$BABA-W(09988)$ 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
$BABA-W(09988)$ BlackRock just went all in on Alibaba. BlackRock’s decision to increase its exposure to Alibaba by ten folds, reflecting a broader bet on three themes: artificial intelligence, cloud computing, and valuation. Alibaba has committed tens of billions of dollars toward AI infrastructure and continues to report strong cloud momentum, positioning itself as China’s leading AI platform. Meanwhile, years of regulatory pressure have left Alibaba trading at a discount compared with major U.S. technology companies. For long-term institutional investors, this creates an attractive risk-reward profile. BlackRock’s filings indicate a growing stake in Alibaba, suggesting confidence that the company could become one of the biggest benef
HSTECH rises over 3% as Alibaba,SMIC rebound on AI optimism; Focus on 7x Long and Short HSTECH
Hong Kong stocks opened higher on Monday (20 July), led by $BABA-W(09988)$ 's 5% gain as of 9.45am following the preview of its flagship Qwen AI model. Correspondingly, the Alibaba 5x Long DLC surged 25%, with the Alibaba 5x Short DLC down a similar magnitude. The move followed Friday’s broad sell-off, when the $HSTECH(HSTECH)$ declined more than 5%. Other technology stocks also rebounded at the open, with $KUAISHOU-W(01024)$ up 4.7% and $SMIC(00981)$ gaining 3.6%. The rally lifted HSTECH by more than 3% in early morning trading. Amplifying the move, the HSTECH 7x Long DLC rose by about 22%, while the HSTECH 7x Shor
Alibaba Group Holding Ltd is an investment holding company mainly engaged in the provision of technology infrastructure and marketing platforms. The Company operates its business through four segments. The Alibaba China E-commerce Group segment is mainly engaged in E-commerce business, including operating Tmall Supermarket and Tmall Global, providing customer management services, product sales, as well as logistics services. It also operates quick commerce business such as Taobao Instant Commerce and Ele.me, as well as the China commerce wholesale business through 1688.com. The Alibaba International Digital Commerce Group segment is mainly engaged in international commerce retail and wholesale business, operating platforms such as AliExpress, Trendyol, Lazada and Alibaba.com. The Cloud Intelligence Group segment mainly provides public and non-public cloud services. The Other segments primarily include the operations of Freshippo, Cainiao, Alibaba Health and other business.