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- IamTHMIamTHM
  ·2025-08-29
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  Alibaba’s Cloud-Computing Business Is Thriving And It Has A New AI Chip In The Works. The Stock Is Rising
  Alibaba Group Holding Ltd.’s quarterly earnings report showed that the Chinese technology conglomera
  Alibaba’s Cloud-Computing Business Is Thriving And It Has A New AI Chip In The Works. The Stock Is Rising
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The Stock Is Rising","url":"https://stock-news.laohu8.com/highlight/detail?id=2563043951","media":"Dow Jones","summary":"Alibaba Group Holding Ltd.’s quarterly earnings report showed that the Chinese technology conglomera","content":"<html><head></head><body><p>Alibaba Group Holding Ltd.’s quarterly earnings report showed that the Chinese technology conglomerate’s artificial-intelligence developments are gaining steam.</p><p>Alibaba’s American depositary receipts surged 13% on Friday.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1b1d354d7fc22106dc0878666a0b5b10\" tg-width=\"872\" tg-height=\"829\"/></p><p style=\"text-align: start;\">Alibaba missed consensus revenue estimates for its first quarter of fiscal 2026, reporting $34.6 billion of sales, compared with the $35.2 billion FactSet estimate, for a 2% year-over-year increase. But the company’s net income for the quarter blew past expectations. Alibaba posted net income of $5.9 billion, a 76% year-over-year increase and above the $3.7 billion consensus view. Adjusted earnings came out to $2.06 per share, above consensus of $1.97 but representing a 10% decline from the previous year.</p><p>The drastic year-over-year rise in net income was driven by gains from equity investments and the sale of Turkish e-commerce company Trendyol, according to the company.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c5d935587edabd406a791a38af37484c\" title=\"\" tg-width=\"1080\" tg-height=\"1080\"/></p><p>The company’s cloud-intelligence business was the fastest-growing segment, contributing $4.7 billion to total revenue for a 26% year-over-year increase. E-commerce, Alibaba’s largest business segment, posted revenue of $12.5 billion, a 10% increase from the previous year.</p><p>Similar to the Magnificent Seven group of megacap tech names, Alibaba is ramping up its capital expenditures for AI development. The company reported investments into its cloud infrastructure of 38.6 billion yuan(equivalent to $5.4 billion) for the quarter. On the earnings call, Alibaba Chief Executive Eddie Wu reaffirmed the company’s three-year commitment to invest $380 billion yuan ($53 billion) to build out its cloud and AI infrastructure.</p><p>Alibaba’s heavy focus on its cloud business shows that the Chinese company is keen to innovate and stay competitive in the global race to develop AI.</p><p>Trade-war tensions and geopolitical and national-security concerns have made the use of Nvidia Corp.’s chips in China contested, and China is working on creating its own AI tech stack independent of the U.S. The Wall Street Journal reported that Alibaba has developed a new chip that it’s now testing and that could be a domestic replacement for Nvidia’s H20.</p><p>Alibaba’s U.S.-listed stock is up 40% year to date but has experienced volatility since trade-war tensions spiked in April.</p></body></html>","collect":0,"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 Cloud-Computing Business Is Thriving And It Has A New AI Chip In The Works. 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The Stock Is Rising\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\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\">2025-08-30 07:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Alibaba Group Holding Ltd.’s quarterly earnings report showed that the Chinese technology conglomerate’s artificial-intelligence developments are gaining steam.</p><p>Alibaba’s American depositary receipts surged 13% on Friday.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1b1d354d7fc22106dc0878666a0b5b10\" tg-width=\"872\" tg-height=\"829\"/></p><p style=\"text-align: start;\">Alibaba missed consensus revenue estimates for its first quarter of fiscal 2026, reporting $34.6 billion of sales, compared with the $35.2 billion FactSet estimate, for a 2% year-over-year increase. But the company’s net income for the quarter blew past expectations. Alibaba posted net income of $5.9 billion, a 76% year-over-year increase and above the $3.7 billion consensus view. Adjusted earnings came out to $2.06 per share, above consensus of $1.97 but representing a 10% decline from the previous year.</p><p>The drastic year-over-year rise in net income was driven by gains from equity investments and the sale of Turkish e-commerce company Trendyol, according to the company.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c5d935587edabd406a791a38af37484c\" title=\"\" tg-width=\"1080\" tg-height=\"1080\"/></p><p>The company’s cloud-intelligence business was the fastest-growing segment, contributing $4.7 billion to total revenue for a 26% year-over-year increase. E-commerce, Alibaba’s largest business segment, posted revenue of $12.5 billion, a 10% increase from the previous year.</p><p>Similar to the Magnificent Seven group of megacap tech names, Alibaba is ramping up its capital expenditures for AI development. The company reported investments into its cloud infrastructure of 38.6 billion yuan(equivalent to $5.4 billion) for the quarter. On the earnings call, Alibaba Chief Executive Eddie Wu reaffirmed the company’s three-year commitment to invest $380 billion yuan ($53 billion) to build out its cloud and AI infrastructure.</p><p>Alibaba’s heavy focus on its cloud business shows that the Chinese company is keen to innovate and stay competitive in the global race to develop AI.