Alibaba AI Push On vs. Big Tech: Still Cheap at $150?

Alibaba’s AI glasses go on sale. The Quark AI Glasses come in two variants that cost 1,899 Chinese yuan ($268) and 3,799 yuan, less than Meta’s $799 Meta Ray-Ban Display glasses, signaling Alibaba’s competitive entry into the consumer AI market. Is Alibaba the one who can take on big tech in China?

avatarHKEX_Comments
12-08

Weekly | HSI Breaks 26K: Baidu’s Chip Unit Eyes HK IPO!

$HSI(HSI)$ successfully reclaimed the key 26,000 level last week, while $HSTECH(HSTECH)$ also climbed back above the 5,600. Macro UpdateIn November, the market had largely priced in the negative factors such as weak economic data and uncertainty around the Federal Reserve’s policy outlook.Looking ahead, the upcoming Central Economic Work Conference and the Fed’s December FOMC meeting may provide clearer direction for the market.Major Events in Hong Kong Stocks This WeekOn Friday, the National Financial Regulatory Administration issued a notice lowering the risk factors for certain insurance businesses. This move improves capital efficiency for insurance companies allocating to equity assets, further expa
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Weekly | HSI Breaks 26K: Baidu’s Chip Unit Eyes HK IPO!
avatartiger1994
12-05
I love trading and investing it's really exciting you have alot of opportunities when you invest in the right trade stock markets i look forward to trading in the fiture
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avatarBen01
12-05
Push AI Alibaba okay
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avatargoblintheking
12-04
“Alibaba at $150 still looks undervalued compared to U.S. big tech. The market keeps pricing in China risk, but the fundamentals don’t match the discount. Their cloud division is ramping up AI services, and user growth on key platforms remains strong. If sentiment or policy pressure eases even slightly, the valuation gap could close fast. The risk is regulatory uncertainty, but risk/reward still looks attractive at this level.”
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avatarIsleigh
12-01

Alibaba AI Push On: Is 150 USD Still a Steal or a Trap?

Alibaba rolling out its Quark AI glasses at 268 USD and 529 USD is a clear signal that China wants its own consumer AI wave. This price point massively undercuts Meta and shows that Alibaba is playing the volume game rather than the luxury game. The bigger question is whether this is the start of a full AI ecosystem or just another hardware experiment. Investors will watch three things closely: 1. Adoption curve If Chinese consumers pick up affordable AI glasses faster than the US market did, Alibaba could own the first large consumer AI hardware base outside the West. 2. Link to cloud and model inference Cheap hardware only matters if it anchors users to Alibaba Cloud and Tongyi Qianwen AI services. If Alibaba can tie hardware to recurring cloud revenue, the stock gains real support. 3. V
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Alibaba AI Push On: Is 150 USD Still a Steal or a Trap?
avatarFTGR
11-30
Bought some and will buy more if drop..
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avatarxc__
11-29

Alibaba's $268 AI Glasses Assault: Meta's China Nightmare or BABA's $200 Stock Rocket Fuel? 🚀🕶️💥

$Alibaba(BABA)$ Meta who? Alibaba just dropped a bombshell in the AI wearables wars with its Quark AI Glasses hitting shelves in China on November 27, 2025 – starting at a steal of 1,899 yuan ($268) for the G1 model and 3,799 yuan ($536) for the flagship S1. That's undercutting Meta's $799 Ray-Ban AI specs while packing Qwen AI smarts for real-time translation, price scanning, nav reminders, and seamless Taobao/Alipay ties. With a 12MP camera, pro night mode, dual speakers, and 24-hour battery on the S1, Alibaba's not just dipping toes – it's cannonballing into consumer AI, leveraging its e-com empire to challenge global titans. As BABA stock hovers around $157 on November 29, 2025 (up 0.16% in after-hours yesterday), is this the catalyst to recla
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Alibaba's $268 AI Glasses Assault: Meta's China Nightmare or BABA's $200 Stock Rocket Fuel? 🚀🕶️💥
avatarAlfano
11-29
The glasses of Alibaba looks nice 👍 
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avatarWeChats
11-29
🥊 BABA vs. META: The AI Hardware War Has Begun (And the Market is Wrong) Alibaba just threw a massive haymaker at the consumer AI market, and if you are only looking at the daily stock charts, you are missing the bigger picture. The headline news is that Alibaba ($Alibaba(BABA)$  $Alibaba(BABA)$  ) has officially launched its Quark AI Glasses. But the real story isn't just the launch; it’s the pricing strategy and what it tells us about Alibaba’s new "Gateway" dominance. 1. The Tale of the Tape: Price & Specs 📉 Let’s look at the numbers that have everyone talking. The new Quark glasses come in two variants, and the pricing is aggressive enough to make Silicon Valley sweat.  *
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avatarSuccess88
11-29
My guess is 165
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avatarLynx2k
11-29
Will it?seessssssssss
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avatarkoolgal
11-29

Is Alibaba The One Who Can Take On Big Tech?

