Alibaba and BYD Added to Military List Amid Tensions
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 3 days ago
0mins
Should l Buy BABA?
Source: Benzinga
- Escalating US-China Tensions: The addition of Alibaba and BYD to the 'Chinese Military Companies' list is likely to escalate trade tensions ahead of the Trump-Xi summit, potentially impacting future economic cooperation and policy directions between the two nations.
- Reputational Risks: While being placed on the list does not carry immediate legal consequences, it poses reputational risks for the companies, which could lead to future punitive measures from the US, affecting investor confidence and market performance.
- National Security Concerns: US intelligence agencies expressed concerns about Alibaba's potential national security threat, leading to its designation three months ago, reflecting increased scrutiny on Chinese tech firms that may impact their international operations.
- BYD's Legal Battle: BYD's advancements in battery technology have solidified its position in the EV market, while the company has filed a lawsuit against the Trump administration over 100% tariffs on Chinese electric vehicles, demonstrating its resistance in a challenging policy environment.
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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: 158.730
Low
180.00
Averages
203.09
High
230.00
Current: 158.730
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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