Alibaba Gr Hldgs 株価情報 (NYSE: BABA)

最新ニュース Alibaba Gr Hldgs (NYSE:BABA) 株価情報

ALIBABA GROUP HOLDING-SP ADR

Alibaba Gr Hldgs

Alibaba Group Holding

Alibaba is the world's largest online and mobile commerce company as measured by gross merchandise volume. It operates China's online marketplaces, including Taobao (consumer-to-consumer) and Tmall (business-to-consumer). The China commerce retail division is the most valuable cash flow-generating business at Alibaba. Additional revenue sources include China commerce wholesale, international commerce retail/wholesale, local consumer services, cloud computing, digital media and entertainment platforms, Cainiao logistics services, and innovation initiatives/other.

Chinese Researchers Use Quantum Computers To Reportedly Crack RSA Encryption, Raising Alarms In Cybersecurity Community

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過熱した米国株から苦境に立つ中国株に投資家の資金が流れる中、中国株が15年ぶりにS&amp;P500を上回る強力な四半期の業績を達成する見込み。投資家は政策に期待、米国株から中国株に乗り換えている。

投資家が政策転換を期待する中、中国株はS&amp;P 500を上回り、2007年以来最高の四半期になる見込み

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（３日）フォルクスワーゲンAG（OTC：VWAGY）メルセデス・ベンツ（Mercedes-Benz） L&#39;Oréal（ロレアル）をはじめとする数多くの大手多国籍企業が、中国における需要の減少を懸念している。

中国指数消費者信頼度の低下　大手外資企業が苦戦

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Apple Inc. (NASDAQ:AAPL) が人工知能（AI）分野において抱える野心的な課題は、同社にとって重要な市場である中国で大きな障害に直面している。出来事：AppleのAI分野における拡大は、アップグレードされた音声アシスタントSiriを含むもので、中国の厳格なAI規制によって妨げられているとCNBCが報じたところによると、このことが明らかになった。

AppleのAI推進苦戦か　中国で規制と競合に直面

Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share

Alibaba Group Holding Ltd

ALIBABA GROUP HOLDING LTD by Alibaba Group Holding Limited

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Shares of US-listed Chinese companies are trading lower following greater-than-expected inflation data measured through the PCE price index for February, while personal spending missed estimates. Additionally, recent tariff announcements may be weighing on equities.

Alibaba Gr Hldgs (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>) has been analyzed by 15 analysts in the last three months, revealing a diverse range of perspectives from bullish to bearish.
The table below provides a concise overview of recent ratings by analysts, offering insights into the changing sentiments over the past 30 days and drawing comparisons with the preceding months for a holistic perspective.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">7</td>
<td align="right">7</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">3</td>
<td align="right">5</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">3</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
Analysts provide deeper insights through their assessments of 12-month price targets, revealing an average target of $156.93, a high estimate of $190.00, and a low estimate of $117.00. This upward trend is apparent, with the current average reflecting a 21.21% increase from the previous average price target of $129.47.
<img src="https://www.benzinga.com/files/images/story/2025/1743184824_0.png" alt="price target chart" />
<h2>Exploring Analyst Ratings: An In-Depth Overview</h2>
The standing of Alibaba Gr Hldgs among financial experts becomes clear with a thorough analysis of recent analyst actions. The summary below outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>James Lee</td>
<td>Mizuho</td>
<td>Raises</td>
<td>Outperform</td>
<td>$170.00</td>
<td>$140.00</td>
</tr>
<tr>
<td>Fawne Jiang</td>
<td>Benchmark</td>
<td>Maintains</td>
<td>Buy</td>
<td>$190.00</td>
<td>$190.00</td>
</tr>
<tr>
<td>Robin Zhu</td>
<td>Bernstein</td>
<td>Raises</td>
<td>Outperform</td>
<td>$165.00</td>
<td>$104.00</td>
</tr>
<tr>
<td>Gary Yu</td>
<td>Morgan Stanley</td>
<td>Raises</td>
<td>Overweight</td>
<td>$180.00</td>
<td>$100.00</td>
</tr>
<tr>
<td>Fawne Jiang</td>
<td>Benchmark</td>
<td>Raises</td>
<td>Buy</td>
<td>$190.00</td>
<td>$118.00</td>
</tr>
<tr>
<td>Alex Yao</td>
<td>JP Morgan</td>
<td>Raises</td>
<td>Overweight</td>
<td>$170.00</td>
<td>$125.00</td>
</tr>
<tr>
<td>Eddie Leung</td>
<td>B of A Securities</td>
<td>Raises</td>
<td>Buy</td>
<td>$150.00</td>
<td>$117.00</td>
</tr>
<tr>
<td>Jiong Shao</td>
<td>Barclays</td>
<td>Raises</td>
<td>Overweight</td>
<td>$180.00</td>
<td>$130.00</td>
</tr>
<tr>
<td>Thomas Chong</td>
<td>Jefferies</td>
<td>Raises</td>
<td>Hold</td>
<td>$160.00</td>
<td>$156.00</td>
</tr>
<tr>
<td>Colin Sebastian</td>
<td>Baird</td>
<td>Raises</td>
<td>Outperform</td>
<td>$125.00</td>
<td>$110.00</td>
</tr>
<tr>
<td>Thomas Chong</td>
<td>Jefferies</td>
<td>Raises</td>
<td>Buy</td>
<td>$150.00</td>
<td>$144.00</td>
</tr>
<tr>
<td>Eddie Leung</td>
<td>B of A Securities</td>
<td>Raises</td>
<td>Buy</td>
<td>$117.00</td>
<td>$112.00</td>
</tr>
<tr>
<td>Alicia Yap</td>
<td>Citigroup</td>
<td>Raises</td>
<td>Buy</td>
<td>$138.00</td>
<td>$133.00</td>
</tr>
<tr>
<td>Alex Yao</td>
<td>JP Morgan</td>
<td>Raises</td>
<td>Overweight</td>
<td>$125.00</td>
<td>$120.00</td>
</tr>
<tr>
<td>Thomas Chong</td>
<td>Jefferies</td>
<td>Raises</td>
<td>Buy</td>
<td>$144.00</td>
<td>$143.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Analysts respond to changes in market conditions and company performance, frequently updating their recommendations. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their reaction to recent developments related to Alibaba Gr Hldgs. This information offers a snapshot of how analysts perceive the current state of the company.</li>
<li>Rating: Providing a comprehensive analysis, analysts offer qualitative assessments, ranging from 'Outperform' to 'Underperform'. These ratings reflect expectations for the relative performance of Alibaba Gr Hldgs compared to the broader market.</li>
<li>Price Targets: Analysts set price targets as an estimate of a stock's future value. Comparing the current and prior price targets provides insight into how analysts' expectations have changed over time. This information can be valuable for investors seeking to understand consensus views on the stock's potential future performance.</li>
</ul>
Navigating through these analyst evaluations alongside other financial indicators can contribute to a holistic understanding of Alibaba Gr Hldgs's market standing. Stay informed and make data-driven decisions with our Ratings Table.
<a href="https://www.benzinga.com/quote/BABA/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on Alibaba Gr Hldgs analyst ratings.</a>
<h2>Delving into Alibaba Gr Hldgs's Background</h2>
Alibaba is the world's largest online and mobile commerce company as measured by gross merchandise volume. It operates China's online marketplaces, including Taobao (consumer-to-consumer) and Tmall (business-to-consumer). The China commerce retail division is the most valuable cash flow-generating business at Alibaba. Additional revenue sources include China commerce wholesale, international commerce retail/wholesale, local consumer services, cloud computing, digital media and entertainment platforms, Cainiao logistics services, and innovation initiatives/other.
<h3>A Deep Dive into Alibaba Gr Hldgs's Financials</h3>
Market Capitalization Analysis: The company's market capitalization is above the industry average, indicating that it is relatively larger in size compared to peers. This may suggest a higher level of investor confidence and market recognition.
Positive Revenue Trend: Examining Alibaba Gr Hldgs's financials over 3 months reveals a positive narrative. The company achieved a noteworthy revenue growth rate of 7.61% as of 31 December, 2024, showcasing a substantial increase in top-line earnings. In comparison to its industry peers, the company trails behind with a growth rate lower than the average among peers in the Consumer Discretionary sector.
Net Margin: Alibaba Gr Hldgs's net margin excels beyond industry benchmarks, reaching 17.47%. This signifies efficient cost management and strong financial health.
Return on Equity (ROE): The company's ROE is a standout performer, exceeding industry averages. With an impressive ROE of 5.01%, the company showcases effective utilization of equity capital.
Return on Assets (ROA): Alibaba Gr Hldgs's ROA stands out, surpassing industry averages. With an impressive ROA of 2.71%, the company demonstrates effective utilization of assets and strong financial performance.
Debt Management: Alibaba Gr Hldgs's debt-to-equity ratio is below industry norms, indicating a sound financial structure with a ratio of 0.23.
<h2>The Core of Analyst Ratings: What Every Investor Should Know</h2>
Within the domain of banking and financial systems, analysts specialize in reporting for specific stocks or defined sectors. Their work involves attending company conference calls and meetings, researching company financial statements, and communicating with insiders to publish "analyst ratings" for stocks. Analysts typically assess and rate each stock once per quarter.
Beyond their standard evaluations, some analysts contribute predictions for metrics like growth estimates, earnings, and revenue, furnishing investors with additional guidance. Users of analyst ratings should be mindful that this specialized advice is shaped by human perspectives and may be subject to variability.
Which Stocks Are Analysts Recommending Now?
Benzinga Edge gives you instant access to all major analyst upgrades, downgrades, and price targets. Sort by accuracy, upside potential, and more. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=be8be9arja3be22bz21&amp;adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Click here to stay ahead of the market</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Analyst Ratings

Analyst Expectations For Alibaba Gr Hldgs's Future

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders will search for circumstances when the market estimation of an option diverges heavily from its normal worth. High amounts of trading activity could push option prices to exaggerated or underestimated levels. 
Below are some instances of options activity happening in the Consumer Discretionary sector: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>TSLA</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>03/28/25</td>
<td>$262.50</td>
<td>$119.1K</td>
<td>6.8K</td>
<td>102.6K</td>
</tr>
<tr>
<td>AMZN</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>04/04/25</td>
<td>$200.00</td>
<td>$294.9K</td>
<td>6.4K</td>
<td>7.3K</td>
</tr>
<tr>
<td>GME</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>04/17/25</td>
<td>$20.00</td>
<td>$36.5K</td>
<td>10.0K</td>
<td>1.4K</td>
</tr>
<tr>
<td>PHM</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>04/17/25</td>
<td>$111.00</td>
<td>$66.0K</td>
<td>0</td>
<td>1.0K</td>
</tr>
<tr>
<td>BABA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$150.00</td>
<td>$25.7K</td>
<td>20.2K</td>
<td>773</td>
</tr>
<tr>
<td>JD</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>08/15/25</td>
<td>$45.00</td>
<td>$69.0K</td>
<td>494</td>
<td>322</td>
</tr>
<tr>
<td>DASH</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$185.00</td>
<td>$26.5K</td>
<td>318</td>
<td>229</td>
</tr>
<tr>
<td>GAP</td>
<td>CALL</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>09/19/25</td>
<td>$21.00</td>
<td>$46.8K</td>
<td>83</td>
<td>218</td>
</tr>
<tr>
<td>RCL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>09/19/25</td>
<td>$210.00</td>
<td>$108.6K</td>
<td>76</td>
<td>64</td>
</tr>
<tr>
<td>DECK</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/15/27</td>
<td>$100.00</td>
<td>$36.8K</td>
<td>46</td>
<td>10</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These itemized elaborations have been created using the accompanying table. 
• For TSLA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>), we notice a put option sweep that happens to be bearish, is expiring today. Parties traded 643 contract(s) at a $262.50 strike. This particular put needed to be split into 15 different trades to become filled. The total cost received by the writing party (or parties) was $119.1K, with a price of $188.0 per contract. There were 6887 open contracts at this strike prior to today, and today 102622 contract(s) were bought and sold. 
• Regarding AMZN (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), we observe a put option sweep with bullish sentiment. It expires in 7 day(s) on April 4, 2025. Parties traded 331 contract(s) at a $200.00 strike. This particular put needed to be split into 5 different trades to become filled. The total cost received by the writing party (or parties) was $294.9K, with a price of $891.0 per contract. There were 6408 open contracts at this strike prior to today, and today 7388 contract(s) were bought and sold. 
• Regarding GME (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GME#NYSE">GME</a>), we observe a put option trade with bearish sentiment. It expires in 20 day(s) on April 17, 2025. Parties traded 500 contract(s) at a $20.00 strike. The total cost received by the writing party (or parties) was $36.5K, with a price of $73.0 per contract. There were 10096 open contracts at this strike prior to today, and today 1471 contract(s) were bought and sold. 
• Regarding PHM (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PHM#NYSE">PHM</a>), we observe a call option trade with bearish sentiment. It expires in 20 day(s) on April 17, 2025. Parties traded 1000 contract(s) at a $111.00 strike. The total cost received by the writing party (or parties) was $66.0K, with a price of $66.0 per contract. There were 0 open contracts at this strike prior to today, and today 1022 contract(s) were bought and sold. 
• For BABA (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>), we notice a call option sweep that happens to be bearish, expiring in 84 day(s) on June 20, 2025. This event was a transfer of 50 contract(s) at a $150.00 strike. This particular call needed to be split into 12 different trades to become filled. The total cost received by the writing party (or parties) was $25.7K, with a price of $515.0 per contract. There were 20295 open contracts at this strike prior to today, and today 773 contract(s) were bought and sold. 
• For JD (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JD#NASDAQ">JD</a>), we notice a call option sweep that happens to be bullish, expiring in 140 day(s) on August 15, 2025. This event was a transfer of 200 contract(s) at a $45.00 strike. This particular call needed to be split into 31 different trades to become filled. The total cost received by the writing party (or parties) was $69.0K, with a price of $345.0 per contract. There were 494 open contracts at this strike prior to today, and today 322 contract(s) were bought and sold. 
• For DASH (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DASH#NASDAQ">DASH</a>), we notice a put option trade that happens to be bearish, expiring in 84 day(s) on June 20, 2025. This event was a transfer of 16 contract(s) at a $185.00 strike. The total cost received by the writing party (or parties) was $26.5K, with a price of $1660.0 per contract. There were 318 open contracts at this strike prior to today, and today 229 contract(s) were bought and sold. 
• For GAP (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GAP#NYSE">GAP</a>), we notice a call option sweep that happens to be neutral, expiring in 175 day(s) on September 19, 2025. This event was a transfer of 192 contract(s) at a $21.00 strike. This particular call needed to be split into 4 different trades to become filled. The total cost received by the writing party (or parties) was $46.8K, with a price of $243.0 per contract. There were 83 open contracts at this strike prior to today, and today 218 contract(s) were bought and sold. 
• For RCL (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RCL#NYSE">RCL</a>), we notice a call option sweep that happens to be bullish, expiring in 175 day(s) on September 19, 2025. This event was a transfer of 45 contract(s) at a $210.00 strike. This particular call needed to be split into 15 different trades to become filled. The total cost received by the writing party (or parties) was $108.6K, with a price of $2415.0 per contract. There were 76 open contracts at this strike prior to today, and today 64 contract(s) were bought and sold. 
• Regarding DECK (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DECK#NYSE">DECK</a>), we observe a call option sweep with bullish sentiment. It expires in 658 day(s) on January 15, 2027. Parties traded 10 contract(s) at a $100.00 strike. This particular call needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $36.8K, with a price of $3680.0 per contract. There were 46 open contracts at this strike prior to today, and today 10 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more about unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Options

