Alibaba May Likely Go "All-in in AI" to Maintain AI leadership -- Market Talk

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0253 GMT - Alibaba will likely be "all-in in AI" to maintain its AI leadership in China, Barclays analysts say in a research note. The analysts think that Alibaba has a good chance to make its large language model and agent development platform the standard in China upon which developers build applications and AI agents. While the U.S. and China lead AI development, vast parts of the world may need AI and at least partially lean on one of the two AI powers, the analysts say, adding that AliCloud should have its fair share. Southeast Asia and Middle East should be significant overseas markets for AliCloud in the near term while parts of Europe could also be attractive opportunities in the long term given today's changing geopolitical landscape, they add.(sherry.qin@wsj.com)

(END) Dow Jones Newswires

October 20, 2025 22:53 ET (02:53 GMT)

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The analysts think that Alibaba has a good chance to make its large language model and agent development platform the standard in China upon which developers build applications and AI agents. While the U.S. and China lead AI development, vast parts of the world may need AI and at least partially lean on one of the two AI powers, the analysts say, adding that AliCloud should have its fair share. Southeast Asia and Middle East should be significant overseas markets for AliCloud in the near term while parts of Europe could also be attractive opportunities in the long term given today's changing geopolitical landscape, they add.(sherry.qin@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  October 20, 2025 22:53 ET (02:53 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"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 May Likely Go \"All-in in AI\" to Maintain AI leadership -- Market Talk</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 May Likely Go \"All-in in AI\" to Maintain AI leadership -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-10-21 10:53</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0253 GMT - Alibaba will likely be \"all-in in AI\" to maintain its AI leadership in China, Barclays analysts say in a research note. The analysts think that Alibaba has a good chance to make its large language model and agent development platform the standard in China upon which developers build applications and AI agents. While the U.S. and China lead AI development, vast parts of the world may need AI and at least partially lean on one of the two AI powers, the analysts say, adding that AliCloud should have its fair share. Southeast Asia and Middle East should be significant overseas markets for AliCloud in the near term while parts of Europe could also be attractive opportunities in the long term given today's changing geopolitical landscape, they add.(sherry.qin@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  October 20, 2025 22:53 ET (02:53 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"SG9999001903.USD","symbol_name":"Aberdeen Standard Pacific Equity USD","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2577811135","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2577811135","pubTimestamp":1761015180,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0253 GMT - Alibaba will likely be \"all-in in AI\" to maintain its AI leadership in China, Barclays analysts say in a research note. 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The analysts think that Alibaba has a good chance to make its large language model and agent development platform the standard in China upon which developers build applications and AI agents. While the U.S. and China lead AI development, vast parts of the world may need AI and at least partially lean on one of the two AI powers, the analysts say, adding that AliCloud should have its fair share. Southeast Asia and Middle East should be significant overseas markets for AliCloud in the near term while parts of Europe could also be attractive opportunities in the long term given today's changing geopolitical landscape, they add.(sherry.qin@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  October 20, 2025 22:53 ET (02:53 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"corporation","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}