AI Likely to Be Long-Term Growth Driver for Alibaba -- Market Talk

Dow Jones

02-25

0455 GMT - Artificial intelligence could be a long-term growth driver for Alibaba, according to CGS International analyst Lei Yang in a research note. The Chinese tech giant said on Monday that it plans to invest more than $52 billion on AI and cloud computing over the next three years. CGS International expects Alibaba's AI-related capital expenditure to be mainly used on cloud infrastructure, its Qwen large language model and various AI-empowered applications. The broker sees potential for re-rating Alibaba's stocks if it can improve its monetization rate, while stabilizing its e-commerce market share alongside developing its AI and cloud businesses in fiscal 2026. CGS International reiterates its add rating for Alibaba, raising its target price to HK$170.00 from HK$133.00. Shares are last at HK$132.20. (sherry.qin@wsj.com)

(END) Dow Jones Newswires

February 24, 2025 23:55 ET (04:55 GMT)

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

免責聲明：投資有風險，本文並非投資建議，以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請，作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考，不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證，投資者應自行研究並在投資前尋求專業建議。

熱議股票

1
2
3
4
5
6
7
8
9
10

{"basename":"/hant","ssrTDKData":{"titleTemplate":"%s - 老虎證券","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":"老虎證券,老虎證券開戶,老虎券商,老虎證券官網,老虎證券app,tigertrade老虎證券,股票,炒股,新加坡股票交易平臺,投資,投資理財","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/hant/news/2514031869"},"companyName":"老虎證券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2514031869\",edition:\"fundamental\",,,undefined,":{"share":"https://ttm.financial/m/news/2514031869?lang=zh_TW&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2025-02-25 12:55","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2514031869","market":"hk","top_or_hot":-1,"title":"AI Likely to Be Long-Term Growth Driver for Alibaba -- Market Talk","media":"Dow Jones","content":"<html><body><font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0455 GMT - Artificial intelligence could be a long-term growth driver for Alibaba, according to CGS International analyst Lei Yang in a research note. The Chinese tech giant said on Monday that it plans to invest more than $52 billion on AI and cloud computing over the next three years. CGS International expects Alibaba's AI-related capital expenditure to be mainly used on cloud infrastructure, its Qwen large language model and various AI-empowered applications. The broker sees potential for re-rating Alibaba's stocks if it can improve its monetization rate, while stabilizing its e-commerce market share alongside developing its AI and cloud businesses in fiscal 2026. CGS International reiterates its add rating for Alibaba, raising its target price to HK$170.00 from HK$133.00. Shares are last at HK$132.20. (sherry.qin@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 24, 2025 23:55 ET (04:55 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones & Company, Inc.\n</p>\n</font></body></html>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta content=\"text/html; charset=utf-8\" http-equiv=\"Content-Type\"/>\n<meta content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\" name=\"viewport\"/>\n<meta content=\"telephone=no,email=no,address=no\" name=\"format-detection\"/>\n<title>AI Likely to Be Long-Term Growth Driver for Alibaba -- 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: 12.5px; color: #7E829C; margin: 0;}\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\">\nAI Likely to Be Long-Term Growth Driver for Alibaba -- Market Talk\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\">\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time smaller\">2025-02-25 12:55</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0455 GMT - Artificial intelligence could be a long-term growth driver for Alibaba, according to CGS International analyst Lei Yang in a research note. The Chinese tech giant said on Monday that it plans to invest more than $52 billion on AI and cloud computing over the next three years. CGS International expects Alibaba's AI-related capital expenditure to be mainly used on cloud infrastructure, its Qwen large language model and various AI-empowered applications. The broker sees potential for re-rating Alibaba's stocks if it can improve its monetization rate, while stabilizing its e-commerce market share alongside developing its AI and cloud businesses in fiscal 2026. CGS International reiterates its add rating for Alibaba, raising its target price to HK$170.00 from HK$133.00. Shares are last at HK$132.20. (sherry.qin@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 24, 2025 23:55 ET (04:55 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones & Company, Inc.