Kuaishou Alibaba opens up and Hong Kong technology stocks are expected to rebound - To The Moon

Kuaishou Alibaba opens up and Hong Kong technology stocks are expected to rebound

Hong Kong technology stocks such as Kuaishou and Alibaba opened higher, and the Hang Seng Technology Index rose. Liu Chenming's team at GF Securities is optimistic about the Hong Kong stock market's compensatory gains, and believes that Hong Kong stocks are transforming into the main track of hard technologies such as AI applications and new energy. It is expected that Hengke may rebound at the 120-250-day moving average, and improved liquidity may drive a new round of Hong Kong stocks.

0 followers

NewsNews
PostsPosts
SelectionSelection

- SG Visual ResearchSG Visual Research
  ·01-07
  This Alibaba report is really about cloud margins
  $阿里巴巴-W(09988)$ $阿里巴巴(BABA)$ This research note focuses on Alibaba’s latest AI progress, but the real story sits underneath. As Qwen moves from a standalone model into Alibaba’s cloud, maps, and core apps, AI is starting to translate into actual workload demand. The report is less about short-term numbers, and more about whether AI can structurally lift cloud margins over time.
  5.05K 2
  21
  Share
  Report
  This Alibaba report is really about cloud margins
- SG Visual ResearchSG Visual Research
  ·01-07
  This Alibaba report is really about cloud margins
  $阿里巴巴-W(09988)$ $阿里巴巴(BABA)$ This research note focuses on Alibaba’s latest AI progress, but the real story sits underneath. As Qwen moves from a standalone model into Alibaba’s cloud, maps, and core apps, AI is starting to translate into actual workload demand. The report is less about short-term numbers, and more about whether AI can structurally lift cloud margins over time.
  5.05K 2
  21
  Share
  Report
  This Alibaba report is really about cloud margins

