Alibaba's AI Technology Could Trigger Further Re-rating -- Market Talk

Dow Jones

02-13

0427 GMT - Alibaba's new AI technology, expected lower capex and strong cloud capability could trigger further re-rating of the stock, CGS International analyst Lei Yang says in a note. Alibaba's upgraded large language model Qwen2.5-Max shows strong comprehensive performance and AI capability. The company also recently made progress in its partnership with Apple for AI tools in China. CGS International says Alibaba's AI capability, large commercial customers and solid privacy policy give it strong competitive advantage. With AI startup DeepSeek's breakthrough, the analyst believes Alibaba could improve the cloud segment margin over the next two to three years. CGS International raises Alibaba's target price to HK$133.00 from HK$110.00 and keeps an add rating. Shares last at HK$118.20. (sherry.qin@wsj.com)

(END) Dow Jones Newswires

February 12, 2025 23:27 ET (04:27 GMT)

Copyright (c) 2025 Dow Jones & Company, Inc.

免责声明：投资有风险，本文并非投资建议，以上内容不应被视为任何金融产品的购买或出售要约、建议或邀请，作者或其他用户的任何相关讨论、评论或帖子也不应被视为此类内容。本文仅供一般参考，不考虑您的个人投资目标、财务状况或需求。TTM对信息的准确性和完整性不承担任何责任或保证，投资者应自行研究并在投资前寻求专业建议。

热议股票

1
2
3
4
5
6
7
8
9
10

{"basename":"/hans","ssrTDKData":{"titleTemplate":"%s - 老虎证券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎证券,老虎证券开户,老虎券商,老虎证券官网,老虎证券app,tigertrade老虎证券,股票,炒股,新加坡股票交易平台,投资,投资理财","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/hans/news/2511566017"},"companyName":"老虎证券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2511566017\",edition:\"fundamental\",,,undefined,":{"share":"https://ttm.financial/m/news/2511566017?lang=zh_CN&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2025-02-13 12:27","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2511566017","market":"other","top_or_hot":-1,"title":"Alibaba's AI Technology Could Trigger Further Re-rating -- Market Talk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0427 GMT - Alibaba's new AI technology, expected lower capex and strong cloud capability could trigger further re-rating of the stock, CGS International analyst Lei Yang says in a note. Alibaba's upgraded large language model Qwen2.5-Max shows strong comprehensive performance and AI capability. The company also recently made progress in its partnership with Apple for AI tools in China. CGS International says Alibaba's AI capability, large commercial customers and solid privacy policy give it strong competitive advantage. With AI startup DeepSeek's breakthrough, the analyst believes Alibaba could improve the cloud segment margin over the next two to three years. CGS International raises Alibaba's target price to HK$133.00 from HK$110.00 and keeps an add rating. Shares last at HK$118.20. (sherry.qin@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 12, 2025 23:27 ET (04:27 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's AI Technology Could Trigger Further Re-rating -- 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's AI Technology Could Trigger Further Re-rating -- 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\">2025-02-13 12:27</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0427 GMT - Alibaba's new AI technology, expected lower capex and strong cloud capability could trigger further re-rating of the stock, CGS International analyst Lei Yang says in a note. Alibaba's upgraded large language model Qwen2.5-Max shows strong comprehensive performance and AI capability. The company also recently made progress in its partnership with Apple for AI tools in China. CGS International says Alibaba's AI capability, large commercial customers and solid privacy policy give it strong competitive advantage. With AI startup DeepSeek's breakthrough, the analyst believes Alibaba could improve the cloud segment margin over the next two to three years. CGS International raises Alibaba's target price to HK$133.00 from HK$110.00 and keeps an add rating. Shares last at HK$118.20. (sherry.qin@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 12, 2025 23:27 ET (04:27 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":"09988","symbol_name":"阿里巴巴-W","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2511566017","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2511566017","pubTimestamp":1739420820,"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":"0427 GMT - Alibaba's new AI technology, expected lower capex and strong cloud capability could trigger further re-rating of the stock, CGS International analyst Lei Yang says in a note. Alibaba's upgraded large language model Qwen2.5-Max shows strong comprehensive performance and AI capability. The company also recently made progress in its partnership with Apple for AI tools in China. CGS International says Alibaba's AI capability, large commercial customers and solid privacy policy give it strong competitive advantage. With AI startup DeepSeek's breakthrough, the analyst believes Alibaba could improve the cloud segment margin over the next two to three years. CGS International raises Alibaba's target price to HK$133.00 from HK$110.00 and keeps an add rating. Shares last at HK$118.20. ","collect":0,"end_time":0,"defaultTopTitle":"","property":["rate"],"viewcount":null,"language":"en","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"translate_title":"阿里巴巴-SW的人工智能技术可能引发进一步重新评级——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"09988":1,"BABA":1},"content_text":"0427 GMT - Alibaba's new AI technology, expected lower capex and strong cloud capability could trigger further re-rating of the stock, CGS International analyst Lei Yang says in a note. Alibaba's upgraded large language model Qwen2.5-Max shows strong comprehensive performance and AI capability. The company also recently made progress in its partnership with Apple for AI tools in China. CGS International says Alibaba's AI capability, large commercial customers and solid privacy policy give it strong competitive advantage. With AI startup DeepSeek's breakthrough, the analyst believes Alibaba could improve the cloud segment margin over the next two to three years. CGS International raises Alibaba's target price to HK$133.00 from HK$110.00 and keeps an add rating. Shares last at HK$118.20. (sherry.qin@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  February 12, 2025 23:27 ET (04:27 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":"","news_rank":0,"symbols":[],"gpt_button":0}}}