\n</p>\n</font>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0823038988.USD","symbol_name":"AMUNDI FUNDS ASIA EQUITY FOCUS  \"A2\" (USD) ACC","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2514031869","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2514031869","pubTimestamp":1740459300,"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":"0455 GMT - Artificial intelligence could be a long-term growth driver for Alibaba, according to CGS International analyst Lei Yang in a research note. The Chinese tech giant said on Monday that it plans to invest more than $52 billion on AI and cloud computing over the next three years. CGS International expects Alibaba's AI-related capital expenditure to be mainly used on cloud infrastructure, its Qwen large language model and various AI-empowered applications. The broker sees potential for re-rating Alibaba's stocks if it can improve its monetization rate, while stabilizing its e-commerce market share alongside developing its AI and cloud businesses in fiscal 2026. CGS International reiterates its add rating for Alibaba, raising its target price to HK$170.00 from HK$133.00. Shares are last at HK$132.20. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"89988":"阿里巴巴-WR","LU0823038988.USD":"AMUNDI FUNDS ASIA EQUITY FOCUS  \"A2\" (USD) ACC","LU0314109678.HKD":"MANULIFE GF DRAGON GROWTH \"AA\" (HKD) INC","LU0469268626.HKD":"AB FCP I-ASIA EX JAPAN EQUITY PTF(AD","LU0106959298.USD":"UBS (LUX) EQUITY FUND - EMERGING MARKETS SUSTAINABLE LEADERS (USD) \"P\" (USD) ACC","LU0516422440.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"A\" (USD) ACC","LU0251143458.SGD":"Fidelity Emerging Markets A-SGD","LU1224444064.USD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"AM\" (USDHDG) INC","LU1993786604.SGD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (SGD) ACC","LU0880133367.SGD":"UBS (LUX) EQUITY FUND CHINA OPPORTUNITY USD \"P\" (SGD) ACC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","LU0871576103.HKD":"HSBC GIF CHINESE EQUITY \"AC\" (HKD) ACC","09988":"阿里巴巴-W","BK1584":"蚂蚁金服概念","HBBD.SI":"Alibaba HK SDR 5to1","LU0588545904.SGD":"Eastspring Investments - Asian Equity Income ASDM SGD","LU0640798160.USD":"EASTSPRING INVESTMENTS GLOBAL EMERGING MARKET DYNAMIC \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","LU1251922891.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) ACC","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","LU0455707207.USD":"FIDELITY FUNDS  CHINA INNOVATION \"A\" (USD) INC","LU0819121731.USD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"AC\" (USD) ACC","BABA":"阿里巴巴","LU0463099449.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) ACC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0608807433.USD":"TEMPLETON EMERGING MARKETS DYNAMIC INCOME \"A\" (USD) ACC","BK4587":"ChatGPT概念","LU1719994722.HKD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (HKD) ACC","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU1328277881.USD":"MANULIFE GF DRAGON GROWTH FUND \"AA\" (USD) INC","LU0128522157.USD":"TEMPLETON ASIAN GROWTH \"A\" ACC","LU0499858602.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) ACC","LU0488056044.USD":"Allianz Asian Multi Income Plus Cl AM DIS USD","BK4543":"AI","LU0737861699.HKD":"FIDELITY CHINA FOCUS \"A \" (HKD) ACC","IE00BZ08YT58.USD":"GUINNESS BEST OF CHINA \"C\" (USD) ACC","LU0084288322.USD":"Natixis Asia Equity RD USD","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC","SG9999000459.SGD":"Aberdeen Standard Pacific Equity SGD","LU0516423174.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (USD) ACC","LU1880383440.USD":"AMUNDI FUNDS CHINA EQUITY \"A2\" (USD) INC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0594300179.USD":"FIDELITY CHINA CONSUMER \"A\" (USD) ACC","LU0828237940.HKD":"SCHRODER ISF EMERGING ASIA \"A\" (HKD) ACC","BK1610":"ETF&股票定投概念","BK4581":"高盛持仓","LU0043850808.USD":"HSBC GIF ASIA EX JAPAN EQUITY \"AD\" INC","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","LU0348827113.USD":"ALLIANZ RCM CHINA \"AT\" ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC"},"translate_title":"人工智能可能成为阿里巴巴-SW的长期增长动力——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"89988":0.6,"09988":1,"BABA":1,"HBBD.SI":0.6},"content_text":"0455 GMT - Artificial intelligence could be a long-term growth driver for Alibaba, according to CGS International analyst Lei Yang in a research note. The Chinese tech giant said on Monday that it plans to invest more than $52 billion on AI and cloud computing over the next three years. CGS International expects Alibaba's AI-related capital expenditure to be mainly used on cloud infrastructure, its Qwen large language model and various AI-empowered applications. The broker sees potential for re-rating Alibaba's stocks if it can improve its monetization rate, while stabilizing its e-commerce market share alongside developing its AI and cloud businesses in fiscal 2026. CGS International reiterates its add rating for Alibaba, raising its target price to HK$170.00 from HK$133.00. Shares are last at HK$132.20. (sherry.qin@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  February 24, 2025 23:55 ET (04:55 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}}}