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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BABA

BIDU

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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General

TCEHY

VWAGY

YUMC

（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

Analyst Color

Markets

AAPL

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

Nvidia Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) is <a href="https://www.benzinga.com/25/05/45182565/nvidia-designing-new-ai-chips-for-alibaba-bytedance-tencent-after-warning-us-export-ban-on-h20-could-cost-the-company-55-billion-report">reportedly redesigning</a> its H20 artificial intelligence chip for the Chinese market after U.S. export controls effectively blocked the original version, with plans to launch the modified chip as early as July.
What Happened: Nvidia has notified major Chinese customers, including top cloud service providers, that it intends to release a downgraded H20 chip within the next two months, reported Reuters, citing sources familiar with the matter.
The move comes after the U.S. government <a href="https://www.benzinga.com/25/04/44830406/nvidia-to-take-55-billion-hit-over-china-chip-export-restrictions-but-top-analyst-dan-ives-says-hes-not-overly-concerned-all-part-of-the-high-game-of-poker">informed Nvidia last month</a> that the original H20 would require an export license, effectively banning it from sale in China under tightened national security rules.
Following this, Nvidia revealed that export restrictions might lead to a revenue loss of $5.5 billion.
See Also:&nbsp;<a href="https://benzinga.com/news/25/04/45090231/elon-musk-says-will-come-as-a-surprise-to-most-as-chinas-economy-surpasses-us-and-eu-amid-rising-tariffs-and" target="_blank" rel="noreferrer noopener">Elon Musk Says Will Come As A ‘Surprise To Most&#8217; As China&#8217;s Economy Surpasses US And EU Amid Rising Tariffs And Growing Recession Fears</a>
The company has since developed new technical thresholds to guide the modified design, which will include substantial reductions in memory capacity and potentially other performance adjustments, the report noted.
Nvidia did not immediately respond to <a href="https://pro.benzinga.com/dashboard">Benzinga's</a> request for comments.
Why It's Important: Chinese tech giants such as Tencent Holdings (OTC:<a class="ticker" href="https://www.benzinga.com/stock/TCEHY#OTC">TCEHY</a>), Alibaba Group (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>) and ByteDance earlier this year <a href="https://www.benzinga.com/25/02/43931074/chinese-tech-giants-like-tencent-alibaba-and-bytedance-rush-to-buy-nvidias-h20-ai-chips-as-deepseeks-low-cost-models-fuel-massive-demand-surge">ramped up H20 orders to fuel</a> a growing demand for cost-effective AI solutions, especially from startups like DeepSeek.
Since January, Nvidia has reportedly accumulated $18 billion worth of H20 orders. However, in March, Chinese server maker H3C warned of a <a href="https://www.benzinga.com/25/03/44519562/nvidia-faces-fresh-china-setback-as-chip-shortages-and-sanctions-disrupt-supply">possible shortage</a> of Nvidia's H20 chips.
Earlier this month, Nvidia CEO Jensen Huang informed U.S. lawmakers that AI chip <a href="https://www.benzinga.com/25/05/45157365/nvidia-ceo-jensen-huang-warns-us-lawmakers-that-export-bans-are-backfiring-fueling-huaweis-rise-in-global-ai-chip-race">export restrictions might be giving</a> China's Huawei Technologies a competitive advantage.
That same day, <a href="https://www.benzinga.com/25/05/45160136/nvidia-blasts-anthropic-for-backing-stricter-chip-bans-on-china-focus-on-innovation-than-tell-tall-tales">Nvidia also criticized</a> AI startup Anthropic for supporting tighter U.S. export controls on AI chips to China.
Price Action: Nvidia shares dipped by 0.27% to $117.05 in after-hours trading, according to <a href="https://pro.benzinga.com/dashboard">Benzinga Pro</a>.
Benzinga Edge Stock Rankings gave Nvidia a strong growth score of 94.76%. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">Click here to see how it stacks up against other major tech players</a> like Alibaba and Tencent.
Photo Courtesy: Hepha1st0s On Shutterstock.com
Read Next:
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<li><a href="https://benzinga.com/25/04/45071155/mild-recession-is-best-case-outcome-jpmorgan-ceo-jamie-dimon" target="_blank" rel="noreferrer noopener">JPMorgan CEO Jamie Dimon Warns Recession Is Best-Case Outcome Of Trump Trade War</a></li>
</ul>
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

NVDA

Nvidia Modifies H20 Chip For China After US Restrictions Block Sales, Aims To Deliver New Version By July: Report

In the current session, the stock is trading at $124.39, after a 0.94% increase. Over the past month, Alibaba Gr Hldgs Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>) stock increased by 19.40%, and in the past year, by 55.41%. With performance like this, long-term shareholders are optimistic but others are more likely to look into the price-to-earnings ratio to see if the stock might be overvalued.

<img src="https://www.benzinga.com/files/images/story/2025/1746712822_0.png" alt="Past Year Chart" />

<h3>How Does Alibaba Gr Hldgs P/E Compare to Other Companies?</h3>
The P/E ratio is used by long-term shareholders to assess the company's market performance against aggregate market data, historical earnings, and the industry at large. A lower P/E could indicate that shareholders do not expect the stock to perform better in the future or it could mean that the company is undervalued. 
Compared to the aggregate P/E ratio of the 36.51 in the Broadline Retail industry, Alibaba Gr Hldgs Inc. has a lower P/E ratio of 17.98. Shareholders might be inclined to think that the stock might perform worse than it's industry peers. It's also possible that the stock is undervalued. 

<img src="https://www.benzinga.com/files/images/story/2025/1746712822_1.png" alt="Guage" />

In summary, while the price-to-earnings ratio is a valuable tool for investors to evaluate a company's market performance, it should be used with caution. A low P/E ratio can be an indication of undervaluation, but it can also suggest weak growth prospects or financial instability. Moreover, the P/E ratio is just one of many metrics that investors should consider when making investment decisions, and it should be evaluated alongside other financial ratios, industry trends, and qualitative factors. By taking a comprehensive approach to analyzing a company's financial health, investors can make well-informed decisions that are more likely to lead to successful outcomes.

Intraday Update

P/E Ratio Insights for Alibaba Gr Hldgs

Alibaba Group Holding Ltd &#8211; ADR (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>) shares are trading lower Wednesday after two senior U.S. lawmakers called on the Securities and Exchange Commission to delist it along with other U.S.-listed Chinese companies.
What To Know: According to the <a href="https://www.ft.com/content/8d87d093-3fad-4ee0-af16-2f1e835ef286">Financial Times</a>, Rep. John Moolenaar (R-Mich.) and Sen. Rick Scott (R-Fla.) called on the SEC to delist it and 24 other companies because the companies have military links that make them a national security risk.
Some of the other companies include JD.Com, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JD#NASDAQ">JD</a>) and Baidu Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BIDU#NASDAQ">BIDU</a>).
Moolenaar chairs the House Select Committee on China, while Scott leads the Senate Committee on Ageing.
In the letters, the lawmakers wrote: &#8220;These entities benefit from American investor capital while advancing the strategic objectives of the Chinese Communist party . . . supporting military modernisation and gross human rights violations.&#8221;
Moolenaar and Scott argue that even if Chinese organizations seem commercial, they can still be exploited for harmful state objectives due to China's military-civil fusion policy, which mandates companies to hand over technology to the People's Liberation Army if directed by the government.
As of March 2025, there are approximately 286 total Chinese companies listed on U.S. exchanges.
BABA Price Action: Alibaba shares closed Wednesday down 3.47% at $123.23, according to data from <a href="https://pro.benzinga.com/dashboard">Benzinga Pro.</a>
Related Link: • <a href="https://www.benzinga.com/25/05/45262160/why-terra-chips-maker-hain-celestials-stock-is-plummeting-today">Terra Chips Maker Hain Celestial Seeks Strategic Options For Business, Announces CEO Transition, Stock Tanks</a>
Image: via Shutterstock

Movers

Alibaba Stock Drops After US Lawmakers Push For Delisting

WIIM

BILI

HSAI

XPEV

Shares of US-listed Chinese stocks are trading lower after two senior US lawmakers called on the SEC to delist 25 Chinese companies from US stock exchanges,

