industry research, the Agent would search for information, read PDFs, organize data, and generate a draft. The user might then adjust the structure, add new materials, and ask the Agent to revise it, leading to a final deliverable. This entire workflow is becoming a new form of data for the Agent era.<br><br>A recent Agent evaluation survey published by Springer notes that unlike traditional machine learning, which primarily processes \"input-output\" data, Agent systems must continuously interact with their environment. Therefore, evaluating an Agent requires more than just looking at the final result; the complete trajectory must be recorded. The paper argues that a full trajectory includes not just the final state but also intermediate reasoning, tool calls, environmental feedback, and error correction. These trajectories truly document how a job is done, providing much richer data than the final answer alone.<br><br>This type of data has become a hotly contested new resource in the AI industry. A manager at an AI platform company in Shanghai revealed that some model companies have approached them for collaboration, specifically to obtain long-horizon task-specific data from their industry. These companies are paying high prices for such rare datasets.<br><br>This hunger for real-world workflows isn't limited to China. Overseas model giants like OpenAI and Anthropic are also investing heavily in sending Field Deployment Engineers (FDEs) directly into enterprises. In May, Anthropic announced the formation of an enterprise AI services company with institutions like Blackstone, Hellman & Friedman, and Goldman Sachs. Under this plan, Anthropic engineers will work with the new company's team within client enterprises to find business processes where Claude can be integrated and develop systems around existing workflows.<br><br>A week later, OpenAI established OpenAI Deployment Company. This new company, majority-owned by OpenAI, has an initial investment of over $4 billion and plans to acquire the AI consulting and engineering firm Tomoro, bringing in its approximately 150 FDEs and deployment experts. The prevailing market view at the time was that Anthropic and OpenAI were following Palantir's playbook to shore up their enterprise services and project delivery capabilities.<br><br>However, the head of the Shanghai AI company believes the deeper purpose for these two giants goes further. They see it as a way to deploy FDEs into enterprises to understand real workflows, compete for workflow data, and learn the underlying methodologies. Frankly, most current AI models only deliver results and are still quite lacking in understanding a business's operational logic, preferences, and other specific information.<br><br>If internet text shaped the knowledge capabilities of models like ChatGPT, then real-world workflow data may be what shapes the execution capabilities of the next generation of Agents.<br><br><b>The Next Stage of Evolution</b><br><br>At this stage, there is little discernible difference between WorkBuddy, Qianwen Office, and ByteDance's related products on general office tasks. The ability to search for information, read files, generate documents, analyze spreadsheets, create presentations, and call upon browsers and other software to complete tasks has become the baseline for desktop office Agents. These features will likely become even more similar as underlying models and Agent frameworks continue to iterate.<br><br>In past internet competitions, when product capabilities converged, price subsidies, traffic portals, and user scale often became decisive factors. However, this strategy is difficult to replicate in the desktop office Agent market. During the Spring Festival, several internet companies used activities like giving away red packets, offering freebies, and ordering bubble tea to attract users to download and use their large model products. Subsidies can quickly lower the barrier to a first-time experience, but paying for a business tool is different.<br><br>An enterprise pays for an office Agent to get reliable, stable work done. The Agent must understand the company's organizational structure, business rules, and permission boundaries. It needs to know what materials to read, which systems to call upon, which steps to follow for a task, and where to pause and ask for confirmation. Subsidies can generate trial users, but they can't keep a poorly performing Agent that doesn't understand the business in a company's core processes. The market will ultimately be decided by whether the product can consistently get the job done.<br><br>Currently, the three major players have established different product strategies. Qianwen Office is a standalone desktop client but is also bidirectionally integrated with DingTalk. Users can initiate tasks from DingTalk, and after the Agent completes them, the results are returned to the original chat and collaboration flow. Beyond DingTalk, Qianwen Office can also connect to external platforms like Feishu to read their documents with authorization. This suggests Alibaba wants Qianwen Office to cover as much of an enterprise's existing software and data environment as possible, though this openness is mainly at the software and data connection layer, with Qianwen Office primarily using the Qwen model.<br><br>ByteDance, on the other hand, has kept two product lines. One is the Doubao-Feishu combination, which enters enterprise workflows through chat, documents, meetings, and organizational relations, primarily using its own model. The other is TRAE Work, which started as a coding tool and was renamed from TRAE SOLO in June. Its product scope has expanded to include research, writing, data analysis, strategy development, and cross-team collaboration. Unlike Doubao, TRAE offers multiple model options for users to choose from based on the task.<br><br>Tencent, too, has more than just WorkBuddy. WorkBuddy itself is a standalone desktop workspace, emphasizing cross-software invocation, task execution, and automation. Unlike Qianwen Office and Doubao, it highlights multi-model aggregation, allowing users to switch between different models and invoke software like WPS and Tencent's suite to complete tasks. Then there's \"Da Yuan,\" the enterprise WeChat AI Agent that entered internal testing in June. It grows directly within enterprise WeChat and can understand user requests by integrating work data from group chats, documents, meetings, emails, and calendars, making it a more native Agent within the enterprise collaboration environment. Overall, the internal \"horse races\" within these tech giants are far from over.<br><br><b>Divergent Strategic Paths</b><br><br>Looking at the big picture, two distinct strategic paths are emerging for desktop office Agents. The first is the proprietary model path, represented by Qianwen Office and Doubao. Here, the office Agent is built on the company's own model, and the model, office software, cloud services, and enterprise data are all housed within a single, integrated system.<br><br>The second is the multi-model aggregation path, represented by WorkBuddy and TRAE. On this path, the platform doesn't tie its capabilities to a single model. Instead, it offers multiple model options and connects them to files, software, and task processes through a unified workspace.<br><br>These different routes also imply different ways of building a competitive moat. For the proprietary model path, the primary focus is on model training and post-training. The model's ability to understand longer, more complex tasks and to process documents, spreadsheets, code, and multimodal information more accurately sets the upper limit of the office Agent's capabilities. The real-world tasks and user feedback generated in office scenarios can, in turn, help the model iterate further.<br><br>For the multi-model aggregation path, the underlying models are not proprietary. The same model can be accessed by multiple competitors, so simply adding more models is unlikely to create a long-term advantage. The true differentiator lies in what's outside the model: the harness. The harness is responsible for organizing context, connecting tools, saving task state, managing permissions, handling errors, and converting the model's reasoning abilities into a practical, runnable workflow.<br><br>The billions of yuan spent on Spring Festival subsidies for large models were a battle for the first-time usage of C-end consumers. The battle for office Agents, however, is a battle for the experience of getting work done. The key difference lies in where that experience ultimately ends up: is it incorporated back into the model itself, or is it stored within the execution system that sits outside the model?</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0784639295.USD":"JPM ASIA PACIFIC INCOME \"A\" (USD) INC (M)","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1115378108.SGD":"Eastspring Investments - Global Emerging Markets Dynamic AS SGD","LU0051755006.USD":"摩根大通中国A (dist)","LU0370786039.SGD":"Fidelity Greater China A-SGD","LU1366334578.USD":"ALLSPRING EMERGING MARKETS EQUITY INCOME \"A\" (USD) INC","LU1917777945.USD":"安联专题基金Cl AT Acc","LU0210526637.USD":"JPM CHINA \"A\" (USD) ACC","LU1481107354.HKD":"HSBC GIF HONG KONG EQUITY \"AD\" (HKD) INC","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","LU1868837565.