[forum456]

https://www.aibase.com/news/16469

[Gstalk]

Alibaba Shares Roar Back

Alibaba shares have been notably strong since late January following news of its new AI model that claims to surpass DeepSeek. The company’s EPS outlook remains bullish across the board, a big positive concerning near-term share movement.

The stock is currently a Zacks Rank #1 (Strong Buy).

Importantly, its AI-related product revenue maintained a triple-digit year-over-year growth pace for the sixth consecutive quarter throughout its latest period. BABA’s sales growth has overall shown a modest acceleration over recent periods.

[Levin]

Huh? I thought Tencent also in the scene?

[Gstalk]

Cloud computing and AI present tremendous opportunities
One of the biggest current trends is the advancement and adoption of AI, which is set to create enormous opportunities for those who are prepared. According to Statista , the AI market is estimated at $244 billion in 2025 and could reach $827 billion by 2030.

While most investors generally focus on leading companies in the U.S. when investing in AI-related companies, the rise of DeepSeek and Alibaba's latest partnership with Apple to integrate AI features into iPhones sold in China suggest that investors can no longer ignore the role of Chinese companies in this evolution.

[watchfirst9]

Huh? I thought Tencent also in the scene?

yes
Tencent, Baidu, Huawei and also zhipuai, Kimi.

[WhatDoYouThink!]

It shows that LLMs are not difficult to build. Smaller groups and late comers shd stop duplicating the efforts and do something else

[WhatDoYouThink!]

There're so many other useful AI applications, eg, medical ai, property ai, scheduling ai, ...