As tensions rise over U.S. chip restrictions, Nvidia Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) CEO Jensen Huang warns that cutting off access to China's booming AI market could hurt not just the company, but American jobs and innovation.
What Happened: Speaking with CNBC on Tuesday, Huang addressed the company's <a href="https://www.benzinga.com/25/04/44830406/nvidia-to-take-55-billion-hit-over-china-chip-export-restrictions-but-top-analyst-dan-ives-says-hes-not-overly-concerned-all-part-of-the-high-game-of-poker">$5.5 billion write-off tied</a> to U.S. restrictions on chip sales to China, a critical market for artificial intelligence.
"The world's dynamic today. You've just got to stay agile," Huang said.
See Also:&nbsp;<a href="https://benzinga.com/news/25/04/45090231/elon-musk-says-will-come-as-a-surprise-to-most-as-chinas-economy-surpasses-us-and-eu-amid-rising-tariffs-and" target="_blank" rel="noreferrer noopener">Elon Musk Says Will Come As A ‘Surprise To Most&#8217; As China&#8217;s Economy Surpasses US And EU Amid Rising Tariffs And Growing Recession Fears</a>
He went on to add that China is projected to become a $50 billion AI market within the next two to three years and represents a huge opportunity.
"It would be a tremendous loss not to be able to address it as an American company. It&#8217;s going to bring back revenues. It&#8217;s going to bring back taxes. It&#8217;s going to create lots of jobs here in the United States," the Nvidia CEO stated.
Huang then said that the company will remain flexible and responsive to government policies, stating that it will support whatever is in the nation's best interest. "We'll stay agile and keep moving on."
<figure class="wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio"> 
<div class="wp-block-embed__wrapper">
<iframe loading="lazy" title="Nvidia CEO Jensen Huang: It would be a tremendous loss not to be able to address China&#039;s AI market" width="500" height="281" src="https://www.youtube.com/embed/hgpWi0JlRGA?feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe>
</div>
</figure>
Why It's Important: Last week, it was reported that <a href="https://www.benzinga.com/25/05/45182565/nvidia-designing-new-ai-chips-for-alibaba-bytedance-tencent-after-warning-us-export-ban-on-h20-could-cost-the-company-55-billion-report">Nvidia notified key Chinese clients</a> — including Alibaba Group (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>), ByteDance, and Tencent Holdings (OTC:<a class="ticker" href="https://www.benzinga.com/stock/TCEHY#OTC">TCEHY</a>) — that it is developing new AI chip models specifically designed to meet U.S. export requirements.
Huang has also warned U.S. lawmakers that export restrictions on AI chips could be giving Huawei Technologies a <a href="https://www.benzinga.com/25/05/45157365/nvidia-ceo-jensen-huang-warns-us-lawmakers-that-export-bans-are-backfiring-fueling-huaweis-rise-in-global-ai-chip-race">competitive advantage</a> in the global AI race.
<a href="https://www.benzinga.com/25/05/45160136/nvidia-blasts-anthropic-for-backing-stricter-chip-bans-on-china-focus-on-innovation-than-tell-tall-tales">Nvidia also criticized</a> AI startup Anthropic for pushing for tougher U.S. export limits on AI chips to China.
Price Action: On Tuesday, Nvidia shares slipped 0.25% during the regular hours, closing at $113.54. In the after-hours trading, it gained 0.85%, reaching $114.50, according to <a href="https://pro.benzinga.com/dashboard">Benzinga Pro</a>.
Nvidia also earned a strong growth score of 94.67% from Benzinga Edge Stock Rankings. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">Click here to see how it stacks up against</a> other top tech players like Alibaba and Tencent.
<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/quote/NVDA"><img decoding="async" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/06224937/Screenshot-2025-05-07-at-8.19.31%E2%80%AFAM.png" alt="" class="wp-image-904677" /></a></figure>
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</ul>
Photo Courtesy: jamesonwu1972 on Shutterstock.com
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Media

Nvidia CEO Jensen Huang Says Losing Access To China's Potential $50 Billion AI Market Would Be A 'Tremendous Loss'

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>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>05/09/25</td>
<td>$282.50</td>
<td>$25.9K</td>
<td>6.1K</td>
<td>9.5K</td>
</tr>
<tr>
<td>BABA</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$130.00</td>
<td>$78.0K</td>
<td>29.7K</td>
<td>7.7K</td>
</tr>
<tr>
<td>JD</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$44.00</td>
<td>$202.5K</td>
<td>10.9K</td>
<td>4.5K</td>
</tr>
<tr>
<td>WRD</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>05/16/25</td>
<td>$7.50</td>
<td>$42.0K</td>
<td>3.2K</td>
<td>2.5K</td>
</tr>
<tr>
<td>CMG</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>12/19/25</td>
<td>$70.00</td>
<td>$31.9K</td>
<td>232</td>
<td>1.4K</td>
</tr>
<tr>
<td>GME</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$30.00</td>
<td>$84.0K</td>
<td>18.2K</td>
<td>487</td>
</tr>
<tr>
<td>EAT</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>01/16/26</td>
<td>$130.00</td>
<td>$26.1K</td>
<td>6.2K</td>
<td>442</td>
</tr>
<tr>
<td>CVNA</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>05/30/25</td>
<td>$260.00</td>
<td>$45.0K</td>
<td>104</td>
<td>264</td>
</tr>
<tr>
<td>AMZN</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>12/18/26</td>
<td>$185.00</td>
<td>$377.5K</td>
<td>2.1K</td>
<td>206</td>
</tr>
<tr>
<td>WYNN</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>05/16/25</td>
<td>$84.00</td>
<td>$25.4K</td>
<td>169</td>
<td>110</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 bearish sentiment. It expires in 3 day(s) on May 9, 2025. Parties traded 70 contract(s) at a $282.50 strike. This particular call needed to be split into 10 different trades to become filled. The total cost received by the writing party (or parties) was $25.9K, with a price of $374.0 per contract. There were 6106 open contracts at this strike prior to today, and today 9554 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 trade that happens to be bullish, expiring in 45 day(s) on June 20, 2025. This event was a transfer of 100 contract(s) at a $130.00 strike. The total cost received by the writing party (or parties) was $78.0K, with a price of $780.0 per contract. There were 29753 open contracts at this strike prior to today, and today 7771 contract(s) were bought and sold. 
• Regarding JD (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JD#NASDAQ">JD</a>), we observe a call option trade with bearish sentiment. It expires in 45 day(s) on June 20, 2025. Parties traded 4500 contract(s) at a $44.00 strike. The total cost received by the writing party (or parties) was $202.5K, with a price of $45.0 per contract. There were 10983 open contracts at this strike prior to today, and today 4567 contract(s) were bought and sold. 
• For WRD (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WRD#NASDAQ">WRD</a>), we notice a call option trade that happens to be neutral, expiring in 10 day(s) on May 16, 2025. This event was a transfer of 300 contract(s) at a $7.50 strike. The total cost received by the writing party (or parties) was $42.0K, with a price of $140.0 per contract. There were 3216 open contracts at this strike prior to today, and today 2599 contract(s) were bought and sold. 
• Regarding CMG (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CMG#NYSE">CMG</a>), we observe a call option trade with bullish sentiment. It expires in 227 day(s) on December 19, 2025. Parties traded 450 contract(s) at a $70.00 strike. The total cost received by the writing party (or parties) was $31.9K, with a price of $71.0 per contract. There were 232 open contracts at this strike prior to today, and today 1450 contract(s) were bought and sold. 
• For GME (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GME#NYSE">GME</a>), we notice a call option trade that happens to be bullish, expiring in 255 day(s) on January 16, 2026. This event was a transfer of 160 contract(s) at a $30.00 strike. The total cost received by the writing party (or parties) was $84.0K, with a price of $525.0 per contract. There were 18254 open contracts at this strike prior to today, and today 487 contract(s) were bought and sold. 
• For EAT (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EAT#NYSE">EAT</a>), we notice a call option trade that happens to be bearish, expiring in 255 day(s) on January 16, 2026. This event was a transfer of 11 contract(s) at a $130.00 strike. The total cost received by the writing party (or parties) was $26.1K, with a price of $2380.0 per contract. There were 6208 open contracts at this strike prior to today, and today 442 contract(s) were bought and sold. 
• Regarding CVNA (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CVNA#NYSE">CVNA</a>), we observe a call option trade with neutral sentiment. It expires in 24 day(s) on May 30, 2025. Parties traded 21 contract(s) at a $260.00 strike. The total cost received by the writing party (or parties) was $45.0K, with a price of $2145.0 per contract. There were 104 open contracts at this strike prior to today, and today 264 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 bearish sentiment. It expires in 591 day(s) on December 18, 2026. Parties traded 100 contract(s) at a $185.00 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 $377.5K, with a price of $3775.0 per contract. There were 2149 open contracts at this strike prior to today, and today 206 contract(s) were bought and sold. 
• Regarding WYNN (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WYNN#NASDAQ">WYNN</a>), we observe a call option sweep with bearish sentiment. It expires in 10 day(s) on May 16, 2025. Parties traded 100 contract(s) at a $84.00 strike. This particular call needed to be split into 6 different trades to become filled. The total cost received by the writing party (or parties) was $25.4K, with a price of $254.0 per contract. There were 169 open contracts at this strike prior to today, and today 110 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 news on unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Options

AMZN

CVNA

TSLA

WYNN

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

In the current session, the stock is trading at $129.21, after a 2.08% spike. Over the past month, Alibaba Gr Hldgs Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>) stock increased by 30.02%, and in the past year, by 64.68%. With performance like this, long-term shareholders are optimistic but others are more likely to look into the price-to-earnings ratio to see if the stock might be overvalued.

<img src="https://www.benzinga.com/files/images/story/2025/1746543629_0.png" alt="Past Year Chart" />

<h3>A Look at Alibaba Gr Hldgs P/E Relative to Its Competitors</h3>
The P/E ratio measures the current share price to the company's EPS. It is used by long-term investors to analyze the company's current performance against it's past earnings, historical data and aggregate market data for the industry or the indices, such as S&amp;P 500. A higher P/E indicates that investors expect the company to perform better in the future, and the stock is probably overvalued, but not necessarily. It also could indicate that investors are willing to pay a higher share price currently, because they expect the company to perform better in the upcoming quarters. This leads investors to also remain optimistic about rising dividends in the future. 
Alibaba Gr Hldgs has a lower P/E than the aggregate P/E of 43.19 of the Broadline Retail industry. Ideally, one might believe that the stock might perform worse than its peers, but it's also probable that the stock is undervalued. 

<img src="https://www.benzinga.com/files/images/story/2025/1746543630_1.png" alt="Guage" />

In summary, while the price-to-earnings ratio is a valuable tool for investors to evaluate a company's market performance, it should be used with caution. A low P/E ratio can be an indication of undervaluation, but it can also suggest weak growth prospects or financial instability. Moreover, the P/E ratio is just one of many metrics that investors should consider when making investment decisions, and it should be evaluated alongside other financial ratios, industry trends, and qualitative factors. By taking a comprehensive approach to analyzing a company's financial health, investors can make well-informed decisions that are more likely to lead to successful outcomes.

