ARK Back in China! Can Fresh Confidence Signal a New Cycle?

ARK’s first investment in Alibaba dates back to 2014, shortly after the company’s IPO. However, since September 2021, public filings have shown no record of ARK holding or voting in Alibaba — coinciding with China’s regulatory crackdown on the internet sector. This latest repurchase of Alibaba shares is therefore seen as a strong signal of ARK’s return to the Chinese tech sector. Recently, ARK has been gradually rebuilding its positions in Chinese tech names, having already repurchased Baidu earlier.

avatarOptionsAura
2025-10-15

How to handle vertical spread expiration? Practical case analysis

Vertical Spread is a strategy that combines two options with the same strike date and the same type (both call or put), but with different strike prices. By buying and selling two option contracts, investors limit returns and risks, so that profits and losses are fixed within a certain range. According to different directions, vertical spreads can be divided into Bull Call Spread and Bear Call Spread.At expiration, the settlement of the vertical spread follows standard option exercise principles. The system will determine whether each Leg (Leg) is In the Money (In the Money) or Out of the Money (Out of the Money) based on the maturity settlement price of the underlying asset: if the option is Out of the Money, it will automatically be invalidated; If it is in the price, it will be automati
How to handle vertical spread expiration? Practical case analysis
avatarWeChats
2025-10-15
💹 China Stocks Rebound: Alibaba Leads the Charge — Real Rally or Just a Relief Bounce? --- After six brutal sessions in the red, Chinese equities finally caught a breath — and what a rebound it was. Alibaba (BABA) surged nearly 8% on Friday, dragging the broader China ADR basket higher and breaking a streak of relentless selling pressure. For traders watching from the sidelines, this rebound felt like the first green candle after a long night of red. But the big question remains — is this the start of something sustainable, or just a short squeeze disguised as a comeback? --- ⚡ What Sparked the Rebound Last week’s pain trade flipped dramatically as a few catalysts converged at once: 1️⃣ “Trump Taco” détente: Markets reacted to signs that U.S.–China tensions may be cooling after weeks of ta
avatarnerdbull1669
2025-10-10

Can BABA Live Up To Analysts Price Target Expectations? Let's See

$Alibaba(BABA)$ stock price rises after Citibank analyst raised its price target multiple times in 2025, but we saw BABA lost 4.11% on 09 Oct and further 2.19% on 10 Oct 24-hours trading. So I think we need to understand these questions, are investors losing confidence, given the recent ~4.1% drop on 9 Oct and ~2.2% drop on 10 Oct (24-hour) in BABA? Does Alibaba have a moat and enough upside to reach the ~$218 + price targets (e.g., from Citibank raising the target) given the risks? What Is Positive / Support For The Upside Thesis Citi recently raised their target for BABA to US$217 from US$187, while reiterating a Buy rating. They cited stronger cloud / data-centre capex assumptions as a driver. Alibaba is often assessed as a “wide moat” company.
Can BABA Live Up To Analysts Price Target Expectations? Let's See
avatarTiger_Academy
2025-10-10

【CN Asset Pick】15 How Hong Kong’s Stablecoin Could Reinvent the HKD as a Safe-Haven Tool

As we move into the second half of 2025, Hong Kong’s financial spotlight has quietly shifted toward the convergence of digital assets and traditional finance. According to The South China Morning Post, southbound capital inflows through Stock Connect surged past HKD 866.8 billion in the first 7 months of the year—already exceeding the full-year total of 2024 by more than 7 percent. Meanwhile, the Hong Kong dollar briefly strengthened to 7.79 against the U.S. dollar, an unexpected move that forced the HKMA to step in once again to defend its currency peg.Money is flowing back, exchange-rate volatility is rising, and one message is clear: Hong Kong is entering a new era of financial-infrastructure reform. And right in the middle of this transformation, a new player is quietly emerging—the Ho
【CN Asset Pick】15 How Hong Kong’s Stablecoin Could Reinvent the HKD as a Safe-Haven Tool
avatarBarcode
2025-10-09
$SSE Comp(000001.SH)$ $JD.com(JD)$ $Alibaba(BABA)$ 🚀📊🐉 Shanghai Breakout Sparks Squeeze Watch 🚀📊🐉 I’m watching the Shanghai Composite Index (000001) punch out of a multi-week consolidation zone with a clean breakout above horizontal resistance. I’m seeing the kind of squeeze structure that can pull capital across multiple sectors and geographies. I’m treating this as a potential macro ignition point that could reshape near-term global flows. I’m tracking how China’s A-share market is reacting to renewed policy support, liquidity tailwinds, and improving risk appetite. A decisive break like this has historically triggered strong rallies in financials, commoditi
avatarMickey082024
2025-10-13

China Stocks Bleed as Tariff Fears Rise — Is Alibaba the One to Catch?

