China's earnings season has begun: Discover the beneficiaries of AI.
Written by Emily J. Thompson, Senior Investment Analyst
Source: CNBC
Updated: Nov 09 2025
0mins
Source: CNBC
Earnings Growth Amid AI Integration: Chinese companies are experiencing earnings growth, particularly in AI-related sectors, with a reported 12% increase in third-quarter earnings for A shares, driven by demand for AI and self-reliance.
Market Sentiment and Stock Performance: Despite a recent rise in the CSI 300 index, Chinese stocks are struggling due to lower risk appetite and ongoing earnings releases, with Hong Kong's Hang Seng Index showing a 1% decline in earnings.
Economic Bifurcation: China's economy is showing divergence, with only a few sectors like consumer discretionary and technology expected to drive earnings growth, reflecting challenges from a real estate slump and trade tensions.
Optimistic Outlook for 2025: Analysts suggest a cautiously optimistic outlook for the Chinese market, with expectations for continued strong performance in sectors such as robotics, semiconductors, and e-commerce in the coming year.
Analyst Views on BABA
Wall Street analysts forecast BABA stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for BABA is 203.66 USD with a low forecast of 172.00 USD and a high forecast of 230.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
Wall Street analysts forecast BABA stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for BABA is 203.66 USD with a low forecast of 172.00 USD and a high forecast of 230.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
Current: 177.180
Current: 177.180
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.