Price Over Earnings Overview: Alibaba Gr Hldgs

On Monday, Microsoft Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) co-founder Bill Gates spoke about the disruption in international climate cooperation in the wake of President Donald Trump's campaign.
What Happened: Speaking at Temasek Holdings' Ecosperity Week conference in Singapore, Gates said these disruptions are unlikely to last long, <a href="https://www.bloomberg.com/news/articles/2025-05-05/bill-gates-says-lack-of-climate-cooperation-is-unlikely-to-last">reported</a> Bloomberg.
"There's a lot of commitment to this cause in the United States," Gates said, referring to the clean energy transition. 
Earlier in January, on the inauguration for his second term, <a href="https://www.benzinga.com/25/01/43087966/trump-signs-orders-to-take-us-out-of-paris-climate-agreement-calls-the-deal-one-sided-and-unfair">Trump signed an executive order</a> saying, "I'm immediately withdrawing from the unfair, one-sided Paris Climate Accords." In 2017, Trump withdrew from the global climate pact, which former President Joe Biden later reversed.
See Also:&nbsp;<a href="https://www.benzinga.com/markets/equities/25/05/45213068/mark-zuckerberg-overtakes-jeff-bezos-to-become-worlds-second-richest-person-as-meta-stock-soars" target="_blank" rel="noreferrer noopener">Mark Zuckerberg Overtakes Jeff Bezos To Become World's Second-Richest Person As Meta Stock Soars</a>
"This current trend, where there's a little less cooperation going on, I don't think that's a permanent thing," Gates said, who appeared at the conference in his role as the founder of Breakthrough Energy, the report noted.
Why It's Important: Breakthrough Energy is a climate-tech investment firm backed by Gates, Amazon.com, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) founder Jeff Bezos and Alibaba Group (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>) founder Jack Ma. It was established in 2015.
Last year, the firm raised $839 million in its third flagship round, which prioritized advancing climate technology and backing startups focusing on reducing emissions.
In March 2025, Breakthrough Energy announced significant operational cutbacks in an internal memo sent to staff, <a href="https://www.nytimes.com/2025/03/12/climate/bill-gates-breakthrough-energy-cuts.html">reported</a> the New York Times.
In 2021, the Bill &amp; Melinda Gates Foundation announced a $315 million package to help smallholder farmers adapt to the growing threats posed by climate change.
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>.
Read Next:
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<li><a href="https://www.benzinga.com/tech/25/04/45090992/mark-zuckerberg-warns-of-serious-disadvantage-as-chinas-data-center-blitz-could-let-deepseek-leapfrog-us-ai-labs" target="_blank" rel="noreferrer noopener">Mark Zuckerberg Warns Of ‘Serious Disadvantage' As China's Data-Center Blitz Could Let DeepSeek Leapfrog US AI Labs</a></li>
</ul>
Image Via Shutterstock

MSFT

Bill Gates Says Trump's Climate Rollbacks May Have Slowed Progress, But Microsoft Co-Founder Doesn't Think 'That's a Permanent Thing'

Alibaba Group Holding (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>) fintech affiliate Ant Group <a target="_blank" href="https://www.benzinga.com/topic/ant-group" rel="noreferrer noopener">explored listing its</a> overseas arm, Ant International, on the Hong Kong stock exchange.
The Jack Ma-founded fintech giant Ant, which operates China&#8217;s mobile payments app Alipay, discussed the potential listing with regulators.
Ant International is registered in Singapore, Reuters reported Monday, citing unnamed sources familiar with the matter.
Also Read: <a target="_blank" href="https://www.benzinga.com/24/12/42394872/jack-ma-makes-rare-appearance-at-alibaba-fintech-event-stresses-on-ai-revolution" rel="noreferrer noopener">Jack Ma Makes Rare Appearance At Alibaba Fintech Event Stresses On AI Revolution</a>
China regulators called off Ma&#8217;s ambitious 2020 initial public offering of Ant Group at the last moment and initiated an antitrust crackdown on domestic giants, including Alibaba.&nbsp;
The regulatory action followed Ma&#8217;s speech, which criticized financial regulators for suppressing innovation.
The regulatory crackdown prompted Ant to overhaul its business and pay a $1 billion penalty. Ant is now trying to obtain a financial holding company license.
Alipay reported <a target="_blank" href="https://www.benzinga.com/25/04/45045158/ant-groups-alipay-hits-100-million-users-unveils-new-chip-to-power-fintech-expansion" rel="noreferrer noopener">100 million users</a> for its tap-and-pay service, launched on June 7, 2024.
<a target="_blank" href="https://www.benzinga.com/m-a/24/08/40418729/jack-mas-ant-group-eyes-healthcare-expansion-with-haodf-com-acquisition-profit-down-amid-regulatory" rel="noreferrer noopener">Last August, reports</a> indicated Ant Group was in talks to acquire the Chinese online healthcare platform Haodf.com to integrate its technology with Haodf.com, which provides online consultations with doctors.
Ant Group also remains invested in its <a target="_blank" href="https://www.benzinga.com/fintech/24/06/39312369/alibabas-fintech-affiliate-ant-group-boosts-global-ai-efforts-with-multi-billion-dollar-investment" rel="noreferrer noopener">artificial intelligence ambitions</a>. In 2023, it spent $2.9 billion (21.2 billion yuan) on research to advance its goals.
Price Action: BABA shares were trading higher by 0.60% at $126.54 premarket at&nbsp;the last check on Monday.
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<li><a href="https://www.benzinga.com/government/regulations/25/05/45168490/us-listed-chinese-stocks-soar-on-hopes-for-us-china-trade-truce" target="_blank" rel="noreferrer noopener">US-Listed Chinese Stocks Soar On Hopes for US-China Trade Truce</a></li>
</ul>
Photo by Piotr Swat via Shutterstock

IPOs

Alibaba's Fintech Arm Ant Group Eyes Hong Kong IPO For Ant International

On Friday, two senior U.S. lawmakers called on the U.S. Securities and Exchange Commission to delist 25 Chinese companies from U.S. stock exchanges, citing national security concerns over <a href="https://www.benzinga.com/25/04/45105930/alibaba-instant-commerce-delivery">alleged military ties. </a>
The companies include Alibaba Group Holding Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>), Baidu, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BIDU#NASDAQ">BIDU</a>), JD.com, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JD#NASDAQ">JD</a>), Hesai Group (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HSAI#NASDAQ">HSAI</a>), BilliBili, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BILI#NASDAQ">BILI</a>), XPeng, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XPEV#NYSE">XPEV</a>) and Weibo Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WB#NASDAQ">WB</a>). The <a href="https://d1e00ek4ebabms.cloudfront.net/production/uploaded-files/Congress%20SEC%20China-0ee0ba5b-d8af-4148-ae3d-c3e33bf120f0.pdf">complete list </a>includes 25 Chinese firms listed on U.S. stock exchanges.&nbsp;
Read Next: <a href="https://www.benzinga.com/news/management/25/05/45180224/these-ev-makers-could-shine-if-musk-leaves-tesla?utm_source=articleShare">These EV Makers Could Shine If Musk Leaves Tesla&nbsp;</a>
The Details: Rep. John Moolenaar, chair of the House China committee, and Sen. Rick Scott, chair of the Senate committee on aging, wrote to SEC chair Paul Atkins arguing that China-based firms benefit from U.S. investor capital while advancing the strategic goals of the Chinese Communist Party, including military modernization and human rights abuses. 
The lawmakers claim that, despite their commercial appearance, the companies are ultimately used for state purposes due to China's military-civil fusion policy, and that the true extent of Chinese government control is hidden from U.S. investors.&nbsp;
They urged the SEC to use its authority under the Holding Foreign Companies Accountable Act to suspend trading and force the delisting of companies that do not adequately protect American investors. 
Why It Matters: If Chinese companies are delisted from U.S. exchanges, investors could face several key consequences including increased volatility, particularly for funds with significant exposure to Chinese equities like the KraneShares CSI China Internet ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KWEB#NYSE">KWEB</a>). 
If Chinese companies are delisted from U.S. exchanges, investors could also face forced selling, reduced liquidity, potential losses, and operational hurdles. 
Read Next:&nbsp;
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Image: Shutterstock

Sector ETFs

Politics

KWEB

US Lawmakers Urge SEC To Delist Chinese Companies Alibaba, XPeng, Baidu & More

The Trump administration has <a target="_blank" href="https://www.benzinga.com/topic/nvidia" rel="noreferrer noopener">intensified semiconductor sanctions</a> on top of its tariff policies.
The U.S. plans to introduce a ruling to verify the location of Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) and peer-made artificial intelligence chips to prevent their smuggling into China, Reuters reported on Monday.
Nvidia stock is trading lower after the report.
Also Read: <a target="_blank" href="https://www.benzinga.com/analyst-ratings/price-target/25/04/44934100/analyst-sticks-with-nvidia-despite-fallout-from-china-curbs" rel="noreferrer noopener">Analyst Sticks With Nvidia Despite Fallout From China Curbs</a>
The Biden administration had already restricted China&#8217;s access to sophisticated semiconductor technology, including AI, citing national security threats.
Nvidia&#8217;s chips are critical to creating AI systems, including chatbots and image generators, to ones that can help craft biological weapons.
Reports have often indicated Nvidia AI chips flowing into China via illegal routes, and Nvidia has publicly acknowledged its failure to track its products&nbsp;after sales.
U.S. Representative Bill Foster, a Democrat from Illinois, plans to introduce a bill that would direct U.S. regulators to forge rules for tracking chips to ensure they remain in their legal location.
Reportedly, Chinese AI startup DeepSeek, whose AI systems posed a strong challenge to U.S. systems, were built with advanced Nvidia chips, Reuters cited SemiAnalysis.
Alphabet Inc&#8217;s&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>)&nbsp;Google already tracks the location of its in-house AI chips and others for security purposes, Reuters cited unnamed sources familiar with the matter.
Foster&#8217;s legislation would give the U.S. Department of Commerce six months to develop laws requiring the technology.
Reportedly, <a target="_blank" href="https://www.benzinga.com/25/04/44963176/chinese-tech-firms-led-by-alibaba-hoard-nvidia-ai-chips-amid-us-sanctions" rel="noreferrer noopener">Chinese tech giants</a>, including ByteDance, Alibaba Group Holding (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>), and Tencent Holding (OTC:<a class="ticker" href="https://www.benzinga.com/stock/TCEHY#OTC">TCEHY</a>), hoarded billions of dollars worth of&nbsp;Nvidia&#8217;s H20 AI chips amid U.S. sanctions.
They aimed to snap up 1 million H20s before the latest U.S. semiconductor sanctions kicked in. The companies&nbsp;reportedly placed over&nbsp;$16 billion in orders for the quarter.&nbsp;
Nvidia has bagged $18 billion of H20 orders since 2025 beginning. China has generated $17 billion in revenue in fiscal 2024, accounting for 13% of Nvidia&#8217;s total sales.
Price Actions: NVDA stock is down by 1.31% at $113.01 at the last check on Monday.
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</ul>
Image Via Shutterstock

