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)

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","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}}}