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"1\" (USD) ACC","LU0553294199.USD":"BGF GLOBAL EQUITY INCOME \"A5G\" (USD) INC","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","FDNI":"First Trust Dow Jones International Internet ETF","LU0862451837.USD":"JPM EMERGING MARKETS DIVIDEND \"A\" (USD) INC (M)","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","LU0251143458.SGD":"Fidelity Emerging Markets A-SGD","LU2051468812.USD":"JPM EMERGING MARKETS ESG EQUITY \"A\" (USD) ACC","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU0140636845.USD":"施罗德大中华区股票A Acc","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","LU1242518931.SGD":"Fullerton Lux Funds - 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The Feishu (Lark) product team was integrated with the Doubao product team to form a new Doubao product team. Separately, the Feishu GTM (Go-to-Market) team was merged with the Volcano Engine team to create a new To-B organization called the \"Creativity Service Platform,\" tasked with unifying the marketing, sales, and customer service for both MaaS and SaaS products.Following this reorganization, the enterprise version of Doubao, developed with deep involvement from the Feishu team, has begun internal testing with select Feishu clients. Users can now access office capabilities like Feishu documents, spreadsheets, meetings, and group chats without needing any additional deployment.Just a week prior, Alibaba announced the integration of its internal products—QoderWork, Wukong, and MuleRun—to launch \"Qianwen Office,\" placing the product under the management of DingTalk.Ten days before that, Tencent also completed a round of adjustments, merging the entire QClaw product center into the team responsible for WorkBuddy, thereby further strengthening its desktop office Agent strategy.This, however, does not signal an end to the internal \"horse racing\" mechanism within these large companies.Beyond WorkBuddy, Tencent also has Marvis, which can access the operating system and local files, as well as \"Da Yuan,\" an enterprise WeChat Agent currently in internal testing. Similarly, ByteDance, alongside the Doubao enterprise version, has retained another desktop office Agent, TRAE Work.Therefore, these recent adjustments seem more like a move by the tech giants to consolidate overlapping projects, centralize underlying capabilities, and pool commercialization resources, rather than a definitive selection of a single product form. Internal competition continues, and it will be the market that ultimately determines which product finds the most frequent use-case scenarios and a stable product boundary first.Three Titans Reorganize Simultaneously for Desktop Agent DominanceWithin just half a month, Alibaba, Tencent, and ByteDance have all reorganized around the desktop office Agent. The driving force behind this may be the battle for a new kind of data that has never been captured at scale before: real-world workflow data.In the past, large language models primarily learned from internet text and user dialogues. But when an Agent starts participating in document writing, data analysis, meeting coordination, and approval workflows, it gains access to the complete process of how a task is broken down, executed, revised, and finally delivered.This marks the beginning of a new war in the summer of 2026, centered on \"how AI learns to work.\"Office Agents Take the StageIt is no coincidence that three major companies have chosen similar paths almost simultaneously. A key reason is likely that WorkBuddy was the first to validate the user growth potential of desktop office Agents, forcing competitors to stop waiting on the sidelines.According to data from Analysys, in June of this year, Tencent's WorkBuddy desktop client had 20.97 million visits, ranking first among domestic AI-native office Agent products and surpassing the combined visits of the second and third-place products.This has transformed the desktop office Agent from an internal exploration project within tech giants into a competition with a clear user scale benchmark.Concurrently, the AI office product landscape is entering a phase of \"convergence.\" Over the past year, it was common to see multiple teams and product lines within a single company exploring in parallel. Alibaba's QoderWork, Wukong, and MuleRun; Tencent's QClaw and WorkBuddy; and ByteDance's Doubao and Feishu all sought the ideal product form for office Agents from different angles.As the market enters a phase of \"calculating returns,\" the cost of maintaining multiple similar product lines has increased. Resources for models, R&D, computing power, sales, and customer relationships need to be refocused on products with the highest potential for user scale and revenue. Alibaba's integration of three products into Qianwen Office and Tencent's merger of the QClaw team into WorkBuddy are clear signs of this convergence.A more pragmatic issue than product convergence comes from the enterprise market itself. Selling a standalone office Agent to a business requires the company to learn about a new product, evaluate security and permissions, complete the procurement and deployment process, and then train employees to change their work habits. This process has a high educational cost and a long sales cycle.A faster path to market is to have the office Agent directly integrate into the collaboration systems that enterprises are already using. A salesperson from Alibaba Cloud noted that integrating Qianwen Office into DingTalk makes it much easier to sell to enterprise clients.The logic is straightforward. DingTalk already has mature organizational structures, permission systems, and office scenarios. Once Qianwen Office is integrated, salespeople no longer need to market a standalone AI product from scratch. Instead, they can introduce the Agent's capabilities around a company's existing workflows for meetings, documents, approvals, and collaboration, making it easier for clients to understand and more likely to make a purchase.Currently, Qianwen Office is sold as an independent product without a dedicated sales team. However, as the product is newly launched, internal sales strategies are constantly being adjusted based on market feedback.ByteDance's recent integration of its product and sales systems reflects a similar strategy. After the Feishu product team was merged into Doubao, the Doubao enterprise version can directly leverage Feishu's capabilities in documents, spreadsheets, meetings, and group chats. The merger of the Feishu GTM team with Volcano Engine allows ByteDance to promote the Doubao enterprise version using existing enterprise customer relationships, thereby reducing the cost of re-acquiring customers and delivering standalone solutions.The outcome of this competition is far from certain, but one company that may feel the immediate impact is Kingsoft Office. With WorkBuddy, Qianwen Office, and the Doubao enterprise version entering the market in rapid succession, Kingsoft Office's competitive landscape has changed. Its rivals possess large language models, cloud services, user traffic, and enterprise sales systems, and can accelerate customer acquisition through free or low-cost pricing strategies.On July 21st, Goldman Sachs downgraded Kingsoft Office's rating from \"Neutral\" to \"Sell,\" citing the potential for WPS AI's user adoption and payment rates to take longer to improve. The rapid expansion of the AI office market and the more attractive pricing of competing products are also seen as pressures on its subscription business. The battle for the desktop Agent among tech giants has just begun, but traditional office software is already feeling the heat.The Real Prize: Capturing Authentic WorkflowsFor Alibaba, Tencent, and ByteDance, the desktop office Agent holds an even deeper value: allowing AI models to observe the complete process of how a task is completed. Historically, the data available to large models has come mainly from internet text and user dialogues. A model knows what question a user asked and what answer it generated, but it struggles to know if that answer truly solved the problem. It certainly doesn't know how a real task is accomplished step-by-step.Desktop office Agents change this. When an Agent operates a computer, opens a browser, accesses documents, analyzes spreadsheets, creates presentations, and collaborates with a user to complete a task, it records not just a few rounds of dialogue but a complete task execution trajectory (Agentic Trajectory).For example, if a user asks an Agent to complete a piece of industry research, the Agent would search for information, read PDFs, organize data, and generate a draft. The user might then adjust the structure, add new materials, and ask the Agent to revise it, leading to a final deliverable. This entire workflow is becoming a new form of data for the Agent era.A recent Agent evaluation survey published by Springer notes that unlike traditional machine learning, which primarily processes \"input-output\" data, Agent systems must continuously interact with their environment. Therefore, evaluating an Agent requires more than just looking at the final result; the complete trajectory must be recorded. The paper argues that a full trajectory includes not just the final state but also intermediate reasoning, tool calls, environmental feedback, and error correction. These trajectories truly document how a job is done, providing much richer data than the final answer alone.This type of data has become a hotly contested new resource in the AI industry. A manager at an AI platform company in Shanghai revealed that some model companies have approached them for collaboration, specifically to obtain long-horizon task-specific data from their industry. These companies are paying high prices for such rare datasets.This hunger for real-world workflows isn't limited to China. Overseas model giants like OpenAI and Anthropic are also investing heavily in sending Field Deployment Engineers (FDEs) directly into enterprises. In May, Anthropic announced the formation of an enterprise AI services company with institutions like Blackstone, Hellman & Friedman, and Goldman Sachs. Under this plan, Anthropic engineers will work with the new company's team within client enterprises to find business processes where Claude can be integrated and develop systems around existing workflows.A week later, OpenAI established OpenAI Deployment Company. This new company, majority-owned by OpenAI, has an initial investment of over $4 billion and plans to acquire the AI consulting and engineering firm Tomoro, bringing in its approximately 150 FDEs and deployment experts. The prevailing market view at the time was that Anthropic and OpenAI were following Palantir's playbook to shore up their enterprise services and project delivery capabilities.However, the head of the Shanghai AI company believes the deeper purpose for these two giants goes further. They see it as a way to deploy FDEs into enterprises to understand real workflows, compete for workflow data, and learn the underlying methodologies. Frankly, most current AI models only deliver results and are still quite lacking in understanding a business's operational logic, preferences, and other specific information.If internet text shaped the knowledge capabilities of models like ChatGPT, then real-world workflow data may be what shapes the execution capabilities of the next generation of Agents.The Next Stage of EvolutionAt this stage, there is little discernible difference between WorkBuddy, Qianwen Office, and ByteDance's