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 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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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

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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

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders often look for circumstances when the market estimation of an option diverges away from its normal worth. Abnormal amounts of trading activity could push option prices to hyperbolic or underperforming levels. 
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>TRADE</td>
<td>NEUTRAL</td>
<td>04/25/25</td>
<td>$280.00</td>
<td>$27.1K</td>
<td>22.4K</td>
<td>197.0K</td>
</tr>
<tr>
<td>HLT</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>10/17/25</td>
<td>$195.00</td>
<td>$1.4 million</td>
<td>8</td>
<td>1.5K</td>
</tr>
<tr>
<td>BABA</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>05/23/25</td>
<td>$140.00</td>
<td>$72.8K</td>
<td>404</td>
<td>1.0K</td>
</tr>
<tr>
<td>CAVA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>04/25/25</td>
<td>$80.00</td>
<td>$206.7K</td>
<td>1.4K</td>
<td>499</td>
</tr>
<tr>
<td>SGI</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>05/16/25</td>
<td>$60.00</td>
<td>$54.2K</td>
<td>577</td>
<td>351</td>
</tr>
<tr>
<td>PENN</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>07/18/25</td>
<td>$16.00</td>
<td>$60.0K</td>
<td>314</td>
<td>347</td>
</tr>
<tr>
<td>SBUX</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$85.00</td>
<td>$48.0K</td>
<td>2.1K</td>
<td>295</td>
</tr>
<tr>
<td>AMZN</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>09/19/25</td>
<td>$190.00</td>
<td>$41.0K</td>
<td>5.4K</td>
<td>260</td>
</tr>
<tr>
<td>GME</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>01/15/27</td>
<td>$20.00</td>
<td>$30.4K</td>
<td>3.1K</td>
<td>71</td>
</tr>
<tr>
<td>PDD</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>03/20/26</td>
<td>$95.00</td>
<td>$70.4K</td>
<td>371</td>
<td>70</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These bullet-by-bullet explanations have been constructed using the accompanying table. 
• For TSLA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>), we notice a call option trade that happens to be neutral, is expiring today. Parties traded 38 contract(s) at a $280.00 strike. The total cost received by the writing party (or parties) was $27.1K, with a price of $715.0 per contract. There were 22477 open contracts at this strike prior to today, and today 197069 contract(s) were bought and sold. 
• Regarding HLT (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HLT#NYSE">HLT</a>), we observe a put option trade with bullish sentiment. It expires in 175 day(s) on October 17, 2025. Parties traded 1500 contract(s) at a $195.00 strike. The total cost received by the writing party (or parties) was $1.4 million, with a price of $980.0 per contract. There were 8 open contracts at this strike prior to today, and today 1500 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 28 day(s) on May 23, 2025. This event was a transfer of 499 contract(s) at a $140.00 strike. The total cost received by the writing party (or parties) was $72.8K, with a price of $146.0 per contract. There were 404 open contracts at this strike prior to today, and today 1029 contract(s) were bought and sold. 
• For CAVA (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CAVA#NYSE">CAVA</a>), we notice a call option sweep that happens to be bearish, is expiring today. Parties traded 179 contract(s) at a $80.00 strike. This particular call needed to be split into 14 different trades to become filled. The total cost received by the writing party (or parties) was $206.7K, with a price of $1155.0 per contract. There were 1417 open contracts at this strike prior to today, and today 499 contract(s) were bought and sold. 
• Regarding SGI (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SGI#NYSE">SGI</a>), we observe a put option sweep with bearish sentiment. It expires in 21 day(s) on May 16, 2025. Parties traded 201 contract(s) at a $60.00 strike. This particular put needed to be split into 15 different trades to become filled. The total cost received by the writing party (or parties) was $54.2K, with a price of $270.0 per contract. There were 577 open contracts at this strike prior to today, and today 351 contract(s) were bought and sold. 
• For PENN (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PENN#NASDAQ">PENN</a>), we notice a put option trade that happens to be bullish, expiring in 84 day(s) on July 18, 2025. This event was a transfer of 347 contract(s) at a $16.00 strike. The total cost received by the writing party (or parties) was $60.0K, with a price of $173.0 per contract. There were 314 open contracts at this strike prior to today, and today 347 contract(s) were bought and sold. 
• For SBUX (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SBUX#NASDAQ">SBUX</a>), we notice a call option trade that happens to be bullish, expiring in 266 day(s) on January 16, 2026. This event was a transfer of 50 contract(s) at a $85.00 strike. The total cost received by the writing party (or parties) was $48.0K, with a price of $960.0 per contract. There were 2153 open contracts at this strike prior to today, and today 295 contract(s) were bought and sold. 
• Regarding AMZN (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), we observe a call option trade with neutral sentiment. It expires in 147 day(s) on September 19, 2025. Parties traded 23 contract(s) at a $190.00 strike. The total cost received by the writing party (or parties) was $41.0K, with a price of $1785.0 per contract. There were 5449 open contracts at this strike prior to today, and today 260 contract(s) were bought and sold. 
• Regarding GME (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GME#NYSE">GME</a>), we observe a call option trade with bearish sentiment. It expires in 630 day(s) on January 15, 2027. Parties traded 21 contract(s) at a $20.00 strike. The total cost received by the writing party (or parties) was $30.4K, with a price of $1450.0 per contract. There were 3155 open contracts at this strike prior to today, and today 71 contract(s) were bought and sold. 
• For PDD (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PDD#NASDAQ">PDD</a>), we notice a put option sweep that happens to be bearish, expiring in 329 day(s) on March 20, 2026. This event was a transfer of 58 contract(s) at a $95.00 strike. This particular put needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $70.4K, with a price of $1215.0 per contract. There were 371 open contracts at this strike prior to today, and today 70 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

