Alibaba Slides on U.S. Scrutiny — Can Support at HK$120 Hold?

Binni Ong
05-19

On May 19, 2025, Alibaba’s stock declined 4% following reports that the U.S. government is scrutinizing its collaboration with Apple. The partnership involves integrating Alibaba’s AI into iPhones distributed in China. This development raised U.S. concerns over data privacy and the broader implications of China’s growing influence in AI, leading to increased investor uncertainty over Alibaba’s exposure and regulatory risk.

Technical Overview

  • The current weekly chart shows that $BABA-W(09988)$ $Alibaba(BABA)$ price is now parked at a key support zone around HK$118–120.

  • This level was previously a significant resistance in 2021, 2022, and 2023 and has now turned into a support, a classic role-reversal pattern in technical analysis.

  • A strong reaction from this level may indicate continued structural support, while a breakdown below could shift sentiment and reopen the downside.

  • The RSI remains above 50, suggesting the stock is still holding mid-range momentum but could weaken if support fails.

What Traders Should Watch

  • HK$118–120 is a critical level to monitor. Price action near this zone may dictate whether the current pullback is temporary or the start of a deeper correction.

Using DLCs for Short-Term Trading

  • Traders looking to participate in short-term movements can use Daily Leverage Certificates (DLCs) to gain leveraged exposure in either direction.

  • If price action shows stability and rebound from the HK$118 support, Long DLCs ( $Alibaba 5xLongSG251113(DKPW.SI)$ ) may see amplified gains.

  • Conversely, if price breaks below the support level, Short DLCs (e.g. $Alibaba 5xShortSG270309(Z7MW.SI)$ ) could benefit from further downside movement.

  • As DLCs are leveraged products, they are suitable for short-term trades but not ideal for long-term holding due to compounding effects and higher volatility exposure.

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Disclaimer: 

This document is not an offer or solicitation to buy or sell, nor financial advice or recommendation for any investment product. This document has been published for general circulation only. 

This advertisement has not been reviewed by the Monetary Authority of Singapore. This post is sponsored by Societe Generale, Singapore Branch. The content of this article does not form part of any offer or invitation to buy or sell any daily leverage certificates (the “DLCs”), and nothing herein should be considered as financial advice or recommendation. The price may rise and fall in value rapidly and holders may lose all of their investment. Any past performance is not indicative of future performance. Investments in DLCs carry significant risks, please see dlc.socgen.com for further information and relevant risks. The DLCs are for specified investment products (SIP) qualified investors only.

Apple and Alibaba’s AI Deal Under Fire: Will Alibaba Pay the Price?
Over the past few months, U.S. White House and congressional officials have been reviewing Apple’s AI partnership with Alibaba, as Apple plans to bring its Apple Intelligence to China, with Alibaba being one of its key partners. ------------------ Will this scrutiny hinder the launch of Apple AI in China? If so, will iPhone sales in China continue to struggle this year? And could Alibaba’s stock drop to $110 as a result?
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