related products on general office tasks. The ability to search for information, read files, generate documents, analyze spreadsheets, create presentations, and call upon browsers and other software to complete tasks has become the baseline for desktop office Agents. These features will likely become even more similar as underlying models and Agent frameworks continue to iterate.In past internet competitions, when product capabilities converged, price subsidies, traffic portals, and user scale often became decisive factors. However, this strategy is difficult to replicate in the desktop office Agent market. During the Spring Festival, several internet companies used activities like giving away red packets, offering freebies, and ordering bubble tea to attract users to download and use their large model products. Subsidies can quickly lower the barrier to a first-time experience, but paying for a business tool is different.An enterprise pays for an office Agent to get reliable, stable work done. The Agent must understand the company's organizational structure, business rules, and permission boundaries. It needs to know what materials to read, which systems to call upon, which steps to follow for a task, and where to pause and ask for confirmation. Subsidies can generate trial users, but they can't keep a poorly performing Agent that doesn't understand the business in a company's core processes. The market will ultimately be decided by whether the product can consistently get the job done.Currently, the three major players have established different product strategies. Qianwen Office is a standalone desktop client but is also bidirectionally integrated with DingTalk. Users can initiate tasks from DingTalk, and after the Agent completes them, the results are returned to the original chat and collaboration flow. Beyond DingTalk, Qianwen Office can also connect to external platforms like Feishu to read their documents with authorization. This suggests Alibaba wants Qianwen Office to cover as much of an enterprise's existing software and data environment as possible, though this openness is mainly at the software and data connection layer, with Qianwen Office primarily using the Qwen model.ByteDance, on the other hand, has kept two product lines. One is the Doubao-Feishu combination, which enters enterprise workflows through chat, documents, meetings, and organizational relations, primarily using its own model. The other is TRAE Work, which started as a coding tool and was renamed from TRAE SOLO in June. Its product scope has expanded to include research, writing, data analysis, strategy development, and cross-team collaboration. Unlike Doubao, TRAE offers multiple model options for users to choose from based on the task.Tencent, too, has more than just WorkBuddy. WorkBuddy itself is a standalone desktop workspace, emphasizing cross-software invocation, task execution, and automation. Unlike Qianwen Office and Doubao, it highlights multi-model aggregation, allowing users to switch between different models and invoke software like WPS and Tencent's suite to complete tasks. Then there's \"Da Yuan,\" the enterprise WeChat AI Agent that entered internal testing in June. It grows directly within enterprise WeChat and can understand user requests by integrating work data from group chats, documents, meetings, emails, and calendars, making it a more native Agent within the enterprise collaboration environment. Overall, the internal \"horse races\" within these tech giants are far from over.Divergent Strategic PathsLooking at the big picture, two distinct strategic paths are emerging for desktop office Agents. The first is the proprietary model path, represented by Qianwen Office and Doubao. Here, the office Agent is built on the company's own model, and the model, office software, cloud services, and enterprise data are all housed within a single, integrated system.The second is the multi-model aggregation path, represented by WorkBuddy and TRAE. On this path, the platform doesn't tie its capabilities to a single model. Instead, it offers multiple model options and connects them to files, software, and task processes through a unified workspace.These different routes also imply different ways of building a competitive moat. For the proprietary model path, the primary focus is on model training and post-training. The model's ability to understand longer, more complex tasks and to process documents, spreadsheets, code, and multimodal information more accurately sets the upper limit of the office Agent's capabilities. The real-world tasks and user feedback generated in office scenarios can, in turn, help the model iterate further.For the multi-model aggregation path, the underlying models are not proprietary. The same model can be accessed by multiple competitors, so simply adding more models is unlikely to create a long-term advantage. The true differentiator lies in what's outside the model: the harness. The harness is responsible for organizing context, connecting tools, saving task state, managing permissions, handling errors, and converting the model's reasoning abilities into a practical, runnable workflow.The billions of yuan spent on Spring Festival subsidies for large models were a battle for the first-time usage of C-end consumers. The battle for office Agents, however, is a battle for the experience of getting work done. The key difference lies in where that experience ultimately ends up: is it incorporated back into the model itself, or is it stored within the execution system that sits outside the model?","news_type":1,"symbols_score_info":{"ODDS":1,"JEMA":1,"BABO":1,"TCEHY":1,"CLIX":1,"TCHmain":1,"00700":1,"TCHI":1,"AGIX":1,"EEMX":1,"ESPO":1,"KBAB":1,"XSOE":1,"FFEM":1,"SOCL":1,"AIPO":1,"CHAT":1,"BABU":1,"VTHR":1,"EMCS":1,"ALBmain":1,"IEMG":1,"BIDD":1,"BABW":1,"VGT":1,"BABA":1,"ARTY":1,"GAMR":1,"ONLN":1,"AAXJ":1,"DRAG":1,"QTOC":1,"LDEM":1,"BKF":1,"JADE":1,"09988":1,"FDNI":1,"HTCD.SI":1,"BABX":1,"EMC":1,"CXSE":1,"KWEB":1,"BBYY":1,"EDZ":1}},"isVote":1,"tweetType":1,"viewCount":928,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":591076786827608,"gmtCreate":1785334511024,"gmtModify":1785334513842,"author":{"id":"3576228432089506","authorId":"3576228432089506","name":"沃伦老巴","avatar":"https://community-static.tradeup.com/news/4a8eecd4f6c46ac8a71ce77ef5f8b93f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576228432089506","idStr":"3576228432089506"},"themes":[],"title":"","htmlText":"Likely will go down&nbsp;","listText":"Likely will go down&nbsp;","text":"Likely will go down","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/591076786827608","repostId":"2655896189","repostType":2,"repost":{"id":"2655896189","kind":"highlight","pubTimestamp":1785333233,"share":"https://ttm.financial/m/news/2655896189?lang=en_US&edition=fundamental","pubTime":"2026-07-29 21:53","market":"nz","language":"en","title":"Meta Q2 Earnings Today: Last-Minute Options Signal an 8.3% Move for META Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2655896189","media":"TIPRANKS","summary":"Meta Platforms ($META) is set to report its Q2 2026 earnings after the market closes today, July 29. According to TipRanks’ Options Tool, the optio...","content":"<div>\n<p>Meta Platforms ($META) is set to report its Q2 2026 earnings after the market closes today, July 29. According to TipRanks’ Options Tool, the optio...</p>\n\n<a href=\"https://www.tipranks.com/news/meta-q2-earnings-today-last-minute-options-alert-signal-an-8-3-move-for-meta-stock?utm_source=itigerup.com&utm_medium=referral\">Source Link</a>\n\n</div>\n","source":"tipranks_highlight","collect":0,"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>Meta Q2 Earnings Today: Last-Minute Options Signal an 8.3% Move for META Stock</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\">\nMeta Q2 Earnings Today: Last-Minute Options Signal an 8.3% Move for META Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-07-29 21:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/meta-q2-earnings-today-last-minute-options-alert-signal-an-8-3-move-for-meta-stock?utm_source=itigerup.com&utm_medium=referral><strong>TIPRANKS</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Meta Platforms ($META) is set to report its Q2 2026 earnings after the market closes today, July 29. According to TipRanks’ Options Tool, the optio...</p>\n\n<a href=\"https://www.tipranks.com/news/meta-q2-earnings-today-last-minute-options-alert-signal-an-8-3-move-for-meta-stock?utm_source=itigerup.com&utm_medium=referral\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU2168564495.EUR":"AZ ALLOCATION - TREND \"AI\" (EUR) ACC","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU2168564222.USD":"AZ ALLOCATION - TREND \"AAZ\" (USDHDG) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU2168563687.JPY":"AZ ALLOCATION - TREND \"AAZ\" (JPYHDG) ACC","LU2168564149.EUR":"AZ ALLOCATION - TREND \"BAZ\" (EUR) ACC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","IE000W1ABFV2.USD":"PIMCO BALANCED INCOME AND GROWTH \"R\" (USD) INC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0476273544.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"BU\" (USD) ACC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU1732799900.SGD":"JPMorgan Investment Funds - 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According to TipRanks’ Options Tool, the optio...","news_type":1,"symbols_score_info":{"METD":0.6,"METW":0.6,"METU":0.6,"FBYY":0.6,"XLC":0.6,"FBL":0.6,"RSPC":0.6,"METV":0.6,"TRUC":0.6,"FBY":0.6,"VOX":0.6,"LTL":0.6,"GXPC":0.6,"GAMR":0.6,"NULC":0.6,"FCOM":0.6,"META":1.98,"OGIG":0.6}},"isVote":1,"tweetType":1,"viewCount":1140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":588926211240112,"gmtCreate":1784811004961,"gmtModify":1784811606237,"author":{"id":"3576228432089506","authorId":"3576228432089506","name":"沃伦老巴","avatar":"https://community-static.tradeup.com/news/4a8eecd4f6c46ac8a71ce77ef5f8b93f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576228432089506","idStr":"3576228432089506"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a> whenever something is better than US, THEY WILL SANCTION","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a> whenever something is better than US, THEY WILL SANCTION","text":"$Alibaba(BABA)$ whenever something is better than US, THEY WILL SANCTION","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/588926211240112","isVote":1,"tweetType":1,"viewCount":764,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":588478952068312,"gmtCreate":1784701863691,"gmtModify":1784701866705,"author":{"id":"3576228432089506","authorId":"3576228432089506","name":"沃伦老巴","avatar":"https://community-static.tradeup.com/news/4a8eecd4f6c46ac8a71ce77ef5f8b93f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576228432089506","idStr":"3576228432089506"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/00700\">$TENCENT(00700)$ </a> come on. 