Alibaba Upgrades Qwen AI App, Surpassing 100 Million Monthly Active Users
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 25 2026
0mins
Should l Buy BABA?
Source: CNBC
- Investment Surge: The surge in trading volumes among retail investors in mainland China has sparked excitement around AI stock trends, particularly the concept of Generative Engine Optimization (GEO), which is expected to drive increased advertising spending and reshape market dynamics.
- Market Outlook: According to Chinese research firm Analysys, the GEO market in China is projected to skyrocket to 3 billion yuan ($430 million) in 2023, up from 250 million yuan ($35.9 million) in 2025, indicating robust market potential.
- Alibaba's Advantage: Bank of America analysts highlight Alibaba's natural advantages within China's internet ecosystem, with a stock price target of $180 reflecting its strong performance in AI cloud services and e-commerce integration.
- Tencent's AI Applications: Goldman Sachs analysts view Tencent as a key beneficiary of AI applications in the Chinese internet sector, with a stock price target of 752 Hong Kong dollars, showcasing the impact of AI technology across its major business lines including gaming, advertising, and fintech.
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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: 123.730
Low
180.00
Averages
203.09
High
230.00
Current: 123.730
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 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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See More
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- Strong Guidance: Micron's revenue guidance for the current quarter is set at $33.5 billion, well above analysts' expectations of $24.3 billion, suggesting a nearly 50% gross margin and indicating continued benefits from the AI investment surge.
- Strategic Customer Agreements: Micron is entering into long-term strategic agreements with customers, marking its first five-year contracts, which will provide greater business predictability and could alter the cyclical nature of the memory chip industry.
See More
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- Massive Fundraising Goal: The company plans to raise up to $75 billion, surpassing Alibaba's $22 billion record set in 2014 for U.S. IPOs, indicating strong market interest and investment potential in the aerospace sector.
- Government Contract Support: Since 2008, SpaceX has secured over $24.4 billion in contracts from the federal government, including support from NASA and the Air Force, providing a robust financial foundation for its IPO.
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See More
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