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Alibaba management noted that its unit-economics losses in quick commerce could fall significantly in the December quarter on a better order mix. Jefferies says 2Q 2026 could be a key quarter to watch as unit economics tend to be better following the Lunar New Year in 1Q. Investors should watch the stocks of JD.com and Meituan, which also have quick-commerce operations. Alibaba's shares are down 1.5%, JD.com gains 2.4% and Meituan rises 5.95%. 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Shifts Focus from Taobao Deals Investment to Loss Reduction in Q4","url":"https://stock-news.laohu8.com/highlight/detail?id=1162635632","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1162635632?lang=en_us&edition=fundamental","pubTime":"2025-11-26 14:38","pubTimestamp":1764139113,"startTime":"0","endTime":"0","summary":"Alibaba's latest earnings report reveals a pivotal strategic shift: after heavy investments in its instant retail business \"Taobao Deals,\" the company is transitioning from pursuing scale 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Report: Why Only One GenAI \"Leader\" in Asia-Pacific?","url":"https://stock-news.laohu8.com/highlight/detail?id=1136597689","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1136597689?lang=en_us&edition=fundamental","pubTime":"2025-11-26 13:41","pubTimestamp":1764135669,"startTime":"0","endTime":"0","summary":"In mid-November, international market research firm Gartner released its eighth \"Innovation Insight for Generative AI (GenAI)\" report. In this dynamic assessment tracking the rapidly evolving 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Group : JP Morgan Cuts Target Price to $230 From $240","url":"https://stock-news.laohu8.com/highlight/detail?id=2586238899","media":"THOMSON REUTERS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2586238899?lang=en_us&edition=fundamental","pubTime":"2025-11-26 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Set to Benefit From Multiple Growth Drivers -- Market Talk","url":"https://stock-news.laohu8.com/highlight/detail?id=2586528016","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2586528016?lang=en_us&edition=fundamental","pubTime":"2025-11-26 13:10","pubTimestamp":1764133800,"startTime":"0","endTime":"0","summary":"0510 GMT - Alibaba is set to benefit from multiple growth drivers in the years ahead, Jefferies analysts say in a research note. AI-related revenue maintained strong momentum in the company's fiscal 2Q, with triple-digit growth for the ninth consecutive quarter, driven by public cloud revenue growth and rising adoption of AI-related products. Meanwhile, Alibaba which operates the Taobao and Tmall e-commerce platforms in China, is also \"at the center of the consumption-driven\" economy, supported by its technological strength compared with peers, the analysts add. Jefferies keeps a buy rating on the stock and slightly raises its target price on the ADRs to $231.00 from $230.00. The ADRs last closed at $157.01. 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AI feast may get food wars indigestion","url":"https://stock-news.laohu8.com/highlight/detail?id=2586281246","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2586281246?lang=en_us&edition=fundamental","pubTime":"2025-11-26 10:59","pubTimestamp":1764125959,"startTime":"0","endTime":"0","summary":"BREAKINGVIEWS-Alibaba AI feast may get food wars indigestionThe author is a Reuters Breakingviews columnist. The opinions expressed are her own.By Robyn Mak","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20251126:nL6N3X2040:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1810669033.SGD","LU0117841782.USD","LU1769817179.HKD","LU0572940350.SGD","LU0140636845.USD","LU1282649810.SGD","LU1961090484.USD","LU0348827113.USD","LU0890818403.SGD","09988","LU0455707207.USD","LU0898667661.SGD","LU1282649141.HKD","LU0477156797.USD","LU0228659784.USD","LU1720050803.USD","LU0084288322.USD","89988","LU0143863198.USD","LU0348784397.USD","LU0488056044.USD","LU0577902298.EUR","LU0593848301.USD","LU1719994722.HKD","HK0000320223.HKD","BK1502","LU0886674414.USD","LU1868838027.USD","LU0737861699.HKD","LU1051768304.USD","LU2097828557.USD","LU0469268626.HKD","ALBmain","LU0456827905.SGD","LU0163747925.USD","LU0823041008.USD","LU0264606111.USD","BABA","LU0607220059.USD","HBBD.SI","LU0287142896.SGD","BK1586","LU1196710864.SGD","IE00BZ08YS42.EUR","LU0828237940.HKD","LU1211504680.USD","LU0307460666.USD","LU1880398471.USD","HK0000320264.USD","BK1584"],"gpt_icon":1},{"id":"2586036281","title":"Eddie