Government

Regulations

GOOG

GOOGL

Nvidia's New Challenge: US Lawmaker Wants Company To Track Its Chips To Avoid Smuggling In China

Anthropic co‑founder Jack Clark says Silicon Valley can dial down the alarms over China's latest AI darling, DeepSeek.
What Happened: Speaking on a Hill &amp; Valley Forum panel hosted by Lightspeed's Ravi Mhatre, Clark <a href="https://youtu.be/SsEoFDc1DIg?t=728">called</a> the buzz "perhaps a bit overblown."
He said DeepSeek's new model looks "six to eight months behind" frontier systems from U.S. labs and is hobbled chiefly by scarce computing power.
Anthropic ran the same national‑security red‑team tests it uses internally and found the Chinese model "significantly behind" its own, Clark added. "Neither one is yet a concern for the Pentagon — they're simply symptoms of progress we should track," he said.
What To Know: DeepSeek, founded in 2023 in Hangzhou, grabbed headlines by open‑sourcing its <a href="https://www.benzinga.com/etfs/broad-u-s-equity-etfs/25/01/43253190/deepseek-ai-etfs-take-a-hard-hit-amid">R1 reasoning model</a>, claiming it cost just $5.6 million to build — a figure Wedbush analyst Dan Ives <a href="https://www.benzinga.com/tech/25/01/43296460/dan-ives-says-chinese-startup-deepseeks-6-million-ai-development-assertion-is-likely-a-fictional-story">has called</a> "likely a fictional story" given the billions the West spends on comparable AI research.
See also: <a href="https://www.benzinga.com/analyst-ratings/price-target/25/05/45187951/on-semiconductor-gears-up-for-q1-print-here-are-the-recent-forecast-changes-from-wall-streets-most-accurate-analysts">ON Semiconductor Gears Up For Q1 Print; Here Are The Recent Forecast Changes From Wall Street&#8217;s Most Accurate Analysts</a>
Google DeepMind chief Demis Hassabis recently labeled R1 "the best work to come out of China," <a href="https://www.benzinga.com/markets/25/02/43586484/google-deepmind-ceo-calls-deepseek-ai-best-work-from-china-but-says-hype-is-overblown-theres-no-actual-new-scientific-advance">but stressed</a> it offered no real scientific breakthrough.
Even Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), whose GPUs power most large models, framed DeepSeek as proof that compliant hardware can <a href="https://www.benzinga.com/markets/equities/25/01/43256425/nvidia-says-deepseek-an-illustration-of-how-new-ai-models-can-be-created-while-being-export-control-compliant-amid-600-billion-market-value-plunge">still yield</a> competitive systems under U.S. export curbs. Yet performance gaps persist. Benzinga's <a href="https://www.benzinga.com/markets/asia/25/04/44932492/is-deepseeks-threat-overrated-a-comprehensive-analysis">technical review</a> last month concluded DeepSeek's threat to U.S. dominance is "still overrated."
Why It Matters: Technical benchmarks show DeepSeek still trails U.S. rivals, yet Mark Zuckerberg <a href="https://www.benzinga.com/tech/25/04/45090992/mark-zuckerberg-warns-of-serious-disadvantage-as-chinas-data-center-blitz-could-let-deepseek-leapfrog-us-ai-labs">refuses to ignore</a> China's push to build AI infrastructure. He told the Dwarkesh Podcast last week that the United States must streamline &#8220;the ability to build data centers and produce energy" or risk falling behind.
Chinese tech giants, meanwhile, keep pouring money into AI and slashing prices to grab market share. Late last month Baidu Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BIDU#NASDAQ">BIDU</a>) rolled out its <a href="https://www.benzinga.com/markets/asia/25/04/45015548/baidu-goes-aggressive-chinas-in-ai-price-war-with-alibaba-deepseek">latest reasoning models</a>, Ernie 4.5 Turbo and Ernie X1 Turbo, while Alibaba Group Holdings (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>) and other peers unveiled <a href="https://www.benzinga.com/markets/emerging-markets/25/04/44796128/alibabas-quark-ai-surpasses-bytedances-doubao-with-150-million-monthly-users">developer‑friendly tools</a> that cost individuals just $1 a year. 
Image via Shutterstock
Read next: <a href="https://www.benzinga.com/25/05/45188341/billionaire-mark-cuban-asks-if-small-businesses-be-ignored-after-trump-redirects-question-on-tariff-relief-for-little-businesses">Billionaire Mark Cuban Asks Should Small Businesses Be &#8216;Ignored&#8217; After Trump Redirects Question On Tariff Relief For &#8216;Little Businesses&#8217;</a>

Jeff Bezos‑Backed Anthropic Co‑Founder Says DeepSeek Hype Is 'Overblown,' Says R1 Trails US Labs By 'Six To Eight Months'

The ongoing U.S.-China trade dispute may find resolution through the reported appointment of special envoys by Presidents&nbsp;Donald Trump and Xi Jinping.&nbsp;This could pave the way for better communication channels, analysts suggest.
What Happened: The U.S. and China are grappling with how to restart trade talks. While the Chinese have proposed the concept of special envoys, the U.S. is reluctant, favoring direct negotiations between Trump and Xi. However, the Chinese view this proposal as &#8220;risky and uncertain&#8221;, the South China Morning Post reported <a href="https://www.scmp.com/news/china/diplomacy/article/3308919/us-china-trade-stand-ease-negotiators-must-be-agreed-upon-analysts">on</a> Saturday.
Chinese experts based in Washington believe that appointing special envoys from both countries could help address and stabilize the strained relationship.
The situation is further complicated by a dispute regarding China&#8217;s role in supplying ingredients used in the illicit production of fentanyl, a powerful opioid. This led to Trump imposing a 20%&nbsp;tariff on Chinese products in&nbsp;a previous round of duty increases.
As per a Wall Street Journal report <a href="https://www.wsj.com/world/china/beijing-weighs-fentanyl-offer-to-u-s-to-start-trade-talks-287cf233">on</a> Friday, China may use the fentanyl issue as a lever for trade talks or as a bargaining chip in future negotiations. The report also hints that China might send Minister for Public Security Wang Xiaohong to the U.S. to kickstart discussions.
Eurasia Group&#8217;s Jeremy Chan told SCMP, "Beijing is hoping to use fentanyl cooperation as either a catalyst for US-China trade talks or a bargaining chip in a future round of negotiations, rather than a goodwill gesture ahead of trade talks as Trump's team has called for.&#8221;
Why It Matters:&nbsp;This development comes in the wake of China&#8217;s Commerce Ministry &#8216;<a href="https://www.benzinga.com/25/05/45160145/china-says-door-is-open-for-talks-while-it-is-assessing-us-trade-proposal-but-warns-coercion-and-extortion-wont-work">assessing</a>&#8216; a U.S. offer to discuss the crippling 145% tariffs imposed by President Donald Trump on Friday. China expressed its readiness to engage in discussions but insisted that the U.S. must be prepared to rectify &#8220;erroneous practices&#8221; and revoke unilateral tariffs.
On Sunday, President Trump stated that his primary objective was to secure a fair trade agreement with China. While speaking to reporters aboard Air Force One, he mentioned that he had no plans to talk with Chinese President Xi Jinping this week. However, he added that U.S. officials were in discussions with their Chinese counterparts on a range of issues.
Earlier, <a href="https://www.benzinga.com/markets/25/04/45065482/us-china-to-ease-tariffs-gradually-after-complex-talks-says-morgan-stanley-but-cuts-chinas-growth-outlook">economists</a> at Morgan Stanley projected that both nations would begin negotiations and gradually decrease tariffs on Chinese imports to 60% by the end of Q2. However, tariffs are not expected to revert to their pre-January 25 levels.
More in-depth talks in the second half of the year could further lower tariffs on Chinese imports to 34% by the end of 2025, indicating the abolition of the 20% fentanyl-related tariff.
On Friday, U.S.-listed Chinese stocks PDD Holdings Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PDD#NASDAQ">PDD</a>), Alibaba Group Holding (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>), and Baidu, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BIDU#NASDAQ">BIDU</a>) climbed 4.67%, 4.34%, and 2.33%, respectively, after China showed openness to U.S. trade talks.
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Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo courtesy: Shutterstock