$Alibaba(BABA)$ $BABA-W(09988)$ After six straight sessions of relentless selling, Alibaba Group Holding Ltd. (NYSE: BABA) has once again found itself in the market’s crosshairs — this time, caught in the crossfire of renewed U.S.-China tensions. The stock plunged nearly 7% intraday, briefly touching the $160 level before paring some losses. What began as a fragile rebound in Chinese equities quickly reversed course as investors digested a new round of harsh trade rhetoric from former President Donald Trump, who pledged sweeping tariffs and tougher trade enforcement on China if re-elected. This sudden resurgence of geopolitical risk has reignited old fears that Chinese tech giants, already battling regul
China Stocks Bleed as Tariff Fears Rise — Is Alibaba the One to Catch?
avatarBarcode
2025-09-29
$Alibaba(BABA)$ $JD.com(JD)$ $Baidu(BIDU)$ 🐉🌏🔥📈 Alibaba’s AI Surge vs JD’s Asymmetric Setup 📈🔥🌏🐉 I’m calling this the hedge fund playbook split in 🇨🇳 China tech right now; BABA is the institutional growth darling, already re-rated on AI and cloud dominance, while JD is sitting in plain sight as the funds’ favourite convex bet; a risk-defined asymmetry with multi-bagger potential if sentiment flips. This isn’t momentum chasing; it’s the kind of setup top PMs describe as mispriced optionality with real teeth. 🤖 Alibaba’s AI & Cloud Catalyst BABA is surging in Hong Kong after bullish calls on its AI and cloud momentum. Morningstar hiked fair value by 49%, whi
avatarShyon
2025-09-08
As I look at the impressive rise of Tencent AI, I'm truly excited about its position as the No. 1 AI app in China, driven by the success of DeepSeek and the vast WeChat ecosystem. The potential for Yuanbao to be embedded across all of Tencent's platforms is a game-changer, and I can see how this could solidify their dominance. It's thrilling to think about how this integration might play out in the coming months. I'm also encouraged by Tencent's latest earnings, where the AI boost to Honor of Kings has exceeded expectations. That kind of performance shows how powerful AI can be when paired with a flagship product. With the stock nearing its previous high of HK$692, I feel optimistic about its trajectory and wonder, like many, when it might break through to new highs. It's an exciting time
avatarTiger_comments
2025-09-10

Alibaba PT Raised to $190! Hold Longer Given Oracle's AI Guidance?

Alibaba’s stock price has risen for the fourth consecutive day, surging more than 4% intraday to HK$147.9, marking its highest level in nearly four years. Alibaba is Expanding Territory; Meituan Faces Trouble Out of NowhereToday, Amap officially launched the world’s first ranking product based on behavior + credit — the “Amap Street Ranking.” $Alibaba(BABA)$ sees new opportunities in instant retail through Taobao’s flash sales business. The newly announced “Street Ranking” is clearly aimed at competing with Meituan’s Dianping. In fact, Dianping’s reviews are easily manipulated, and public trust has already declined.Amap, on the other hand, measures how many people navigate there to eat, how many specifically drive to the restaurant — essentially b
Alibaba PT Raised to $190! Hold Longer Given Oracle's AI Guidance?
avatarBarcode
2025-10-02
$Alibaba(BABA)$ $Baidu(BIDU)$ $JD.com(JD)$ 🚀🔥 Alibaba’s $320 Roadmap: Golden Week, Burry, and the New China AI Ecosystem 🔥🚀 I am convinced Alibaba has just re-entered a multi-year expansion cycle, and the market is only beginning to price in the scale of its consumer, AI, and ecosystem dominance. This is no longer about recovery trades; it is about leadership. 📍 Golden Week Data Proves Ecosystem Power $BABA Amap (China’s Google Maps) hit a record 360M daily users on Day 1 of Golden Week 🇨🇳🎉. Its AI assistant processed 2.6B requests, delivered 290M safety alerts, and boosted local restaurants. This isn’t a one-off spike; it’s embedded infrastructure in China’s most
avatarBarcode
2025-10-03

📈🛍️🔮 JD.com harmonic setup eyes $46 as National Day catalysts shift flows from BABA 📈🛍️🔮