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Tencent amazingly CHEAP","images":[{"img":"https://community-static.tradeup.com/news/beb188d0e3a2ec438ef5a468b79fd6c4","width":"906","height":"1299"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/588478952068312","isVote":1,"tweetType":1,"viewCount":1103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":585621584688240,"gmtCreate":1784004258593,"gmtModify":1784016266590,"author":{"id":"3576228432089506","authorId":"3576228432089506","name":"沃伦老巴","avatar":"https://community-static.tradeup.com/news/4a8eecd4f6c46ac8a71ce77ef5f8b93f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576228432089506","idStr":"3576228432089506"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/OPT/ALB.HK 20270330 100.00 CALL\">$ALB.HK 20270330 100.00 CALL$ </a> sold 1 call , balance 1 call is FREE OF CHARGE. even it goes below 100","listText":"<a href=\"https://ttm.financial/OPT/ALB.HK 20270330 100.00 CALL\">$ALB.HK 20270330 100.00 CALL$ </a> sold 1 call , balance 1 call is FREE OF CHARGE. even it goes below 100","text":"$ALB.HK 20270330 100.00 CALL$ sold 1 call , balance 1 call is FREE OF CHARGE. even it goes below 100","images":[{"img":"https://community-static.tradeup.com/news/15c16358ccdcd853b123c2cc70a71d46","width":"906","height":"1285"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":37,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/585621584688240","isVote":1,"tweetType":1,"viewCount":1100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":579315250798736,"gmtCreate":1782464585776,"gmtModify":1782464588853,"author":{"id":"3576228432089506","authorId":"3576228432089506","name":"沃伦老巴","avatar":"https://community-static.tradeup.com/news/4a8eecd4f6c46ac8a71ce77ef5f8b93f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576228432089506","idStr":"3576228432089506"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/579315250798736","repostId":"579170393965072","repostType":1,"repost":{"id":579170393965072,"gmtCreate":1782429215247,"gmtModify":1782429243395,"author":{"id":"4180241841877492","authorId":"4180241841877492","name":"ARKK Investment Tracker","avatar":"https://community-static.tradeup.com/news/3f5229c0ae74f578f94958dbdf9cbd02","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4180241841877492","idStr":"4180241841877492"},"themes":[],"title":"","htmlText":"ARKK Investment Tracker position change: Decreased position in SoFi Technologies Inc. by 12,080 shares, the number of shares held decreased 0.59% compared to the previous period and now represents 0.59% of the total position.","listText":"ARKK Investment Tracker position change: Decreased position in SoFi Technologies Inc. by 12,080 shares, the number of shares held decreased 0.59% compared to the previous period and now represents 0.59% of the total position.","text":"ARKK Investment Tracker position change: Decreased position in SoFi Technologies Inc. by 12,080 shares, the number of shares held decreased 0.59% compared to the previous period and now represents 0.59% of the total position.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/579170393965072","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1265,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":568227395340896,"gmtCreate":1779766393726,"gmtModify":1779791242527,"author":{"id":"3576228432089506","authorId":"3576228432089506","name":"沃伦老巴","avatar":"https://community-static.tradeup.com/news/4a8eecd4f6c46ac8a71ce77ef5f8b93f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576228432089506","idStr":"3576228432089506"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/09988\">$BABA-W(09988)$ </a> DONT PANIC. BABA IS THE NEXT X5 BAGGER","listText":"<a href=\"https://ttm.financial/S/09988\">$BABA-W(09988)$ </a> DONT PANIC. BABA IS THE NEXT X5 BAGGER","text":"$BABA-W(09988)$ DONT PANIC. BABA IS THE NEXT X5 BAGGER","images":[{"img":"https://community-static.tradeup.com/news/da8c6855a127964cb10697bc0d27091b","width":"906","height":"1417"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/568227395340896","isVote":1,"tweetType":1,"viewCount":1190,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":565565873845424,"gmtCreate":1779110716905,"gmtModify":1779110720754,"author":{"id":"3576228432089506","authorId":"3576228432089506","name":"沃伦老巴","avatar":"https://community-static.tradeup.com/news/4a8eecd4f6c46ac8a71ce77ef5f8b93f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576228432089506","idStr":"3576228432089506"},"themes":[],"title":"","htmlText":"Why would u buy a 30x pe while PDD is 8x forward PE. pdd will in the end dominate&nbsp;","listText":"Why would u buy a 30x pe while PDD is 8x forward PE. pdd will in the end dominate&nbsp;","text":"Why would u buy a 30x pe while PDD is 8x forward PE. pdd will in the end dominate","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/565565873845424","repostId":"2634903992","repostType":2,"repost":{"id":"2634903992","kind":"live","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1778585911,"share":"https://ttm.financial/m/news/2634903992?lang=en_US&edition=fundamental","pubTime":"2026-05-12 19:38","market":"us","language":"en","title":"Singapore's Sea Beats Quarterly Revenue Estimates as Ecommerce Spending Surges","url":"https://stock-news.laohu8.com/highlight/detail?id=2634903992","media":"Reuters","summary":"Sea beat Wall Street expectations for first-quarter revenue on Tuesday.","content":"<html><head></head><body><p>May 12 (Reuters) - Singapore&#39;s <a href=\"https://laohu8.com/S/SE\">Sea</a> beat Wall Street expectations for first-quarter revenue on Tuesday, driven by strong spending on its ecommerce platform amid growing competition in Southeast Asia, sending its U.S.-listed shares up over 13% in premarket trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8234c13a89a97577cb6d07cbcf8cedfb\" tg-width=\"540\" tg-height=\"161\"/></p><p>Sea has been aggressively trying to lure consumers to its Shopee platform with incentives and discounts, as it contends with rivals such as TikTok Shop amid a cloudy macroeconomic environment.</p><ul style=\"\"><li><p>The first-quarter revenue came in at $7.1 billion, beating estimates of $6.41 billion, according to data compiled by LSEG.</p></li><li><p>Revenue for its ecommerce unit was up 44.4% at $4.5 billion, while analysts expected $4.3 billion.</p></li><li><p>Revenue for Monee, its financial services platform, grew 57.8% to $1.24 billion.</p></li><li><p><a href=\"https://laohu8.com/S/SE\">Garena</a>, the company&#39;s digital entertainment arm, posted revenue growth of 40.6% to $696.6 million.</p></li><li><p>Sea reported earnings per share of 67 cents in the quarter, compared with a profit of 65 cents per share a year ago.</p></li></ul></body></html>","collect":0,"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>Singapore's Sea Beats Quarterly Revenue Estimates as Ecommerce Spending Surges</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\">\nSingapore's Sea Beats Quarterly Revenue Estimates as Ecommerce Spending Surges\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2026-05-12 19:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>May 12 (Reuters) - Singapore&#39;s <a href=\"https://laohu8.com/S/SE\">Sea</a> beat Wall Street expectations for first-quarter revenue on Tuesday, driven by strong spending on its ecommerce platform amid growing competition in Southeast Asia, sending its U.S.-listed shares up over 13% in premarket trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8234c13a89a97577cb6d07cbcf8cedfb\" tg-width=\"540\" tg-height=\"161\"/></p><p>Sea has been aggressively trying to lure consumers to its Shopee platform with incentives and discounts, as it contends with rivals such as TikTok Shop amid a cloudy macroeconomic environment.</p><ul style=\"\"><li><p>The first-quarter revenue came in at $7.1 billion, beating estimates of $6.41 billion, according to data compiled by LSEG.</p></li><li><p>Revenue for its ecommerce unit was up 44.4% at $4.5 billion, while analysts expected $4.3 billion.</p></li><li><p>Revenue for Monee, its financial services platform, grew 57.8% to $1.24 billion.</p></li><li><p><a href=\"https://laohu8.com/S/SE\">Garena</a>, the company&#39;s digital entertainment arm, posted revenue growth of 40.6% to $696.6 million.</p></li><li><p>Sea reported earnings per share of 67 cents in the quarter, compared with a profit of 65 cents per share a year ago.</p></li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2008162690.USD":"FIDELITY FUNDS - 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Asia Focus Equities A Acc SGD","BK4551":"寇图资本持仓","LU0516423091.SGD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (SGD) ACC","LU0572939691.SGD":"Janus Henderson Horizon Asian Dividend Income A2 SGD","BK4588":"碎股","BK4503":"景林资产持仓","SG9999002679.SGD":"LionGlobal Singapore Balanced SGD","BK4566":"资本集团","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0345775950.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) ACC","SG9999013486.USD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY (USD) INC A","LU2238330802.EUR":"AZ EQUITY - ASEAN COUNTRIES \"AAZ\" (EUR) ACC","BK4585":"ETF&股票定投概念","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","SG9999002620.SGD":"LionGlobal South East Asia SGD","LU0532188223.SGD":"JPMorgan Funds - ASEAN Equity A (acc) SGD","LU2360107671.USD":"BGF FINTECH \"A4\" (USD) INC","SG9999014492.USD":"NIKKO AM ASEAN EQUITY \"A\" (USD) ACC","SG9999002414.USD":"LIONGLOBAL SINGAPORE TRUST (USD) ACC","IE0001KFT4U8.USD":"FTGF CLEARBRIDGE GLOBAL GROWTH LEADERS \"A\" (USD) INC","LU2152927971.USD":"NORDEA 1 ASIAN STARS EQUITY \"BP\" (USD) ACC","LU0345776255.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) INC","LU0516423174.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (USD) ACC","LU0516422952.EUR":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (EUR) ACC","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","IE0031814969.USD":"FSSA ASEAN ALL CAP FUND \"I\" (USD) ACC","BK4085":"互动家庭娱乐","LU2065171311.