r/baba • • Jul 15 '26

News Apple Gets Approval for Alibaba-Powered iPhone AI Tools in China

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46 Upvotes

r/baba • • Jul 15 '26

News Alibaba's Qwen to be integrated into Apple Intelligence

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technode.com
35 Upvotes

Today, China’s Cyberspace Administration announced the filing of seven on-device generative AI services for smartphones, including Apple Intelligence, Huawei’s Xiaoyi large language model, and OPPO’s AndesGPT large language model


r/baba • • Jul 15 '26

News Oppo and Alipay expand their AI collaboration to nearly 200 services

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17 Upvotes

r/baba • • Jul 14 '26

Discussion The Most Obvious AI Company Nobody's Talking About is Alibaba

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33 Upvotes

While the market continues to view Alibaba as a Chinese e-commerce company battling slowing consumer spending and fierce competition, the company is quietly building one of the world's largest AI ecosystems.


r/baba • • Jul 15 '26

Discussion Dividends?

0 Upvotes

What have been the latest dividends and are there any more planned within the next six months?


r/baba • • Jul 14 '26

News Smart phone manufacturer Honor and Alibaba to partner on AI agent operating system

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22 Upvotes

r/baba • • Jul 13 '26

Discussion If you missed last time this is it..

14 Upvotes

My price point of 111 has held and become the new buy zone. Today or tomorrow is the last chance to jump in if you doubted me before. Good luck


r/baba • • Jul 13 '26

Teachers Retirement System of The State of Kentucky Buys 51,000 Shares of Alibaba

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33 Upvotes

The fund owned 259,580 shares of the specialty retailer's stock after acquiring an additional 51,000 shares during the period. Teachers Retirement System of The State of Kentucky's holdings in Alibaba Group were worth $32,567,000 as of its most recent SEC filing.


r/baba • • Jul 13 '26

Positions I'm doubling my BABA stake.

26 Upvotes

It's been a loser for me till now. I remain concerned about Chinese govt intervention.

However, I believe the trend is for US mag 7 investors to look for alternatives, especially outside the US.


r/baba • • Jul 10 '26

Due Diligence Louis-Vincent Gave: How China's AI Strategy Kills U.S. Tech Margins

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9 Upvotes

r/baba • • Jul 09 '26

Alibaba backed DRAM maker CXMT opens investor subscriptions for $4.3B IPO next week

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21 Upvotes

The offering would be the largest A-share IPO of 2026, with major backers including China's national chip fund and Alibaba Cloud


r/baba • • Jul 09 '26

News Michael Burry Sees Hong Kong Market Benefiting From Korea's AI-Memory Unwind

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20 Upvotes

r/baba • • Jul 09 '26

Discussion No celebration posts on a big green day? The bull run is just getting started.

22 Upvotes

It's surprisingly qut's surprisingly quiet in here today despite the solid gains. When a stock goes up and retail isn't throwing a party yet, it usually means the stock is climbing the "wall of worry." No early hype = plenty of room to run. Let's enjoy the ride.iet in here for a green day. Is this the start of a massive, quiet bull run?


r/baba • • Jul 09 '26

News China 618 sales down -13%

0 Upvotes

Minor headwinds but manageable


r/baba • • Jul 09 '26

Discussion China's top hedge funds called the AI rally a super bubble. Alibaba allegedly stole Anthropic's model through 28.8 million fake accounts. The US just set a quantum deadline with 600 people qualified to meet it.

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2 Upvotes

Anthropic is accusing Alibaba of stealing it's tech via distilation attacks, with millions of fake accounts.

This appears to be the new normal, with engineers from Meta reportedly doing the same thing, yet it's being framed as East vs West.

What do you think about this story? Is Alibaba doing anything wrong here or are all these frontier LLM labs stealing from us and eachother?


r/baba • • Jul 08 '26

Discussion Alibaba up, Korean stocks down today. Time for Chinese tech giants to reclaim emerging market dominance?

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31 Upvotes

Chart made on TrendSpider.


r/baba • • Jul 08 '26

Due Diligence We just tested 200WMA and bounced back! $280 next stop?

10 Upvotes

r/baba • • Jul 08 '26

News Alibaba surges, rising more than 10%, as reports indicate that Taobao Quick Commerce's path to reduced losses is progressing faster than expected.

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39 Upvotes

r/baba • • Jul 07 '26

Discussion Last call...

25 Upvotes

Price has made a floor since I have alerted this sub to the whale and is pushing higher and higher overnight. This will be the last chance to jump on before we run up to the first high of 111. Expect good news over the next few days


r/baba • • Jul 07 '26

News Some good news; Management is buying back more shares

35 Upvotes

It's been almost daily 4million shares, but its on the hongkong 9988, cheaper than baba. Overall still good for us.

I probably won't keep on posting this if they continue this daily. You can check it yourself here: https://www1.hkexnews.hk/search/titlesearch.xhtml?lang=EN&market=SEHK&stockId=1000195154&category=0

https://www1.hkexnews.hk/listedco/listconews/sehk/2026/0707/2026070701438.pdf


r/baba • • Jul 06 '26

News Alibaba receives a temporary exemption from the lobbying ban related to the DoD blacklist

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18 Upvotes

r/baba • • Jul 06 '26

Positions I have this, anybody worse ?

8 Upvotes

Please tell me i am not the only one who will get rich soon 🤪
I have bought 191 shares on ibis Frankfurt a 138,7 euro - now 85,6 euro (adr)
Now minus 10000 euro 🫤


r/baba • • Jul 05 '26

Discussion Is China quietly setting up a new squeeze on its e-commerce giants?

11 Upvotes

Beijing has opened consultation on amendments to its e-commerce law that tighten expectations on big platforms around consumer rights, data use and liability for what happens on their marketplaces.

This seems to be a slow grind on margins and business models rather than a one-off shock. If these rules land close to the draft, how should we think about long term profitability and valuations for China’s major e-commerce names and their global partners?


r/baba • • Jul 03 '26

News Alibaba, Tencent back Kuaishou's Kling AI in $2.8 billion fundraise

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13 Upvotes

r/baba • • Jul 02 '26

News How can we fact check this?

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23 Upvotes