AMZN

DASH

DECK

TSLA

10 Consumer Discretionary Stocks With Whale Alerts In Today's Session

March 27, 2025 records indicate that Representative Robert Bresnahan filed a sale of Alibaba Gr Hldgs (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>), valued between $138,054 and $1,020,000. According to the March filing, the transaction occurred on March 27, 2025.
Currently, Alibaba Gr Hldgs shares are trading down 2.37% at $132.42.
<h3>What Representative Has Been Trading Recently</h3>
In the past three years, Robert Bresnahan made 264 stock trades totaling more than $628 thousand. The largest trades involved stocks like Alphabet and Berkshire Hathaway Inc. New Common Stock. Their most notable trades made recently include key transactions: 
<ul>
<li>Alibaba Gr Hldgs (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>): $15,001 - $50,000 Sale</li>
<li>Intuit (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTU#NASDAQ">INTU</a>): $1,001 - $15,000 Purchase</li>
<li>Credo Technology Group (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRDO#NASDAQ">CRDO</a>): $1,001 - $15,000 Sale</li>
</ul>
Here's a summary of Robert Bresnahan's recent trades:
<table>
<thead>
<tr>
<th>Company</th>
<th>Ticker</th>
<th>Stock Type</th>
<th>Amount</th>
<th>Transaction Type</th>
<th>Transaction Date</th>
</tr>
</thead>
<tbody>
<tr>
<td>Intuit</td>
<td>INTU</td>
<td>STOCK</td>
<td>$1,001 - $15,000</td>
<td>P</td>
<td>2025-03-07</td>
</tr>
<tr>
<td>Credo Technology Group</td>
<td>CRDO</td>
<td>STOCK</td>
<td>$1,001 - $15,000</td>
<td>S</td>
<td>2025-03-06</td>
</tr>
<tr>
<td>Tesla</td>
<td>TSLA</td>
<td>STOCK</td>
<td>$1,001 - $15,000</td>
<td>S</td>
<td>2025-03-06</td>
</tr>
<tr>
<td>Sea</td>
<td>SE</td>
<td>STOCK</td>
<td>$1,001 - $15,000</td>
<td>P</td>
<td>2025-03-05</td>
</tr>
<tr>
<td>Alibaba Gr Hldgs</td>
<td>BABA</td>
<td>STOCK</td>
<td>$15,001 - $50,000</td>
<td>S</td>
<td>2025-03-04</td>
</tr>
</tbody>
</table>
To stay updated on Robert Bresnahan's trades and other congressional trades, try our <a href="https://www.benzinga.com/gov-trades/members/robert-bresnahan">government trades tool</a> for live updates!
<h3>The Importance of Congressional Transactions</h3>
A congressional transaction is when any representative or senator either buys or sells an individual stock.
Anyone working in Congress must file a Periodic Transaction Report to inform the public of their recent transaction within 30 days of being notified of the transaction and within 45 days of the transaction date.
In April 2012, Former President Barack Obama signed the STOCK Act into law. The act prohibits members of Congress from using private information given to them by their position for personal gain such as buying or selling a stock. The act also expanded disclosure requirements for members of Congress by requiring them to file a monthly disclosure.
<h3>The Importance of Congressional Transactions</h3>
Congressional transactions shouldn't be the primary reason for an investing decision, but they can be an important factor for an investor to consider.
When a senator or representative makes a new purchase, it could be an indication they expect the stock to rise.
A sale, on the other hand, can be made for a variety of reasons, and may not necessarily mean the seller thinks the stock will go down.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Government

Politics

Trading Ideas

CRDO

INTU

Congressional Trading Report: Rep. Robert Bresnahan Sold Over $138K In Alibaba Gr Hldgs Stock

Alibaba Group Holding (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>) stock <a href="https://www.benzinga.com/topic/alibaba" target="_blank" rel="noreferrer noopener">noted a turnaround</a> after grappling with regulatory crackdowns, leadership reshuffles, and collapsing market confidence. A rallying call from co-founder Jack Ma in late 2023 helped ignite a turnaround that has pushed the company&#8217;s U.S.-listed shares up nearly 60% year-to-date, adding more than $100 billion to its valuation, CNBC <a href="https://www.cnbc.com/2025/03/28/alibaba-100-billion-stock-rally-fueled-by-ai-jack-ma-return.html" target="_blank" rel="noreferrer noopener">reported </a>Friday
Ma&#8217;s internal message urging Alibaba to &#8220;correct its course&#8221; signaled a renewed focus on core businesses and reinvigorated investor sentiment.
Also Read: <a target="_blank" href="https://www.benzinga.com/24/11/42245036/alibaba-co-founder-makes-rare-appearance-at-company-campus" rel="noreferrer noopener">Alibaba Co-Founder Jack Ma Makes Rare Appearance At Company Campus</a>
Under the leadership of Eddie Wu and Joe Tsai, the company has since leaned into artificial intelligence and streamlined its operations.
Alibaba&#8217;s earlier struggles began with the sudden halt of affiliate Ant Group&#8217;s record-setting IPO in 2020, following remarks by Ma that appeared to challenge China&#8217;s regulators. That event set off years of intensified scrutiny, fines and forced restructuring across China&#8217;s tech sector. As regulatory pressure mounted, Alibaba&#8217;s valuation and market presence suffered significantly.
In 2023, Alibaba underwent a sweeping reorganization, breaking into six semi-independent units and installing new leadership. Wu and Tsai opted to realign the company around its e-commerce and cloud computing operations, rolling back the fragmented business structure.
Its deep push into AI has been a key catalyst for Alibaba&#8217;s revival. The release of its Qwen family of open-source models positioned the company as a serious player in generative AI, rivaling global leaders like OpenAI. Alibaba&#8217;s popularity on Hugging Face underscores the international reach of its technology. These models support advanced tasks across video, text and image generation.
Executives expect this to be a significant growth engine, with the company planning to invest over $50 billion into AI infrastructure through 2027.
The return of Ma to public view, particularly during a high-profile meeting with President Xi Jinping in February, signaled improved relations between Alibaba and China&#8217;s leadership.
Analysts have noted Alibaba&#8217;s sharp turnaround. Dan Ives of Wedbush Securities called Alibaba the &#8220;best way to play China tech,&#8221; citing its strong positioning in AI and cloud. Chelsey Tam of Morningstar emphasized that Beijing&#8217;s renewed support for private enterprises like Alibaba signals a favorable policy environment.
Price Action: BABA stock is down 1.28% at $133.90 premarket at last check Friday.
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Also Read:
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</ul>
Photo: Shutterstock

Media

Alibaba's AI-Driven Rally Signals China Tech's Revival, Reports CNBC

Mizuho analyst James Lee maintains Alibaba Gr Hldgs (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>) with a Outperform and raises the price target from $140 to $170.

Price Target

Mizuho Maintains Outperform on Alibaba Gr Hldgs, Raises Price Target to $170

<a target="_blank" href="https://www.benzinga.com/topic/semiconductors" rel="noreferrer noopener">Chinese semiconductor companies</a> continue to face the Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) chip crisis amid Washington&#8217;s semiconductor sanctions on China.
Chinese server maker H3C highlighted a possible Nvidia H20 chip crisis to Reuters, adding that current inventory was nearly depleted.
H3C told Reuters that supply plans beyond April 20 also face uncertainties from raw material policy changes, shipping disruptions, and production challenges.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/03/44511372/alibaba-strikes-back-new-ai-model-takes-on-deepseek-amid-1-trillion-tech-shakeup" rel="noreferrer noopener">Alibaba Strikes Back With New AI Model To Rival DeepSeek In China</a>
The Chinese server maker told Reuters it would distribute incoming H20 chips, prioritizing long-term customers with higher profit margins on their orders.
H3C attributed the crisis to geopolitical tension and said new shipments were expected by mid-April 2025.
Chinese AI startup DeepSeek&#8217;s cost-effective AI models have triggered demand for H20 chips. Tencent Holding (OTC:<a class="ticker" href="https://www.benzinga.com/stock/TCEHY#OTC">TCEHY</a>), Alibaba&nbsp;Group Holding (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>), and ByteDance ramped up orders&nbsp;of the H20 since DeepSeek emerged.
H3C is a major OEM partner for Nvidia&#8217;s AI chips in China. Reportedly, <a target="_blank" href="https://www.benzinga.com/25/03/44493961/nvidia-faces-17-billion-threat-in-china-as-chip-rules-tighten-and-huawei-gains-ground" rel="noreferrer noopener">China urged firms</a> like Alibaba and Tencent to avoid Nvidia chips, while Huawei&nbsp;Technologies Co doubled the yield rate of AI chips.
China has also introduced <a target="_blank" href="https://www.benzinga.com/25/03/44493961/nvidia-faces-17-billion-threat-in-china-as-chip-rules-tighten-and-huawei-gains-ground" rel="noreferrer noopener">energy efficiency rules</a> for using advanced chips that would prevent Chinese companies from buying Nvidia&#8217;s tailor-made processors. Reportedly, Nvidia&#8217;s tailor-made chip for China, H20, failed to comply with China&#8217;s National Development and Reform Commission&#8217;s new rules.
Price Action: NVDA stock is down 0.98% at $112.68 at the last check on Thursday.
Also Read:
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<li><a href="https://www.benzinga.com//node/44493961" target="_blank" rel="noreferrer noopener">In Geopolitical Chess, China&#8217;s Latest Energy Norms Block Nvidia&#8217;s Chip Strategy Amid US Sanctions</a></li>
</ul>
Photo courtesy of Nvidia

Regulations

Emerging Markets

NVDA

Nvidia Faces Fresh China Setback As Chip Shortages And Sanctions Disrupt Supply

On Thursday, Alibaba Group Holding (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>)&nbsp;cloud unit launched a new artificial intelligence model in <a target="_blank" href="https://www.benzinga.com/topic/alibaba" rel="noreferrer noopener">its &#8220;Qwen series.</a>&#8220;
The new &#8220;Qwen2.5-Omni-7B&#8221; is a multimodal model that can process inputs, including text, images, audio, and videos, while generating real-time text and natural speech responses, CNBC <a target="_blank" href="https://www.cnbc.com/2025/03/27/alibaba-launches-open-source-ai-model-for-cost-effective-ai-agents.html" rel="noreferrer noopener">cites</a> from Alibaba Cloud&#8217;s website.&nbsp;
The company can deploy the model on&nbsp;edge devices&nbsp;like mobile phones.&nbsp;Now, visually impaired people can navigate their environment through real-time audio descriptions.&nbsp;
Also Read: <a target="_blank" href="https://www.benzinga.com/25/03/44493961/nvidia-faces-17-billion-threat-in-china-as-chip-rules-tighten-and-huawei-gains-ground" rel="noreferrer noopener">In Geopolitical Chess, China&#8217;s Latest Energy Norms Block Nvidia&#8217;s Chip Strategy Amid US Sanctions</a>
Alibaba open-sourced the new model on the platforms Hugging Face and Github.&nbsp;
The emergence of <a target="_blank" href="https://www.benzinga.com/25/03/44254562/deepseek-stays-free-founder-rejects-monetization-plans-new-reasoning-model-amid-alibaba-talks" rel="noreferrer noopener">Chinese AI startup</a> DeepSeek and claims of affordable AI models led to&nbsp;Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>)&nbsp;losing $600 billion in market cap in&nbsp;a single day. DeepSeek&#8217;s AI model fueled a $1 trillion market wipeout in the U.S. and also fueled a domestic price war, prompting Chinese Big Tech companies to roll out affordable AI models.
<a target="_blank" href="https://www.benzinga.com/markets/emerging-markets/25/01/43260751/not-just-deepseek-alibaba-unveils-ai-model-to-rival-openais-operator" rel="noreferrer noopener">Reports in January</a> indicated that Alibaba&#8217;s Qwen2.5-VL AI model surpasses GPT-4o and Claude 3.5 in video analysis, math and document parsing capabilities. Qwen2.5-VL can control devices, analyze charts, and book flights, showcasing advanced AI applications for practical use.
Last week, Baidu&nbsp;Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BIDU#NASDAQ">BIDU</a>) launched a new multimodal foundational model and its debut reasoning-focused model.&nbsp;
Alibaba has committed $53 billion in its cloud computing and AI infrastructure over the next three years.&nbsp;
Kai Wang of Morningstar told CNBC that large Chinese tech players like Alibaba are well-positioned to benefit from China&#8217;s post-DeepSeek AI boom.&nbsp;
On Wednesday, Alibaba and Bayerische Motoren Werke AG (OTC:<a class="ticker" href="https://www.benzinga.com/stock/BMWYY#OTC">BMWYY</a>) announced they <a target="_blank" href="https://www.benzinga.com/25/03/44492590/alibaba-and-bmw-team-up-to-bring-ai-powered-smart-assistant-to-next-gen-cars-in-china" rel="noreferrer noopener">expanded their collaboration</a> to co-develop an AI assistant using Qwen LLM for Neue Klasse models, which will launch in China in 2026.
In March, Alibaba Chair Joe Tsai&nbsp;told CNBC that <a target="_blank" href="https://www.benzinga.com/media/25/03/44274410/alibaba-chair-says-ai-total-addressable-market-is-10-trillion-expects-benefits-via-its-cloud-business" rel="noreferrer noopener">AI&#8217;s total addressable market</a> is at least $10 trillion, topping industries like transportation and healthcare insurance. Tsai expects Alibaba to benefit from this upsurge of AI courtesy of its cloud computing business.
Alibaba stock surged 85% in the last 12 months.
Price Action: BABA stock is up 1.29% at $133.95 premarket at last check Thursday.
Also Read:
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<li><a href="https://www.benzinga.com/25/03/44500801/amazon-takes-creative-control-of-james-bond-taps-top-producers-to-reboot-iconic-franchise" target="_blank" rel="noreferrer noopener">Amazon Takes Creative Control Of James Bond, Taps Top Producers to Reboot Iconic Franchise</a></li>
</ul>
Photo by Poetra.RH via Shutterstock