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) ACC","LU0348788117.USD":"ALLIANZ EMERGING ASIA EQUITY \"A\" (USD) INC","SG9999002406.SGD":"利安新加坡信托基金","LU0737861269.HKD":"FIDELITY ASEAN \"A \" (HKD) ACC","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260512:nPLX428D1A:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2634903992","content_text":"May 12 (Reuters) - Singapore's Sea beat Wall Street expectations for first-quarter revenue on Tuesday, driven by strong spending on its ecommerce platform amid growing competition in Southeast Asia, sending its U.S.-listed shares up over 13% in premarket trading.Sea has been aggressively trying to lure consumers to its Shopee platform with incentives and discounts, as it contends with rivals such as TikTok Shop amid a cloudy macroeconomic environment.The first-quarter revenue came in at $7.1 billion, beating estimates of $6.41 billion, according to data compiled by LSEG.Revenue for its ecommerce unit was up 44.4% at $4.5 billion, while analysts expected $4.3 billion.Revenue for Monee, its financial services platform, grew 57.8% to $1.24 billion.Garena, the company's digital entertainment arm, posted revenue growth of 40.6% to $696.6 million.Sea reported earnings per share of 67 cents in the quarter, compared with a profit of 65 cents per share a year ago.","news_type":1,"symbols_score_info":{"SE":1.98}},"isVote":1,"tweetType":1,"viewCount":1411,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":553510370484528,"gmtCreate":1776145236975,"gmtModify":1776145240270,"author":{"id":"3576228432089506","authorId":"3576228432089506","name":"沃伦老巴","avatar":"https://community-static.tradeup.com/news/4a8eecd4f6c46ac8a71ce77ef5f8b93f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576228432089506","idStr":"3576228432089506"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/09988\">$BABA-W(09988)$ </a> holding for next 3 to 5 years. will sell between 400 to 500 HKD. it has potential.&nbsp;","listText":"<a href=\"https://ttm.financial/S/09988\">$BABA-W(09988)$ </a> holding for next 3 to 5 years. will sell between 400 to 500 HKD. it has potential.&nbsp;","text":"$BABA-W(09988)$ holding for next 3 to 5 years. will sell between 400 to 500 HKD. it has potential.","images":[{"img":"https://community-static.tradeup.com/news/032d2c8c7c9a70c33caa1c088312da0a","width":"906","height":"1417"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/553510370484528","isVote":1,"tweetType":1,"viewCount":1507,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":546757060658368,"gmtCreate":1774511427839,"gmtModify":1774511431468,"author":{"id":"3576228432089506","authorId":"3576228432089506","name":"沃伦老巴","avatar":"https://community-static.tradeup.com/news/4a8eecd4f6c46ac8a71ce77ef5f8b93f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576228432089506","idStr":"3576228432089506"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/09988\">$BABA-W(09988)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/09988\">$BABA-W(09988)$ </a>&nbsp;","text":"$BABA-W(09988)$","images":[{"img":"https://community-static.tradeup.com/news/7fd3515668e80f26c3758117ff905a8b","width":"906","height":"1417"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/546757060658368","isVote":1,"tweetType":1,"viewCount":2648,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":544533668827192,"gmtCreate":1773970451819,"gmtModify":1773970456034,"author":{"id":"3576228432089506","authorId":"3576228432089506","name":"沃伦老巴","avatar":"https://community-static.tradeup.com/news/4a8eecd4f6c46ac8a71ce77ef5f8b93f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576228432089506","idStr":"3576228432089506"},"themes":[],"title":"","htmlText":"Alibaba is doing the RIGHT thing by investing in AI, THEIR ATH will be like a FUTURE.OIL COMPANY.&nbsp; CHINA CANT do without ALIBABA n TENCENT n BYTEDANCE n HUAWEI","listText":"Alibaba is doing the RIGHT thing by investing in AI, THEIR ATH will be like a FUTURE.OIL COMPANY.&nbsp; CHINA CANT do without ALIBABA n TENCENT n BYTEDANCE n HUAWEI","text":"Alibaba is doing the RIGHT thing by investing in AI, THEIR ATH will be like a FUTURE.OIL COMPANY. CHINA CANT do without ALIBABA n TENCENT n BYTEDANCE n HUAWEI","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/544533668827192","repostId":"1118705704","repostType":2,"repost":{"id":"1118705704","kind":"news","weMediaInfo":{"introduction":"Track stock‘s movements and relevant news","home_visible":1,"media_name":"Stock Track","id":"1086803395","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1773971046,"share":"https://ttm.financial/m/news/1118705704?lang=en_US&edition=fundamental","pubTime":"2026-03-20 09:44","market":"hk","language":"en","title":"HK Movers | Alibaba Plummets 4% Following Disappointing Q3 Earnings and Profit Decline","url":"https://stock-news.laohu8.com/highlight/detail?id=1118705704","media":"Stock Track","summary":"Alibaba-W (09988) shares plummeted 6.44% during intraday trading on Friday. The sharp decline followed the release of the company's financial results for the third quarter of fiscal year 2026.The...","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/09988\">Alibaba-W </a> shares plummeted over 4% on Friday. The sharp decline followed the release of the company&#39;s financial results for the third quarter of fiscal year 2026.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/93df9033ffe890e09f726eae4465f780\" tg-width=\"984\" tg-height=\"615\"/></p><p>The e-commerce giant reported revenue that grew a modest 2% year-over-year to RMB 284.84 billion, falling short of analyst estimates. More significantly, adjusted net profit plunged 67% to RMB 16.71 billion, a drastic drop that missed expectations by a wide margin.</p><p>The severe profit contraction is attributed to heavy strategic investments in several key areas. The company is aggressively spending to scale its instant retail (quick commerce) business, enhance user experience, and develop its technology and artificial intelligence infrastructure. While these investments are aimed at securing long-term growth, they have significantly pressured near-term profitability and cash flow, leading to investor concern.</p></body></html>","collect":0,"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>HK Movers | Alibaba Plummets 4% Following Disappointing Q3 Earnings and Profit Decline</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\">\nHK Movers | Alibaba Plummets 4% Following Disappointing Q3 Earnings and Profit Decline\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086803395\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Stock Track </p>\n<p class=\"h-time\">2026-03-20 09:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/09988\">Alibaba-W </a> shares plummeted over 4% on Friday. The sharp decline followed the release of the company&#39;s financial results for the third quarter of fiscal year 2026.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/93df9033ffe890e09f726eae4465f780\" tg-width=\"984\" tg-height=\"615\"/></p><p>The e-commerce giant reported revenue that grew a modest 2% year-over-year to RMB 284.84 billion, falling short of analyst estimates. More significantly, adjusted net profit plunged 67% to RMB 16.71 billion, a drastic drop that missed expectations by a wide margin.</p><p>The severe profit contraction is attributed to heavy strategic investments in several key areas. The company is aggressively spending to scale its instant retail (quick commerce) business, enhance user experience, and develop its technology and artificial intelligence infrastructure. While these investments are aimed at securing long-term growth, they have significantly pressured near-term profitability and cash flow, leading to investor concern.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118705704","content_text":"Alibaba-W  shares plummeted over 4% on Friday. The sharp decline followed the release of the company's financial results for the third quarter of fiscal year 2026.The e-commerce giant reported revenue that grew a modest 2% year-over-year to RMB 284.84 billion, falling short of analyst estimates. More significantly, adjusted net profit plunged 67% to RMB 16.71 billion, a drastic drop that missed expectations by a wide margin.The severe profit contraction is attributed to heavy strategic investments in several key areas. The company is aggressively spending to scale its instant retail (quick commerce) business, enhance user experience, and develop its technology and artificial intelligence infrastructure. While these investments are aimed at securing long-term growth, they have significantly pressured near-term profitability and cash flow, leading to investor concern.","news_type":1,"symbols_score_info":{"09988":1}},"isVote":1,"tweetType":1,"viewCount":2077,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":543809847058912,"gmtCreate":1773793992531,"gmtModify":1773815932572,"author":{"id":"3576228432089506","authorId":"3576228432089506","name":"沃伦老巴","avatar":"https://community-static.tradeup.com/news/4a8eecd4f6c46ac8a71ce77ef5f8b93f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576228432089506","idStr":"3576228432089506"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/09988\">$BABA-W(09988)$ </a> holding it long for the next 3 years. BABA at least 300 HKD per share.&nbsp;","listText":"<a href=\"https://ttm.financial/S/09988\">$BABA-W(09988)$ </a> holding it long for the next 3 years. BABA at least 300 HKD per share.