Alibaba $BABA-W(09988)$  $Alibaba(BABA)$  Quark AI Glasses mark a bold consumer AI push, priced far below $Meta Platforms, Inc.(META)$  Ray-Ban smart glasses.  With Alibaba's stock trading around USD 157, the big question is whether this is a cheap entry point into China's AI race? Alibaba's Quark AI Glasses Alibaba's move into AI wearables is more than just a gadget launch.  It is a strategic signal Alibaba is ready to take on competition in the AI race. The Quark AI Glasses come in 2 variants : The G1 at 1899 yuan (USD 268) and the S1 at 3
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Is Alibaba The One Who Can Take On Big Tech?
avatarbennyser
11-28
Alibaba’s cloud and AI growth is impressive, but the market clearly wants better margins. Maybe short-term weakness, but long-term story still attractive if they keep
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avatarMax87
11-26
$Alibaba(BABA)$  $BABA-W(09988)$  After much deliberation going through the latest earnings release, I'd say I'm unimpressed by the latest result despite much marketing effort from industry third party sources including independent analyst. Much of the investments into Quick Commerce generated nett revenues growth of +6x% yoy (this is on the small base of Eleme) but at the expense of EBITA down by -7x% yoy (on the huge base of entire core China commerce group). Base on rough assumption, it would be roughly a 4:1 ratio in terms of expense to nett revenue gained. The only redemptions are from Management's verbal assuages that seems to imply higher new customer retention & synergy to
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avatarL.Lim
11-26
Maybe I did not stare too hard at BABA but seeing the news, it constantly felt like they were stepping around in the market from a position of power, and I believed them beating expectations was highly likely. However I saw at least one opinion that they were losing big, everyone sees things differently I guess. The price wars in their China food delivery platform, the constant updates on their cloud services, even Qwen their AI tool, the news constantly painted a good picture for a likely positive outcome. Chinese brands have an edge over their rivals, because the government will step in to prop them up if the product fits the country's long term vision, or if it simply provides a beatdown for Western rivals (look at EVs, and solar panels). To an extent the AI industry in China gets
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avatarLanlanCC
11-26
The latest large language model released by Singapore's National Artificial Intelligence Program (AISG) this week has abandoned the Llama model under Meta and switched to Alibaba's open source model, (Qwen). According to Alibaba Cloud, the newly released "Sea Lion" large model (Qwen-SEA-LION-v4) by AISG is based on the QWEN3-32B basic model. The model has reportedly quickly taken the top spot on the open source list of Southeast Asian language proficiency, while the previous Llama series of models did not perform well in dealing with regional languages such as Indonesian and Thai$阿里巴巴-W(09988)$  
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avatarMrzorro
11-25
Alibaba Earnings: Cloud Booms, Instant Retail Soars, But Profits Slump $Alibaba(BABA)$  's FY2026 Q2 revenue was RMB 247.8 billion, up 4.8% year over year and slightly above market expectations. However, adjusted net profit plummeted, indicating continuing pressure of China e-commerce business on profitability. Core Financial Indicators - Revenue was RMB 247.8 billion, up 4.8% year over year, compared with the estimate of RMB 243.2 billion. - Adjusted net profit was RMB 10.35 billion, down 72% year over year, compared with the estimate of RMB 16.8 billion. - Adjusted earnings per ADS were RMB 4.36, versus RMB 15.06 a year earlier, down 71% year over year. Business Segment Breakdown Alibaba China E-commerce Group Chin
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avatarChIJP
11-25
Fellow investors, Baba is much under valued as compare with its peer, betting Baba also betting on China in general. Let us go.
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avatarnomadic_m
11-25
predict $169.85. gogogo $Alibaba(BABA)$
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avatarLanceljx
11-25
Earnings Expectations Alibaba’s FY2026 Q2 preview suggests a mixed picture. Revenue growth of four percent year-on-year is modest but stabilising, signalling that core commerce is no longer contracting. The sharper decline in adjusted net profit, driven by investment spending and margin pressure, will likely dominate headlines. Markets may react negatively if profitability deteriorates faster than expected, even if the top line is in line. Flash Deals will be a key focus. If management shows that user engagement and order volume are rising meaningfully, investors may tolerate weaker margins in the near term. The cloud segment remains the long-term value driver. Any commentary on enterprise adoption, AI-related demand or improved operating discipline could provide support. Is 150 a Reasonab
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