Alibaba Forms Joint Venture with China National Nuclear Power
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 21 2026
0mins
Should l Buy BABA?
Source: seekingalpha
Alibaba's stock rose 4.63% in pre-market trading, reaching a 20-day high.
The company has formed a joint venture with China National Nuclear Power, valued at $35.9 million, to address the electricity demands of its AI data centers. This strategic move enhances Alibaba's competitive edge in sustainable energy solutions and aligns with global tech trends to secure clean power for AI infrastructure.
This partnership not only strengthens Alibaba's position in the energy sector but also supports its ongoing AI ambitions, potentially boosting investor confidence and market share.
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Analyst Views on BABA
Wall Street analysts forecast BABA stock price to rise
15 Analyst Rating
15 Buy
0 Hold
0 Sell
Strong Buy
Current: 136.290
Low
180.00
Averages
203.09
High
230.00
Current: 136.290
Low
180.00
Averages
203.09
High
230.00
About BABA
Alibaba Group Holding Ltd is an investment holding company mainly engaged in the provision of technology infrastructure and marketing platforms. The Company operates its business through nine segments. The China Commerce Retail segment is engaged in the China commerce retail business. The China Commerce Wholesale segment is mainly engaged in the operation of 1688.com. The Cloud Intelligence segment provides cloud services. The International Commerce Retail segment provides customer management services, sales of goods and logistics services. The International Commerce Wholesale segment is mainly engaged in the operation of Alibaba.com. The Cainiao Represents Logistics Services segment provides fulfilment services. The Local Services segment’s revenue includes platform commissions, logistics services revenue. The Digital Media and Entertainment segment engages in the operation of Youku and Alibaba. The All Others segment is mainly engaged in the Sun Art, Freshippo and other business.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Cloud Infrastructure Strength: As China's #1 and the world's #4 cloud infrastructure provider, Alibaba Cloud, along with its widely adopted SOTA open-weight foundation models (Qwen models) and consumption-centric applications (Qwen apps), solidifies its leading position in the AI sector.
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See More
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- Companies Affected: Notable companies that saw a boost include Alibaba, Temu, and Baidu.
See More
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- Significant User Growth: During the Lunar New Year campaign, Qwen's daily active users surged to 73.5 million from 17 million prior, indicating strong market demand and user acceptance.
- Stock Technical Analysis: Alibaba's stock is currently priced at $135.69, trading 9.1% below its 20-day simple moving average, reflecting technical challenges, with a Relative Strength Index of 25.64 indicating oversold conditions.
- Earnings Expectations: Alibaba is set to report earnings on March 19, with an estimated EPS of $1.73 and revenue of $41.26 billion, suggesting growth potential despite ongoing challenges.
See More
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- Alibaba Sentiment Surge: A 620% spike in message volume for Alibaba over the past 24 hours on Stocktwits has led to an 'extremely bullish' sentiment among retail investors, reflecting strong interest that could drive the stock price higher.
- Optimistic Earnings Expectations: Alibaba is set to release its December-quarter results on March 19, with analysts forecasting a 4.8% increase in sales to $34.9 billion, although adjusted profits are expected to decline by about 50%, highlighting cautious optimism about future growth.
- Overall Market Rebound: Asian markets are rebounding as U.S. signals suggest the war with Iran may be nearing an end, leading to a recovery in stocks like Alibaba, JD.com, and Baidu, which reflects a positive market reaction to easing geopolitical risks.
See More