&nbsp;","text":"$BABA-W(09988)$ holding it long for the next 3 years. BABA at least 300 HKD per share.","images":[{"img":"https://community-static.tradeup.com/news/ef6f3d2d4cd2cd8077b9f7b4cfe9e4ea","width":"906","height":"1338"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":16,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/543809847058912","isVote":1,"tweetType":1,"viewCount":2096,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":543106988561960,"gmtCreate":1773622329311,"gmtModify":1773622332729,"author":{"id":"3576228432089506","authorId":"3576228432089506","name":"沃伦老巴","avatar":"https://community-static.tradeup.com/news/4a8eecd4f6c46ac8a71ce77ef5f8b93f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576228432089506","idStr":"3576228432089506"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/09988\">$BABA-W(09988)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/09988\">$BABA-W(09988)$ </a>&nbsp;","text":"$BABA-W(09988)$","images":[{"img":"https://community-static.tradeup.com/news/b45f379b6b91ffdd89f3bfd43f6735cf","width":"906","height":"1338"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/543106988561960","isVote":1,"tweetType":1,"viewCount":1986,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":542861644337680,"gmtCreate":1773562508721,"gmtModify":1773562512744,"author":{"id":"3576228432089506","authorId":"3576228432089506","name":"沃伦老巴","avatar":"https://community-static.tradeup.com/news/4a8eecd4f6c46ac8a71ce77ef5f8b93f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576228432089506","idStr":"3576228432089506"},"themes":[],"title":"","htmlText":"Smart move, heard is explode in download","listText":"Smart move, heard is explode in download","text":"Smart move, heard is explode in download","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/542861644337680","repostId":"1112462181","repostType":2,"repost":{"id":"1112462181","kind":"news","weMediaInfo":{"introduction":"Global Stock Market Deep Analysis","home_visible":1,"media_name":"Deep News","id":"1039043262","head_image":"https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922"},"pubTimestamp":1773398484,"share":"https://ttm.financial/m/news/1112462181?lang=en_US&edition=fundamental","pubTime":"2026-03-13 18:41","market":"hk","language":"en","title":"Alibaba Cloud Launches JVS Claw Mobile App for Effortless Shrimp Farming","url":"https://stock-news.laohu8.com/highlight/detail?id=1112462181","media":"Deep News","summary":"On the evening of March 13, Alibaba Cloud announced the launch of its \"one-click shrimp farming\" platform—JVS Claw. The platform enables consumers to easily operate an AI-powered \"lobster\" agent that...","content":"<p>On the evening of March 13, Alibaba Cloud announced the launch of its \"one-click shrimp farming\" platform—JVS Claw. The platform enables consumers to easily operate an AI-powered \"lobster\" agent that is ready-to-use, intelligently adaptive, and secure, all through three simple steps on a mobile phone, with no coding knowledge required. The entire process eliminates the need to configure nodes or large model API keys, and does not require binding to instant messaging tools such as WeChat or Feishu. It is described as the shortest path for ordinary users to achieve \"shrimp farming freedom.\"</p>","collect":0,"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 Cloud Launches JVS Claw Mobile App for Effortless Shrimp Farming</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 Cloud Launches JVS Claw Mobile App for Effortless Shrimp Farming\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1039043262\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Deep News </p>\n<p class=\"h-time\">2026-03-13 18:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>On the evening of March 13, Alibaba Cloud announced the launch of its \"one-click shrimp farming\" platform—JVS Claw. The platform enables consumers to easily operate an AI-powered \"lobster\" agent that is ready-to-use, intelligently adaptive, and secure, all through three simple steps on a mobile phone, with no coding knowledge required. The entire process eliminates the need to configure nodes or large model API keys, and does not require binding to instant messaging tools such as WeChat or Feishu. It is described as the shortest path for ordinary users to achieve \"shrimp farming freedom.\"</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"89988":"阿里巴巴-WR","LU1719994722.HKD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (HKD) ACC","SG9999001093.SGD":"United Greater China Fund A Acc SGD","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","LU1769817096.USD":"UBS (LUX) EQUITY SICAV - GLOBAL EMERG MARKETS OPPO \"P\" (USD) INC","LU0640798160.USD":"EASTSPRING INVESTMENTS GLOBAL EMERGING MARKET DYNAMIC \"A\" (USD) ACC","LU1769817179.HKD":"UBS (LUX) EQUITY SICAV - GLOBAL EMERG MARKETS OPPO \"P\" (HKD) INC","LU0607220059.USD":"SCHRODER ISF HONG KONG EQUITY \"A\" (USD) ACC","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","LU0163747925.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY A ACC","BK1586":"云计算","LU0543330566.HKD":"TEMPLETON BRIC \"A\" (HKD) ACC","LU0251144936.SGD":"Fidelity Sustainable Asia Equity A-SGD","LU0173614495.USD":"富达中国焦点A","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","SG9999002562.SGD":"LionGlobal Asia Pacific SGD","LU1251922891.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) ACC","LU0650527681.SGD":"Fidelity China Consumer A-SGD","LU0608807946.USD":"TEMPLETON EMERGING MARKETS DYNAMIC INCOME \"A\" Q (USD) INC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU1303224171.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) INC","SG9999001051.SGD":"United Asia Fund SGD","LU1831875114.USD":"SCHRODER ISF ALL CHINA EQUITY \"A\" (USD) ACC","LU0737861772.HKD":"FIDELITY EMERGING ASIA \"A \" (HKD) ACC","LU0823413587.USD":"BNP PARIBAS EMERGING EQUITY \"C\" (USD) ACC","BK1584":"蚂蚁金服概念","LU0320764755.SGD":"FTIF - 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The platform enables consumers to easily operate an AI-powered \"lobster\" agent that is ready-to-use, intelligently adaptive, and secure, all through three simple steps on a mobile phone, with no coding knowledge required. The entire process eliminates the need to configure nodes or large model API keys, and does not require binding to instant messaging tools such as WeChat or Feishu. It is described as the shortest path for ordinary users to achieve \"shrimp farming freedom.\"","news_type":1,"symbols_score_info":{"89988":1,"HBBD.SI":1,"ALBmain":1,"BABA":1,"09988":1}},"isVote":1,"tweetType":1,"viewCount":2340,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":414984984830424,"gmtCreate":1742338727325,"gmtModify":1742351842532,"author":{"id":"3576228432089506","authorId":"3576228432089506","name":"沃伦老巴","avatar":"https://community-static.tradeup.com/news/4a8eecd4f6c46ac8a71ce77ef5f8b93f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576228432089506","authorIdStr":"3576228432089506"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$ </a> i hope it last. I dont own 16k shares. Just sell when i go up , buy when it goes down. I just own 3k shares&nbsp;","listText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$ </a> i hope it last. I dont own 16k shares. Just sell when i go up , buy when it goes down. I just own 3k shares&nbsp;","text":"$NIO Inc.(NIO)$ i hope it last. I dont own 16k shares. Just sell when i go up , buy when it goes down. I just own 3k shares","images":[{"img":"https://community-static.tradeup.com/news/9a9a2a94241933116bc5f12c3b6c2958","width":"906","height":"1459"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":57,"commentSize":2,"repostSize":246,"link":"https://ttm.financial/post/414984984830424","isVote":1,"tweetType":1,"viewCount":6400,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010968","authorId":"10000000000010968","name":"Tiger_CashBoostAccount","avatar":"https://community-static.tradeup.com/news/ae2d4002ef9664aba005cb3020f416f5","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010968","authorIdStr":"10000000000010968"},"content":"Congratulations on your succeed trades. Your success is a testament to your patience and strategic thinking. Keep up the great work in the market! Trade with Tiger Cash Boost Account and use contra trading to enhance your strategies.🤩🎉 Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here. Other helpful links: How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website.","text":"Congratulations on your succeed trades. Your success is a testament to your patience and strategic thinking. Keep up the great work in the market! Trade with Tiger Cash Boost Account and use contra trading to enhance your strategies.🤩🎉 Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here. Other helpful links: How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website.","html":"Congratulations on your succeed trades. Your success is a testament to your patience and strategic thinking. Keep up the great work in the market! Trade with Tiger Cash Boost Account and use contra trading to enhance your strategies.🤩🎉 Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here. Other helpful links: How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":370261342310464,"gmtCreate":1731398769108,"gmtModify":1731398773950,"author":{"id":"3576228432089506","authorId":"3576228432089506","name":"沃伦老巴","avatar":"https://community-static.tradeup.com/news/4a8eecd4f6c46ac8a71ce77ef5f8b93f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576228432089506","authorIdStr":"3576228432089506"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/09988\">$BABA-W(09988)$ </a> what is your average price ? Hope it will go up soon. Bros, any input ? Super Sad","listText":"<a href=\"https://ttm.financial/S/09988\">$BABA-W(09988)$ </a> what is your average price ? Hope it will go up soon. Bros, any input ? Super Sad","text":"$BABA-W(09988)$ what is your average price ? Hope it will go up soon. Bros, any input ? Super Sad","images":[{"img":"https://community-static.tradeup.com/news/06c8a74c0af36386383f6e173448de8e","width":"906","height":"1459"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":34,"commentSize":2,"repostSize":383,"link":"https://ttm.financial/post/370261342310464","isVote":1,"tweetType":1,"viewCount":12572,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":603421215900136,"gmtCreate":1788356613234,"gmtModify":1788356616317,"author":{"id":"3576228432089506","authorId":"3576228432089506","name":"沃伦老巴","avatar":"https://community-static.tradeup.com/news/4a8eecd4f6c46ac8a71ce77ef5f8b93f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576228432089506","authorIdStr":"3576228432089506"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a><v-v data-views=\"1\"></v-v> is a joke that rivian is trading at 4x sales and is at a loss and nio with quaterly profit is trading at 0.6x sales. So nio could worth $4 x 7times = $28 Usd ?&nbsp;","listText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a><v-v data-views=\"1\"></v-v> is a joke that rivian is trading at 4x sales and is at a loss and nio with quaterly profit is trading at 0.6x sales. So nio could worth $4 x 7times = $28 Usd ?&nbsp;","text":"$NIO Inc.