BMWYY

Alibaba Strikes Back With New AI Model To Rival DeepSeek In China

As China doubles down on <a href="https://in.benzinga.com/25/03/44492495/mark-cuban-suggests-taxing-robots-by-the-hour-as-new-source-of-federal-revenue-bats-for-ai-and-robotics-based-manufacturing-revival">robotics and artificial intelligence</a> with a $138 billion state-backed fund, U.S. robotics leaders have urged Washington to establish a national strategy or risk falling behind in the global technology race.
What Happened: Executives from Tesla, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>), Boston Dynamics, <a href="https://www.benzinga.com/news/24/10/41426233/hyundais-boston-dynamics-partners-with-toyota-research-institute-to-challenge-teslas-optimus-humanoi">now owned by</a> Hyundai Motor Group (OTC:<a class="ticker" href="https://www.benzinga.com/stock/HYMLF#OTC">HYMLF</a>), Agility Robotics, and other American robotics companies met with lawmakers on Capitol Hill on Wednesday, <a href="https://apnews.com/article/united-states-robotics-competition-china-tech-702796f1584fe1920e5fd86f15a99b4f">reported</a> the Associated Press.
"We're leading in AI, and I think we're building some of the best robots in the world. But we need a national strategy if we're going to continue to build and stay ahead," said Jeff Cardenas, CEO of humanoid robotics startup Apptronik.
The companies showcased their latest robotic technologies while advocating for a federal robotics office, tax incentives, academic funding, and federally-backed workforce training programs.
Jonathan Chen, Tesla's Optimus Engineering Manager, <a href="https://in.benzinga.com/tech/25/02/43518998/tesla-on-hiring-spree-as-it-gears-to-start-production-of-optimus-robots-for-its-own-factories-my-team-is-turning-tesla-bot-into-a-reality">stressed the importance</a> of scaling, saying, "You create the robots, the question is who's going to scale them?"
See Also:&nbsp;<a href="https://in.benzinga.com/markets/equities/25/01/43376506/intel-will-be-fighting-for-every-socket-in-the-data-center-business-says-co-ceo-michelle-holthaus-as-competition-from-amd-nvidia-heats-up" target="_blank" rel="noreferrer noopener">Intel ‘Will Be Fighting For Every Socket' In The Data Center Business, Says Co-CEO Michelle Holthaus As Competition From AMD, Nvidia Heats Up</a>
Rep. Raja Krishnamoorthi (D-Ill.) acknowledged the urgency, noting that China is "devoting a lot of resources very quickly."
The Association for Advanced Automation also supported the idea of a national robotics strategy and highlighted that China and several other nations have already established similar plans.
Without that leadership, America will &#8220;not only lose the robotics race but also the AI race,&#8221; the association stated.
Subscribe to the&nbsp;<a href="https://bztechtrends.beehiiv.com/subscribe" target="_blank" rel="noreferrer noopener">Benzinga Tech Trends newsletter</a>&nbsp;to get all the latest tech developments delivered to your inbox.
Why It's Important: China leads the global market for industrial robots, with approximately 1.8 million machines in operation across factories and other sectors in 2023, according to the Germany-based International Federation of Robotics.
Earlier this week, it was reported that China&#8217;s Agibot plans to <a href="https://in.benzinga.com/25/03/44472161/chinas-agibot-plans-to-compete-with-elon-musks-optimus-set-to-produce-5000-robots-in-2025">produce 5,000 robots</a> in 2025, directly competing with Elon Musk&#8217;s Optimus.
Nvidia Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) CEO Jensen Huang has also projected the widespread deployment of <a href="https://in.benzinga.com/25/03/44412574/nvidia-ceo-jensen-huang-sees-humanoid-robots-in-factories-in-less-than-5-years">humanoid robots in manufacturing</a> units in the next five years.
Previously, it was reported that Amazon.com, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) has committed up to $25 billion to improve its retail network, including developing robotics-driven warehouses to enhance efficiency.
This investment was aimed at <a href="https://in.benzinga.com/media/25/02/43972083/amazons-25-billion-robotics-push-targets-cost-savings-ai-growth-and-temu-competition-report">staying ahead of competitors</a>, particularly Temu, which is owned by China's PDD Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PDD#NASDAQ">PDD</a>).&nbsp;
However, Alibaba Group (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>) chairman Joe Tsai appears to have a skeptical outlook. On Wednesday, during an event, he <a href="https://www.benzinga.com/media/25/03/44507360/alibaba-chairman-questions-future-of-humanoid-robots-after-nvidia-ceo-jensen-huang-predicts-factory-adoption-within-5-years-dont-need-machines-to-replace-humans">questioned the practicality</a> of humanoid robots.
Price Action: Tesla&#8217;s stock fell 5.58% during Wednesday&#8217;s regular trading session, closing at $272.06. In after-hours trading, it declined further by 1.34% to $268.41. Year-to-date, Tesla shares have dropped 28.27%, according to <a href="http://pro.benzinga.com/">Benzinga Pro data</a>.
Benzinga&#8217;s Edge Rankings assign Tesla (TSLA) a 67.88% growth rating. Curious how it stacks up against other companies? <a href="https://www.benzinga.com/quote/TSLA">Click here for the full breakdown</a>.
Image via Shutterstock
Check out more of Benzinga's Consumer Tech coverage by&nbsp;<a href="https://www.benzinga.com/topic/consumer-tech" target="_blank" rel="noreferrer noopener">following this link</a>.
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</ul>
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

HYMLF

Tesla And Other US Robotics Giants Demand Federal Strategy To Compete With China's $138 Billion Push — Warn America Will Lose The Race Without It

As Nvidia Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) CEO Jensen Huang touts the arrival of <a href="https://in.benzinga.com/25/03/44412574/nvidia-ceo-jensen-huang-sees-humanoid-robots-in-factories-in-less-than-5-years">humanoid robots in factories</a> within five years, Alibaba Group Holdings, Ltd (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>) chairman Joe Tsai is taking a more skeptical stance—questioning both the practicality and philosophical implications of human-like machines.
What Happened: Speaking at Alibaba's Jumpstarter event in Hong Kong on Wednesday, Tsai expressed doubt about the push to develop humanoid robots, asking, "What is the application of a humanoid?"
"I want machines to do things I don't want to do, but I don't need machines to replace humans in doing things that I want to do," he said, <a href="https://www.scmp.com/tech/big-tech/article/3304005/alibaba-chairman-joe-tsai-questions-ais-limits-casts-doubt-humanoid-robots">reported</a> the South China Morning Post, which is also owned by Alibaba.
See Also: <a href="https://www.benzinga.com/tech/25/03/44486611/amd-ceo-lisa-su-says-silicon-scaling-is-getting-more-difficult-but-progress-isnt-praises-chinas-deepseek-for-inspiring-faster-pace-of-innovation-that-before">AMD CEO Lisa Su Says Silicon Scaling Getting &#8216;More Difficult&#8217; But Progress Isn&#8217;t — Praises China&#8217;s DeepSeek For Inspiring &#8216;Faster Pace Of Innovation That Before&#8217;</a>
While acknowledging AI's growing utility, Tsai said much of what humans value—such as emotional intelligence and compassion—is not captured in machine learning data.&nbsp;
"All the positive encounters that you have with people that you love… how does the machine capture that data to replicate the positive energy?" he asked.
Why It's Important: During his keynote speech at Nvidia's annual developer conference in San Jose, California, Huang said it may be "when, literally, humanoid robots are wandering around, which is not five years away. This is not five-years-away problem; this is a few-years-away problem."
Subscribe to the&nbsp;<a href="https://bztechtrends.beehiiv.com/subscribe" target="_blank" rel="noreferrer noopener">Benzinga Tech Trends newsletter</a>&nbsp;to get all the latest tech developments delivered to your inbox.
Huang believes that humanoid robots will see their earliest widespread adoption in the manufacturing sector. He explained that factory work involves well-defined tasks carried out in a controlled setting, making it easier to automate.
Previously, Elon Musk also said that Tesla, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) plans to produce several thousand Optimus robots this year, assigning them to <a href="https://in.benzinga.com/tech/25/02/43518998/tesla-on-hiring-spree-as-it-gears-to-start-production-of-optimus-robots-for-its-own-factories-my-team-is-turning-tesla-bot-into-a-reality">handle unpopular</a> tasks at the company&#8217;s factory by year-end.
Meanwhile, Jim Cramer has warned against reducing AI computational capabilities, following Tsai&#8217;s earlier comments on a <a href="https://in.benzinga.com/markets/equities/25/03/44486548/jim-cramer-warns-against-ai-compute-cutbacks-after-alibabas-joe-tsai-calls-data-center-boom-a-bubble-it-would-be-horrendous">potential data center bubble</a>.
Speaking at the HSBC Global Investment Summit in Hong Kong, Tsai cautioned that tech companies and investment funds are pouring billions into infrastructure without a well-defined customer base.
Alibaba is also actively <a href="https://in.benzinga.com/25/03/44492590/alibaba-and-bmw-team-up-to-bring-ai-powered-smart-assistant-to-next-gen-cars-in-china">integrating AI into various sectors</a>, including a partnership with Bayerische Motoren Werke AG (OTC:<a class="ticker" href="https://www.benzinga.com/stock/BMWKY#OTC">BMWKY</a>) to develop AI-powered smart assistants for next-generation vehicles.
Price Action: Alibaba&#8217;s stock edged up 0.033% in after-hours trading to $132.28 after closing at $132.24 on Wednesday, reflecting a 0.38% drop during regular trading. Despite this, the stock has gained 55.67% year-to-date, according to <a href="http://pro.benzinga.com/">Benzinga Pro data</a>.
Meanwhile, Nvidia shares fell 5.74% on Wednesday, closing at $113.76. The decline continued after hours, with the stock slipping another 1.36% to $112.21.
According to Benzinga&#8217;s Edge Rankings, Alibaba (BABA) holds a growth rating of 73.69%. Want to see how Nvidia measures up? <a href="https://www.benzinga.com/quote/NVDA">Click here for the full analysis</a>.
<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/quote/BABA"><img decoding="async" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/27010309/Screenshot-2025-03-27-at-10.33.02%E2%80%AFAM.png" alt="" class="wp-image-843911" /></a></figure>
Check out more of Benzinga&#8217;s Consumer Tech coverage by <a href="https://www.benzinga.com/topic/consumer-tech" target="_blank" rel="noreferrer noopener">following this link</a>.
Image via Shutterstock
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Disclaimer:&nbsp;This content was partially produced with the help of&nbsp;<a href="https://www.benzinga.com/author/benzinga-neuro" target="_blank" rel="noreferrer noopener">Benzinga Neuro</a>&nbsp;and was reviewed and published by Benzinga editors.

BMWKY

Alibaba Chairman Questions Future Of Humanoid Robots After Nvidia CEO Jensen Huang Predicts Factory Adoption Within 5 Years: 'Don't Need Machines To Replace Humans'

Jim Cramer has criticized potential restrictions on Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) in China, dismissing reports of regulatory challenges as &#8220;pathetic.&#8221; 
What Happened: In a recent post on X, Cramer challenged the logic of limiting access to Nvidia&#8217;s advanced chips, asking, &#8220;Like China would ban the best of the best? Really?&#8221;
The criticism comes amid emerging tensions between the United States and China in the semiconductor technology sector. China&#8217;s National Development and Reform Commission has introduced new energy efficiency rules that could potentially block Chinese companies from purchasing Nvidia&#8217;s <a href="https://www.benzinga.com/25/03/44493961/nvidia-faces-17-billion-threat-in-china-as-chip-rules-tighten-and-huawei-gains-ground">specialized H20 processors</a>.
Cramer acknowledged the mounting challenges Nvidia faces but expressed confidence in CEO Jensen Huang's ability to steer the company through them successfully.
The Financial Times reported that these regulations may prevent major Chinese tech firms like Alibaba Group Holding Ltd. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NASDAQ">BABA</a>) and Tencent Holdings Ltd. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TCEHY#NASDAQ">TCEHY</a>) from using Nvidia&#8217;s chips. This move threatens Nvidia&#8217;s $17 billion annual business in China, <a href="https://www.benzinga.com/25/03/44493961/nvidia-faces-17-billion-threat-in-china-as-chip-rules-tighten-and-huawei-gains-ground">currently its fourth-largest market</a>.
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">Like every day, the Long Knives are out again for Nvdia. Today&#39;s bear: <a href="https://t.co/5SGVUbebYJ">https://t.co/5SGVUbebYJ</a> says that Nvidia&#39;s chips violate Chinese environmental rules. Pathetic&#8230;
&mdash; Jim Cramer (@jimcramer) <a href="https://twitter.com/jimcramer/status/1904829001786364146?ref_src=twsrc%5Etfw">March 26, 2025</a></blockquote>
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<blockquote class="twitter-tweet" data-width="500" data-dnt="true">The forces against Nvidia are legion. But Jensen can handle it. The world, including china, needs more compute. You can&#39;t do it without Nvidia. Like China would ban the best of the best? Really?
&mdash; Jim Cramer (@jimcramer) <a href="https://twitter.com/jimcramer/status/1904852538974777357?ref_src=twsrc%5Etfw">March 26, 2025</a></blockquote>
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<blockquote class="twitter-tweet" data-width="500" data-dnt="true">Yeah, and the Chinese have WHAT to replace Nvidia chips? And the new chips are the least hot. Makes me laugh how these stories come out. Sure the country that builds endless amounts of coal plants is going to cut its nose off to spite its face? Just plain dumb
&mdash; Jim Cramer (@jimcramer) <a href="https://twitter.com/jimcramer/status/1904852224846540956?ref_src=twsrc%5Etfw">March 26, 2025</a></blockquote>
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See Also: <a href="https://www.benzinga.com/markets/equities/25/03/44506717/trumps-25-auto-tariff-raises-will-cast-shadow-on-interest-rates-says-economist-tesla-investor-gary-black-says-president-found-further-ways-to-push-the-economy-into-recession-today">Trump&#8217;s 25% Auto Tariff Raises Will Put Pressure On Interest Rates, Says Economist — Tesla Investor Gary Black Says President Found &#8216;Further Ways To Push The Economy Into Recession Today&#8217;</a>
Why It Matters: Cramer emphasized the critical nature of Nvidia&#8217;s technology, stating, &#8220;The world, including China, needs more compute. You can&#8217;t do it without Nvidia.&#8221; He further questioned China&#8217;s ability to replace Nvidia&#8217;s advanced chips, suggesting the restrictions would be counterproductive. 
Nvidia remains resilient, with plans to meet with commission chair Zheng Shanjie and develop solutions to align with the new regulations. The company&#8217;s recent financial performance underscores its strong market position, with fourth-quarter revenue reaching $39.3 billion, a 78% increase, and projecting <a href="https://www.benzinga.com/25/03/44493961/nvidia-faces-17-billion-threat-in-china-as-chip-rules-tighten-and-huawei-gains-ground">first-quarter revenue of $43.0 billion</a>.
As domestic competitors like Huawei Technologies Co. advance their AI chip capabilities, the semiconductor landscape continues to evolve in this high-stakes technological chess match between global powers.
Price Action: Nvidia traded at $113.76 on Wednesday, down 5.74%, and slipped further to $112.21 in after-hours trading, down 1.36%. 
While Nvidia outperforms Intel Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) and Advanced Micro Devices Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) in growth and momentum, it lags in valuation metrics, according to <a href="https://www.benzinga.com/quote/NVDA">Benzinga Edge</a> rankings. For deeper insights, <a href="https://www.benzinga.com/screener/top-momentum-stocks">sign up for Benzinga Edge</a>.
Read Next: 
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<li><a href="https://www.benzinga.com/trading-ideas/movers/25/03/44506704/bitcoin-ethereum-drop-dogecoin-gains-as-stocks-flounder-on-trumps-auto-tariff-move-analyst-sees-signs-of-renewed-interest-in-btc">Bitcoin, Ethereum Drop, Dogecoin Gains As Stocks Flounder On Trump&#8217;s Auto Tariff Move: Analyst Sees Signs Of &#8216;Renewed Interest&#8217; In BTC</a></li>
</ul>
Image via Shutterstock
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