</p><p>Trade-war tensions and geopolitical and national-security concerns have made the use of Nvidia Corp.’s chips in China contested, and China is working on creating its own AI tech stack independent of the U.S. The Wall Street Journal reported that Alibaba has developed a new chip that it’s now testing and that could be a domestic replacement for Nvidia’s H20.</p><p>Alibaba’s U.S.-listed stock is up 40% year to date but has experienced volatility since trade-war tensions spiked in April.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0819123356.HKD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"AC\" (HKD) ACC","LU1328277881.USD":"MANULIFE GF DRAGON GROWTH FUND \"AA\" (USD) INC","IE0032431581.USD":"PINEBRIDGE GREATER CHINA EQUITY \"A\" (USD) ACC","LU0868486357.SGD":"JPMorgan Funds - Emerging Markets Opportunities A (acc) SGD-H","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","LU0856984785.SGD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"ACH\" (SGDHDG) ACC","LU0588545904.SGD":"Eastspring Investments - Asian Equity Income ASDM SGD","SG9999014674.SGD":"Nikko AM All China Equity A SGD","LU0314109678.HKD":"MANULIFE GF DRAGON GROWTH \"AA\" (HKD) INC","LU0577902371.SGD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (SGD) ACC","09988":"阿里巴巴-W","SG9999002828.SGD":"Eastspring Investments Unit Trusts - Dragon Peacock A SGD","LU0370786039.SGD":"Fidelity Greater China A-SGD","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU1196710864.SGD":"Schroder ISF Emerging Markets Multi-Asset A Dis SGD-H","LU0048597586.USD":"富达亚洲焦点A","LU0449509016.USD":"HSBC GIF BRIC EQUITY \"AC\" (USD) ACC","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","LU1303224171.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) INC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","SG9999006597.SGD":"United China-India Dynamic Growth SGD","LU2488822045.USD":"ALLIANZ CHINA HEALTHY LIVING \"AT\" (USD) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","LU0128522157.USD":"TEMPLETON ASIAN GROWTH \"A\" ACC","LU1211504680.USD":"ALLIANZ HIGH DIVIDEND ASIA PACIFIC EQUITY \"AM\" (USD) INC","LU1810669033.SGD":"FTIF - Templeton Emerging Markets Dynamic Income A (Mdis) SGD-H1","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","LU0384037296.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AT\" (USD) ACC","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC","LU0823041008.USD":"AMUNDI FUNDS EMERGING WORLD EQUITY \"A2\" (USD) ACC","LU0431992006.USD":"摩根大通新兴市场机会A（acc）","LU0791590937.USD":"ALLSPRING  EMERGING MARKTES EQUITY INCOME \"A\" (USD)","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","LU0132412106.USD":"abrdn SICAV I - EMERGING MARKETS EQUITY \"A\" (USD) ACC","BK1517":"云办公","LU1044875133.USD":"天利亚洲反向股票 AU Acc","LU0463099449.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) ACC","LU0541501648.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU1807302812.USD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (USD) ACC","LU0502904849.HKD":"FIDELITY FUNDS  CHINA INNOVATION \"A\" (HKD) ACC","LU0516423174.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (USD) ACC","LU0396098781.USD":"ALLIANZ CHINA MULTI INCOME PLUS \"AT\" (USD) ACC","BABA":"阿里巴巴","LU0608807433.USD":"TEMPLETON EMERGING MARKETS DYNAMIC INCOME \"A\" (USD) ACC","LU0029874905.USD":"TEMPLETON EMERGING MARKETS \"A\" INC"},"source_url":"https://www.bloomberg.com/news/articles/2025-08-29/alibaba-s-profit-slides-after-china-food-war-slashes-margins?srnd=homepage-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2563043951","content_text":"Alibaba Group Holding Ltd.’s quarterly earnings report showed that the Chinese technology conglomerate’s artificial-intelligence developments are gaining steam.Alibaba’s American depositary receipts surged 13% on Friday.Alibaba missed consensus revenue estimates for its first quarter of fiscal 2026, reporting $34.6 billion of sales, compared with the $35.2 billion FactSet estimate, for a 2% year-over-year increase. But the company’s net income for the quarter blew past expectations. Alibaba posted net income of $5.9 billion, a 76% year-over-year increase and above the $3.7 billion consensus view. Adjusted earnings came out to $2.06 per share, above consensus of $1.97 but representing a 10% decline from the previous year.The drastic year-over-year rise in net income was driven by gains from equity investments and the sale of Turkish e-commerce company Trendyol, according to the company.The company’s cloud-intelligence business was the fastest-growing segment, contributing $4.7 billion to total revenue for a 26% year-over-year increase. E-commerce, Alibaba’s largest business segment, posted revenue of $12.5 billion, a 10% increase from the previous year.Similar to the Magnificent Seven group of megacap tech names, Alibaba is ramping up its capital expenditures for AI development. The company reported investments into its cloud infrastructure of 38.6 billion yuan(equivalent to $5.4 billion) for the quarter. On the earnings call, Alibaba Chief Executive Eddie Wu reaffirmed the company’s three-year commitment to invest $380 billion yuan ($53 billion) to build out its cloud and AI infrastructure.Alibaba’s heavy focus on its cloud business shows that the Chinese company is keen to innovate and stay competitive in the global race to develop AI.Trade-war tensions and geopolitical and national-security concerns have made the use of Nvidia Corp.’s chips in China contested, and China is working on creating its own AI tech stack independent of the U.S. The Wall Street Journal reported that Alibaba has developed a new chip that it’s now testing and that could be a domestic replacement for Nvidia’s H20.Alibaba’s U.S.-listed stock is up 40% year to date but has experienced volatility since trade-war tensions spiked in April.","news_type":1,"symbols_score_info":{"09988":1.1,"BABA":1.1}},"isVote":1,"tweetType":1,"viewCount":814,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}