(NIO)$ is a joke that rivian is trading at 4x sales and is at a loss and nio with quaterly profit is trading at 0.6x sales. So nio could worth $4 x 7times = $28 Usd ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":32,"commentSize":3,"repostSize":282,"link":"https://ttm.financial/post/603421215900136","isVote":1,"tweetType":1,"viewCount":5671,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3581582741176868","authorId":"3581582741176868","name":"Meoooow","avatar":"https://community-static.tradeup.com/news/c0057abac9f2fb5047a719b0c0f8803f","crmLevel":12,"crmLevelSwitch":1,"idStr":"3581582741176868","authorIdStr":"3581582741176868"},"content":"AI response Whether NIO is worth buying right now depends heavily on your risk tolerance: it represents a high-risk, high-reward speculative play that is currently trading at a deep fundamental discount but faces intense macroeconomic headwinds. Because the company is still losing money, investing in NIO carries the explicit risk of total capital loss if China's EV price wars permanently erode its cash reserves or if its new mass-market sub-brands fail to capture market share. 🥥 🥥 🥥","text":"AI response Whether NIO is worth buying right now depends heavily on your risk tolerance: it represents a high-risk, high-reward speculative play that is currently trading at a deep fundamental discount but faces intense macroeconomic headwinds. Because the company is still losing money, investing in NIO carries the explicit risk of total capital loss if China's EV price wars permanently erode its cash reserves or if its new mass-market sub-brands fail to capture market share. 🥥 🥥 🥥","html":"AI response Whether NIO is worth buying right now depends heavily on your risk tolerance: it represents a high-risk, high-reward speculative play that is currently trading at a deep fundamental discount but faces intense macroeconomic headwinds. Because the company is still losing money, investing in NIO carries the explicit risk of total capital loss if China's EV price wars permanently erode its cash reserves or if its new mass-market sub-brands fail to capture market share. 🥥 🥥 🥥"},{"author":{"id":"3576228432089506","authorId":"3576228432089506","name":"沃伦老巴","avatar":"https://community-static.tradeup.com/news/4a8eecd4f6c46ac8a71ce77ef5f8b93f","crmLevel":12,"crmLevelSwitch":0,"idStr":"3576228432089506","authorIdStr":"3576228432089506"},"content":"nio is trading lower than Byd, xpeng, li auto which is abnormal as nio is pure electric. i feel valuing at 1x to 1.5x sales is more reasonable. so it can fetch about 6 to 7 USD per shares.","text":"nio is trading lower than Byd, xpeng, li auto which is abnormal as nio is pure electric. i feel valuing at 1x to 1.5x sales is more reasonable. so it can fetch about 6 to 7 USD per shares.","html":"nio is trading lower than Byd, xpeng, li auto which is abnormal as nio is pure electric. i feel valuing at 1x to 1.5x sales is more reasonable. so it can fetch about 6 to 7 USD per shares."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":377934568591416,"gmtCreate":1733298800233,"gmtModify":1733298803968,"author":{"id":"3576228432089506","authorId":"3576228432089506","name":"沃伦老巴","avatar":"https://community-static.tradeup.com/news/4a8eecd4f6c46ac8a71ce77ef5f8b93f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576228432089506","authorIdStr":"3576228432089506"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a><v-v data-views=\"1\"></v-v> i hope nio will give a santa rally this month. Of course they need to meet their 30k target, so each week insurance registration is crucial. If by 2nd week, there is problem reaching the target, then the stock will crash. It doesnt bode well with their 10 anniversary. I hope they know consquences. Stock crashing on 10th anniversary is a big JOKE","listText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a><v-v data-views=\"1\"></v-v> i hope nio will give a santa rally this month. Of course they need to meet their 30k target, so each week insurance registration is crucial. If by 2nd week, there is problem reaching the target, then the stock will crash. It doesnt bode well with their 10 anniversary. I hope they know consquences. Stock crashing on 10th anniversary is a big JOKE","text":"$NIO Inc.(NIO)$ i hope nio will give a santa rally this month. Of course they need to meet their 30k target, so each week insurance registration is crucial. If by 2nd week, there is problem reaching the target, then the stock will crash. It doesnt bode well with their 10 anniversary. I hope they know consquences. Stock crashing on 10th anniversary is a big JOKE","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":31,"commentSize":4,"repostSize":285,"link":"https://ttm.financial/post/377934568591416","isVote":1,"tweetType":1,"viewCount":8446,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3576228432089506","authorId":"3576228432089506","name":"沃伦老巴","avatar":"https://community-static.tradeup.com/news/4a8eecd4f6c46ac8a71ce77ef5f8b93f","crmLevel":12,"crmLevelSwitch":0,"idStr":"3576228432089506","authorIdStr":"3576228432089506"},"content":"trading at p/s 1 is undervalued. looked at his peer xpeng and li auto, all the swap station are actually asset and nio branding is already an intangible asset. rem they choose to expense it off and is very transparent in their accounting. which is why cyvn is investing a whoping 3.3b usd in them. rem cyvn per share is $7.50. we are winning when we buy it lower. no brainer!","text":"trading at p/s 1 is undervalued. looked at his peer xpeng and li auto, all the swap station are actually asset and nio branding is already an intangible asset. rem they choose to expense it off and is very transparent in their accounting. which is why cyvn is investing a whoping 3.3b usd in them. rem cyvn per share is $7.50. we are winning when we buy it lower. no brainer!","html":"trading at p/s 1 is undervalued. looked at his peer xpeng and li auto, all the swap station are actually asset and nio branding is already an intangible asset. rem they choose to expense it off and is very transparent in their accounting. which is why cyvn is investing a whoping 3.3b usd in them. rem cyvn per share is $7.50. we are winning when we buy it lower. no brainer!"},{"author":{"id":"3574461134569666","authorId":"3574461134569666","name":"rsigod","avatar":"https://static.tigerbbs.com/87da6dca13f429b056b88662b82317bc","crmLevel":12,"crmLevelSwitch":0,"idStr":"3574461134569666","authorIdStr":"3574461134569666"},"content":"nio cofounder made so many mistakes by going against the transition stage of oil - gas （li motors win）, giving up the budget ev segment（xpeng win）, and investing to create nio phone, nio life and et9. 🤣","text":"nio cofounder made so many mistakes by going against the transition stage of oil - gas （li motors win）, giving up the budget ev segment（xpeng win）, and investing to create nio phone, nio life and et9. 🤣","html":"nio cofounder made so many mistakes by going against the transition stage of oil - gas （li motors win）, giving up the budget ev segment（xpeng win）, and investing to create nio phone, nio life and et9. 🤣"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":482725388354160,"gmtCreate":1758883460604,"gmtModify":1758963601696,"author":{"id":"3576228432089506","authorId":"3576228432089506","name":"沃伦老巴","avatar":"https://community-static.tradeup.com/news/4a8eecd4f6c46ac8a71ce77ef5f8b93f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576228432089506","authorIdStr":"3576228432089506"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/09868\">$XPENG-W(09868)$ </a>hope it keeps on rally. Sep delivery past 40k!&nbsp;","listText":"<a href=\"https://ttm.financial/S/09868\">$XPENG-W(09868)$ </a>hope it keeps on rally. Sep delivery past 40k!&nbsp;","text":"$XPENG-W(09868)$ hope it keeps on rally. Sep delivery past 40k!","images":[{"img":"https://community-static.tradeup.com/news/1e0ffc949aea09a88c721f7fc3960b0c","width":"906","height":"1459"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":911,"commentSize":4,"repostSize":38,"link":"https://ttm.financial/post/482725388354160","isVote":1,"tweetType":1,"viewCount":4311,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010993","authorId":"10000000000010993","name":"Enid Bertha","avatar":"https://static.tigerbbs.com/a539edbf3388702a82cb1d4728704766","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010993","authorIdStr":"10000000000010993"},"content":"Getting stronger by the day, weeks, months. Holding this for a few years. It’s expanding to Europe. Sooner or later it will be a giant.","text":"Getting stronger by the day, weeks, months. Holding this for a few years. It’s expanding to Europe. Sooner or later it will be a giant.","html":"Getting stronger by the day, weeks, months. Holding this for a few years. It’s expanding to Europe. Sooner or later it will be a giant."},{"author":{"id":"10000000000010990","authorId":"10000000000010990","name":"Merle Ted","avatar":"https://static.tigerbbs.com/d0681550b13e51a8ffa4c08327616955","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010990","authorIdStr":"10000000000010990"},"content":"Finally Xpeng get more noticed ! Xpeng rallies in Hong Kong as Morgan Stanley adds stock to its focus lists","text":"Finally Xpeng get more noticed ! Xpeng rallies in Hong Kong as Morgan Stanley adds stock to its focus lists","html":"Finally Xpeng get more noticed ! Xpeng rallies in Hong Kong as Morgan Stanley adds stock to its focus lists"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":373261650792616,"gmtCreate":1732157795245,"gmtModify":1732170568035,"author":{"id":"3576228432089506","authorId":"3576228432089506","name":"沃伦老巴","avatar":"https://community-static.tradeup.com/news/4a8eecd4f6c46ac8a71ce77ef5f8b93f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576228432089506","authorIdStr":"3576228432089506"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a><v-v data-views=\"1\"></v-v> my analysis. Revenue expect to increase by 80% in 2025 and with China determination to simulate the economy next year. I see lots of potential in NIO. p/s ratio is at historical low of 0.98. Imagine sale increase by 80% next year, i can only imagine the stock price willincrease by 80%&nbsp;using the same ps ratio. If global investor give higher valu!tion to china equities stock (in nio) say to 1.5 to 2 times ps ratio (could be more. Nio median is 3 times). I can foresee by end of 2025 , sp will reach $12 To $16 end 2025. It is no brainer that sale will increase as nio sets the brands right. And POSTIVE Cash flow just move things forwards much easier. Cash is king ! Rem nio main operation is in china a","listText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a><v-v data-views=\"1\"></v-v> my analysis. Revenue expect to increase by 80% in 2025 and with China determination to simulate the economy next year. I see lots of potential in NIO. p/s ratio is at historical low of 0.98. Imagine sale increase by 80% next year, i can only imagine the stock price willincrease by 80%&nbsp;using the same ps ratio. If global investor give higher valu!tion to china equities stock (in nio) say to 1.5 to 2 times ps ratio (could be more. Nio median is 3 times). I can foresee by end of 2025 , sp will reach $12 To $16 end 2025. It is no brainer that sale will increase as nio sets the brands right. And POSTIVE Cash flow just move things forwards much easier. Cash is king ! Rem nio main operation is in china a","text":"$NIO Inc.