INTC

Jim Cramer Calls China's Nvidia Restrictions 'Pathetic,' Says Jensen Huang Can Handle The Pressure

Geopolitical tensions between Washington and Beijing continue to intensify regarding access to <a target="_blank" href="https://www.benzinga.com/topic/artificial-intelligence" rel="noreferrer noopener">artificial intelligence and</a> other advanced semiconductor technology.
The U.S. had imposed multiple semiconductor embargoes on China, restricting the latter&#8217;s exposure to cutting-edge technology from Nvidia Corp&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) and Taiwan Semiconductor Manufacturing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>). The move is followed by China&#8217;s retaliation.
China has introduced energy efficiency rules for using advanced chips that would prevent Chinese companies from buying Nvidia&#8217;s tweaked processors, the Financial Times <a target="_blank" href="https://www.ft.com/content/6a2c54fe-e2b7-4c58-907d-68076456d907" rel="noreferrer noopener">reported</a>, citing documents they reviewed.
Also Read: <a target="_blank" href="https://www.benzinga.com/government/regulations/25/02/44006332/nvidia-faces-new-ai-chip-challenge-as-huawei-gains-ground-in-china-despite-us-sanctions" rel="noreferrer noopener">Nvidia Faces New AI Chip Challenge As Huawei Gains Ground In China Despite US Sanctions</a>
China&#8217;s National Development and Reform Commission urged Chinese groups to use tailor-made chips in new data centers and expansion of existing facilities.
According to the report, Nvidia&#8217;s tailor-made chip for China, H20, failed to comply with the commission&#8217;s new rules.
Reportedly, the Chinese regulator has passively urged Alibaba Group Holding (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>), ByteDance, and Tencent Holding (OTC:<a class="ticker" href="https://www.benzinga.com/stock/TCEHY#OTC">TCEHY</a>) against procuring H20 chips, signifying a threat to Nvidia&#8217;s $17 billion annual business in the country. China is Nvidia&#8217;s fourth-largest market.
Reportedly, Nvidia is eying a meeting between its senior executives and commission chair Zheng Shanjie. Also, Nvidia is ready with a solution to adjust H20 chips to meet the NDRC norms.
Tech powerhouses from Alibaba to Tencent aggressively ramped up their orders for H20 chips this year after DeepSeek launched its efficient reasoning model.
Reportedly, Huawei Technologies Co <a target="_blank" href="https://www.benzinga.com/media/25/03/44488569/chinas-huawei-reportedly-doubles-ai-chip-yields-to-40-now-nvidia-ceo-jensen-huang-warns-that-the-chinese-tech-giant-is-the-most-formidable-competitor-despite-us-sanctions" rel="noreferrer noopener">doubled the yield rate</a> on its latest AI chips from around 20% a year ago to&nbsp;~40% now. Huawei&#8217;s revenue grew by 22% in 2024, reaching 860 billion yuan ($118.27 billion).
In February, Nvidia reported <a target="_blank" href="https://www.benzinga.com/news/earnings/25/02/43991607/nvidia-q4-earnings-highlights-revenue-beat-eps-beat-demand-for-blackwell-is-amazing" rel="noreferrer noopener">fourth-quarter revenue</a> of $39.3 billion, up 78%, beating a Street consensus estimate of $38.05 billion.
Nvidia expects first-quarter revenue of $43.0 billion, +/—2%, ahead of a street consensus estimate of $41.75 billion.
Price Action: NVDA stock is down 1.83% at $118.47 premarket at last check Wednesday.
Also Read:
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<li><a href="https://www.benzinga.com/government/regulations/25/03/44330619/tesla-bets-on-low-cost-evs-in-china-after-february-sales-hit-two-year-low" target="_blank" rel="noreferrer noopener">Tesla Bets On Low-Cost EVs in China After February Sales Hit Two-Year Low</a></li>
</ul>
Photo by fukomuffin on Shutterstock

Movers

In Geopolitical Chess, China's Latest Energy Norms Block Nvidia's Chip Strategy Amid US Sanctions

Alibaba Group Holding (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>)&nbsp;and&nbsp;Bayerische Motoren Werke AG (OTC:<a class="ticker" href="https://www.benzinga.com/stock/BMWKY#OTC">BMWKY</a>)&nbsp;announced an expanded strategic <a target="_blank" href="https://www.benzinga.com/topic/alibaba" rel="noreferrer noopener">partnership in China</a> on Wednesday. The companies proposed accelerating the integration of Alibaba&#8217;s Qwen large language model (LLM) into BMW&#8217;s next-generation intelligent vehicles, the Neue Klasse models.
The new BMW Intelligent Personal Assistant (IPA) will integrate a bespoke AI engine co-developed by the companies, Alizila <a target="_blank" href="https://www.alizila.com/bmw-and-alibaba-deepen-strategic-partnership-in-china-harnessing-qwens-ai-power-to-redefine-intelligent-in-car-experiences/" rel="noreferrer noopener">reports</a>.
Also Read: <a target="_blank" href="https://www.benzinga.com/markets/emerging-markets/25/03/44308308/alibaba-unveils-new-ai-powered-app-with-chatbot-image-generation-and-task-automation" rel="noreferrer noopener">Alibaba Unveils New AI-Powered App With Chatbot, Image Generation, And Task Automation</a>
The AI engine will be based on the Yan AI, a Qwen-empowered smart cockpit AI solution developed by Banma, Alibaba&#8217;s intelligent cockpit solution provider. Starting in 2026, the AI-enhanced IPA will debut in BMW Neue Klasse models produced in China.
BMW is building a new intelligent personal assistant with enhanced voice recognition and trip planning features, Bloomberg <a target="_blank" href="https://www.bloomberg.com/news/articles/2025-03-26/alibaba-teams-up-with-bmw-to-develop-ai-for-cars-in-china?sref=TBDibEcD" rel="noreferrer noopener">reports</a>. The in-car AI agent can offer parking, nearby restaurant recommendations, and real-time traffic light information.
Alibaba told Bloomberg that the cars produced by Chinese automakers&nbsp;Xpeng Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XPEV#NYSE">XPEV</a>) and&nbsp;Zeekr Intelligent Technology Holding (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ZK#NYSE">ZK</a>) leveraged its Qwen model.
Over the next three years, Alibaba committed over 380 billion yuan ($52 billion) to AI infrastructure, such as data centers. It bagged a key deal to provide AI technology to&nbsp;Apple Inc&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) iPhones in China.
China is a key market for BMW, which is led by electric vehicle makers like&nbsp;BYD Co (OTC:<a class="ticker" href="https://www.benzinga.com/stock/BYDDY#OTC">BYDDY</a>).
On Tuesday, BMW also launched its 360-degree full-chain AI strategy in China, focusing on digital production operations, comprehensive user experiences, and R&amp;D innovation, YICAI <a target="_blank" href="https://www.yicaiglobal.com/news/bmw-alibaba-to-co-develop-ai-for-german-carmakers-next-gen-autos-in-china" rel="noreferrer noopener">reports</a>.
Recently, Jim Cramer&nbsp;warned <a target="_blank" href="https://www.benzinga.com/markets/equities/25/03/44486548/jim-cramer-warns-against-ai-compute-cutbacks-after-alibabas-joe-tsai-calls-data-center-boom-a-bubble-it-would-be-horrendous" rel="noreferrer noopener">against potentially reducing</a> U.S. computational capabilities for artificial intelligence in response to Alibaba Chair&nbsp;Joe Tsai&#8217;s&nbsp;comments about a potential data center bubble.
Price Action: BABA stock is up 0.20% at $133.01 premarket at last check Wednesday.
Also Read:
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<li><a href="https://www.benzinga.com/analyst-ratings/price-target/25/03/44334607/dell-analyst-says-expanding-ai-server-pipeline-could-drive-double-digit-earnings-growth" target="_blank" rel="noreferrer noopener">Dell Analyst Says Expanding AI Server Pipeline Could Drive Double-Digit Earnings Growth</a></li>
</ul>
Photo by jackpress via Shutterstock

BYDDY

Alibaba, BMW Team Up To Bring AI-Powered Smart Assistant In Next-Gen China Cars

Perhaps predictably, President Donald Trump's <a href="https://www.benzinga.com/economics/macro-economic-events/25/03/44456554/trade-wars-fed-moves-and-a-40-recession-risk-is-your-portfolio-ready">tariffs and subsequent trade wars</a> against key economic partners contributed to a dour environment for consumers. However, it wouldn't be accurate to pin the blame on any one administration. With the fear trade running at full steam – as evidenced by the <a href="https://www.benzinga.com/partner/etfs/25/03/44434209/gold-is-hitting-new-highs-but-miners-have-catch-up-potential-sprotts-new-actively-managed-etf-seeks">blistering rise of gold</a> – it's apparent that the underlying challenges go beyond mere politics.
As things stand, investors seeking growth find themselves at a difficult juncture. Nevertheless, some adventurous market participants are turning to China for potential opportunities for capital appreciation. To be fair, the world's second-largest economy has incurred its own troubles to kickstart sentiment. Last year, Beijing attempted to<a href="https://www.benzinga.com/markets/asia/25/01/43168134/is-chinas-economic-stimulus-strategy-helping-its-ailing-markets-to-recover"> kickstart its growth engine with stimulus packages</a> to mixed results.
Nevertheless, Chinese leader Xi Jinping has expressed optimism about the Asian juggernaut's recovery prospects. Last December, Xi announced in a keynote speech that the Chinese economy was<a href="https://www.atlanticcouncil.org/blogs/new-atlanticist/how-long-xi-trying-boost-chinas-economy-stimulus-not-reforms/"> both stable and making progress</a>. Furthermore, he stressed that economic, social and development goals and tasks were on course for successful implementation.
Xi's comments at the time were met with some reservations. While Morgan Stanley analysts noted the administration's commitment to stimulus – a tone that has been the most aggressive on the matter in a decade – they also acknowledged that execution may be a challenge.
Still, recent developments suggest that the China trade may hold a spark of credibility. Specifically, the<a href="https://www.benzinga.com/government/regulations/25/03/44476803/copper-breaks-records-on-china-stimulus-tariff-hype-these-stocks-are-riding-the-wave"> price of copper just blew past record highs</a>, thanks largely to stimulus optimism in China, and Beijing's efforts to drive growth are beginning to show in the actual data. This dynamic has positive implications for multiple industries, which in turn bodes well for the nation's consumers.
The Direxion ETF: Adding to the enthusiasm, China's economic growth – while acknowledging the turbulence – is being underpinned by household consumption. With retail sales continuing to expand on a year-over-year basis, this backdrop shines a spotlight on the Direxion Daily CSI China Internet Index Bull 2X Shares (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CWEB#NYSE">CWEB</a>).
A leveraged exchange-traded fund, CWEB offers diversified exposure to China's most important internet businesses, including Tencent Holdings ADR (OTC:<a class="ticker" href="https://www.benzinga.com/stock/TCEHY#OTC">TCEHY</a>), Alibaba Group Holding Ltd (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>) and JD.com Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JD#NASDAQ">JD</a>). With this ETF, speculators can wager on a basket of securities rather than an individual name.
An additional motivation to consider the China internet bull fund is the convenience factor. For speculators seeking leveraged bets, the options market tends to be the sole solution. With leveraged ETFs, however, investors can pick up shares (called units) much like buying equity in a public enterprise.
Despite the ease of buying leveraged ETFs, they do come with significant risks. Primarily, these financial instruments are much more volatile than traditional assets. Also, 2X ETFs are designed for exposure lasting no longer than one day. A hold longer than this recommended period may result in unpredictable performance relative to the underlying benchmark due to the daily compounding effect.
The CWEB ETF: While a choppy fund, the Direxion Daily CSI China ETF has been a strong performer overall in the past 52 weeks, gaining over 49%.
<ul>
<li>Presently, the leveraged bull fund is trading above its 50-day and 200-day moving averages, demonstrating robust momentum.</li>
<li>Between December and late February, CWEB charted a pattern reminiscent of a cup and handle, culminating in significant upside.</li>
<li>It's possible that the choppy behavior since mid-February could be a consolidation cycle, building momentum prior to another big move.</li>
</ul>
<figure class="wp-block-image"><img decoding="async" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXejkzAyYcln0C3vYhuEAOPRRGHbzi4MP_xCUKg8Amnn1XMxUL9bnsR8UINwVUnWAXJQwTtThLxyF0mqez2zXk9UsrgN4dan29CTFRhSWmrFa228LCtLvuwOMfQtkE0jtSUzWnEqaQ?key=PYpO6SSukKlb3tzVdwnpEWyq" alt="" /></figure>
Featured photo by <a href="https://pixabay.com/users/756crystal-5743046/">756crystal</a> on <a href="https://pixabay.com/photos/river-waterfront-shanghai-china-7187070/">Pixabay</a>.