CAVA

Citigourp Global Markets 2% Protected Notes Linked To The Djia

PENN

SBUX

TSLA

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

<a target="_blank" href="https://www.benzinga.com/topic/chinese-stocks" rel="noreferrer noopener">Chinese tech giants</a> remain aggressively invested in their artificial intelligence ambitions with their price war games to expand market share.
Baidu Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BIDU#NASDAQ">BIDU</a>) showcased its latest AI and reasoning models Ernie 4.5 Turbo and Ernie X1 Turbo Friday.
Baidu slashed the price of 4.5 Turbo by 80% more than its previous version, and the X1 Turbo price by half, intensifying rivalry with&nbsp;Alibaba Group Holding (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>)&nbsp;and DeepSeek, Bloomberg <a target="_blank" href="https://www.bloomberg.com/news/articles/2025-04-25/china-s-baidu-upgrades-ernie-ai-models-and-slashes-prices?srnd=phx-technology&amp;sref=TBDibEcD" rel="noreferrer noopener">reports</a> citing founder&nbsp;Robin Li&nbsp;at a developer conference in Wuhan.
Also Read: <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">China&#8217;s Big Tech Firms Hoard Nvidia AI Chips Before Latest US Sanctions</a>
X1 Turbo marked Baidu&#8217;s answer to DeepSeek. Baidu also launched several products, including an&nbsp;AI agent&nbsp;platform, Xinxiang, which can automate everyday tasks.
Baidu added new servers that it said will allow developers to connect their AI models to the company&#8217;s search engine and e-commerce data.
Baidu lagged behind Alibaba and DeepSeek despite being amongst the first in the Chinese tech sector to launch a chatbot modeled after OpenAI&#8217;s ChatGPT, which failed to gain traction.
Alibaba and its peers launched <a target="_blank" href="https://www.benzinga.com/markets/emerging-markets/25/04/44796128/alibabas-quark-ai-surpasses-bytedances-doubao-with-150-million-monthly-users" rel="noreferrer noopener">successive affordable business</a> intelligence tools&nbsp;for developers that cost just $1 per year for individuals since the Chinese AI upstart DeepSeek triggered a price war with its claims of offering affordable AI models that could beat the likes of OpenAI.
Reportedly, DeepSeek tapped Tsinghua University&nbsp;researchers to develop a technique to improve the reasoning capabilities of&nbsp;large language models (LLMs).
Alibaba Cloud&nbsp;is China&#8217;s largest cloud service provider, with over one-third of the market.
Alibaba&#8217;s Damo Academy receives <a target="_blank" href="https://www.benzinga.com/25/04/44895667/alibabas-ai-powered-cancer-detection-tool-wins-fda-breakthrough-status" rel="noreferrer noopener">FDA breakthrough device</a> status for its AI-powered cancer detection tool, Damo Panda.
Alibaba&#8217;s Quark AI app surpassed ByteDance&#8217;s Doubao, reaching 150 million monthly users in March.
Price Action: BIDU stock is up 1.79% at $91.10 at last check Friday.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/news/earnings/25/04/44978234/intel-autonomous-driving-firm-mobileye-reaffirms-2025-outlook-after-record-q1-growth-in-system-shipments-and-design-wins" target="_blank" rel="noreferrer noopener">Intel Autonomous Driving Firm Mobileye Reaffirms 2025 Outlook After Record Q1 Growth</a></li>
</ul>
Photo by Ascannio via Shutterstock