$JD.com(JD)$ $Alibaba(BABA)$ $Baidu(BIDU)$ I’m rotating into JD as the harmonic structure points to $46 while consumer patterns favour smaller city retail flows. JD.com climbing off its structural base JD.com ($JD) is trading around $36.10 intraday after lifting from the September floor at 🔵 $32.91. Momentum is aligning with National Day data showing 54.2% of travellers shifting toward small-city destinations, reinforcing JD’s footprint in decentralised consumption. Offline retail is also expanding with 16,400 manufacturer reps embedded across 260+ stores, including JD MALL and JD Electrical Appliance City. Free cash flow anchors the valuation JD produced $6.05B in
📈🛍️🔮 JD.com harmonic setup eyes $46 as National Day catalysts shift flows from BABA 📈🛍️🔮
avatarXaddy_Analyst
2025-09-08

Tencent’s $600 Charge: Can AI Power a New Tech Throne?

$TENCENT(00700)$ $Alibaba(BABA)$ Tencent’s stock has soared to $600 HKD, fueled by its AI dominance and a blockbuster earnings report, positioning it just shy of its all-time high of $692 HKD. The company’s Yuanbao app, now China’s top AI platform, leverages DeepSeek integration and WeChat’s 1.4 billion users, with plans to embed it across all platforms. Honor of Kings, boosted by AI enhancements, smashed Q2 expectations with $1.2 billion revenue, up 25% YoY, while advertising revenue hit $35.8 billion, up 20%. With the S&P 500 at 6,520, Nasdaq at 21,950, and Bitcoin at $123,456, the VIX sits at 14.12 amid tariff tensions (30-35% on EU/Mexico/Canada) and oil at $74.50/barrel. Posts found on X hail “T
Tencent’s $600 Charge: Can AI Power a New Tech Throne?
avatarXaddy_Analyst
2025-09-24

Alibaba’s Nvidia AI Pact Ignites 10% Surge—Follow Wood?

$Alibaba(BABA)$ $NVIDIA(NVDA)$ Alibaba’s stock soared 10% to $195.265 in after-hours trading following its Physical AI partnership announcement with Nvidia at the 2025 Alibaba Cloud Summit, pushing its market cap toward $450 billion. The S&P 500 climbed to 6,650, up 0.5%, as the summit kicks off today. Cathie Wood’s Ark Invest jumped in, buying $16.3 million in Alibaba ADRs on Monday, signaling confidence. With the Yunqi conference underway, are new AI features on the horizon? Will you follow Wood’s trade? Can this spark a fresh rally in Alibaba’s AI growth curve? Dive into the momentum, explore sector impacts, and strategize your next move in this tech breakthrough. The 10% Leap: What’s Fueling Aliba
Alibaba’s Nvidia AI Pact Ignites 10% Surge—Follow Wood?
avatarXaddy_Analyst
2025-09-13

Jack Ma’s Return Sparks Alibaba’s Double: Is Every Dip a Golden Opportunity?

Since Jack Ma’s return, Alibaba has transformed into a powerhouse, doubling its stock price to $150 amid a stunning rally. The company’s recent triumphs span AI, cloud computing, and food delivery, lifting team morale and igniting investor enthusiasm. Reports from The Information reveal Alibaba and Baidu are now leveraging self-developed chips to train AI models, potentially reducing reliance on Nvidia’s dominance. This move raises big questions: Can these chips reshape China’s tech landscape long-term? How will it influence the AI and semiconductor ecosystem? And with Alibaba’s momentum at $150, is it a buy despite the price? Dive into the surge, assess the risks, and uncover the best moves ahead. The Jack Ma Effect: What’s Fueling Alibaba’s Surge? Alibaba’s turnaround is no fluke—here’s
Jack Ma’s Return Sparks Alibaba’s Double: Is Every Dip a Golden Opportunity?
avatarnerdbull1669
2025-09-25

What Alibaba and Nvidia Partnership Mean For Broader AI Race Dynamics

Alibaba stocks jumped on Wednesday following their leadership pledged to boost spending on AI initiatives and they also announced a software deal with Nvidia (NVDA) to integrate the chip giant's AI development tools used for trading for robotics. In this article I would like to discuss what this partnership mean for the broader AI race dynamics, we will break it down into Alibaba-specific implications, Nvidia’s positioning, and the broader AI race dynamics: Alibaba’s Positioning Commitment to AI Capex: By pledging fresh spending, Alibaba is signaling to investors that it wants to catch up in the AI infrastructure and application race, not just in China but globally. Vertical AI Integration: The deal with Nvidia isn’t just about chips — it’s about integrating software tools for robotics and
What Alibaba and Nvidia Partnership Mean For Broader AI Race Dynamics
avatarTiger_Contra
2025-09-18

🎉 NTES/TCOM ATH, BIDU/BABA breakout—did you ride the China-tech pop?