Long Ideas

Short Ideas

Technicals

CWEB

Direxion's China-Focused CWEB ETF In Spotlight Amid Challenging Environment

Jim Cramer issued a warning on X about potentially reducing U.S. computational capabilities for artificial intelligence. Responding to comments by Alibaba Group Holding Ltd. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NASDAQ">BABA</a>) Chairman Joe Tsai about a potential data center bubble, Cramer emphasized the critical <a href="https://www.benzinga.com/markets/equities/25/03/44467996/alibaba-chair-says-business-entrepreneurs-more-confident-after-meeting-with-xi-jinping-in-january-signals-hiring-boost">importance of maintaining AI infrastructure</a>.
What Happened: &#8220;Now Joe Tsai says there&#8217;s a bubble in data center building. Does China just want us to lose this lead?&#8221; Cramer wrote. He directly challenged the notion of scaling back U.S. computational resources, stating, &#8220;If you want to hobble the U.S. when it comes to robots and self-driving, then you need much more compute. It would be horrendous if the U.S. cut back.&#8221;
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">I really like Tsai, totally good guy. BUT if you want to hobble the U.S. when it comes to robots and self-driving then you need much more compute. It would be horrendous if the U.S. cut back, go to a data center and you will know!!!!!
&mdash; Jim Cramer (@jimcramer) <a href="https://twitter.com/jimcramer/status/1904467116893327441?ref_src=twsrc%5Etfw">March 25, 2025</a></blockquote>
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Cramer also noted the market implications, warning that Tsai&#8217;s comments were pushing down NVIDIA Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) stock and highlighting a &#8220;death cross&#8221; that emerged in pre-trading on Tuesday.
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
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<blockquote class="twitter-tweet" data-width="500" data-dnt="true">Tsai&#39;s comments knocking <a href="https://twitter.com/search?q=%24NVDA&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$NVDA</a> down. Death cross back in play. They will try to push it down in pre-trading
&mdash; Jim Cramer (@jimcramer) <a href="https://twitter.com/jimcramer/status/1904494530105147576?ref_src=twsrc%5Etfw">March 25, 2025</a></blockquote>
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The comments follow Tsai&#8217;s recent remarks at the HSBC Global Investment Summit in Hong Kong, where he cautioned about <a href="https://www.benzinga.com/25/03/44469333/alibabas-tsai-sounds-alarm-on-signs-of-ai-bubble-people-are-building-data-centers-on-speculation">reckless data center expansion</a>. Tsai warned that tech firms and investment funds are building infrastructure without a clear customer base, stating, &#8220;People are talking literally about $500 billion [in projects]. I don&#8217;t think that is entirely necessary.&#8221;
See Also: <a href="https://www.benzinga.com/markets/asia/25/03/44486235/chinas-milk-tea-chain-chagee-files-for-nasdaq-ipo-under-cha-taking-on-starbucks-in-growing-market">China&#8217;s Milk Tea Chain Chagee Files For Nasdaq IPO Under &#8216;CHA,&#8217; Taking On Starbucks In Growing Market</a>
Why It Matters: Supporting Cramer&#8217;s perspective, Gene Munster from Deepwater Asset Management suggested that &#8220;the race to AGI should continue to drive infrastructure spending for the next few years.&#8221; Goldman Sachs analysts further bolstered this view, predicting AI-related investments could generate $305 billion in <a href="https://www.benzinga.com/25/03/44469333/alibabas-tsai-sounds-alarm-on-signs-of-ai-bubble-people-are-building-data-centers-on-speculation">revenue by the end of 2025</a>.
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">The race to AGI should continue to drive infrastructure spending for the next few years. <a href="https://t.co/aHomhuLhSD">https://t.co/aHomhuLhSD</a>
&mdash; Gene Munster (@munster_gene) <a href="https://twitter.com/munster_gene/status/1904670656525980142?ref_src=twsrc%5Etfw">March 25, 2025</a></blockquote>
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</figure>
Major tech companies like Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) and Amazon.com Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) continue to invest heavily in AI infrastructure, with Alibaba planning to invest over 380 billion yuan ($70 billion) in AI within the next three years.
Price Action: Alibaba&#8217;s ADR closed at $132.75, down 1.29% on Tuesday. In after-hours trading, it rose 0.16% to $132.96.
Alibaba holds a 96.04% momentum rating and a 73.41% growth rating per Benzinga's Edge Rankings. The Momentum metric ranks stocks by price movement and volatility. For more insights, <a href="https://www.benzinga.com/screener/top-momentum-stocks">sign up for Benzinga Edge</a>.
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<li><a href="https://www.benzinga.com/trading-ideas/movers/25/03/44468143/sam-altman-founded-worldcoin-network-beats-bitcoin-ethereum-with-11-rally-amid-visa-partnership-reports" target="_blank" rel="noreferrer noopener">Sam Altman-Founded Worldcoin Network Beats Bitcoin, Ethereum With 11% Rally Amid Visa Partnership Reports</a></li>
</ul>
Image via Shutterstock
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

MSFT

Jim Cramer Warns Against AI Compute Cutbacks After Alibaba's Joe Tsai Calls Data Center Boom A Bubble: 'It Would Be Horrendous'

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders often look for circumstances when the market estimation of an option diverges away from its normal worth. Abnormal amounts of trading activity could push option prices to hyperbolic or underperforming levels. 
Here's the list of options activity happening in today's session: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>TSLA</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>03/28/25</td>
<td>$280.00</td>
<td>$31.0K</td>
<td>27.1K</td>
<td>89.7K</td>
</tr>
<tr>
<td>AMZN</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>04/17/25</td>
<td>$205.00</td>
<td>$164.5K</td>
<td>12.0K</td>
<td>6.3K</td>
</tr>
<tr>
<td>DKNG</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$45.00</td>
<td>$60.8K</td>
<td>7.8K</td>
<td>5.9K</td>
</tr>
<tr>
<td>XPEV</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>04/17/25</td>
<td>$21.00</td>
<td>$725.0K</td>
<td>655</td>
<td>5.0K</td>
</tr>
<tr>
<td>BABA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>03/28/25</td>
<td>$136.00</td>
<td>$48.8K</td>
<td>1.4K</td>
<td>4.3K</td>
</tr>
<tr>
<td>NIO</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>03/28/25</td>
<td>$4.50</td>
<td>$28.9K</td>
<td>14.2K</td>
<td>4.2K</td>
</tr>
<tr>
<td>HZO</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>04/17/25</td>
<td>$30.00</td>
<td>$26.0K</td>
<td>648</td>
<td>573</td>
</tr>
<tr>
<td>OXM</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>04/17/25</td>
<td>$60.00</td>
<td>$55.4K</td>
<td>2.0K</td>
<td>430</td>
</tr>
<tr>
<td>PDD</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>04/25/25</td>
<td>$117.00</td>
<td>$28.1K</td>
<td>84</td>
<td>225</td>
</tr>
<tr>
<td>LULU</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$340.00</td>
<td>$159.5K</td>
<td>314</td>
<td>185</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These bullet-by-bullet explanations have been constructed using the accompanying table. 
• Regarding TSLA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>), we observe a call option trade with bearish sentiment. It expires in 3 day(s) on March 28, 2025. Parties traded 50 contract(s) at a $280.00 strike. The total cost received by the writing party (or parties) was $31.0K, with a price of $620.0 per contract. There were 27151 open contracts at this strike prior to today, and today 89721 contract(s) were bought and sold. 
• Regarding AMZN (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), we observe a call option trade with neutral sentiment. It expires in 23 day(s) on April 17, 2025. Parties traded 272 contract(s) at a $205.00 strike. The total cost received by the writing party (or parties) was $164.5K, with a price of $605.0 per contract. There were 12078 open contracts at this strike prior to today, and today 6339 contract(s) were bought and sold. 
• For DKNG (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DKNG#NASDAQ">DKNG</a>), we notice a call option sweep that happens to be bearish, expiring in 87 day(s) on June 20, 2025. This event was a transfer of 444 contract(s) at a $45.00 strike. This particular call needed to be split into 18 different trades to become filled. The total cost received by the writing party (or parties) was $60.8K, with a price of $137.0 per contract. There were 7862 open contracts at this strike prior to today, and today 5960 contract(s) were bought and sold. 
• Regarding XPEV (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XPEV#NYSE">XPEV</a>), we observe a put option trade with bearish sentiment. It expires in 23 day(s) on April 17, 2025. Parties traded 5000 contract(s) at a $21.00 strike. The total cost received by the writing party (or parties) was $725.0K, with a price of $145.0 per contract. There were 655 open contracts at this strike prior to today, and today 5032 contract(s) were bought and sold. 
• Regarding BABA (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>), we observe a call option sweep with bullish sentiment. It expires in 3 day(s) on March 28, 2025. Parties traded 400 contract(s) at a $136.00 strike. This particular call needed to be split into 61 different trades to become filled. The total cost received by the writing party (or parties) was $48.8K, with a price of $122.0 per contract. There were 1499 open contracts at this strike prior to today, and today 4325 contract(s) were bought and sold. 
• For NIO (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NIO#NYSE">NIO</a>), we notice a put option sweep that happens to be bullish, expiring in 3 day(s) on March 28, 2025. This event was a transfer of 1800 contract(s) at a $4.50 strike. This particular put needed to be split into 53 different trades to become filled. The total cost received by the writing party (or parties) was $28.9K, with a price of $16.0 per contract. There were 14286 open contracts at this strike prior to today, and today 4208 contract(s) were bought and sold. 
• Regarding HZO (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HZO#NYSE">HZO</a>), we observe a put option sweep with bearish sentiment. It expires in 23 day(s) on April 17, 2025. Parties traded 40 contract(s) at a $30.00 strike. This particular put needed to be split into 10 different trades to become filled. The total cost received by the writing party (or parties) was $26.0K, with a price of $650.0 per contract. There were 648 open contracts at this strike prior to today, and today 573 contract(s) were bought and sold. 
• Regarding OXM (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/OXM#NYSE">OXM</a>), we observe a call option trade with bullish sentiment. It expires in 23 day(s) on April 17, 2025. Parties traded 129 contract(s) at a $60.00 strike. The total cost received by the writing party (or parties) was $55.4K, with a price of $430.0 per contract. There were 2071 open contracts at this strike prior to today, and today 430 contract(s) were bought and sold. 
• Regarding PDD (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PDD#NASDAQ">PDD</a>), we observe a call option sweep with bearish sentiment. It expires in 31 day(s) on April 25, 2025. Parties traded 25 contract(s) at a $117.00 strike. This particular call needed to be split into 4 different trades to become filled. The total cost received by the writing party (or parties) was $28.1K, with a price of $1125.0 per contract. There were 84 open contracts at this strike prior to today, and today 225 contract(s) were bought and sold. 
• For LULU (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LULU#NASDAQ">LULU</a>), we notice a call option trade that happens to be bullish, expiring in 87 day(s) on June 20, 2025. This event was a transfer of 53 contract(s) at a $340.00 strike. The total cost received by the writing party (or parties) was $159.5K, with a price of $3010.0 per contract. There were 314 open contracts at this strike prior to today, and today 185 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more about unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

DKNG

LULU

Alibaba Group Holding&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>) Chairman Joe Tsai has expressed apprehension about a potential bubble in the AI data center construction sector. 
What Happened: At&nbsp;the HSBC Global Investment Summit&nbsp;in Hong Kong, Tsai cautioned that the rapid expansion of data centers could surpass the early demand for artificial intelligence (AI) services. He pointed out the reckless rush by tech firms, investment funds, and other entities to set up server bases from the U.S. to Asia, potentially leading to numerous projects being developed without a well-defined customer base, reported the <a href="https://www.scmp.com/business/banking-finance/article/3303769/some-ai-related-bets-are-speculative-and-creating-bubble-alibabas-tsai-says">South China Morning Post</a>.
&#8220;People are talking literally about $500 billion, several $100 billion [projects]. I don't think that is entirely necessary,&#8221; Tsai stated. The Alibaba Chair spoke specifically about the AI investments in the U.S.
"I start to get worried when people are building data centers on speculation,&#8221; Tsai added.
Major tech companies like&nbsp;Microsoft Corporation&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) and&nbsp;SoftBank Group Corp.&nbsp;(OTC:<a class="ticker" href="https://www.benzinga.com/stock/SFTBY#OTC">SFTBY</a>) are investing billions in AI development. Alibaba itself has plans to invest over 380 billion yuan ($70 billion) in AI&nbsp;within the next three years.
Tsai voiced concerns about projects seeking funding without first securing uptake agreements. He specifically pointed out the heavy spending by US companies like&nbsp;Amazon.com, Inc.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>),&nbsp;Alphabet Inc.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>), and&nbsp;Meta Platforms Inc.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) on AI infrastructure.
SEE ALSO: <a href="https://www.benzinga.com/25/03/44468827/palantir-market-cap-surges-over-50-billion-in-2025-wont-be-a-seller-says-analyst-as-he-foresees-pltr-as-a-play-on-global-economy-and-ai">Palantir Market Cap Surges Over $50 Billion In 2025: Won&#8217;t Be A &#8216;Seller,&#8217; Says Analyst As He Foresees PLTR As An AI Play</a>
Why It Matters: Tsai&#8217;s concerns resonate with &nbsp;Edward Yardeni, the President of Yardeni Research who stated that the "AI bubble" <a href="https://www.benzinga.com/markets/equities/25/03/44371661/ai-bubble-bursting-magnificent-7s-profit-margins-face-pressure-as-capital-spending-can-tumble-in-2025">could be "bursting.&#8221;</a> He stated, "The fear now is that open-source large language models (LLMs) like DeepSeek and Manus, developed in China, require much less powerful semiconductors to operate."
"If so, then AI capital spending will tumble along with the profit margins on AI systems," warned Yardeni.
In February, TD Cowen analysts noted that Microsoft is canceling some U.S. data center leases, raising concerns about potential overinvestment in AI computing capacity.
However, Goldman Sachs analysts predict that AI-related investments in chips and hardware could add $305 billion in revenue by the end of 2025. The analysts also noted that while <a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/03/44465542/ai-investments-set-to-power-chip-revenue-boom-adoption-rises-among-large-companies-goldman-sachs">tech giants</a> are investing heavily in AI infrastructure, leading to a significant semiconductor revenue boom, most companies are still in the early stages of adoption.
Given these factors, Tsai&#8217;s warning about a potential bubble in data center construction is significant and warrants attention from investors and tech companies alike.
Alibaba holds a momentum rating of 96.04% and a growth rating of 73.41%, according to&nbsp;<a href="https://www.benzinga.com/report/BABA" target="_blank" rel="noreferrer noopener">Benzinga&#8217;s Proprietary Edge Rankings</a>. The Benzinga Momentum metric measures a stock's relative strength based on its price movement patterns and volatility over multiple timeframes, ranked as a percentile against other stocks. For an in-depth report on more stocks and insights into growth opportunities,&nbsp;<a href="https://www.benzinga.com/screener/top-momentum-stocks" target="_blank" rel="noreferrer noopener">sign</a>&nbsp;<a href="https://www.benzinga.com/screener/top-momentum-stocks" target="_blank" rel="noreferrer noopener">up for Benzinga Edge.</a>
<ul>
<li>READ MORE: <a href="https://www.benzinga.com/25/03/44469082/hyundai-announces-21-billion-us-investment-amid-tariff-pressure-trump-calls-it-vindication-of-his-administrations-use-of-levies">Hyundai Announces $21 Billion US Investment Amid Tariff Pressure: Trump Calls It Vindication Of His Administration&#8217;s Use Of Levies</a></li>
</ul>
Image via Shutterstock
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