Citigourp Global Markets 2% Protected Notes Linked To The Djia

China Pushes For Special Envoys As Direct Deal With Trump Deemed 'Risky', Plans Fentanyl Concessions As Negotiating Leverage: Report

President&nbsp;Donald Trump&nbsp;is expected to soon sign into law the "Take It Down Act," a sweeping bipartisan measure that targets the spread of nonconsensual, sexually&nbsp;explicit <a target="_blank" href="https://www.benzinga.com/media/25/04/45057271/donald-trump-set-to-sign-landmark-take-it-down-act-as-congress-targets-deepfake-images-and-videos" rel="noreferrer noopener">deepfake images&nbsp;and videos online</a>.
Trump&nbsp;will provide some relief to U.S. manufacturers by reportedly easing some duties imposed on foreign parts in<a target="_blank" href="https://www.benzinga.com/25/04/45059191/donald-trump-will-reduce-impact-on-us-auto-industry-by-alleviating-some-auto-tarrifs-report" rel="noreferrer noopener"> domestically manufactured vehicles</a>.
Republicans in the U.S. House of Representatives advanced a reform proposed by Rep.&nbsp;Sam Graves&nbsp;(R-MO), which tabled a <a target="_blank" href="https://www.benzinga.com/25/05/45127530/house-republicans-advance-rep-sam-gravess-proposal-to-charge-250-annual-fee-on-evs-report" rel="noreferrer noopener">$250 annual fee on all EVs</a>.
Earnings Results
Meta Platforms Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) reported first-quarter revenue of $42.31 billion, beating analyst estimates of $41.39 billion and earnings of $6.43 per share, easily beating <a href="https://www.benzinga.com/news/earnings/25/04/45117948/meta-q1-earnings-eps-beat-revenue-up-16-ai-approaches-1-billion-monthly-actives-capital-expenditures-forecast-raised" target="_blank" rel="noreferrer noopener">analyst estimates of $5.21 per share</a>.
Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) reported fiscal second-quarter revenue of $95.36 billion, beating analyst&nbsp;estimates of $94.53 billion and earnings of $1.65 per share, beating analyst <a target="_blank" href="https://www.benzinga.com/news/earnings/25/05/45152493/apple-reports-strong-q2-earnings-revenue-beat-eps-beat-installed-base-hits-all-time-high-across-all-segments-100-billion-buyback-and-more" rel="noreferrer noopener">estimates of $1.63 per share</a>.
Smartphones &amp; Applications
Apple is reportedly considering a shift of iPhone assembly to India. However, a renowned analyst has expressed skepticism about the potential effectiveness of this move in mitigating <a target="_blank" href="https://www.benzinga.com/25/04/45032214/analyst-questions-apples-reported-iphone-shift-to-india-amid-china-tariff-pressures-doesnt-solve-all-the-problems" rel="noreferrer noopener">the impact of China tariffs</a>.
Apple CEO Tim Cook said that the tech giant expects a $900 million cost impact in <a href="https://www.benzinga.com/tech/25/05/45156890/apple-ceo-tim-cook-warns-of-900-million-tariff-impact-in-june-quarter-expects-majority-of-iphones-sold-in-us-to-be-made-in-india" target="_blank" rel="noreferrer noopener">the June quarter due to tariffs</a>.
As Washington cranks up&nbsp;the tariff pressure,&nbsp;Apple&nbsp;may have already played its smartest card: doubling down on India for assembly and investing <a target="_blank" href="https://www.benzinga.com/analyst-ratings/analyst-color/25/04/45039357/apples-india-game-plan-looks-smarter-as-tariff-heat-rises-analyst-highlights-4-stocks-that-could-benefit" rel="noreferrer noopener">deeper into U.S. component suppliers</a>.
U.S. District Judge&nbsp;Yvonne Gonzalez Rogers&nbsp;found&nbsp;Apple and one of its top executives in contempt of court, accusing them of deliberately evading a 2021 injunction meant to curb the&nbsp;tech giant&#8217;s <a target="_blank" href="https://www.benzinga.com/25/05/45126668/apple-lied-under-oath-judge-says-tim-cook-ignored-internal-warnings-in-epic-games-case-fallout-this-is-an-injunction-not-a-negotiation" rel="noreferrer noopener">control&nbsp;over&nbsp;</a><a target="_blank" href="https://www.benzinga.com/25/05/45126668/apple-lied-under-oath-judge-says-tim-cook-ignored-internal-warnings-in-epic-games-case-fallout-this-is-an-injunction-not-a-negotiation" rel="noreferrer noopener">App Store</a><a target="_blank" href="https://www.benzinga.com/25/05/45126668/apple-lied-under-oath-judge-says-tim-cook-ignored-internal-warnings-in-epic-games-case-fallout-this-is-an-injunction-not-a-negotiation" rel="noreferrer noopener">&nbsp;payments</a>.
Following a U.S. court ruling that found&nbsp;Apple violated the spirit of an injunction against&nbsp;anti-steering practices,&nbsp;Epic Games, backed by&nbsp;Tencent Holdings (OTC:<a class="ticker" href="https://www.benzinga.com/stock/TCEHY#OTC">TCEHY</a>), has offered to bring&nbsp;Fortnite&nbsp;back to the&nbsp;App Store&nbsp;if the tech giant <a target="_blank" href="https://www.benzinga.com/news/legal/25/04/45123864/apple-ordered-to-ease-app-store-rules-in-us-epic-games-ceo-tim-sweeney-proposes-peace-deal-saying-well-return-fortnite-and-drop-all-litigation-only-if" rel="noreferrer noopener">fulfills this one condition</a>.
Spotify Technologies&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPOT#NYSE">SPOT</a>) defended its $11.99 Premium plan while signaling that future price hikes could be <a target="_blank" href="https://www.benzinga.com/general/entertainment/25/04/45090328/spotify-defends-11-99-price-tag-but-executive-says-raising-prices-is-now-part-of-our-toolbox-can-music-escape-the-inflation-gauntlet" rel="noreferrer noopener">part of its long-term strategy</a>.
Technology
Alibaba Group Holdings Ltd&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>) introduced&nbsp;Qwen 3,&nbsp;its most advanced <a target="_blank" href="https://www.benzinga.com/25/04/45057716/alibabas-qwen-3-launch-takes-aim-at-deepseeks-disruption-and-baidus-ernie-turbo-models" rel="noreferrer noopener">artificial intelligence model yet.</a>
Meta&nbsp;has announced the launch of a standalone AI app that will compete with the likes of&nbsp;OpenAI's&nbsp;ChatGPT,&nbsp;<a target="_blank" href="https://www.benzinga.com/tech/25/04/45075691/meta-launches-ai-app-to-compete-with-chatgpt-gemini-grok" rel="noreferrer noopener">Google's</a><a target="_blank" href="https://www.benzinga.com/tech/25/04/45075691/meta-launches-ai-app-to-compete-with-chatgpt-gemini-grok" rel="noreferrer noopener">&nbsp;Gemini&nbsp;and xAI's Grok</a>.
Alphabet Inc.&#8217;s&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) CEO&nbsp;Sundar Pichai&nbsp;revealed ongoing talks with&nbsp;Apple to integrate the company&#8217;s Gemini AI into iPhones, amid federal regulators' push to rein in&nbsp;<a target="_blank" href="https://www.benzinga.com/news/legal/25/05/45128130/google-aims-for-gemini-ai-deal-with-apple-this-year-says-sundar-pichai-amid-dojs-bid-to-curb-search-monopoly" rel="noreferrer noopener">Google&#8217;s&nbsp;</a><a target="_blank" href="https://www.benzinga.com/news/legal/25/05/45128130/google-aims-for-gemini-ai-deal-with-apple-this-year-says-sundar-pichai-amid-dojs-bid-to-curb-search-monopoly" rel="noreferrer noopener">dominance in online search</a>.
Nvidia Corporation&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) CEO&nbsp;Jensen Huang&nbsp;told U.S. lawmakers that&nbsp;export restrictions on AI chips&nbsp;may be helping China&#8217;s&nbsp;Huawei Technologies&nbsp;gain a competitive foothold in the <a target="_blank" href="https://www.benzinga.com/25/05/45157365/nvidia-ceo-jensen-huang-warns-us-lawmakers-that-export-bans-are-backfiring-fueling-huaweis-rise-in-global-ai-chip-race" rel="noreferrer noopener">global artificial intelligence race</a>.
Automobiles &amp; Defense
Pershing Square&#8216;s&nbsp;Bill Ackman&nbsp;has hailed&nbsp;Amazon.com Inc.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) founder&nbsp;Jeff Bezos-backed&nbsp;Slate Auto as the company recently <a target="_blank" href="https://www.benzinga.com/markets/25/04/45033046/bill-ackman-hails-jeff-bezos-backed-tesla-rival-slate-auto-says-it-will-be-a-big-success" rel="noreferrer noopener">revealed its $20,000 EV truck</a>.
Tesla&#8216;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) Chinese division is developing an affordable version of the <a target="_blank" href="https://www.benzinga.com/markets/asia/25/04/45032179/tesla-reportedly-developing-a-cheaper-model-y-e80-variant-with-fewer-features-in-china" rel="noreferrer noopener">popular Model Y crossover SUV</a>.
