$BABA-W(09988)$ BABA's stake in CXMT is now valued at around $25 billion, which works out to roughly 10% of its current market cap. That feels pretty significant.

$BABA-W(09988)$ Saw that Alibaba's 1688 is pushing an AI agent called XiangZao, aimed at C-end custom merchandise. It's currently built into the main 1688 platform. Users can handle the whole process on their own through AI — design creation, finished product preview, getting a quote, and placing the order in one go. Once an order is generated, the system parses it with AI and automatically routes it to the production line, matching things like the factory's materials, processes, and die-cutting setups, so the factory doesn't need to do a second round of processing. That should meaningfully boost production efficiency and cut costs at the same time. Also heard XiangZao might roll out a standalone app later.

$BABA-W(09988)$ On Fast Money back in May, Carter Worth mentioned that KWEB looked like it could be shifting from bearish to bullish. At that time, KWEB was at 29.58. Just thinking out loud here, but I wonder if his timing was just a bit off. KWEB is now at 27.43, so it needs nearly a 10% move just to get back to where it was when he made that call. He was suggesting a target around $33 or higher for KWEB. He's been off for a couple of months now, but maybe this is just setting up for that bearish-to-bullish transition and he was simply a few months early. With China getting some of the news it needs, an expected stimulus that seems necessary, plus the AI developments, these stocks could move higher. Obviously, nobody knows for sure, but I'm

$BABA-W(09988)$ BABA is up around $4, and it's interesting to see how the narrative shifts with every positive move. There's been a series of developments that could be supportive: - The removal (or suspension) from a certain blacklist. - The recent Apple-related news. - Updates on Qwen. - The speculation about China's stance on Anthropic, which, if true, might explain some corporate silence. I haven't seen that confirmed, just noted the chatter. It seems there's a broader push to be competitive in AI, with a focus on long-term positioning rather than short-term cycles. From my perspective, the stock could move significantly higher. A move toward the $130 range seems plausible, but the longer-term potential could be much greater. It's also l

$BABA-W(09988)$  The report highlights several positives for Alibaba from this development. It points to recognition of Qwen's model capabilities, its broad portfolio that serves diverse needs, increased international visibility for Qwen, and Alibaba's strong cloud infrastructure enabling good service and cost-effectiveness. Following the Apple collaboration, adoption and usage of Qwen are expected to grow further, both on-device for simpler tasks and in the cloud for more complex ones.

$BABA-W(09988)$ It's broken through the 115-117 resistance, moving up to the 120-122 range. That zone had been a tough barrier to crack from 2021 until last year. It's a positive sign if it tests that level directly now, without getting hung up on the smaller hurdle around 117 first.

$BABA-W(09988)$  BABA is up on the AAPL news. In mainland China, foreign tech companies have to partner with local providers to deploy generative AI because of strict domestic regulations. By securing regulatory clearance to power Apple Intelligence features on the iPhone, Alibaba is positioning itself for a highly lucrative distribution channel.

$BABA-W(09988)$ China Merchants Securities put out a strong buy rating on Alibaba, pointing out that the company's cloud segment has seen meaningful profit improvement from MaaS and its in-house chips.

$BABA-W(09988)$ Alibaba could see a significant return on its $1.1 billion investment in CXMT if the chipmaker's upcoming large-scale IPO goes well. The potential upside being discussed is substantial.

$BABA-W(09988)$ Things are looking up. The Snow Clown is calling for another up day.

$BABA-W(09988)$ Cathy Wood's investment in BABA is bouncing back. She's a very smart investor.

$BABA-W(09988)$ A good sign for this to hold 115 would be the Hang Seng holding 24,400. I'm hoping the Hang Seng can turn from red to green and hold gains this time, which would be an action of strength.

$BABA-W(09988)$ I added 75 more shares of BABA at $109 recently, bringing my total position to 530 shares with an average cost around $103.

$BABA-W(09988)$  The view that the low point may be behind us and that a substantial upward trend could be near is being reiterated.

$BABA-W(09988)$  I'm still holding, maybe even adding more. Buying below 120 looks like a decent bet a year out, at least from where I stand.

$BABA-W(09988)$  The Hang Seng is doing the heavy lifting right now. It needs to hold above 24,300. If it can close at 115.30, that would fill the gap from June 10th.

$BABA-W(09988)$ It's moving toward $200 pretty quickly. Could get there by next week.

$BABA-W(09988)$ The primary drag on BABA's earnings over the last three quarters has been the substantial losses from their quick delivery segment. If management's commentary suggests those losses are improving faster than initially projected, it could indicate the government's regulatory push to phase out subsidies is having an effect. Meanwhile, their cloud and AI business continues to show solid growth. From where I stand, a move back toward the $190 level by year-end seems like a reasonable possibility.

$BABA-W(09988)$  BABA made a nice move. I'm not holding BABA directly at the moment, but I do own 2,000 shares of KWEB, which includes BABA and other leading Chinese tech companies. I'm not planning to sell. Looking forward to the $6,000 dividend this year and in the coming years, letting the compounding work over the long term.

$BABA-W(09988)$ It's one of the biggest underdogs and most undervalued plays in the AI and cloud services era. I think it has the potential to really move.