Alibaba Cloud is China's clear #1 in AI infrastructure with Qwen models gaining real enterprise adoption. Taobao/Tmall finally stabilizing share losses to PDD and Douyin via aggressive merchant subsidies. Aggressive buyback program ($25B remaining) plus deep value valuation create asymmetric setup. Jack Ma's return signal worth noting.
Thesis reviewed May 29, 2026
Alibaba Group Holding Ltd is headquartered in China, which is currently showing moderate signals.
🇨🇳China66NEUTRALView China risk detail →💻Technology24WATCH| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| BABA | Alibaba Group Holding Ltd | 29 | +17% | ↓8% | EARLY |
| NTES | NetEase Inc | 29 | +10% | ↓8% | EARLY |
| SAP | SAP SE | 29 | +8% | ↓8% | EARLY |
| PSO | Pearson PLC | 29 | +10% | ↓8% | NEUTRAL |
| ACN | Accenture plc | 29 | +7% | ↓8% | NEUTRAL |
| WIT | Wipro Ltd | 29 | +6% | ↓8% | NEUTRAL |
| SONY | Sony Group Corporation | 29 | +13% | ↓8% | EARLY |
Investors who hold BABA may also have indirect exposure through these country funds.
Alibaba Cloud revenue +24% YoY; AI workload now 35% of new bookings
Qwen 3 family open-sourced; top of HuggingFace leaderboards multiple categories
Taobao GMV +9% in Singles Day; share decline finally arrested
Estimates · Yahoo Finance · Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Josh GottheimerNJ | Buy | Unknown amount | Jul 7, 26 | ||
| Gilbert CisnerosCA | D | Buy | Unknown amount | Mar 9, 26 | -6.3% |
| Josh GottheimerNJ | D | Buy | Unknown amount | Nov 6, 24 | +30.6% |