(NIO)$ my analysis. Revenue expect to increase by 80% in 2025 and with China determination to simulate the economy next year. I see lots of potential in NIO. p/s ratio is at historical low of 0.98. Imagine sale increase by 80% next year, i can only imagine the stock price willincrease by 80% using the same ps ratio. If global investor give higher valu!tion to china equities stock (in nio) say to 1.5 to 2 times ps ratio (could be more. Nio median is 3 times). I can foresee by end of 2025 , sp will reach $12 To $16 end 2025. It is no brainer that sale will increase as nio sets the brands right. And POSTIVE Cash flow just move things forwards much easier. Cash is king ! Rem nio main operation is in china a","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":39,"commentSize":4,"repostSize":120,"link":"https://ttm.financial/post/373261650792616","isVote":1,"tweetType":1,"viewCount":9207,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010975","authorId":"10000000000010975","name":"gogoooCn","avatar":"https://static.tigerbbs.com/b17af8d14081700b793911bb75de6b67","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010975","authorIdStr":"10000000000010975"},"content":"Hope so… CN stocks have really been under pressure since Trump stepped in","text":"Hope so… CN stocks have really been under pressure since Trump stepped in","html":"Hope so… CN stocks have really been under pressure since Trump stepped in"},{"author":{"id":"9000000000000684","authorId":"9000000000000684","name":"BerniceCarter","avatar":"https://static.tigerbbs.com/043a4785c03f3218364bbe4043176dbc","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000684","authorIdStr":"9000000000000684"},"content":"Such insightful analysis! Can't wait to see NIO soar! [Wow]","text":"Such insightful analysis! Can't wait to see NIO soar! [Wow]","html":"Such insightful analysis! Can't wait to see NIO soar! [Wow]"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":361371803103288,"gmtCreate":1729245410680,"gmtModify":1729770972903,"author":{"id":"3576228432089506","authorId":"3576228432089506","name":"沃伦老巴","avatar":"https://community-static.tradeup.com/news/4a8eecd4f6c46ac8a71ce77ef5f8b93f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576228432089506","authorIdStr":"3576228432089506"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a><v-v data-views=\"1\"></v-v> the offical launch date in MIDDLE EAST UAE is on 22 October. This shall be a catalyst to move sp up gradually and after 1 Nov for Oct delivery+ onvo sales. It will be definitely the record breaking month (EVERY MONTH) TILL year end&nbsp;","listText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a><v-v data-views=\"1\"></v-v> the offical launch date in MIDDLE EAST UAE is on 22 October. This shall be a catalyst to move sp up gradually and after 1 Nov for Oct delivery+ onvo sales. It will be definitely the record breaking month (EVERY MONTH) TILL year end&nbsp;","text":"$NIO Inc.(NIO)$ the offical launch date in MIDDLE EAST UAE is on 22 October. This shall be a catalyst to move sp up gradually and after 1 Nov for Oct delivery+ onvo sales. It will be definitely the record breaking month (EVERY MONTH) TILL year end","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":26,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/361371803103288","isVote":1,"tweetType":1,"viewCount":2011,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":377809368703032,"gmtCreate":1733268233854,"gmtModify":1733268238446,"author":{"id":"3576228432089506","authorId":"3576228432089506","name":"沃伦老巴","avatar":"https://community-static.tradeup.com/news/4a8eecd4f6c46ac8a71ce77ef5f8b93f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576228432089506","authorIdStr":"3576228432089506"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a><v-v data-views=\"1\"></v-v> decemeber is nio day + 10 years anniversary, can you imagine if they published a guidance saying that they cant meet q4 targert ? It will be a BIGGEST joke of the year. I suspect they will do the best and top up the difference using onvo pre existing order.. so dont be surprise we will have onvo at 13k, nio at 17k-ish by end of the month. Of course, the best outcome is onvo 10k, nio 20k.&nbsp;","listText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a><v-v data-views=\"1\"></v-v> decemeber is nio day + 10 years anniversary, can you imagine if they published a guidance saying that they cant meet q4 targert ? It will be a BIGGEST joke of the year. I suspect they will do the best and top up the difference using onvo pre existing order.. so dont be surprise we will have onvo at 13k, nio at 17k-ish by end of the month. Of course, the best outcome is onvo 10k, nio 20k.&nbsp;","text":"$NIO Inc.(NIO)$ decemeber is nio day + 10 years anniversary, can you imagine if they published a guidance saying that they cant meet q4 targert ? It will be a BIGGEST joke of the year. I suspect they will do the best and top up the difference using onvo pre existing order.. so dont be surprise we will have onvo at 13k, nio at 17k-ish by end of the month. Of course, the best outcome is onvo 10k, nio 20k.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":0,"repostSize":107,"link":"https://ttm.financial/post/377809368703032","isVote":1,"tweetType":1,"viewCount":6188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":387437101842672,"gmtCreate":1735630639806,"gmtModify":1735630643640,"author":{"id":"3576228432089506","authorId":"3576228432089506","name":"沃伦老巴","avatar":"https://community-static.tradeup.com/news/4a8eecd4f6c46ac8a71ce77ef5f8b93f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576228432089506","authorIdStr":"3576228432089506"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a><v-v data-views=\"1\"></v-v> if nio delivery more than 33.5k. It will be above the upper guidance. I will hang ON to nio.&nbsp;","listText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a><v-v data-views=\"1\"></v-v> if nio delivery more than 33.5k. It will be above the upper guidance. I will hang ON to nio.&nbsp;","text":"$NIO Inc.(NIO)$ if nio delivery more than 33.5k. It will be above the upper guidance. I will hang ON to nio.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":17,"commentSize":4,"repostSize":74,"link":"https://ttm.financial/post/387437101842672","isVote":1,"tweetType":1,"viewCount":4852,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3576140222331577","authorId":"3576140222331577","name":"Guavaxf3006","avatar":"https://static.tigerbbs.com/1ff15ff6aa254c9130f9af922f7e2447","crmLevel":12,"crmLevelSwitch":1,"idStr":"3576140222331577","authorIdStr":"3576140222331577"},"content":"I am long on Nio. And other Chinese EV's too. I believe China is waking from it's self- induced coma now that they have tasted how bad a draconian economic policy can impact the people.","text":"I am long on Nio. And other Chinese EV's too. I believe China is waking from it's self- induced coma now that they have tasted how bad a draconian economic policy can impact the people.","html":"I am long on Nio. And other Chinese EV's too. I believe China is waking from it's self- induced coma now that they have tasted how bad a draconian economic policy can impact the people."},{"author":{"id":"3581582741176868","authorId":"3581582741176868","name":"Meoooow","avatar":"https://community-static.tradeup.com/news/c0057abac9f2fb5047a719b0c0f8803f","crmLevel":12,"crmLevelSwitch":1,"idStr":"3581582741176868","authorIdStr":"3581582741176868"},"content":"Ppl still selling cheap. I'm queuing below $4.4. Wish me luck. 🍍🍍🍍","text":"Ppl still selling cheap. I'm queuing below $4.4. Wish me luck. 🍍🍍🍍","html":"Ppl still selling cheap. I'm queuing below $4.4. Wish me luck. 🍍🍍🍍"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":467442809946136,"gmtCreate":1755159762390,"gmtModify":1755160803068,"author":{"id":"3576228432089506","authorId":"3576228432089506","name":"沃伦老巴","avatar":"https://community-static.tradeup.com/news/4a8eecd4f6c46ac8a71ce77ef5f8b93f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576228432089506","authorIdStr":"3576228432089506"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/09868\">$XPENG-W(09868)$ </a> hope xpeng can recover soon once p7 Is launched&nbsp;","listText":"<a href=\"https://ttm.financial/S/09868\">$XPENG-W(09868)$ </a> hope xpeng can recover soon once p7 Is launched&nbsp;","text":"$XPENG-W(09868)$ hope xpeng can recover soon once p7 Is launched","images":[{"img":"https://community-static.tradeup.com/news/84f02efb5c31c31cc8373568229fcbd3","width":"906","height":"1459"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":115,"commentSize":4,"repostSize":37,"link":"https://ttm.financial/post/467442809946136","isVote":1,"tweetType":1,"viewCount":3033,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010955","authorId":"10000000000010955","name":"Porter Harry","avatar":"https://static.tigerbbs.com/6b5dd5252a1bca34909f191e8c9ba404","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010955","authorIdStr":"10000000000010955"},"content":"I really like the EV tech of XPeng, but now the competition in China's EV market is too fierce.","text":"I really like the EV tech of XPeng, but now the competition in China's EV market is too fierce.","html":"I really like the EV tech of XPeng, but now the competition in China's EV market is too fierce."},{"author":{"id":"10000000000011020","authorId":"10000000000011020","name":"Reg Ford","avatar":"https://static.tigerbbs.com/b8515044e6fcc500a9ce3ca05f33533b","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000011020","authorIdStr":"10000000000011020"},"content":"P7 launch can’t come soon enough,need this rebound badly!","text":"P7 launch can’t come soon enough,need this rebound badly!","html":"P7 launch can’t come soon enough,need this rebound badly!"}],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}