HK Stocks Rebound: Can Alibaba Climb Higher?

Alibaba jumped 6% this week, as Taobao topped the App download charts in 16 countries. Alibaba's valuation remains at a long-term low, with a forward P/E ratio of just 10.32. In light of the trade war, do you have more confidence in the outlook for Chinese companies? Would you choose Alibaba on the U.S. market or in Hong Kong? Can Alibaba return to $130 amid this rebound?

šŸ’° New Alpha | Trade War II's secret therapy: 9688/1801/6160

šŸ’° Trump administration is sending signals of easing tensions, leading major indices to rebound nearly 3%.šŸ’¹ $ZAI LAB(09688)$/$INNOVENT BIO(01801)$/$BEIGENE(06160)$ : The innovative pharmaceutical sector is less affected by tariffs.šŸ“£ Stay tuned, supercharge purchasing power through CashBoost!Got some friends winning benefits šŸ™ŒšŸ»| Market recap The shift in attitude from Trump and Musk has comforted the market.After nearly two weeks of turmoil, the major indices finally experienced a notable increase, with gains close to 3%.Chinese assets have shown a stronger recovery compared to the broader market. $NASDAQ Golden Dragon China
šŸ’° New Alpha | Trade War II's secret therapy: 9688/1801/6160

China’s Stimulus Boosts Asian Markets: Winners and Risks to Watch

$Alibaba( $Alibaba(BABA)$ )$ $Tencent Holdings Ltd( $Tencent Holding Ltd.(TCEHY)$ )$ $Nikkei 225(. $Nikkei 225 Index(N225.JP)$ )$ $Hang Seng Index(. $HSI(HSI)$ )$ Asia’s stock markets are buzzing with energy this week after China unleashed a massive stimulus package on April 12, 2025, aimed at reviving its slowing economy. With promises of infrastructure spending, tax cuts, and liquidity injections, the Hang Seng Index surged 4.8% in a single day, while Japan’s Nikkei 225 climbed 2.1%. Investors are piling into Chinese tech giants like Alibaba and Tencent, but is this rally built to last, or are we chasing a mirage? L
China’s Stimulus Boosts Asian Markets: Winners and Risks to Watch

Alibaba Is It Still A Buy In Tariff War?

$Alibaba(BABA)$ With the U.S. and China back in a full-blown trade war, there’s growing uncertainty about how this could ripple through global markets—and one of the companies caught in the crosshairs is Alibaba. We’re seeing tariffs ramp back up on both sides, and this is raising real concerns about the future of cross-border commerce, supply chains, and consumer behavior. So in today’s video, we’re diving deep into Alibaba—what’s happening with the business, how reliant they are on international trade, how much of an impact these new tariffs could really have, and whether the current selloff in the stock is justified—or a potential opportunity. We’ll break down the company’s revenue mix, analyze its valuation, revisit what happened the last time
Alibaba Is It Still A Buy In Tariff War?

Option Movers | Alibaba Sees Bullish Sentiment; Palantir Sees 62% Call Options

Market OverviewU.S. stocks ended higher on Monday(Apr. 14), with Apple giving the S&P 500 a strong boost as the White House exempted smartphones and computers from new tariffs.Regarding the options market, a total volume of 45,922,462 contracts was traded.Top 10 Option VolumesTop 10: $Nvidia(NVDA)$, $Tesla(TSLA)$, $Apple(AAPL)$, $Palantir(PLTR)$, $Amazon(AMZN)$, $Strategy(MSTR)$, $Meta(META)$, $Intel(INTC)$, $For
Option Movers | Alibaba Sees Bullish Sentiment; Palantir Sees 62% Call Options
Hong Kong Stocks Showing Life, But Can Alibaba Maintain the Climb? Hong Kong's stock market has certainly caught the eye with a notable rebound in early 2025, a welcome change after a period of sluggishness. The Hang Seng Index has posted solid year-to-date gains, shaking off some of the previousasko gloom that led some to question the city's đứng as a financial center. This resurgence appears to be fueled by a combination of factors, including shifting expectations around global interest rates which could make Hong Kong assets more attractive, a reported improvement in foreign investor sentiment, and a surge in IPO activity in the first quarter. However, the path forward is unlikely to be a straight line up. Recent volatility, including a sharp drop in early April on tariff concerns, unde
avatarShyon
04-24
I am feeling cautiously optimistic about Alibabas recent 6% jump this week, especially with Taobao leading the app download charts in 16 countries. The companys forward P/E ratio of 10.32 suggests it is still undervalued, which makes me think there is room for growth. However, the ongoing trade war has me a bit concerned about the broader outlook for Chinese companies, as geopolitical tensions could impact market stability and investor confidence. When it comes to choosing between Alibaba on the U.S. market or in Hong Kong, I would lean toward the Hong Kong market. The Hong Kong listing might offer better exposure to Asian investors and potentially less regulatory scrutiny compared to the U.S., where Chinese stocks have faced delisting risks in the past. Additionally, I think the Hong Kong