Media

Baidu Goes Aggressive China's In AI Price War With Alibaba, DeepSeek

Apple Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>)&nbsp;looks to import most of <a target="_blank" href="https://www.benzinga.com/topic/apple-iphone" rel="noreferrer noopener">the iPhones it</a> sells in the U.S. from India by the end of 2026.
The iPhone maker will need to double its annual iPhone output in India to over 80 million units, Bloomberg <a target="_blank" href="https://www.bloomberg.com/news/articles/2025-04-25/apple-aims-to-build-most-iphones-for-us-in-india-by-end-of-2026?sref=TBDibEcD" rel="noreferrer noopener">reported</a> Friday, citing unnamed sources familiar with the matter.
Apple assembled over 40 million iPhones in India in fiscal 2025 ended March 2025. According to the report, It sold over 60 million iPhones annually in the U.S.
Also Read: <a target="_blank" href="https://www.benzinga.com/media/25/04/44819954/apple-plans-on-device-ai-data-analysis-to-boost-privacy-catch-up-in-ai-race" rel="noreferrer noopener">Apple Plans On-Device AI Data Analysis To Boost Privacy, Catch Up In AI Race</a>
Apple&#8217;s plans symbolize its pivot from China, which was triggered by the 2020 pandemic, which disrupted global supply chains. U.S. President&nbsp;Donald Trump&#8217;s tariff policies&nbsp;and geopolitical tensions with China have also prompted Apple to intensify that effort.
Apple assembled $22 billion worth of iPhones in India in the 12 months ended March, increasing production by nearly 60%. Apple now makes 20% of iPhones in India. Still, China remains its most significant production base.
Apple supplier Hon Hai Precision Industry (OTC:<a class="ticker" href="https://www.benzinga.com/stock/HNHPF#OTC">HNHPF</a>) (operating as Foxconn Technology) assembled most of its India-made iPhones in Foxconn&#8217;s southern India factory.&nbsp;
BofA Securities analyst&nbsp;Wamsi Mohan <a target="_blank" href="https://www.benzinga.com/analyst-ratings/price-target/25/04/44720209/apple-faces-up-to-90-cost-surge-on-iphones-if-us-tariffs-stick-analyst-looks-at-possible-shift-to-india-price-increase" rel="noreferrer noopener">noted that iPhone costs</a> can increase by 25% if Apple migrates the production base to the U.S. purely due to higher labor costs in the country. In addition, if Apple has to pay reciprocal tariffs to import sub-assemblies into the U.S., he noted that the total cost of an iPhone would increase by more than 90%.
Mohan also highlighted that moving the final assembly to the US, including the entire iPhone supply chain, would likely take many years.
Apple reportedly <a target="_blank" href="https://www.benzinga.com/25/04/44706383/apple-airlifts-iphones-from-india-and-china-in-72-hour-race-to-beat-trumps-tariffs-as-stock-sinks-amid-us-china-trade-panic" rel="noreferrer noopener">transported five planeloads</a> of iPhones and other products from manufacturing centers in India and China to the U.S. in late Match within 72 hours to avoid Trump&#8217;s&nbsp;new 10% reciprocal tariff on imports, which took effect on April 5.
The tariff structure poses a pricing challenge for Apple, with Indian exports facing a 26% tariff, while Chinese goods are now subject to a significantly higher 54% rate.
Apple led <a target="_blank" href="https://www.benzinga.com/news/global/25/04/44796659/apple-tops-global-smartphone-sales-with-19-share-boosted-by-iphone-16e-emerging-market-growth" rel="noreferrer noopener">global smartphone sales</a> with a 19% share in the first quarter, boosted by the iPhone 16e and emerging market growth.
Apple also collaborated with <a target="_blank" href="https://www.benzinga.com/25/02/43631776/apple-teams-up-with-alibaba-for-ai-innovation-in-china-submits-ai-features-for-regulatory-approval" rel="noreferrer noopener">Chinese tech giants</a> like 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>) to bring AI features to iPhones in China to regain lost market share.
AAPL Price Action:&nbsp;Apple stock is down 0.29% to $207.77 at the last check on Friday.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/analyst-ratings/upgrades/25/04/44751387/apple-analyst-slashes-price-forecast-on-weak-iphone-demand-ai-revenue-despite-less-tariff-risk" target="_blank" rel="noreferrer noopener">Apple Analyst Slashes Price Forecast On Weak iPhone Demand, AI Revenue Despite Less Tariff Risk</a></li>
</ul>
Image via Shutterstock

