Alibaba Shares Surge Over 10% as Qwen AI Users Exceed 700 Million
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 13 2026
0mins
Should l Buy BABA?
Source: stocktwits
- Strong User Growth: Alibaba's Qwen AI models have surpassed 700 million downloads on Hugging Face, with December's downloads exceeding those of the next eight models combined, indicating robust user growth and boosting market confidence in the company.
- Regulatory Tailwind: The Chinese market regulator's investigation into anti-competitive practices in the food delivery sector has led to a surge in shares of food delivery companies, including Alibaba, as investors anticipate that government intervention will stabilize pricing and margins, thereby enhancing Alibaba's market position.
- Chip Procurement Plan: Alibaba plans to purchase over 200,000 Nvidia H200 chips to bolster its large language models, marking a significant investment that not only enhances its cloud business competitiveness but also reflects a proactive response to surging AI demand.
- Investor Sentiment Rebounds: Despite Alibaba's stock being down 12.2% from its all-time high, it has rebounded 13.5% this year, generating extremely bullish sentiment on social media, with 70% of investors believing the stock will continue to rise, indicating strong market confidence in its future.
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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: 131.350
Low
180.00
Averages
203.09
High
230.00
Current: 131.350
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 four segments. The Alibaba China E-commerce Group segment is mainly engaged in E-commerce business, including operating Tmall Supermarket and Tmall Global, providing customer management services, product sales, as well as logistics services. It also operates quick commerce business such as Taobao Instant Commerce and Ele.me, as well as the China commerce wholesale business through 1688.com. The Alibaba International Digital Commerce Group segment is mainly engaged in international commerce retail and wholesale business, operating platforms such as AliExpress, Trendyol, Lazada and Alibaba.com. The Cloud Intelligence Group segment mainly provides public and non-public cloud services. The Other segments primarily include the operations of Freshippo, Cainiao, Alibaba Health 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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