Hong Kong’s key indices are rallying

Hong Kong’s key indices are rallying today even after Wall Street’s big losses overnight. Decoupling takes many forms.This could be the shape of things to come if China is able to sustain growth through stimulus and focus on keeping things stable at home. $HSI(HSI)$ $HSTECH(HSTECH)$ $HSCEI(HSCEI)$ $KraneShares CSI China Internet ETF(KWEB)$ $iShares MSCI Hong Kong ETF(EWH)$ $iShares MSCI China ETF(MCHI)$ $iShares China Large-Cap ETF(FXI)$ $BABA-W(09988)$</
Hong Kong’s key indices are rallying
$Alibaba(BABA)$ Why I’m still cautious on BABA:Regulatory pressure isn’t overThe tech crackdown may have slowed, but it hasn’t reversed. Ant Group is still under tight watch, and Alibaba hasn’t regained its old freedom.US-China tensions are intensifyingFrom chip bans to tariffs, the macro picture is rough. This isn’t just noise—it’s a direct threat to Alibaba’s overseas ambitions and supply chain dependencies.Competition is heating upPinduoduo (Temu), Douyin e-commerce—they’re all eating into Alibaba’s core market. A popular app doesn’t guarantee market share growth anymore.
avatarMax87
04-17
Taobao together with Dhgate appears to be unlikely beneficiaries of the tariffs war. With 145% tariffs on Chinese products coming into the US, big brands aren't going to swallow the tariffs cost & hurts their bottom line. They're cutting decades long Chinese manufacturing partners out leaving these partners facing no buyers for their top quality products. Instead, they went on TikTok to spill the beans on big brands supply chain secrets & profitability spurring this latest trend of buying directly from manufacturers. Taobao is currently Top 3 downloaded app on both iOS & Android phones in the US. Wind is finally shifting. Jack Ma was right to shift group's focus back to Taobao. Best wishes. Cheers šŸ„‚
$Alibaba(BABA)$ Taobao topping the download charts shows Alibaba’s core strength: massive domestic demand. While the trade war might hit exports, Alibaba’s business thrives inside China. Its e-commerce, cloud, and digital payment ecosystems are deeply rooted in the local economy.Even in global tension, people still shop, pay, and live online—and Alibaba is at the center of that. With its diverse revenue streams and dominance at home, Alibaba can rise even if global trade stumbles.China's consumer power is Alibaba’s strongest weapon.
$Alibaba(BABA)$ Sure, Taobao is leading downloads, but that doesn’t fully shield Alibaba. The trade war brings broader economic uncertainty, which can impact consumer sentiment and slow spending. On top of that, Alibaba still faces regulatory pressure and geopolitical tensions that limit its global expansion.Cloud growth could slow, and investor confidence could wobble under ongoing US-China friction. Download rankings don’t guarantee profits.Until macro risks ease, I’m cautious about Alibaba’s upside.
$Alibaba(BABA)$ Why I’m warming up to BABA:Domestic engine is still strongWhile global headlines scream ā€œtrade war,ā€ China’s internal consumption is quietly bouncing back—and Taobao is proof.Undervalued vs. global peersLook at Amazon’s P/E vs. Alibaba’s. The discount is massive, and the business model is still very cash-generative.Cloud & AI optionalityAlibaba Cloud may have been hit by regulation, but don’t count it out. Any easing or pivot to AI infra, and this unit becomes a growth lever again.
avatar1PC
04-23
I will choose Baba 😌 USA, as has vested in it before [Chuckle] (Going back to one of my favorites China Stock šŸ’Ŗ) Since the return of Jack Ma, Baba has changed from an e commerce Giant to an AI Leaders šŸ˜‰. What a transformation [Smart]  Looking forward to add Baba at the suitable time šŸ˜‰.[Call]  [USD]  
Hi I'm my opinion is were should be making more of this
Till today, I am still buying from Taobao. Pretty cheap prices including shipping when compared to my local physical markets and e-markets used locally. Best customer serivces offered from Taobao Staffs to Sellers. ā¤ļø  May their stocks rise too.
avatarAN88
04-27
No. Too many other competitors 
$Alibaba(BABA)$ Everyone’s quick to write off Chinese tech, but Alibaba isn’t following the script. It’s a veteran in reinvention—more phoenix than dinosaur. While others downsize, it's doubling down on innovation: spinning off divisions, streamlining ops, and going global. E-commerce? Check. Logistics, cloud, payments? Also check. Quietly evolving into a digital empire.
avatarAN88
04-22
It's cheap now but I'm still sceptical because of bad temu experience 
avatarKMTC
04-14
I opened $ALB.HK 20251230 70.00 PUT$  ,Added $9988 Dec 70 naked puts capitalizing on Alibaba’s depressed valuation and elevated premiums.  The $70 strike sits below key support with elevated premiums. Getting paid to bet on a bounce.
avatarBirdieO
04-15
$BABA-W(09988)$ Rumor has it $Apple(AAPL)$ ’s China AI gateway is powered by Alibaba’s models,how crazy is that? Let’s go, BABA! Still aiming for that 140 comeback, doubling up this year is still on the table. I’ve been holding tight and I knew it’d pay off. Time to fly!
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