Government

Regulations

HNHPF

Apple Plans iPhone Shift From China To India Amid Tariff Pressures, Geopolitical Risks: Report

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. 
Here's the list of options activity happening in today's session: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>TSLA</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>04/25/25</td>
<td>$250.00</td>
<td>$30.5K</td>
<td>11.9K</td>
<td>86.1K</td>
</tr>
<tr>
<td>AMZN</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>05/02/25</td>
<td>$185.00</td>
<td>$35.1K</td>
<td>1.5K</td>
<td>3.4K</td>
</tr>
<tr>
<td>F</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>05/09/25</td>
<td>$10.00</td>
<td>$31.0K</td>
<td>23.6K</td>
<td>3.4K</td>
</tr>
<tr>
<td>RIVN</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>09/19/25</td>
<td>$17.50</td>
<td>$32.6K</td>
<td>20.7K</td>
<td>1.8K</td>
</tr>
<tr>
<td>BABA</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$130.00</td>
<td>$25.0K</td>
<td>22.4K</td>
<td>1.2K</td>
</tr>
<tr>
<td>GRPN</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$25.00</td>
<td>$30.8K</td>
<td>422</td>
<td>414</td>
</tr>
<tr>
<td>CPNG</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>03/20/26</td>
<td>$25.00</td>
<td>$104.3K</td>
<td>701</td>
<td>363</td>
</tr>
<tr>
<td>NKE</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>08/15/25</td>
<td>$60.00</td>
<td>$69.7K</td>
<td>3.6K</td>
<td>272</td>
</tr>
<tr>
<td>VFC</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>05/23/25</td>
<td>$11.50</td>
<td>$28.4K</td>
<td>0</td>
<td>200</td>
</tr>
<tr>
<td>SBUX</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>07/18/25</td>
<td>$80.00</td>
<td>$31.8K</td>
<td>857</td>
<td>122</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These bullet-by-bullet explanations have been constructed using the accompanying table. 
• For TSLA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>), we notice a put option sweep that happens to be bearish, expiring in 1 day(s) on April 25, 2025. This event was a transfer of 125 contract(s) at a $250.00 strike. This particular put needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $30.5K, with a price of $244.0 per contract. There were 11932 open contracts at this strike prior to today, and today 86178 contract(s) were bought and sold. 
• For AMZN (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), we notice a put option trade that happens to be bullish, expiring in 8 day(s) on May 2, 2025. This event was a transfer of 52 contract(s) at a $185.00 strike. The total cost received by the writing party (or parties) was $35.1K, with a price of $675.0 per contract. There were 1556 open contracts at this strike prior to today, and today 3434 contract(s) were bought and sold. 
• Regarding F (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/F#NYSE">F</a>), we observe a call option sweep with bullish sentiment. It expires in 15 day(s) on May 9, 2025. Parties traded 621 contract(s) at a $10.00 strike. This particular call needed to be split into 5 different trades to become filled. The total cost received by the writing party (or parties) was $31.0K, with a price of $50.0 per contract. There were 23661 open contracts at this strike prior to today, and today 3430 contract(s) were bought and sold. 
• For RIVN (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RIVN#NASDAQ">RIVN</a>), we notice a call option sweep that happens to be bearish, expiring in 148 day(s) on September 19, 2025. This event was a transfer of 517 contract(s) at a $17.50 strike. This particular call needed to be split into 15 different trades to become filled. The total cost received by the writing party (or parties) was $32.6K, with a price of $63.0 per contract. There were 20764 open contracts at this strike prior to today, and today 1893 contract(s) were bought and sold. 
• Regarding BABA (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>), we observe a call option trade with bearish sentiment. It expires in 57 day(s) on June 20, 2025. Parties traded 50 contract(s) at a $130.00 strike. The total cost received by the writing party (or parties) was $25.0K, with a price of $500.0 per contract. There were 22467 open contracts at this strike prior to today, and today 1206 contract(s) were bought and sold. 
• Regarding GRPN (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GRPN#NASDAQ">GRPN</a>), we observe a call option trade with bearish sentiment. It expires in 57 day(s) on June 20, 2025. Parties traded 400 contract(s) at a $25.00 strike. The total cost received by the writing party (or parties) was $30.8K, with a price of $77.0 per contract. There were 422 open contracts at this strike prior to today, and today 414 contract(s) were bought and sold. 
• Regarding CPNG (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CPNG#NYSE">CPNG</a>), we observe a call option sweep with bearish sentiment. It expires in 330 day(s) on March 20, 2026. Parties traded 348 contract(s) at a $25.00 strike. This particular call needed to be split into 7 different trades to become filled. The total cost received by the writing party (or parties) was $104.3K, with a price of $300.0 per contract. There were 701 open contracts at this strike prior to today, and today 363 contract(s) were bought and sold. 
• For NKE (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NKE#NYSE">NKE</a>), we notice a call option trade that happens to be bearish, expiring in 113 day(s) on August 15, 2025. This event was a transfer of 150 contract(s) at a $60.00 strike. The total cost received by the writing party (or parties) was $69.7K, with a price of $465.0 per contract. There were 3678 open contracts at this strike prior to today, and today 272 contract(s) were bought and sold. 
• Regarding VFC (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VFC#NYSE">VFC</a>), we observe a call option trade with bullish sentiment. It expires in 29 day(s) on May 23, 2025. Parties traded 200 contract(s) at a $11.50 strike. The total cost received by the writing party (or parties) was $28.4K, with a price of $142.0 per contract. There were 0 open contracts at this strike prior to today, and today 200 contract(s) were bought and sold. 
• Regarding SBUX (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SBUX#NASDAQ">SBUX</a>), we observe a call option trade with bullish sentiment. It expires in 85 day(s) on July 18, 2025. Parties traded 40 contract(s) at a $80.00 strike. The total cost received by the writing party (or parties) was $31.8K, with a price of $795.0 per contract. There were 857 open contracts at this strike prior to today, and today 122 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.