GOOG

GOOGL

SFTBY

Alibaba's Tsai Sounds Alarm On Signs Of AI Bubble In US: 'People Are Building Data Centers On Speculation'

Alibaba Group Holding Ltd. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NASDAQ">BABA</a>) (OTC:<a class="ticker" href="https://www.benzinga.com/stock/BABAF#OTC">BABAF</a>)&nbsp; Chairman Joe Tsai announced Tuesday the company will resume hiring, signaling growing confidence in China&#8217;s business landscape following recent economic policy shifts.
What Happened: Speaking at HSBC&#8217;s Global Investment Summit, Reuters reported that Tsai highlighted a pivotal meeting between Chinese President Xi Jinping and private business leaders as a turning point. 
&#8220;We&#8217;ve seen a very clear sign of business entrepreneurs becoming more confident since January,&#8221; Tsai told attendees, emphasizing the government&#8217;s encouraging message to reinvest and expand the workforce.
The tech giant&#8217;s hiring plans come amid a remarkable <a href="https://www.benzinga.com/etfs/emerging-market-etfs/25/03/44365756/chinas-ai-surge-fuels-etf-gains-baidu-alibaba-lead-the-way">resurgence in Chinese equities</a>. The iShares China Large-Cap ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FXI#NYSE">FXI</a>) has surged 20.27% year-to-date, outperforming the S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>), which is down 2.05% in the same period.
See Also: <a href="https://www.benzinga.com/25/03/44467683/donald-trump-officials-accidentally-text-war-plans-to-journalist-on-signal-exposing-secret-yemen-strike-hours-before-bombs-fell-but-president-says-he-doesnt-know-anything-about-it-youre-saying-that-they-had-what">Trump Officials Reportedly Text War Plans To Journalist On Signal, Exposing Secret Yemen Strike Hours Before Bombs Fell — President Says He Doesn&#8217;t Know Anything About It: &#8216;You&#8217;re Saying That They Had What?&#8217;</a>
Why It Matters: Alibaba&#8217;s optimism stems from China&#8217;s broader economic strategies, including a recently announced &#8220;special action plan&#8221; aimed at boosting domestic consumption. The company is also investing heavily in artificial intelligence, committing $52 billion to cloud computing and AI infrastructure <a href="https://www.benzinga.com/etfs/emerging-market-etfs/25/03/44365756/chinas-ai-surge-fuels-etf-gains-baidu-alibaba-lead-the-way">over the next three years</a>.
The tech sector&#8217;s momentum is further bolstered by innovations from companies like Baidu Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BIDU#NASDAQ">BIDU</a>), which recently unveiled its Ernie X1 AI model, claiming performance comparable to <a href="https://www.benzinga.com/etfs/emerging-market-etfs/25/03/44365756/chinas-ai-surge-fuels-etf-gains-baidu-alibaba-lead-the-way">competitors at half the cost</a>.
Analysts remain cautiously optimistic. With Alibaba&#8217;s <a href="https://www.benzinga.com/quote/BABA/analyst-ratings">current consensus price target</a> of $138.26 and some analysts projecting up to $190, the company appears poised for significant growth in the rapidly evolving Chinese tech market.
<figure class="wp-block-image aligncenter size-full is-resized"><img decoding="async" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/24221912/Screenshot-2025-03-25-at-7.48.36%E2%80%AFAM.png" alt="" class="wp-image-839451" style="width:520px;height:auto" /></figure>
Price Action: Alibaba&#8217;s ADR closed at $134.48 on Monday, down 0.49%. After hours, it dipped to $134.45. Year to date, the stock is up 58.30%, gaining 88.19% over the past year, according to <a href="https://pro.benzinga.com/dashboard">data from Benzinga Pro</a>.
Alibaba has strong momentum based on Benzinga Edge Rankings. Click <a href="https://www.benzinga.com/quote/BABA">here for the full stock analysis</a>.
Read Next: 
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<li><a href="https://www.benzinga.com/general/sports/25/03/44467003/warren-buffett-pays-one-lucky-employee-1-million-heres-how-sports-knowledge-may-have-paid-off">Warren Buffett Pays One Lucky Employee $1 Million: Here&#8217;s How Sports Knowledge May Have Paid Off</a></li>
</ul>
Image Via Shutterstock
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

BABAF

Alibaba Chair Says Business Entrepreneurs 'More Confident' After Meeting With Xi Jinping In January, Signals Hiring Boost

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders often look for circumstances when the market estimation of an option diverges away from its normal worth. Abnormal amounts of trading activity could push option prices to hyperbolic or underperforming levels. 
Here's the list of options activity happening in today's session: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>TSLA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>03/28/25</td>
<td>$275.00</td>
<td>$59.9K</td>
<td>17.3K</td>
<td>75.5K</td>
</tr>
<tr>
<td>JD</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>04/17/25</td>
<td>$30.00</td>
<td>$629.2K</td>
<td>2.6K</td>
<td>1.0K</td>
</tr>
<tr>
<td>ABNB</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$120.00</td>
<td>$36.0K</td>
<td>3.3K</td>
<td>427</td>
</tr>
<tr>
<td>THO</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>04/17/25</td>
<td>$80.00</td>
<td>$53.4K</td>
<td>97</td>
<td>381</td>
</tr>
<tr>
<td>PDD</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>01/16/26</td>
<td>$200.00</td>
<td>$38.5K</td>
<td>6.1K</td>
<td>315</td>
</tr>
<tr>
<td>AMZN</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>07/18/25</td>
<td>$225.00</td>
<td>$47.4K</td>
<td>2.9K</td>
<td>199</td>
</tr>
<tr>
<td>BABA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>07/18/25</td>
<td>$150.00</td>
<td>$29.2K</td>
<td>3.4K</td>
<td>169</td>
</tr>
<tr>
<td>NKE</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>03/20/26</td>
<td>$55.00</td>
<td>$28.3K</td>
<td>505</td>
<td>165</td>
</tr>
<tr>
<td>ANF</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>05/16/25</td>
<td>$65.00</td>
<td>$37.0K</td>
<td>152</td>
<td>138</td>
</tr>
<tr>
<td>BROS</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>04/17/25</td>
<td>$55.00</td>
<td>$27.5K</td>
<td>716</td>
<td>120</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These bullet-by-bullet explanations have been constructed using the accompanying table. 
• Regarding TSLA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>), we observe a call option sweep with bullish sentiment. It expires in 4 day(s) on March 28, 2025. Parties traded 74 contract(s) at a $275.00 strike. This particular call needed to be split into 5 different trades to become filled. The total cost received by the writing party (or parties) was $59.9K, with a price of $810.0 per contract. There were 17303 open contracts at this strike prior to today, and today 75598 contract(s) were bought and sold. 
• For JD (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JD#NASDAQ">JD</a>), we notice a call option trade that happens to be bearish, expiring in 24 day(s) on April 17, 2025. This event was a transfer of 499 contract(s) at a $30.00 strike. The total cost received by the writing party (or parties) was $629.2K, with a price of $1261.0 per contract. There were 2614 open contracts at this strike prior to today, and today 1010 contract(s) were bought and sold. 
• For ABNB (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ABNB#NASDAQ">ABNB</a>), we notice a put option sweep that happens to be bullish, expiring in 88 day(s) on June 20, 2025. This event was a transfer of 65 contract(s) at a $120.00 strike. This particular put needed to be split into 12 different trades to become filled. The total cost received by the writing party (or parties) was $36.0K, with a price of $555.0 per contract. There were 3349 open contracts at this strike prior to today, and today 427 contract(s) were bought and sold. 
• For THO (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/THO#NYSE">THO</a>), we notice a call option trade that happens to be bullish, expiring in 24 day(s) on April 17, 2025. This event was a transfer of 137 contract(s) at a $80.00 strike. The total cost received by the writing party (or parties) was $53.4K, with a price of $390.0 per contract. There were 97 open contracts at this strike prior to today, and today 381 contract(s) were bought and sold. 
• For PDD (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PDD#NASDAQ">PDD</a>), we notice a call option sweep that happens to be bearish, expiring in 298 day(s) on January 16, 2026. This event was a transfer of 70 contract(s) at a $200.00 strike. This particular call needed to be split into 5 different trades to become filled. The total cost received by the writing party (or parties) was $38.5K, with a price of $552.0 per contract. There were 6146 open contracts at this strike prior to today, and today 315 contract(s) were bought and sold. 
• Regarding AMZN (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), we observe a call option sweep with bullish sentiment. It expires in 116 day(s) on July 18, 2025. Parties traded 79 contract(s) at a $225.00 strike. This particular call needed to be split into 4 different trades to become filled. The total cost received by the writing party (or parties) was $47.4K, with a price of $600.0 per contract. There were 2919 open contracts at this strike prior to today, and today 199 contract(s) were bought and sold. 
• Regarding BABA (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>), we observe a call option sweep with bearish sentiment. It expires in 116 day(s) on July 18, 2025. Parties traded 40 contract(s) at a $150.00 strike. This particular call needed to be split into 4 different trades to become filled. The total cost received by the writing party (or parties) was $29.2K, with a price of $731.0 per contract. There were 3495 open contracts at this strike prior to today, and today 169 contract(s) were bought and sold. 
• Regarding NKE (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NKE#NYSE">NKE</a>), we observe a put option sweep with bullish sentiment. It expires in 361 day(s) on March 20, 2026. Parties traded 100 contract(s) at a $55.00 strike. This particular put needed to be split into 14 different trades to become filled. The total cost received by the writing party (or parties) was $28.3K, with a price of $283.0 per contract. There were 505 open contracts at this strike prior to today, and today 165 contract(s) were bought and sold. 
• Regarding ANF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANF#NYSE">ANF</a>), we observe a call option sweep with bullish sentiment. It expires in 53 day(s) on May 16, 2025. Parties traded 24 contract(s) at a $65.00 strike. This particular call needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $37.0K, with a price of $1543.0 per contract. There were 152 open contracts at this strike prior to today, and today 138 contract(s) were bought and sold. 
• Regarding BROS (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BROS#NYSE">BROS</a>), we observe a call option sweep with bearish sentiment. It expires in 24 day(s) on April 17, 2025. Parties traded 17 contract(s) at a $55.00 strike. This particular call needed to be split into 17 different trades to become filled. The total cost received by the writing party (or parties) was $27.5K, with a price of $1620.0 per contract. There were 716 open contracts at this strike prior to today, and today 120 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more about unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

ABNB

BROS

Whales with a lot of money to spend have taken a noticeably bearish stance on Alibaba Gr Hldgs.
Looking at options history for Alibaba Gr Hldgs (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>) we detected 34 trades.
If we consider the specifics of each trade, it is accurate to state that 47% of the investors opened trades with bullish expectations and 50% with bearish.
From the overall spotted trades, 14 are puts, for a total amount of $1,153,740 and 20, calls, for a total amount of $2,196,217.
<h3>What's The Price Target?</h3>
Taking into account the Volume and Open Interest on these contracts, it appears that whales have been targeting a price range from $10.0 to $200.0 for Alibaba Gr Hldgs over the last 3 months. 
<h3>Insights into Volume &amp; Open Interest</h3>
In today's trading context, the average open interest for options of Alibaba Gr Hldgs stands at 6496.19, with a total volume reaching 8,856.00. The accompanying chart delineates the progression of both call and put option volume and open interest for high-value trades in Alibaba Gr Hldgs, situated within the strike price corridor from $10.0 to $200.0, throughout the last 30 days.
<h3>Alibaba Gr Hldgs Call and Put Volume: 30-Day Overview</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1742824908_0.png" alt="Options Call Chart" />
<h3>Noteworthy Options Activity:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>BABA</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$68.3</td>
<td>$65.3</td>
<td>$66.5</td>
<td>$70.00</td>
<td>$478.8K</td>
<td>679</td>
<td>72</td>
</tr>
<tr>
<td>BABA</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$3.65</td>
<td>$3.4</td>
<td>$3.44</td>
<td>$115.00</td>
<td>$347.7K</td>
<td>11.3K</td>
<td>1.1K</td>
</tr>
<tr>
<td>BABA</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$2.31</td>
<td>$2.15</td>
<td>$2.26</td>
<td>$110.00</td>
<td>$271.1K</td>
<td>3.8K</td>
<td>1.2K</td>
</tr>
<tr>
<td>BABA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>05/16/25</td>
<td>$7.35</td>
<td>$7.2</td>
<td>$7.2</td>
<td>$140.00</td>
<td>$259.2K</td>
<td>13.1K</td>
<td>644</td>
</tr>
<tr>
<td>BABA</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>04/17/25</td>
<td>$9.15</td>
<td>$8.65</td>
<td>$9.0</td>
<td>$130.00</td>
<td>$180.0K</td>
<td>30.9K</td>
<td>294</td>
</tr>
</tbody>
</table>

<h3>About Alibaba Gr Hldgs</h3>
Alibaba is the world's largest online and mobile commerce company as measured by gross merchandise volume. It operates China's online marketplaces, including Taobao (consumer-to-consumer) and Tmall (business-to-consumer). The China commerce retail division is the most valuable cash flow-generating business at Alibaba. Additional revenue sources include China commerce wholesale, international commerce retail/wholesale, local consumer services, cloud computing, digital media and entertainment platforms, Cainiao logistics services, and innovation initiatives/other.
Following our analysis of the options activities associated with Alibaba Gr Hldgs, we pivot to a closer look at the company's own performance.
<h3>Where Is Alibaba Gr Hldgs Standing Right Now?</h3>
<ul>
<li>Currently trading with a volume of 3,016,547, the BABA's price is down by -0.15%, now at $134.94. </li>
<li>RSI readings suggest the stock is currently is currently neutral between overbought and oversold.</li>
<li>Anticipated earnings release is in 50 days.</li>
</ul>
<h3>Expert Opinions on Alibaba Gr Hldgs</h3>
A total of 3 professional analysts have given their take on this stock in the last 30 days, setting an average price target of $178.33.
Turn $1000 into $1270 in just 20 days?
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&#x2A; An analyst from Benchmark downgraded its action to Buy with a price target of $190. 
&#x2A; In a positive move, an analyst from Morgan Stanley has upgraded their rating to Overweight and adjusted the price target to $180. 
&#x2A; An analyst from Bernstein has elevated its stance to Outperform, setting a new price target at $165. 
Options trading presents higher risks and potential rewards. Astute traders manage these risks by continually educating themselves, adapting their strategies, monitoring multiple indicators, and keeping a close eye on market movements. Stay informed about the latest Alibaba Gr Hldgs options trades with real-time alerts from <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>.

