Investors to Eye Tariff Impact on Alibaba's Fiscal 4Q Results -- Market Talk

Dow Jones

Apr 08, 2025

0952 GMT - The focus of Alibaba's fiscal 4Q results will likely be the impact of tariffs on domestic consumption trends as well as cloud demand from large enterprises and small-medium enterprise customers, according to Citi analysts in a research note. Cloud technology innovation and foundation model development will continue to progress rapidly despite intensified uncertainties surrounding tariffs, and any softening in e-commerce sales growth related to cautious consumption will likely be partially offset by continued monetization improvement, the analysts say. The analysts view Alibaba's current share price as attractive, given its limited U.S. exposure for international commerce. Citi maintains a buy rating on the stock and slightly lowers the target price to HK$165.00 from HK$166.00. Shares last traded at HK$102.50. (tracy.qu@wsj.com)

(END) Dow Jones Newswires

April 08, 2025 05:52 ET (09:52 GMT)

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Cloud technology innovation and foundation model development will continue to progress rapidly despite intensified uncertainties surrounding tariffs, and any softening in e-commerce sales growth related to cautious consumption will likely be partially offset by continued monetization improvement, the analysts say. The analysts view Alibaba's current share price as attractive, given its limited U.S. exposure for international commerce. Citi maintains a buy rating on the stock and slightly lowers the target price to HK$165.00 from HK$166.00. Shares last traded at HK$102.50. (tracy.qu@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  April 08, 2025 05:52 ET (09:52 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>Investors to Eye Tariff Impact on Alibaba's Fiscal 4Q Results -- 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\">\nInvestors to Eye Tariff Impact on Alibaba's Fiscal 4Q Results -- 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\">2025-04-08 17:52</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0952 GMT - The focus of Alibaba's fiscal 4Q results will likely be the impact of tariffs on domestic consumption trends as well as cloud demand from large enterprises and small-medium enterprise customers, according to Citi analysts in a research note. Cloud technology innovation and foundation model development will continue to progress rapidly despite intensified uncertainties surrounding tariffs, and any softening in e-commerce sales growth related to cautious consumption will likely be partially offset by continued monetization improvement, the analysts say. The analysts view Alibaba's current share price as attractive, given its limited U.S. exposure for international commerce. Citi maintains a buy rating on the stock and slightly lowers the target price to HK$165.00 from HK$166.00. Shares last traded at HK$102.50. (tracy.qu@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  April 08, 2025 05:52 ET (09:52 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":"BK4565","symbol_name":"NFT概念","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2525869173","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2525869173","pubTimestamp":1744105920,"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":"0952 GMT - The focus of Alibaba's fiscal 4Q results will likely be the impact of tariffs on domestic consumption trends as well as cloud demand from large enterprises and small-medium enterprise customers, according to Citi analysts in a research note. 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Cloud technology innovation and foundation model development will continue to progress rapidly despite intensified uncertainties surrounding tariffs, and any softening in e-commerce sales growth related to cautious consumption will likely be partially offset by continued monetization improvement, the analysts say. The analysts view Alibaba's current share price as attractive, given its limited U.S. exposure for international commerce. Citi maintains a buy rating on the stock and slightly lowers the target price to HK$165.00 from HK$166.00. Shares last traded at HK$102.50. (tracy.qu@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  April 08, 2025 05:52 ET (09:52 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,"need_auth":true,"code":"91000000","status":"200"}}}