China ADRs are blooming everywhere: $NetEase(NTES)$ and $Trip.com Group Limited(TCOM)$ extend all-time-highs, while $Baidu(BIDU)$ and $Alibaba(BABA)$ finally break their multi-year bases. Are you on board?On 17 Sep 2025 the Fed officially hit the “start” button of its new easing cycle. Hot money immediately rushed back into risk assets and China names became the favorite playground.1. Who’s leading? (see the chart with stocks market cap > USD 15Billion)New highs club: $Taiwan Semiconductor Manufacturing(TSM)$ , $NetEase(NTES)$,
🎉 NTES/TCOM ATH, BIDU/BABA breakout—did you ride the China-tech pop?
avatarTiger_Academy
2025-09-10

CN Assets Select|09 A Guide to Counter-Cyclical Investing in China

Why Focus on China Assets Now?As we move into the second half of 2025, activity in China’s economy has picked up — supported not only by a sequence of policy measures but also by a clear rebound in several high-frequency indicators:Service activity at a 15-month high: In August 2025, China’s services sector recorded its strongest monthly expansion in 15 months, driven by a recovery in domestic demand and a pickup in external orders.Retail recovery and consumption stimulus: Retail sales showed renewed strength — in May year-on-year retail growth was +6.4%, with appliance replacement and promotional events (e.g., shopping festivals) contributing to the improvement.Persistent stabilization expectations: Multilateral institutions have noted that China retains room for policy support, which hel
CN Assets Select|09 A Guide to Counter-Cyclical Investing in China

How Will Alibaba's In-Store Expansion Impact Its Valuation?

$Alibaba(BABA)$ 's 26th anniversary should have been a time for fanfare and celebration, but this time, the setup they put together was quite interesting. It wasn't about cloud computing or Taobao Flash Sales. Instead, the long-absent "Koubei" was brought back to the stage once again, only this time, the spotlight shifted to AutoNavi.That's right, you heard correctly. Alibaba has tasked AutoNavi with taking over in-store business operations and launched the so-called "AutoNavi Street Sweeping Ranking." Don't underestimate this move—it's a crucial step in Alibaba's strategy to reshuffle the local services landscape.Many might wonder: Isn't AutoNavi just a map app? How does it connect to "in-store" services? That's precisely the genius of it. Maps o
How Will Alibaba's In-Store Expansion Impact Its Valuation?
avatarXaddy_Analyst
2025-09-10

Alibaba's Epic Rally to 4-Year Highs: Restructure Rocket or Sell-Off Lurday?

$Alibaba(BABA)$ Alibaba (BABA) closed at $147.10, its highest since November 2021, surging 77.8% YTD amid Barclays' target hike to $190 from $145, with market whispers of a major business restructuring imminent. Tencent ( $Tencent Holding Ltd.(TCEHY)$ ) edges toward its all-time high at $81.13, up 53.76% YTD, while the Hang Seng Index breaks 26,000 to 26,070.51, signaling a Hong Kong bull run. With the S&P 500 at 6,512.34, Nasdaq at 21,918.45, and Bitcoin at $123,456, the VIX at 14.12 reflects calm amid tariffs and oil at $74.50/barrel. Posts found on X hype “Alibaba restructuring moonshot,” but some warn of “profit-taking pullback.” Would you hold Alibaba? This deep dive explores the rally, restruct
Alibaba's Epic Rally to 4-Year Highs: Restructure Rocket or Sell-Off Lurday?

NVIDIA Partners with Alibaba: VNET/GDS Set to Soar as AI Infrastructure Winners?

Dear fellow investors on Snowball and East Money, As a seasoned forum veteran specializing in Chinese tech and infrastructure stocks, yesterday's bombshell announcement from $Alibaba(BABA)$at the Yunqi Conference—a staggering AI investment plan exceeding 380 billion yuan, coupled with a deep robotics AI collaboration with NVIDIA—has ignited market sentiment.BABA shares surged 8% on the news, and even more remarkably, the two IDC giants $VNET Group(VNET)$and $GDS Holdings Ltd(GDS)$ soared 13% and 9% respectively—a classic case of "misery loves company" synergy. As infrastructure beneficiaries riding the AI wave, these
NVIDIA Partners with Alibaba: VNET/GDS Set to Soar as AI Infrastructure Winners?