Alibaba Gr Hldgs's Options: A Look at What the Big Money is Thinking

Management

Press Releases

QuantaSing Announces Changes in Composition of Board

Alibaba Group Will Announce December Quarter 2024 Results on February 20, 2025

Alibaba Group Announces December Quarter 2024 Results

Small Cap

US SMEs prioritise trendy and high-quality products as direct sourcing takes centre stage, reveals new Alibaba.com research

Alibaba's AI Breakthrough Challenges U.S. Tech Giants

Alibaba's Accio Hits 1 Million Users, Unveiling New AI Features to Empower SMEs in Global Trade

AliExpress Celebrates 15 Years of Global E-Commerce Innovation with Deep Discounts and Personalized Shopping Journey Recaps for Consumers

AliExpress Announces New Offerings for U.S. Sellers, Affording Greater Flexibility and Seamless Platform Integration

Jack Ma's AI Comeback Signals Alibaba's Resurgence

Glancy Prongay & Murray LLP Secures Record-Setting $433.5 Million Recovery in Alibaba Investor Lawsuit

Amazon.com

Baozun

Coupang

Dillard's

1stdibs.com

eBay

Etsy

Global E Online

Groupon

D-Market Electronic Services & Trading - American Depositary Shares

D-MARKET Electronic

Hour Loop

JD.com, Inc. - American Depositary Shares

JD.com

Jumia Technologies AG American Depositary Shares, each representing two Ordinary Shares

Jumia Technologies

Nordstrom

Kohl's

ContextLogic

Macy's

MercadoLibre

MINISO Group Holding Limited American Depositary Shares, each representing four Ordinary Shares

MINISO Group Holding

Ollie's Bargain Outlet Holdings, Inc. - Common Stock

Ollie's Bargain Outlet

PDD Holdings Inc. - American Depositary Shares

PDD Holdings

QVC Group

Savers Value Village

Vipshop Holdings Limited American Depositary Shares, each representing two ordinary shares

Vipshop Holdings

Mizuho

Benchmark

Bernstein

Morgan Stanley

JP Morgan

Alibaba Gr Holding

過熱した米国株から苦境に立つ中国株に投資家の資金が流れる中、中国株が15年ぶりにS&amp;P500を上回る強力な四半期の業績を達成する見込み。投資家は<a href="https://www.benzinga.com/topic/china">政策に期待</a>、米国株から中国株に乗り換えている。
iシェアーズ中国大型株ETF（NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FXI#NYSE">FXI</a>）の3月17日の終値は年初来26.6％上昇、2009年初め以来の最高の四半期の業績を達する見通しである。一方、SPDR S&amp;P 500 ETF トラスト（NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>）は、年初来3.2％下落、中国株との相対的なパフォーマンスは約30％に達し、2007年中旬以来の最大の差。
バリュー・パートナーズ・グループ(Value Partners Group) は、中国株市場について楽観的であり、「中国A株市場は底値に近い。価格や市場の期待も低いため、下落リスクは少ない」という内容のメールを月曜日に発表した。
同社は、トランプ関税、政治、中国の内需重視の国内政策と供給サイド対策に関する不確実性による変動はあるものの、2025年には市場が上昇傾向に向かうと予測している。
<h1 class="wp-block-heading">チャート：中国株2007年以来の最高四半期でS&amp;P500を上回る</h1>
<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" class="wp-image-828125" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/17162512/image-140-1024x529.png" sizes="(max-width: 1024px) 100vw, 1024px" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/17162512/image-140-1024x529.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/17162512/image-140-300x155.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/17162512/image-140-768x396.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/17162512/image-140-1536x793.png 1536w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/17162512/image-140.png 1920w" alt="" width="1024" height="529" /></figure>
<h1 class="wp-block-heading">消費刺激を促進させる中国の政策</h1>
先週日曜日、中国政府は国内消費を刺激するための「特別行動計画」を発表した。この計画には、収入の増加、社会保障の拡大、製品の品質向上、支出を刺激するための購入制限の緩和を目的とした政策が盛り込まれている。
ゴールドマン・サックスのエコノミスト、ヤン・ユーティン(Yuting Yang)氏は、景気刺激策の方向性を認めながらも「資金調達と実施の両方が重要である」と主張した。
中国では不安定な不動産市場や労働需要の低迷により、消費者の信頼感が低下し、苦戦している。
さらに、ヤン氏は、「家計収入の改善とより持続可能な消費の回復を促進するためには、不動産価格の安定、労働需要の改善、そしてより良い社会保障ネットワークの設立が必要だ」とも付け加えた。
<h1 class="wp-block-heading">ハイテク大手企業が市場急騰を導く</h1>
月曜日には、アリババ・グループ・ホールディングス（NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>）の株価が4.6％急伸し、年初来の急伸率は驚異的な74％に達した。
一方、バイドゥ（NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BIDU#NASDAQ">BIDU</a>）は、最新のAIモデル「アーニー(Ernie) X1」を発表して9％以上の急騰。同社はアーニー X1が半分の費用でディープシークのAIと同等のパフォーマンスをすると主張しており、世界的な技術競争における中国のAIへの意欲を強めている。
現時点の数字には説得力がある。中国株は2007年以来に見られないほどのペースで米国株を上回り、驚異的な回復が見られる。この急騰が一時的なものなのか、それとも、長期的なトレンドのはじまりなのかは北京の経済成長と投資家の信頼にかかっている。
次を読む：
<ul>
<li><a href="http://benzinga.com/government/regulations/25/03/44364688/feds-march-meeting-expected-to-signal-no-hurry-on-rate-cuts-as-powell-likely-to-tread-carefully">FOMC 3月会合、パウエル議長が「慎重に進める」との見通しが示される</a></li>
</ul>
写真：シャッターストック

投資家が政策転換を期待する中、中国株はS&P 500を上回り、2007年以来最高の四半期になる見込み

（３日）フォルクスワーゲンAG（OTC：VWAGY）メルセデス・ベンツ（Mercedes-Benz） L&#8217;Oréal（ロレアル）をはじめとする数多くの大手多国籍企業が、中国における需要の減少を懸念している。
出来事： 中国での需要の減少が、今年上半期のグローバル消費財セクターの決算で繰り返し取り上げられている。L&#8217;Oréalは、今年上半期の中国での売り上げ成長が2〜3％低下すると予測し、一方ヴォルクスワーゲン傘下のポルシェは、先週金曜日のロイターの<a href="https://www.ft.com/content/8e2f415b-46bb-473f-9c26-474322e372f2">報道</a>によれば、6月末で前年比1/3減の中国での販売を報告しました。
ロレアルのニコラ・イエロニムスCEOは「消費者の自信が非常に低いのが世界でただ一つの地域は中国だけだ」と述べた。
中国の多額の負債を抱える不動産業界は、2021年末以来減速しており、これにより住宅価格が急速に下落し、その後消費者の信頼性も鈍化し、消費財の需要も減退しているという。
関連記事：
リスクにもかかわらず、いくつかの企業は中国市場について楽観的な姿勢を維持している。中国での「ピザハット」および「ケンタッキーフライドチキン」の運営者であるYum China（NYSE：<a class="ticker" href="https://www.benzinga.com/stock/YUMC#NYSE">YUMC</a>）は、予想を上回る上半期の業績を発表し、純利益は8％増の2億1200万ドルとなった。
フィッチのアナリストによると、使い捨て可能所得の見通しをめぐる不確実性と、家計の資産の縮小が、中国の消費者を非必須の支出に代えて「コストパフォーマンスの良い」製品を優先させているという。
「中国の消費者がその自信を取り戻すにはどのくらいの時間と、何をする必要があるのか、私たちはわかりません」と、メルセデス・ベンツのCEOを務めるオラ・ケーレニウス氏は述べた。
魅力1： これらの大手企業が表明した懸念は、今年の初めに経済学者ポール・クルーグマン氏が<a href="https://www.benzinga.com/news/24/06/39133647/paul-krugman-slams-beijings-economic-model-world-will-not-accept-everything-china-wants-to-export">中国の経済モデルについて</a>懸念を示したものと連動している。ポール・クルーグマン氏は、中国のリーダーが生産から消費者需要への焦点を移すことについて、「奇妙なほど不可能である」と述べている。
さらに、アリババグループホールディング（NYSE：<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>）、テンセントホールディングス（OTC：<a class="ticker" href="https://www.benzinga.com/stock/TCEHY#OTC">TCEHY</a>）、JD.com Inc（NASDAQ：<a class="ticker" href="https://www.benzinga.com/stock/JD#NASDAQ">JD</a>）などの中国の大手テック企業は、この厳しい環境の中で<a href="https://www.benzinga.com/news/24/08/40285028/alibaba-leads-chinese-tech-giants-in-boosting-shareholder-returns-but-economic-challenges-loom-repor">決算を報告</a>するとともに、中国の経済と消費者のセンチメントに光を当てると予想されている。これらの企業は引き続き株主のリターン向上に焦点を当ててはいるものの、全体として経済の課題は大きくなっている。
次の一手：
<ul>
<li><a href="https://www.benzinga.com/markets/equities/24/08/40287556/general-motors-remains-committed-to-china-despite-losses-restructuring-needs-cfo-highlights-cash?itm_source=parsely-api" target="_blank" rel="noreferrer noopener">大手自動車メーカーの魅力的な提案：CFOが資金の安定性目標を強調</a></li>
</ul>
写真はシャッターストック提供。
この記事は、<a href="https://www.benzinga.com/topic/Pooja-Rajkumari" target="_blank" rel="noreferrer noopener">Pooja Rajkumari</a>氏によって編集され、<a href="https://www.benzinga.com/author/benzinga-neuro">Benzinga Neuro</a>が作成しました。

Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) が人工知能（AI）分野において抱える野心的な課題は、同社にとって重要な市場である中国で大きな障害に直面している。
出来事：AppleのAI分野における拡大は、アップグレードされた音声アシスタントSiriを含むもので、中国の厳格なAI規制によって妨げられていると<a href="https://www.cnbc.com/2024/06/20/apple-ai-push-faces-big-challenges-in-china.html">CNBCが報じたところによると</a>、このことが明らかになった。
同社の中国におけるシェアは、Huaweiなどの中国勢企業に対抗しきれておらず、その企業たちは独自のAI機能を推進している。
Appleは、AIの初回展開についてはその機能はアメリカ英語でのみ提供され、その後でより多くの言語、機能、プラットフォームが提供されると発表している。しかし、同社は規制環境が複雑であることで知られる中国市場における計画については一切言及していない。
「中国はAI規制環境があるため、AI分野におけるAppleの大きな発表が先週できたことについては大いに賛辞を送りたい」と、同レポートによると、IDCのデバイスリサーチ部門のヴァイスプレジデントであるBryan Ma氏は述べている。
近年、中国は特にデータ保護と大規模な言語モデルに関する点を中心にAIについて厳格な規制を実施している。これらの規制は、Appleにとって課題となるだろう。同社のAIの機能のいくつかは自社の言語モデルに基づいており、これには中国当局の認可が必要となるからだ。
地元の規制に対応するため、Appleはおそらく、デバイス上で利用可能なAIモデルとクラウドベースのAIモデルの両方を開発する必要があるだろうと、CanalysのアナリストであるNicole Peng氏は述べている。
さらに、Appleが中国で使用しているOpenAIのChatGPTは、中国で使用することが禁止されているため、国内向けの同等の製品を見つける必要がある。これにより、同社が今後、自社の言語モデルと音声アシスタントを搭載することができるかもしれない、と同氏は付け加えた。その際、中国のテックグローバル企業であるBaidu（NASDAQ：BIDU）やAlibaba（NYSE：BABA）との提携が実現する可能性がある。
Appleが中国でAIを成功させるためには、中国のユーザーのニーズに合ったデバイス上でのAI体験を提供する必要があると、CCS Insightの最高アナリストであるBen Wood氏は述べている。
中国におけるAppleのAI展開が成功するためには、同社は中国のユーザーに共感を持ってもらえるAI体験をデバイス上で提供する必要がある。
今回の出来事が重要な理由：AppleのAIに対する展望は新しいものではない。最近、Deepwater Asset ManagementのGene Munster氏は、AppleがBaiduやAlibabaとの提携を通じて中国でのAI展開を模索する可能性があると示唆した。彼は、これらの提携がChatGPTのようなサードパーティのAI機能を中国市場で紹介するのに役立つだろうと指摘している。
Appleは、<a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/06/39269940/apples-ai-breakthroughs-at-wwdc-2024-lead-to-higher-iphone-sales-projections-by-gol">WWDC 2024</a>で、オペレーティング・システム（OS）の重要なアップデートと、Apple IntelligenceとChatGPTの統合を含む新しいジェネレーティブAI機能を発表した。 ゴールドマン・サックスのアナリストは、これらの進歩が製品のアップグレード需要を促進し、将来のAIモデルを搭載するための手立てを開くだろうと考えている。
3月には、Appleは中国国内での自社デバイスにおいて先進的なジェネレーティブAIテクノロジーを組み込むために、Baiduとの<a href="https://www.benzinga.com/government/24/03/37892837/apple-wants-to-strengthen-presence-in-china-in-talks-with-baidu-over-ai-collaboration">予備的な協議を開始した</a>。この動きは、中国のサイバースペース規制機関が、製品の公開前にジェネレーティブAIモデルを審査することを義務付けている中国法に合致している。
株価の動き：Apple Inc.の株は、この日の取引で2.15％下落した209.68ドルで最後の取引が終了した。アフターマーケット取引では0.15％上昇している。年初来の株価の変動は12.95％の上昇。 <a href="https://pro.benzinga.com/dashboard">Benzinga Proのデータ</a>によれば、株価の変動は12.95％の上昇