Ross Gerber&nbsp;has called out&nbsp;Tesla&#8216;s&nbsp;rumored Model Y E80, which is slated to be a more affordable <a target="_blank" href="https://www.benzinga.com/25/04/45033764/tesla-bull-ross-gerber-slams-rumored-affordable-model-y-e80-just-4-wheels-and-you" rel="noreferrer noopener">version of the new Model Y</a>.
Tesla said that the company expects the first units of the Semi to enter <a target="_blank" href="https://www.benzinga.com/tech/25/04/45060435/teslas-first-batch-of-semi-trucks-to-roll-out-from-nevada-plant-by-late-2025-despite-disruption-from-trumps-145-tariffs" rel="noreferrer noopener">production by the end of the year.</a>
Tesla is ramping up the production of its Semi Truck as the company reportedly added over 1,000 Workers <a target="_blank" href="https://www.benzinga.com/tech/25/04/45092570/tesla-adds-1000-workers-at-nevada-gigafactory-to-fuel-elon-musks-semi-truck-ambitions-report" rel="noreferrer noopener">to its Nevada Giga factory</a>.
Dan Ives&nbsp;refuses to acknowledge&nbsp;Alphabet&#8216;s&nbsp;and&nbsp;Toyota Motor Corp&#8216;s&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TM#NYSE">TM</a>) partnership&nbsp;as a threat to&nbsp;<a target="_blank" href="https://www.benzinga.com/25/05/45126638/tesla-will-own-the-autonomous-market-dan-ives-says-shrugging-off-waymo-toyota-agreement" rel="noreferrer noopener">Tesla</a><a target="_blank" href="https://www.benzinga.com/25/05/45126638/tesla-will-own-the-autonomous-market-dan-ives-says-shrugging-off-waymo-toyota-agreement" rel="noreferrer noopener">&#8216;s&nbsp;Robotaxi ambitions</a>.
Elon Musk&#8216;s space-based internet service provider,&nbsp;Starlink, could reportedly face delays in its plans to expand into India <a target="_blank" href="https://www.benzinga.com/general/space/25/04/45037304/elon-musks-india-ambitions-face-regulatory-hurdles-amid-uncertainty-around-starlink-license-report" rel="noreferrer noopener">due to regulatory requirements</a>.
Future Fund&#8216;s noted investor,&nbsp;Gary Black, has raised questions over&nbsp;Tesla marketing strategy as&nbsp;Elon Musk&nbsp;says his brand can be the "most <a target="_blank" href="https://www.benzinga.com/markets/equities/25/04/45063886/elon-musk-wants-tesla-to-be-most-valuable-company-in-the-world-but-top-investor-doubts-ev-giants-rise-without-apple-style-marketing-strategy" rel="noreferrer noopener">valuable company" in the world</a>.&nbsp;
Airbus SE&nbsp;(OTC:<a class="ticker" href="https://www.benzinga.com/stock/EADSF#OTC">EADSF</a>) has agreed to take over assets owned by&nbsp;Spirit Aerosystems Holdings Inc.&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPR#NYSE">SPR</a>) in a boost to the <a target="_blank" href="https://www.benzinga.com/25/04/45035715/airbus-finalizes-deal-with-spirit-to-take-over-assets-paving-way-for-boeing-acquisition" rel="noreferrer noopener">manufacturer&#8217;s acquisition by&nbsp;</a><a target="_blank" href="https://www.benzinga.com/25/04/45035715/airbus-finalizes-deal-with-spirit-to-take-over-assets-paving-way-for-boeing-acquisition" rel="noreferrer noopener">Boeing Co. </a><a target="_blank" href="https://www.benzinga.com/25/04/45035715/airbus-finalizes-deal-with-spirit-to-take-over-assets-paving-way-for-boeing-acquisition" rel="noreferrer noopener">(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>)</a>.
Stellantis&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/STLA#NYSE">STLA</a>) parent company of Dodge and Jeep, will debut a solid-state <a target="_blank" href="https://www.benzinga.com/tech/25/04/45061846/stellantis-announces-breakthrough-solid-state-battery-with-factorial-energy-company-says-technology-will-debut-in-2026-demo-fleet" rel="noreferrer noopener">battery in the Charger EV</a>.&nbsp;
Stellantis&nbsp;will reportedly move some of its production activities into the U.S. as the company grapples with <a target="_blank" href="https://www.benzinga.com/markets/25/05/45133236/chrysler-jeep-owner-stellantis-to-move-some-auto-production-into-the-us-to-avoid-tariffs" rel="noreferrer noopener">uncertainty caused by U.S. auto tariffs</a>.
General Motors Co.&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GM#NYSE">GM</a>) recalled over 877,000 vehicles with the 6.2-liter V8 engine due to possible defects. The company has also issued a stop-sale <a target="_blank" href="https://www.benzinga.com/markets/25/04/45065511/general-motors-recalls-877000-trucks-and-suvs-due-to-faulty-engine" rel="noreferrer noopener">order for the affected models</a>.
Mercedes-Benz Group&nbsp;(OTC:<a class="ticker" href="https://www.benzinga.com/stock/MBGAF#OTC">MBGAF</a>) pulled its 2025 earnings guidance, citing uncertainty over U.S. <a target="_blank" href="https://www.benzinga.com/25/04/45095342/mercedes-benz-pulls-annual-earnings-guidance-as-sales-decline-and-tariff-uncertainty-looms" rel="noreferrer noopener">President&nbsp;</a><a target="_blank" href="https://www.benzinga.com/25/04/45095342/mercedes-benz-pulls-annual-earnings-guidance-as-sales-decline-and-tariff-uncertainty-looms" rel="noreferrer noopener">Donald Trump</a><a target="_blank" href="https://www.benzinga.com/25/04/45095342/mercedes-benz-pulls-annual-earnings-guidance-as-sales-decline-and-tariff-uncertainty-looms" rel="noreferrer noopener">&#8216;s tariffs</a>.
As Chinese EV giant&nbsp;BYD Co., Ltd&nbsp;(OTC:<a class="ticker" href="https://www.benzinga.com/stock/BYDDF#OTC">BYDDF</a>) is gearing up to expand its presence in Europe, satellite images show the company&#8217;s facility in <a target="_blank" href="https://www.benzinga.com/25/04/45097773/satellite-images-put-tesla-rival-byds-hungarian-factory-capable-of-producing-200k-units-annually-in-the-spotlight" rel="noreferrer noopener">Hungary taking shape</a>.
Ford Motor Co.&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/F#NYSE">F</a>) has announced it will delay the planned hike in prices for its vehicles until it sees how the<a target="_blank" href="https://www.benzinga.com/25/05/45129156/jim-farley-says-ford-will-delay-price-hike-to-see-how-competitors-react-to-tariffs-extends-employee-pricing-through-july" rel="noreferrer noopener"> competitors respond to auto tariffs</a>.
Artificial Intelligence (AI)
Mark Zuckerberg said that&nbsp;Meta&#8217;s artificial intelligence future will cater to both billions of free users and a group willing to pay <a target="_blank" href="https://www.benzinga.com/25/04/45093311/not-everyone-needs-a-thousand-ai-engineers-but-for-those-who-do-zuckerberg-says-meta-will-gladly-build-it-for-a-price" rel="noreferrer noopener">big for powerful digital agents</a>.
Meta CEO&nbsp;Mark Zuckerberg&nbsp;predicts that the future of AI won&#8217;t follow the "winner takes most" model seen <a target="_blank" href="https://www.benzinga.com/tech/25/05/45125414/mark-zuckerberg-doesnt-believe-that-ai-market-will-follow-searchs-winner-takes-most-model-meta-ceo-predicts-multiple-specialized-ais-for-work-and-play" rel="noreferrer noopener">in the search engine industry</a>.
OpenAI&nbsp;CEO&nbsp;Sam Altman&nbsp;acknowledged that the last few updates to the&nbsp;GPT-4o&nbsp;model made its personality <a target="_blank" href="https://www.benzinga.com/25/04/45030694/openai-ceo-sam-altman-says-gpt-4o-personality-tweaks-made-it-annoying-fixes-coming-this-week" rel="noreferrer noopener">"too sycophant-y and annoying."</a>
OpenAI&nbsp;unveiled an upgrade to&nbsp;ChatGPT&#8217;s&nbsp;search functionality, enabling users to browse and shop for <a target="_blank" href="https://www.benzinga.com/25/04/45058959/openai-launches-ad-free-shopping-search-in-chatgpt-heres-how-it-works" rel="noreferrer noopener">products directly within the chatbot</a>.
Geoffrey Hinton, known as the "Godfather of AI," has joined a growing chorus of experts and former employees urging regulators to block&nbsp;<a target="_blank" href="https://www.benzinga.com/tech/25/04/45060194/godfather-of-ai-geoffrey-hinton-backs-elon-musk-in-fight-against-openais-restructuring-id-like-to-stop-them-from-completely-gutting-it" rel="noreferrer noopener">OpenAI&#8217;s</a><a target="_blank" href="https://www.benzinga.com/tech/25/04/45060194/godfather-of-ai-geoffrey-hinton-backs-elon-musk-in-fight-against-openais-restructuring-id-like-to-stop-them-from-completely-gutting-it" rel="noreferrer noopener">&nbsp;controversial&nbsp;restructuring plans</a>.

