1. I upgrade Alibaba to a 'Strong Buy' with a one-year target price of $174; 2. Driven by growth in AI, cloud computing, and government subsidies; 3. Management plans substantial CAPEX in AI and cloud computing, enhancing future growth prospects.

1. Alibaba's stock has shown a strong bullish momentum in YTD; 2. The cloud segment reported 33% YoY growth in EBITA; 3. The international segment showed 32% YoY growth and increased geographic diversification; 4. Expected to deliver 12%-14% EPS growth in the next two fiscal years.

1. Despite recent underperformance, Alibaba's low valuation and strong cash position make it attractive; 2. China's 4.5% GDP growth and stimulus efforts support recovery; 3. Alibaba's stock chart shows signs of stabilization, and buying call options is attractive due to low implied volatility.

1. Alibaba sells Intime, marking a shift from its New Retail initiative to focus on core e-commerce, booking a $1.3bn loss. 2. The sale indicates New Retail's failure, with Alibaba likely to dispose of more non-core assets like Sun Art and Fresh Hippo. 3. Weak Chinese consumer demand and intense competition contribute to Alibaba's strategic shift; we remain bearish on Alibaba. 4. Recommend focusing on PDD for its low-cost leadership and global growth potential, especially through its Temu platform.

1. Alibaba's restructuring continues with the formation of the Alibaba E-commerce Business Group; 2. Despite efforts, Alibaba's financials remain weak with minimal revenue growth and declining adjusted EBITA; 3. Market multiples are improving with BABA's TTM P/E ratio dropping significantly.

1. Alibaba's stock has surged almost 60% since the author's buy recommendation in February; 2. The recent Keynesian economic stimulus measures have triggered a significant market squeeze; 3. The options market indicates a Gamma squeeze, suggesting the rally may be nearing an end.

1. I reiterate my buy rating for Alibaba due to its bullish momentum and completion of the 3-year regulatory rectification process. 2. Alibaba International Digital Commerce Group is a long-term growth catalyst, leveraging AI and expanding global e-commerce, driving significant revenue growth. 3. Technical analysis confirms a strong bullish trend with price targets around $119, supported by increasing trading volume and MACD indicators.

1. Alibaba's Q1 earnings showed mixed results with 4% revenue growth and a 27% decrease in bottom line; 2. The company's strong cash position and low debt are positives; 3. Ali Cloud is gaining market share domestically and investing heavily to compete globally; 4. AI and international expansion efforts are promising but still unprofitable; 5. Despite risks, Alibaba's strong balance sheet and potential for growth make it a strong buy.

➀ Alibaba's stock surged 4.6% pre-market after completing a three-year整改. ➁ The company faced regulatory scrutiny and a hefty fine for垄断 practices. ➂ Now, Alibaba faces new challenges with competitors like Pinduoduo and TikTok gaining momentum.

➀ Alibaba successfully completed a three-year regulatory overhaul, ending a challenging period following an antitrust fine in 2021. ➁ The State Administration for Market Regulation (SAMR) confirmed Alibaba's compliance and stopped the 'choose one of two' practice. ➂ The conclusion of the investigation is positive for Alibaba, though it still faces challenges such as sluggish growth and intense competition in China's e-commerce sector.

➀ Alibaba's AI investments are yielding significant returns, with most AI-driven products generating revenue upon launch. ➁ Alibaba Cloud's AI product revenue growth is triple-digit, and public cloud revenue is double-digit. ➂ AI tools at Alibaba International have over 500,000 merchant users, with daily API calls exceeding 50 million.