Wu Doesn't See An AI Bubble For The Next 3 Years: Alibaba CEO Doesn't 'See Much Of An Issue'","url":"https://stock-news.laohu8.com/highlight/detail?id=2586036281","media":"Benzinga_recent_news","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2586036281?lang=en_us&edition=fundamental","pubTime":"2025-11-26 10:48","pubTimestamp":1764125280,"startTime":"0","endTime":"0","summary":"Alibaba CEO Eddie Wu dismissed fears of an AI bubble as the company beat quarterly revenue and earnings expectations, pointing to surging demand, persistent global GPU shortages and strong underlying growth.","market":"us","thumbnail":"https://cdn.benzinga.com/files/images/story/2025/11/25/The-Alibaba-Trade.jpeg?optimize=medium&dpr=2&auto=webp&width=240","type":0,"news_type":0,"thumbnails":["https://cdn.benzinga.com/files/images/story/2025/11/25/The-Alibaba-Trade.jpeg?optimize=medium&dpr=2&auto=webp&width=240"],"rights":{"source":"benzinga_recent_news","url":"https://www.benzinga.com/markets/tech/25/11/49076169/eddie-wu-doesnt-see-an-ai-bubble-for-the-next-3-years-alibaba-ceo-doesnt-see-much-of-an-issue","rn_cache_url":null,"directOrigin":true},"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.benzinga.com/markets/tech/25/11/49076169/eddie-wu-doesnt-see-an-ai-bubble-for-the-next-3-years-alibaba-ceo-doesnt-see-much-of-an-issue","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"benzinga_recent_news","symbols":["SG9999002463.SGD","BABA","AI","LU0164880469.USD","LU0011963245.USD","LU0516423091.SGD","LU0738911758.USD","HK0000306685.HKD","LU0823038988.USD","BK1249","LU0828237940.HKD","LU0541502299.USD","BK1591","LU2045819591.USD","LU0608807946.USD","LU0359201612.USD","LU0431992006.USD","LU1688375341.USD","LU0348783662.USD","LU0642271901.SGD","LU0310800965.SGD","LU0516422366.SGD","LU1152091168.USD","LU2097828805.USD","LU0165289439.USD","BK4220","BK4023","LU0054237671.USD","LU0797268264.HKD","LU0651947912.USD","BK4122","ALBmain","LU0531970944.HKD","BK4575","LU0880133367.SGD","HBBD.SI","LU0605514214.HKD","LU1880383440.USD","LU0648948544.HKD","LU0545039389.USD","LU0572939691.SGD","LU0828237510.HKD","BK1610","BK1586","IE00BMPRXR70.SGD","LU0047713382.USD","LU0823397103.USD","89988","LU0499858602.USD","09988"],"gpt_icon":1},{"id":"2586289203","title":"Alibaba's Solid Product Ecosystem Bodes Well for Agentic AI Future -- Market Talk","url":"https://stock-news.laohu8.com/highlight/detail?id=2586289203","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2586289203?lang=en_us&edition=fundamental","pubTime":"2025-11-26 10:24","pubTimestamp":1764123840,"startTime":"0","endTime":"0","summary":"0224 GMT - Alibaba's extensive product ecosystem could help it build solid agentic AI, Barclays analysts say in a research note. Alibaba could be the only AI player in China with an expansive portfolio of world-leading large language models and a number of consumer-facing use cases, the analysts say. Its newly launched Qwen app is well-positioned to become a general-purpose AI agent once functionalities such as shopping and travel booking are embedded into the app, they say. Management noted in the post-earnings call that there will unlikely be an AI bubble over the next two to three years, adding that demand for AI cloud services is outstripping supplies with bottlenecks throughout the supply chain. Shares are 1.3% lower at HK$155.70. 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Reports Earnings! 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Alibaba Reports Earnings! Alibaba Cloud Growth Exceeds Expectations, HUABAO HK Stock Connect ETF (520560) Attracts 31.61 Million Yuan for 4 Consecutive Days!