{"themeInfo":{"themeId":"7dd1ce0a63c0067e282f662b2215c5a3","name":"Kuaishou Alibaba opens up and Hong Kong technology stocks are expected to rebound","description":"Hong Kong technology stocks such as Kuaishou and Alibaba opened higher, and the Hang Seng Technology Index rose. Liu Chenming's team at GF Securities is optimistic about the Hong Kong stock market's compensatory gains, and believes that Hong Kong stocks are transforming into the main track of hard technologies such as AI applications and new energy. It is expected that Hengke may rebound at the 120-250-day moving average, and improved liquidity may drive a new round of Hong Kong stocks.","image":"https://community-static.tradeup.com/news/1201dcc0482be040348fb8d4f228bb68","type":2,"style":4,"follow":false,"createTime":1767580536380,"userCounts":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/special/finance&rndata={\"themeId\":7dd1ce0a63c0067e282f662b2215c5a3}&rnconfig={\"headerBarHidden\": true}","subscribe":false,"allowFollow":false,"hasReward":false,"rewardScore":0,"rewardValidDate":0,"rewardEnd":false,"symbols":["09988","01024","BABA"],"tweetCounts":1,"categoryId":"2929bb7468f5415f853fd96fb35d7c3b","options":[],"votedOptionId":"","totalUserCount":0,"followStatus":false,"themeName":"Kuaishou Alibaba opens up and Hong Kong technology stocks are expected to rebound","tweetAmount":1,"imageIsDefault":false,"aiDerivativeIssues":[]},"tab":"essen","isFinancial":true,"allList":[{"id":519059933859968,"gmtCreate":1767746529237,"gmtModify":1767746534643,"author":{"id":"4228443963132142","authorId":"4228443963132142","name":"SG Visual Research","avatar":"https://community-static.tradeup.com/news/7eedd3d4fd92e5aaa08533a8ffb66a5d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4228443963132142","idStr":"4228443963132142"},"themes":[],"title":"This Alibaba report is really about cloud margins","htmlText":"<a href=\"https://ttm.financial/S/09988\">$阿里巴巴-W(09988)$&nbsp;</a>&nbsp;<a href=\"https://ttm.financial/S/BABA\">$阿里巴巴(BABA)$&nbsp;</a>&nbsp; This research note focuses on Alibaba’s latest AI progress, but the real story sits underneath. As Qwen moves from a standalone model into Alibaba’s cloud, maps, and core apps, AI is starting to translate into actual workload demand. The report is less about short-term numbers, and more about whether AI can structurally lift cloud margins over time.","listText":"<a href=\"https://ttm.financial/S/09988\">$阿里巴巴-W(09988)$&nbsp;</a>&nbsp;<a href=\"https://ttm.financial/S/BABA\">$阿里巴巴(BABA)$&nbsp;</a>&nbsp; This research note focuses on Alibaba’s latest AI progress, but the real story sits underneath. As Qwen moves from a standalone model into Alibaba’s cloud, maps, and core apps, AI is starting to translate into actual workload demand. The report is less about short-term numbers, and more about whether AI can structurally lift cloud margins over time.","text":"$阿里巴巴-W(09988)$ $阿里巴巴(BABA)$ This research note focuses on Alibaba’s latest AI progress, but the real story sits underneath. As Qwen moves from a standalone model into Alibaba’s cloud, maps, and core apps, AI is starting to translate into actual workload demand. The report is less about short-term numbers, and more about whether AI can structurally lift cloud margins over time.","images":[{"img":"https://community-static.tradeup.com/news/c146e4dd7181988784e9c309ff8a1324","width":"1080","height":"6009"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":21,"commentSize":2,"repostSize":225,"link":"https://ttm.financial/post/519059933859968","isVote":1,"tweetType":1,"viewCount":5048,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"essenList":[{"id":519059933859968,"gmtCreate":1767746529237,"gmtModify":1767746534643,"author":{"id":"4228443963132142","authorId":"4228443963132142","name":"SG Visual Research","avatar":"https://community-static.tradeup.com/news/7eedd3d4fd92e5aaa08533a8ffb66a5d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4228443963132142","idStr":"4228443963132142"},"themes":[],"title":"This Alibaba report is really about cloud margins","htmlText":"<a href=\"https://ttm.financial/S/09988\">$阿里巴巴-W(09988)$&nbsp;</a>&nbsp;<a href=\"https://ttm.financial/S/BABA\">$阿里巴巴(BABA)$&nbsp;</a>&nbsp; This research note focuses on Alibaba’s latest AI progress, but the real story sits underneath. As Qwen moves from a standalone model into Alibaba’s cloud, maps, and core apps, AI is starting to translate into actual workload demand. The report is less about short-term numbers, and more about whether AI can structurally lift cloud margins over time.","listText":"<a href=\"https://ttm.financial/S/09988\">$阿里巴巴-W(09988)$&nbsp;</a>&nbsp;<a href=\"https://ttm.financial/S/BABA\">$阿里巴巴(BABA)$&nbsp;</a>&nbsp; This research note focuses on Alibaba’s latest AI progress, but the real story sits underneath. As Qwen moves from a standalone model into Alibaba’s cloud, maps, and core apps, AI is starting to translate into actual workload demand. The report is less about short-term numbers, and more about whether AI can structurally lift cloud margins over time.","text":"$阿里巴巴-W(09988)$ $阿里巴巴(BABA)$ This research note focuses on Alibaba’s latest AI progress, but the real story sits underneath. As Qwen moves from a standalone model into Alibaba’s cloud, maps, and core apps, AI is starting to translate into actual workload demand. The report is less about short-term numbers, and more about whether AI can structurally lift cloud margins over time.","images":[{"img":"https://community-static.tradeup.com/news/c146e4dd7181988784e9c309ff8a1324","width":"1080","height":"6009"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":21,"commentSize":2,"repostSize":225,"link":"https://ttm.financial/post/519059933859968","isVote":1,"tweetType":1,"viewCount":5048,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"allBottom":false,"essenBottom":false}