Alibaba Stock Surges; The AI Rally Isn’t Over, It’s Just Moved to China-To The Moon - Tiger Brokers Online Investing Community - To The Moon

10
Comment
2

Alibaba Stock Surges; The AI Rally Isn’t Over, It’s Just Moved to China

Dow Jones07-08 19:35

By George Glover

Online retailer Alibaba was leading a Chinese tech rally on Wednesday, as investors carried on ditching U.S. and South Korean memory-chip makers.

The Chinese tech rally could be a sign that investors are pivoting toward developers of large-language models, after a monthslong spell of dominance for memory-chip makers like Micron and SK Hynix.

Barron’s argued on Monday that Chinese AI companies were well-positioned to disrupt the industry, given their chatbots are cheap relative to offerings from the likes of OpenAI, Anthropic, and Alphabet.

Alibaba has sought to position its Qwen large-language model as a ChatGPT rival, but its ADRs have slumped 33% in 2026, dragged down by worries about the company’s aggressive AI spending plans.

Still, the rally could be a sign that the stock is about to turn a corner. Alibaba briefed analysts on Wednesday that its overall profit held steady over the June quarter, local outlet Jiemian News reported.

Alibaba didn’t respond to a request for comment from Barron’s.

.

At the request of the copyright holder, you need to log in to view this content

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

10

Report

Comment

empty

No comments yet

Most Discussed

7x24

{"i18n":{"language":"en_US"},"data":{"share":"https://ttm.financial/m/news/1147101944?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-07-08 19:35","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1147101944","market":"hk","top_or_hot":1,"title":"Alibaba Stock Surges; The AI Rally Isn’t Over, It’s Just Moved to China","media":"Dow Jones","content":"<html><head></head><body><p style=\"text-align: left;\">By George Glover</p><p style=\"text-align: left;\">Online retailer Alibaba was leading a Chinese tech rally on Wednesday, as investors carried on ditching U.S. and South Korean memory-chip makers.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/52862e48070c02445356a2ea022671fa\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/62d991c2df23abcc87b14fb4e152cd7b\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></p><p style=\"text-align: left;\">The Chinese tech rally could be a sign that investors are pivoting toward developers of large-language models, after a monthslong spell of dominance for memory-chip makers like Micron and SK Hynix.</p><p style=\"text-align: left;\">Barron’s argued on Monday that Chinese AI companies were well-positioned to disrupt the industry, given their chatbots are cheap relative to offerings from the likes of OpenAI, Anthropic, and Alphabet.</p><p style=\"text-align: left;\">Alibaba has sought to position its Qwen large-language model as a ChatGPT rival, but its ADRs have slumped 33% in 2026, dragged down by worries about the company’s aggressive AI spending plans.</p><p style=\"text-align: left;\">Still, the rally could be a sign that the stock is about to turn a corner. Alibaba briefed analysts on Wednesday that its overall profit held steady over the June quarter, local outlet Jiemian News reported.</p><p style=\"text-align: left;\">Alibaba didn’t respond to a request for comment from Barron’s.</p><p style=\"text-align: left;\">.</p></body></html>","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>Alibaba Stock Surges; The AI Rally Isn’t Over, It’s Just Moved to China</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\">\nAlibaba Stock Surges; The AI Rally Isn’t Over, It’s Just Moved to China\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\">2026-07-08 19:35</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">By George Glover</p><p style=\"text-align: left;\">Online retailer Alibaba was leading a Chinese tech rally on Wednesday, as investors carried on ditching U.S. and South Korean memory-chip makers.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/52862e48070c02445356a2ea022671fa\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/62d991c2df23abcc87b14fb4e152cd7b\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></p><p style=\"text-align: left;\">The Chinese tech rally could be a sign that investors are pivoting toward developers of large-language models, after a monthslong spell of dominance for memory-chip makers like Micron and SK Hynix.</p><p style=\"text-align: left;\">Barron’s argued on Monday that Chinese AI companies were well-positioned to disrupt the industry, given their chatbots are cheap relative to offerings from the likes of OpenAI, Anthropic, and Alphabet.</p><p style=\"text-align: left;\">Alibaba has sought to position its Qwen large-language model as a ChatGPT rival, but its ADRs have slumped 33% in 2026, dragged down by worries about the company’s aggressive AI spending plans.</p><p style=\"text-align: left;\">Still, the rally could be a sign that the stock is about to turn a corner. Alibaba briefed analysts on Wednesday that its overall profit held steady over the June quarter, local outlet Jiemian News reported.</p><p style=\"text-align: left;\">Alibaba didn’t respond to a request for comment from Barron’s.</p><p style=\"text-align: left;\">.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":null,"symbol_name":null,"start_time":0,"source_url":"","article_id":"1147101944","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1147101944","pubTimestamp":1783510555,"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":"By George GloverOnline retailer Alibaba was leading a Chinese tech rally on Wednesday, as investors carried on ditching U.S. and South Korean memory-chip makers.Alibaba’s American depositary receipts...","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{},"translate_title":"阿里巴巴-SW股价飙升；人工智能集会还没有结束，只是转移到了中国","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/6af366833ff0ff3cc9fde58f2ca696e6","symbols_score_info":{"BABX":0.6,"BABO":0.6,"BABU":0.6,"KBAB":0.6,"BABW":0.6,"09988":2,"BBYY":0.6,"BABA":2},"content_text":"By George GloverOnline retailer Alibaba was leading a Chinese tech rally on Wednesday, as investors carried on ditching U.S. and South Korean memory-chip makers.The Chinese tech rally could be a sign that investors are pivoting toward developers of large-language models, after a monthslong spell of dominance for memory-chip makers like Micron and SK Hynix.Barron’s argued on Monday that Chinese AI companies were well-positioned to disrupt the industry, given their chatbots are cheap relative to offerings from the likes of OpenAI, Anthropic, and Alphabet.Alibaba has sought to position its Qwen large-language model as a ChatGPT rival, but its ADRs have slumped 33% in 2026, dragged down by worries about the company’s aggressive AI spending plans.Still, the rally could be a sign that the stock is about to turn a corner. Alibaba briefed analysts on Wednesday that its overall profit held steady over the June quarter, local outlet Jiemian News reported.Alibaba didn’t respond to a request for comment from Barron’s..","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":10,"commentSize":0,"repostSize":0,"favoriteSize":2,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}