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EADSF

MERCEDES BENZ GROUP AG by Mercedes Benz Group AG

MBGAF

SPOT

STLA

Consumer Tech News (Apr 28-May 2): Trump May Ease Auto Part Tariffs,  House Republicans Tabled $250 Charge On EV & More

The week was abuzz with news from the tech world, with artificial intelligence (AI) taking center stage. From potential policy changes affecting AI chip exports to the impact of AI on workloads and coding, the stories were as diverse as they were intriguing. Here&#8217;s a quick recap of the top stories.
Trump Administration Eyes AI Chip Restrictions
The Trump administration is reportedly contemplating significant changes to the Biden-era restrictions on AI chip exports. The proposed overhaul targets the Framework for Artificial Intelligence Diffusion, a rule issued by the U.S. Commerce Department under former President Joe Biden. The changes could potentially tighten access to&nbsp;NVIDIA&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>)&nbsp;H100 chips.&nbsp;<a href="https://www.benzinga.com/25/04/45090935/trump-administration-targets-biden-era-ai-chip-curbs-could-scrap-country-tiers-and-tighten-access-to-nvidias-h100-chips-report">Read the full article here.</a>
Nvidia Designs New AI Chips for Chinese Tech Giants
In response to tightened U.S. export restrictions on its H20 chip,&nbsp;NVIDIA is reportedly developing redesigned AI chips. The company has informed key Chinese customers, including&nbsp;Alibaba Group (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>), ByteDance, and Tencent Holdings, of its plans to create new AI chip designs that comply with U.S. export regulations.&nbsp;<a href="https://www.benzinga.com/25/05/45182565/nvidia-designing-new-ai-chips-for-alibaba-bytedance-tencent-after-warning-us-export-ban-on-h20-could-cost-the-company-55-billion-report">Read the full article here.</a>
See Also:&nbsp;<a href="https://benzinga.com/markets/25/05/45162929/tim-cook-tells-commerce-secretary-lutnick-how-apple-could-bring-iphone-manufacturing-to-us" target="_blank" rel="noreferrer noopener">Tim Cook Tells Commerce Secretary Lutnick How Apple &#8216;Could&#8217; Bring iPhone Manufacturing To US</a>
AI Tools: A Boon or a Bane for Workers?
A recent study has found that generative AI tools, such as ChatGPT, may not be delivering the productivity benefits they promised. Instead, they could be leading to extra work for some workers. The study examined data from 25,000 Danish workers across professions prone to automation.&nbsp;<a href="https://www.benzinga.com/general/education/25/05/45160023/ai-was-supposed-to-save-time-but-many-workers-are-ending-up-with-more-tasks-study">Read the full article here.</a>
Meta&#8217;s Ambitious Revenue Projections for Generative AI Products
Meta Platforms Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>)&nbsp;has projected that its generative AI products could potentially generate revenue ranging from $460 billion to $1.4 trillion by 2035. This information was revealed in recently unsealed court documents related to the Kadrey v. Meta Platforms Inc. case.&nbsp;<a href="https://www.benzinga.com/markets/25/05/45160454/mark-zuckerbergs-meta-targets-1-4-trillion-revenue-from-generative-ai-by-2035-court-filing-reveals">Read the full article here.</a>
AI&#8217;s Growing Role in Coding at Microsoft
Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>)&nbsp;CEO Satya Nadella revealed that AI now writes up to 30% of the tech giant's code. This marks a significant shift in software development, indicating how AI tools are reshaping the way tech companies build their products.&nbsp;<a href="https://www.benzinga.com/tech/25/04/45093643/ai-is-reshaping-coding-at-microsoft-says-nadella-30-of-code-now-ai-generated">Read the full article here.</a>
Read Next:&nbsp;<a href="https://benzinga.com/markets/25/05/45183000/warren-buffetts-right-hand-man-greg-abel-is-quietly-taking-over-day-to-day-leadership-at-berkshire-hathaway-gotten-much-more-involved-in-capital-allocation-decisions" target="_blank" rel="noreferrer noopener">Warren Buffett&#8217;s Right-Hand Man Greg Abel Is Quietly Taking Over Day-To-Day Leadership At Berkshire Hathaway: &#8216;Gotten Much More Involved In Capital Allocation Decisions&#8217; </a>
Image Via Shutterstock
 This story was generated using <a href="https://www.benzinga.com/author/benzinga-neuro">Benzinga Neuro</a> and edited by <a href="https://www.benzinga.com/author/navdeep-yadav" target="_blank" rel="noopener">Navdeep Yadav.</a>

Nvidia Reportedly Designs New AI Chips For Chinese Tech Giants, Meta Targets $1.4 Trillion Revenue From Generative AI By 2035 And More: Top AI Updates This Week

Nvidia Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) is reportedly developing redesigned artificial intelligence chips for major Chinese tech firms after warning that tightened U.S. export restrictions on its H20 chip could <a href="https://www.benzinga.com/25/04/44830406/nvidia-to-take-55-billion-hit-over-china-chip-export-restrictions-but-top-analyst-dan-ives-says-hes-not-overly-concerned-all-part-of-the-high-game-of-poker">lead to multibillion-dollar losses</a>.
What Happened: Nvidia has informed key Chinese customers — including Alibaba Group (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>), ByteDance and Tencent Holdings (OTC:<a class="ticker" href="https://www.benzinga.com/stock/TCEHY#OTC">TCEHY</a>) — that it is working on new AI chip designs tailored to comply with U.S. export regulations, reported Reuters, <a href="https://www.theinformation.com/articles/nvidia-working-china-tailored-chips-u-s-export-ban">citing</a> The Information on Friday.
Nvidia CEO Jensen Huang discussed the new plans with customers during a mid-April trip to Beijing, the report noted, citing three people involved in the conversation. This was shortly after the company disclosed that the export restrictions could result in a $5.5 billion revenue hit.
A prototype of the redesigned chip could be ready as early as June, the report said. Additionally, Nvidia is said to be developing a China-specific version of its Blackwell AI chip.
See Also: <a href="https://benzinga.com/news/25/04/45090231/elon-musk-says-will-come-as-a-surprise-to-most-as-chinas-economy-surpasses-us-and-eu-amid-rising-tariffs-and" target="_blank" rel="noreferrer noopener">Elon Musk Says Will Come As A ‘Surprise To Most' As China's Economy Surpasses US And EU Amid Rising Tariffs And Growing Recession Fears</a>
Why It's Important: Earlier this week, Brian Colello, equity strategist at Morningstar, voiced a <a href="https://www.benzinga.com/25/04/45092827/nvidia-to-face-significant-market-loss-in-china-amid-huaweis-ai-chip-development-says-analyst-its-pretty-much-game-over-for-nvidia-in-china">pessimistic view of Nvidia's</a> business outlook in China but remained optimistic about the company's performance in developed markets.
Colello pointed to rising competition from Huawei as a major challenge, saying, "I think it's pretty much game over for Nvidia in China."
On Thursday, Nvidia CEO Jensen Huang told U.S. lawmakers that <a href="https://www.benzinga.com/25/05/45157365/nvidia-ceo-jensen-huang-warns-us-lawmakers-that-export-bans-are-backfiring-fueling-huaweis-rise-in-global-ai-chip-race">restrictions on exporting AI chips</a> could be giving China's Huawei Technologies an edge in the global race for AI dominance.
On the same day, Nvidia also took aim at AI startup Anthropic for <a href="https://www.benzinga.com/25/05/45160136/nvidia-blasts-anthropic-for-backing-stricter-chip-bans-on-china-focus-on-innovation-than-tell-tall-tales">advocating stricter U.S. export controls</a> on AI chips to China.
Price Action: On Friday, Nvidia shares climbed 2.59%, ending the day at $114.50, according to <a href="https://pro.benzinga.com/dashboard">Benzinga Pro</a>.
Benzinga Edge Stock Rankings awarded Nvidia an impressive growth score of 94.84%. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">Click here to compare it with other leading tech firms</a> like Alibaba and Tencent.
Read Next:
<ul>
<li><a href="https://benzinga.com/25/04/45071155/mild-recession-is-best-case-outcome-jpmorgan-ceo-jamie-dimon" target="_blank" rel="noreferrer noopener">JPMorgan CEO Jamie Dimon Warns Recession Is Best-Case Outcome Of Trump Trade War</a></li>
</ul>
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo: epha1st0s/Shutterstock

Nvidia Reportedly Designing New AI Chips For Alibaba, ByteDance, Tencent After Jensen Huang-Led Company Warned US Export Ban On H20 Could Cost $5.5 Billion

<a href="https://www.ft.com/content/8d87d093-3fad-4ee0-af16-2f1e835ef286">https://www.ft.com/content/8d87d093-3fad-4ee0-af16-2f1e835ef286</a>