今週初め、かつてバンしたかったソーシャルメディアプラットフォームTikTokに登録した元大統領のドナルド・トランプが、ユーザー数500万人以上を誇る<a href="https://www.benzinga.com/news/24/06/39198236/donald-trumps-debut-has-outshined-biden-harris-campaign-account-on-tiktok-this-is-a-vital-space-for" target="_blank" rel="noreferrer noopener">ことで、</a><a href="https://www.benzinga.com/news/24/06/39198236/donald-trumps-debut-has-outshined-biden-harris-campaign-account-on-tiktok-this-is-a-vital-space-for" target="_blank" rel="noreferrer noopener">ジョー・バイデン</a>大統領の選挙キャンペーンアカウントを上回っているという報告がありました。
リスク資本の投資構図が大きく転換する中、米国のスタートアップ企業は中国の投資家との関係を次第に遠ざけようとしています。この動きは、企業が米国当局による外国<a href="https://www.benzinga.com/government/24/06/39225851/american-vcs-want-us-startups-to-sever-ties-with-chinese-investors-amid-anticipated-regulatory-clamp" target="_blank" rel="noreferrer noopener">所有規制の強化</a>を見越して行われています。
アラブ首長国連邦（UAE）は、石油化学の豊かさを活用して世界的なAIパワーハウスとして浮上することを目指し、人工知能（AI）分野で米国との戦略的なパートナーシップを追求しています。
ゲーム
Adjustの2024年版の2024年版「モバイルアプリのトレンド」報告書によると、2023年における全体のゲーム市場の収益のうち、49％が合計904億ドルを占める「モバイルゲーム」が拡大しました。 2022年1月から2024年1月までのデータを分析したこの調査では、ゲームアプリのインアプリ収益について、前年比6％の<a href="https://www.benzinga.com/24/06/39192130/mobile-games-captured-90-4b-49-of-global-market-in-2023" target="_blank" rel="noreferrer noopener">増加が記録されました</a>。
2023年には、中東および北アフリカ（MENA）およびアジアのゲーム市場は、前年比4.6％増の855億ドルに達し、2028年までに971億ドルに<a href="https://www.benzinga.com/markets/asia/24/06/39213251/asia-mena-gaming-markets-reach-85-5b-in-2023-see-future-projections" target="_blank" rel="noreferrer noopener">増加する見通し</a>です。
Intercept GamesとRoll7の閉鎖が報じられた「Take-Two Interactive Software Inc. （NASDAQ：<a class="ticker" href="https://www.benzinga.com/stock/TTWO#NASDAQ">TTWO</a>）は、<a href="https://www.benzinga.com/general/gaming/24/06/39145469/private-division-faces-closure-take-two-to-sell-or-shutter-studios-report" target="_blank" rel="noreferrer noopener">Private Divisionの閉鎖または売却計画</a>の一環として、Intercept GamesとRoll7が閉鎖の憂き目に遭うことはないと発表しました。
Take-Two InteractiveのRockstar Gamesは、6月にリリースされるGrand Theft Auto Onlineの大規模なアップデートに向けて準備を進めています。 6月のアップデートには、バウンティハンティングと警察ミッションに加えて、GTAオンラインの<a href="https://www.benzinga.com/general/gaming/24/06/39194557/what-to-expect-for-gta-onlines-june-update" target="_blank" rel="noreferrer noopener">新しいコンテンツ作成者の機能</a>も追加されます。
読了:<a href="https://www.benzinga.com/general/gaming/24/06/39173595/summer-game-fest-2024-big-reveals-key-updates-and-whats-off-the-table" target="_blank" rel="noreferrer noopener">Summer Game Fest 2024：ビッグな発表、重要なアップデート、そして何が話題にならないのか</a>
Sony Group Corp. （NYSE：<a class="ticker" href="https://www.benzinga.com/stock/SONY#NYSE">SONY</a>）のノーティ・ドッグは、同社が開発したゲーム「The Last of Us」と「Uncharted」のフランチャイズで知られる開発者が、<a href="https://www.benzinga.com/general/gaming/24/06/39143354/naughty-dog-will-not-be-the-last-of-us-studio-forever-neil-druckmann-announces-multiple-single-pla" target="_blank" rel="noreferrer noopener">「複数のシングルプレイヤープロジェクト」で作業を行っている</a> と発表しました。
8月7日に予定されているSonyの<a href="https://www.benzinga.com/general/gaming/24/06/39168685/sonys-next-frontier-pc-adapter-unveiled-connecting-playstation-gamers-to-steam-vr" target="_blank" rel="noreferrer noopener">PlayStation VR 2（PSVR 2）ヘッドセットのためのPCアダプターの発売が発表されました。</a>
SonyのPS5ボックスには、ハイレゾハイプからの脱却を示す8Kタグが削除されています。 Digital FoundryのJohn Linnemanが指摘するように、新しいパッケージは「<a href="https://www.benzinga.com/general/gaming/24/06/39213768/ps5-drops-8k-tag-is-8k-gaming-a-fading-dream" target="_blank" rel="noreferrer noopener">4K/120fpsとHDR</a>」といった機能のみを表示するようになりました。
読了: <a href="https://www.benzinga.com/general/gaming/24/06/39218265/guess-how-much-this-counter-strike-skin-just-sold-for" target="_blank" rel="noreferrer noopener">このカウンターストライクのスキンがついに売れた金額は？</a>
OculusとAnduril Industriesの創業者であるPalmer Luckeyは、199ドルで販売されている<a href="https://www.benzinga.com/general/gaming/24/06/39152573/oculus-founder-palmer-luckey-launches-199-modern-handheld-console-that-pays-homage-to-game-boy-don" target="_blank" rel="noreferrer noopener">ピクセル完璧で超明るいマグネシウム製のゲーム機</a>を新たに発表し、ゲーム業界にカムバックしました。
読了: <a href="https://www.benzinga.com/general/entertainment/24/05/39120277/paving-the-way-for-microtransactions-the-sims-4-introduces-controversial-battle-pass-style-" target="_blank" rel="noreferrer noopener">マイクロトランザクションの先駆けに？ 『The Sims 4』がバトルパススタイルのイベントを導入</a>
ストリーミングプラットフォーム、ソーシャルメディア、その他
Netflix Inc.（NASDAQ：<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>）は、利用者のプラットフォームでの使用を最大化しようとしている一環として、新しいTVユーザー用のホーム画面の導入を発表しました。
米国政府との<a href="https://www.benzinga.com/news/24/06/39150865/tiktok-parent-bytedance-appoints-former-warner-bros-lawyer-as-general-counsel-amid-ongoing-legal-bat" target="_blank" rel="noreferrer noopener">ByteDance Ltd.（TikTokの親会社）は、</a>元映画製作会社ワーナー・ブラザース・ディスカバリー社（NASDAQ：<a class="ticker" href="https://www.benzinga.com/stock/WBD#NASDAQ">WBD</a>）のトップ弁護士である<a href="https://www.benzinga.com/news/24/06/39150865/tiktok-parent-bytedance-appoints-former-warner-bros-lawyer-as-general-counsel-amid-ongoing-legal-bat" target="_blank" rel="noreferrer noopener">ジョン・ロゴヴィン氏を新たなグローバル法律顧問に任命しました。</a>
Alibaba Group Holding Ltd.（NYSE：<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>）は、米国および欧州の中小企業向けの新しいサービスを立ち上げ、より信頼性の高い配送日、安全な支払い、<a href="https://www.benzinga.com/news/24/06/39221079/alibabas-new-strategy-targeting-small-businesses-in-the-us-and-europe" target="_blank" rel="noreferrer noopener">スムーズな紛争解決</a>を提供する「Alibaba Guaranteed」サービスが発表されました。
EBay Inc. （NASDAQ：<a class="ticker" href="https://www.benzinga.com/stock/EBAY#NASDAQ">EBAY</a>）は、同社が<a class="ticker" href="https://www.benzinga.com/stock/AXP#NYSE">AXP</a>から請求された「非常に高い料金」を理由に、同社のプラットフォームでのAmerican Express Co.（NYSE：<a class="ticker" href="https://www.benzinga.com/stock/AXP#NYSE">AXP</a>）のカードの受け入れを停止する計画を立てました。
エアバスは、タイペイで開催されたコンピューテックス技術見本市で、有人戦闘機を高リスクなミッションでサポートするために設計された新しいドローンコンセプトである「Wingman」を公開しました。
スマートフォン
Apple Inc.（NASDAQ：<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>）の新しいiPhone 16 Proでは、現行記録保持者であるSamsung Galaxy S24を上回る、世界で最も薄いベゼルを搭載することで、期待を裏切る可能性があります。
Appleは最終的に、英国の「商品セキュリティと通信インフラ（PSTI）規制」に準拠して、同社のiPhoneにセキュリティのアップデートを提供する最短期間を明らかにしました。
Appleは、標準保証の下でiPhoneとApple Watchのディスプレイに生じた髪の毛のような細いクラックの対応を停止しました。 これにより、修理に関しては、製品を購入した顧客が費用を負担する必要があるようになります。<a href="https://www.benzinga.com/news/24/06/39223488/apple-no-longer-covers-hairline-cracks-on-iphones-and-watches-under-warranty-how-much-youll-need-to" target="_blank" rel="noreferrer noopener">先週までの政策とは大きく異なる方針になります。</a>
Appleの次期ソフトウェアアップデートである「iOS 18」は、同社の歴史の中で「&#8230;最も大規模なiOSアップデートの一つ」になることが期待されています。
Appleは、中国で唯一の米国製ストリーミングサービスとなることを望んでいます。 同社は、中国の通信事業者である中国移動との取引について議論しており、<a href="https://www.benzinga.com/government/24/06/39164337/apples-streaming-ambitions-in-china-continue-despite-geopolitical-tensions" target="_blank" rel="noreferrer noopener">後者の2億人以上の加入者基盤を活用することができるかもしれません。</a>
Tech
Qualcomm Inc.（NASDAQ：<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>）は、同社の新しいチップによって、顧客がバッテリー寿命を気にせずにノートパソコンを広範囲に使用できることを保証しています。
Taipei（台北）で開催されたComputex（コンピューテック

ADBE

EBAY

NFLX

PLTR

QCOM

SONY

TTWO

米スタートアップ、中国からの出資を敬遠

17日水曜日、米国株は下降トレンドで取引を終え、ダウ工業株30種平均は0.1％減の37,753.31ドル、S&amp;P500は0.6％減の5,022.21ドル、ナスダックも1.1%低下の15,683.37と冴えない。
その中で台湾半導体株を中心としたIT株が投資家から大きな注目を集めた。
TSMC (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>)
TSMCの株は0.55％減の139.03ドルで終了し、日中価格推移は安値は137.36ドル、高値は142.57ドルでした。同社の株は、ASMLが予想を下回る<a href="https://www.benzinga.com/news/24/04/38299207/whats-going-on-with-taiwan-semiconductor-stock">決算を発表</a>したことにより下げています。TSMCは、4月29日に決算を発表する予定だ。
アーム・ホールディングス (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARM#NASDAQ">ARM</a>)
アーム・ホールディングスの株は11.99％減の107.56ドルで取引を終えた。日中価格推移は安値は107.01ドル、高値は122.68ドルでした。同社の株は、ASMLが第1四半期の予想を下回る決算を報告した<a href="https://www.benzinga.com/news/24/04/38299189/whats-going-on-with-arm-holdings-stock">理由</a>で下落しました。
アルコア (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AA#NYSE">AA</a>)
アルコアの株は1.50％減の35.55ドルで終了し、その日の安値は35.21ドル、高値は37.48ドルだった。同社は水曜日の決算で、1株当たり81セントの四半期損失と26億ドルの売上高を発表し、アナリストの予想額である25.6億ドルを上回った。
アリババ(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>)
中国EC大手アリババの株は1.13％減の68.82ドルで終了し、その日の安値は68.72ドル、高値は70.01ドルでした。同社は、<a href="https://www.benzinga.com/markets/equities/24/04/38296674/whats-going-on-with-alibaba-shares-after-launching-logistics-solutions-for-us-smes">アメリカの中小企業向けに物流ソリューションを立ち上げたこと</a>により、株価がわずかに下落した。
 テスラ (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>)
米電気自動車テスラの株は1.06％減の155.45ドルで終了し、その日の安値は153.78ドル、高値は158.33ドルでした。米国で自動車の在庫割引を<a href="https://www.benzinga.com/news/24/04/38285714/no-more-inventory-discounts-on-tesla-cars-as-ceo-elon-musk-says-sales-system-has-turned-complex-and">廃止</a>した理由についてCEOのイーロン・マスクは、同社の複雑な販売システムを簡素化する必要があるためだと説明しました。
写真提供：ShutterstockのJirapong Manustrong氏
次の記事: <a href="https://www.benzinga.com/markets/equities/24/04/38257664/delta-flight-returns-to-atlanta-after-takeoff-boeing-757-yawing-aggressively?itm_source=parsely-api" target="_blank" rel="noopener noreferrer">テイクオフ後にアトランタに戻ったデルタ航空757便：ボーイング社による急激な動き</a>

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<a style="color: #225aa9; text-decoration: none;" href="None" target="_blank" rel="noopener"> Benzinga Neuroによって開発され、 Shivdeep Dhaliwalによって編集されました</a>
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GPT-4ベースのBenzinga Neuroコンテンツ・ジェネレーション・システムは、ネイティブデータ、APIなどを利用して包括的でタイムリーなストーリーを提供するために、<a style="color: #225aa9; text-decoration: none;" href="https://www.benzinga.com/author/benzinga-neuro" target="_blank" rel="noopener">ベンジンガエコシステム</a>を活用しています。詳細はこちら。
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