Investors Abandon Meituan in Favor of Alibaba's AI Surge
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 07 2025
0mins
Should l Buy NVDA?
Source: Benzinga
Alibaba's Stock Performance: Alibaba's stock has surged 98% year-to-date, significantly outperforming the broader NYSE Composite, which is up nearly 12%, as the company focuses on AI, cloud infrastructure, and instant-commerce delivery.
Challenges from U.S. Restrictions: The company's long-term AI ambitions are threatened by U.S. restrictions on advanced AI chips from Nvidia, limiting access to essential technology for large-scale AI model training and deployment.
CEO's Vision for AI Infrastructure: At the World Internet Conference, CEO Eddie Wu highlighted Alibaba's investment in a "super AI cloud" and the growing number of AI applications on its platform, aiming to enhance access to generative-AI tools for developers.
Expansion into Offline Services: Alibaba is venturing into offline services to capture transactions beyond its online marketplace, despite concerns about losing e-commerce market share and the potential impact on profits from its cloud business.
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Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise
41 Analyst Rating
39 Buy
1 Hold
1 Sell
Strong Buy
Current: 198.870
Low
200.00
Averages
264.97
High
352.00
Current: 198.870
Low
200.00
Averages
264.97
High
352.00
About NVDA
NVIDIA Corporation is an artificial intelligence (AI) infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. Its segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing and networking platforms and AI solutions and software, and automotive platforms and autonomous and electric vehicle solutions, including software. The Graphics segment includes GeForce GPUs for gaming and personal computers (PCs), and Quadro/NVIDIA RTX GPUs for enterprise workstation graphics. Its technology stack includes the foundational NVIDIA CUDA development platform that runs on all NVIDIA GPUs, as well as hundreds of domain-specific software libraries, frameworks, algorithms, software development kits (SDKs), and application programming interfaces (APIs). Its platforms address four markets, which include Data Center, Gaming, Professional Visualization, and Automotive.
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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- Quantum Tech Stocks Surge: Driven by investor optimism surrounding Nvidia's open-source AI models, shares of IonQ and D-Wave Quantum soared over 50% this week, highlighting a growing interest in the quantum computing sector.
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