TCOM

'US lawmakers urge SEC to delist Alibaba and Chinese companies'- Financial Times

Investors with a lot of money to spend have taken a bullish stance on Alibaba Gr Hldgs (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>).
And retail traders should know.
We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.
Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with BABA, it often means somebody knows something is about to happen.
So how do we know what these investors just did? 
Today, <a href="https://www.benzinga.com/pro/">Benzinga</a>'s options scanner spotted 36 uncommon options trades for Alibaba Gr Hldgs.
This isn't normal.
The overall sentiment of these big-money traders is split between 38% bullish and 38%, bearish.
Out of all of the special options we uncovered, 6 are puts, for a total amount of $218,730, and 30 are calls, for a total amount of $6,679,708.
<h3>What's The Price Target?</h3>
Based on the trading activity, it appears that the significant investors are aiming for a price territory stretching from $7.5 to $175.0 for Alibaba Gr Hldgs over the recent three months. 
<h3>Volume &amp; Open Interest Trends</h3>
In terms of liquidity and interest, the mean open interest for Alibaba Gr Hldgs options trades today is 7638.85 with a total volume of 22,425.00.
In the following chart, we are able to follow the development of volume and open interest of call and put options for Alibaba Gr Hldgs's big money trades within a strike price range of $7.5 to $175.0 over the last 30 days.
<h3>Alibaba Gr Hldgs Option Volume And Open Interest Over Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1746205418_0.png" alt="Options Call Chart" />
<h3>Biggest Options Spotted:</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 align="right">Open Interest</th>
<th align="right">Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>BABA</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>06/20/25</td>
<td>$115.7</td>
<td>$115.1</td>
<td>$115.4</td>
<td>$10.00</td>
<td>$1.1M</td>
<td align="right">45</td>
<td align="right">418</td>
</tr>
<tr>
<td>BABA</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$115.55</td>
<td>$115.2</td>
<td>$115.34</td>
<td>$10.00</td>
<td>$1.1M</td>
<td align="right">45</td>
<td align="right">610</td>
</tr>
<tr>
<td>BABA</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>06/20/25</td>
<td>$115.65</td>
<td>$115.1</td>
<td>$115.33</td>
<td>$10.00</td>
<td>$1.1M</td>
<td align="right">45</td>
<td align="right">514</td>
</tr>
<tr>
<td>BABA</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>06/20/25</td>
<td>$115.75</td>
<td>$115.1</td>
<td>$115.37</td>
<td>$10.00</td>
<td>$657.6K</td>
<td align="right">45</td>
<td align="right">117</td>
</tr>
<tr>
<td>BABA</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>06/20/25</td>
<td>$116.05</td>
<td>$115.5</td>
<td>$115.76</td>
<td>$10.00</td>
<td>$625.1K</td>
<td align="right">45</td>
<td align="right">226</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>Alibaba Gr Hldgs's Current Market Status</h3>
<ul>
<li>With a volume of 11,454,469, the price of BABA is up 4.36% at $125.78. </li>
<li>RSI indicators hint that the underlying stock may be approaching overbought.</li>
<li>Next earnings are expected to be released in 13 days.</li>
</ul>
<h3>What Analysts Are Saying About Alibaba Gr Hldgs</h3>
In the last month, 1 experts released ratings on this stock with an average target price of $169.0.
Unusual Options Activity Detected: Smart Money on the Move
Benzinga Edge's Unusual Options board spots potential market movers before they happen. See what positions big money is taking on your favorite stocks. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22bz20&amp;adType=benzinga-insights&amp;ad=options-activity&amp;campaign=wallstreetadvantage">Click here for access</a>. 
&#x2A; An analyst from Citigroup persists with their Buy rating on Alibaba Gr Hldgs, maintaining a target price of $169. 
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 Options Trading: A Deep Dive into Market Sentiment

<a target="_blank" href="https://www.benzinga.com/topic/chinese-stocks" rel="noreferrer noopener">U.S.-listed Chinese stocks</a> Alibaba Group Holding (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>),&nbsp;PDD Holdings Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PDD#NASDAQ">PDD</a>), and&nbsp;Baidu, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BIDU#NASDAQ">BIDU</a>)&nbsp;gained on Friday. The Chinese electric vehicle companies, including&nbsp;NIO Inc&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NIO#NYSE">NIO</a>),&nbsp;Li Auto Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LI#NASDAQ">LI</a>), and&nbsp;XPeng Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XPEV#NYSE">XPEV</a>), also noted strong upward momentum.
Beijing said on Friday that it was considering holding talks with the Trump administration after senior U.S. officials repeatedly attempted to start negotiations.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/04/45014074/apple-plans-iphone-shift-from-china-to-india-amid-tariff-pressures-geopolitical-risks" rel="noreferrer noopener">Apple Plans iPhone Shift From China To India Amid Tariff Pressures, Geopolitical Risks: Report</a>
China&#8217;s Commerce Ministry <a target="_blank" href="https://www.nytimes.com/2025/05/02/world/asia/china-us-tariffs-talks.html" rel="noreferrer noopener">said in a statement to</a> the New York Times that it was considering the U.S. offer to talk, provided Washington cancels its tariffs on Chinese goods.
President Trump intensified geopolitical tensions with China by raising tariffs on Chinese goods to a minimum of 145% while omitting China from a 90-day pause on its tariffs, unlike its other trading partner countries.
China retaliated with its tariffs on U.S. goods, blocking some American companies from doing business in China and restricting exports of critical minerals catering to semiconductors, drones, and cars.
China&#8217;s manufacturing activity for April showed that the factories posted their sharpest monthly slowdown in more than a year.
Last week, President Trump <a target="_blank" href="https://www.benzinga.com/government/regulations/25/04/44968199/us-listed-china-stocks-surge-as-trump-hints-at-tariff-cuts-and-softening-trade-tensions" rel="noreferrer noopener">hinted at a substantial</a> reduction in tariff rates as he proposed treating China fairly as its trading partner.
During an investor summit, Treasury Secretary Scott Bessent&nbsp;acknowledged the impracticability and mutual challenges of a tariff war with China.
Investors can gain exposure to Chinese stocks via iShares China Large-Cap ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FXI#NYSE">FXI</a>) and KraneShares Trust KraneShares CSI China Internet ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KWEB#NYSE">KWEB</a>).
Price Action: BABA stock gained 4.09% on Friday. PDD was up 3.82, BIDU was up 2.54%, NIO was up 3.82%, LI was up 3.01%, and XPEV was up 6.27%.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/25/05/45134925/chinese-ev-companies-see-huge-april-growth-xpeng-surges-273-in-deliveries" target="_blank" rel="noreferrer noopener">Tesla&#8217;s Chinese Rivals See Huge April Growth, XPeng Surges 273% In Deliveries</a></li>
</ul>
Photo via Shutterstock

Emerging Markets

US Listed Chinese Stocks Soar On Hopes for US-China Trade Truce

In a strategic move,&nbsp;Alibaba Group Holding&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>) has advanced the rollout of its rapid-delivery service, Taobao Instant Commerce. This accelerates the rivalry with&nbsp;JD.com&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JD#NASDAQ">JD</a>)and&nbsp;Meituan (OTC: MPNGY).
What Happened: The service, <a href="https://www.benzinga.com/25/04/45105930/alibaba-instant-commerce-delivery">initially slated</a> for a May 6 launch in 50 key Chinese cities, offers quick delivery of food, groceries, electronics, and apparel. The expedited launch, announced on Weibo on Friday, is a response to the increasing local demand for swift and cost-effective delivery, a vital component of urban living in China, <a href="https://www.scmp.com/tech/big-tech/article/3308856/alibaba-launches-taobao-fast-delivery-service-ahead-time-challenge-jdcom-meituan?utm_medium=email&amp;utm_source=cm&amp;utm_campaign=enlz-china&amp;utm_content=20250502&amp;tpcc=enlz-china&amp;UUID=03787f75-eeb3-47ab-bf96-c3d147adf8af&amp;next_article_id=3308793&amp;article_id_list=3308856,3308793&amp;tc=3">reported</a> South China Morning Post.
Alibaba&#8217;s latest service aims to deliver&nbsp;online food orders and&nbsp;consumer goods in under an hour. This rapidity is facilitated by China&#8217;s extensive delivery workforce and the application of advanced algorithms in warehousing, mapping, and matching.
The new service—which spans categories like food, groceries, electronics, and clothing—represents an upgrade to Alibaba's original local delivery system, with order fulfillment managed by its food delivery arm, Ele.me.
SEE ALSO:&nbsp;<a href="https://benzinga.com/25/05/45158172/amazon-ceo-andy-jassy-predicts-pandemic-like-consumer-shifts-says-company-is-maniacally-focused-on-keeping-prices" target="_blank" rel="noreferrer noopener">Andy Jassy Predicts Pandemic-Like Consumer Shifts, Says Amazon Is &#8216;Maniacally Focused&#8217; On Keeping Prices Low</a>
Why It Matters: This move comes on the heels of Alibaba&#8217;s recent advancements in artificial intelligence. Earlier this week, Alibaba <a href="https://www.benzinga.com/25/04/45057716/alibabas-qwen-3-launch-takes-aim-at-deepseeks-disruption-and-baidus-ernie-turbo-models">introduced </a>Qwen 3, its most sophisticated AI model to date, featuring hybrid reasoning capabilities.
This development is part of a larger trend of Chinese tech giants <a href="https://www.benzinga.com/markets/asia/25/04/45015548/baidu-goes-aggressive-chinas-in-ai-price-war-with-alibaba-deepseek">aggressively investing </a>in AI to expand their market share. Recently, Baidu (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BIDU#NASDAQ">BIDU</a>) lowered its AI model prices by nearly 80% to rival Alibaba and DeepSeek in China&#8217;s growing AI price war.
With consumer spending in China remaining sluggish, e-commerce growth has also decelerated, prompting major platform operators to intensify competition through consumer subsidies and enhanced services. Notably, Alibaba&#8217;s early launch of Taobao Instant Commerce underscores the company&#8217;s commitment to leveraging technology to enhance customer experience and stay ahead in the competitive market.
During Friday pre-market, ADR of JD.Com, Alibaba and Baidu climbed 4.6%, 3.97% and 2.68%, respectively, as Chinese Ministry of Commerce stated that it is assessing U.S. trade proposals and is open for talks. 
<ul>
<li>READ MORE:&nbsp;<a href="https://benzinga.com/tech/25/04/45057119/anthony-scaramucci-once-purchased-1200-worth-of-microsoft-stock-for-his-son-in-1992-and-then-forgot-about-it-three-decades-later-it-quietly-turned-into-a-small-fortune-that-he-didn" target="_blank" rel="noreferrer noopener">Anthony Scaramucci Once Purchased $1,200 Worth Of Microsoft Stock For His Son In 1992 And Then Forgot About It — Three Decades Later, It Quietly Turned Into A Small Fortune That He Didn&#8217;t Know He Ow</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.

MPNGY

Alibaba Accelerates Taobao Instant Commerce Launch, Heats Up Rivalry With JD.com, Meituan

Press Releases

Alibaba Group Announces December Quarter 2024 Results

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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

Alibaba.com Records Double-Digit Order Growth in the USA During March Expo

Alibaba Group Will Announce March Quarter 2025 and Full Fiscal Year 2025 Results on May 15, 2025

Amazon.com

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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

Citigroup

Mizuho

Benchmark

Bernstein

Morgan Stanley

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

INTC

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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