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10 Consumer Discretionary Stocks Whale Activity In Today's Session

China&#8217;s Ministry of Commerce has dismissed rumors of ongoing trade discussions with the United States, labeling such claims as unfounded.
What Happened: The Chinese Ministry of Commerce on Thursday, has denied any ongoing bilateral trade negotiations with the U.S.. The ministry stressed that any claims of progress in such talks have "no factual basis." <a href="https://www.scmp.com/economy/global-economy/article/3307745/china-denies-rumours-us-trade-talks-says-claims-have-no-factual-basis?module=top_story&amp;pgtype=homepage">reported</a> the South China Morning Post.
"At present there are absolutely no negotiations on the economy and trade between China and the U.S.," confirmed He, as cited by CNBC. 
Ministry Spokesman He Yadong, during a press conference, called on the U.S. to listen to international and domestic calls for reason. &#8220;If&nbsp;the U.S. truly wants to&nbsp;resolve the issue, it should&nbsp;heed rational voices from the&nbsp;international community and domestic stakeholders,&nbsp;completely abolish all unilateral tariffs&nbsp;on China, and find a&nbsp;solution through equal dialogue,&#8221; Yadong stated.
The commerce ministry's comments echoed those of Chinese Foreign Ministry Spokesperson Guo Jiakun, who said on Wednesday that there were no ongoing talks, according to state media.
SEE ALSO:&nbsp;<a href="https://benzinga.com/markets/25/04/44944439/warren-buffett-i-am-100-for-the-independence-of-the-fedand-for-over-20-years-hes-warned-we-do-not-want-to" target="_blank" rel="noreferrer noopener">Warren Buffett Said &#8216;I Am 100% For The Independence Of The Fed:&#8217; For Over 20 Years, He&#8217;s Warned, &#8220;We Do Not Want To Fool Around With It&#8221;</a>
Why It Matters: China&#8217;s response comes in the wake of recent remarks made by U.S. Treasury Secretary Scott Bessent at a closed-door investor summit hosted by JPMorgan Chase &amp; Co. Bessent&#8217;s comments on tariffs and the ongoing trade tensions with China. The Treasury Secretary had reportedly characterized the high tariffs as "<a href="https://www.benzinga.com/markets/25/04/44942449/trump-pledges-substantial-cut-in-china-tariffs-but-refuses-to-make-it-zero-if-they-dont-make-a-deal-we-will-set-the-deal">unsustainable</a>" and stated that he expects ‘de-escalation' in U.S.-China tariffs. 
Earlier this week, U.S. President Donald Trump hinted at a potential review of the &#8220;high tariffs&#8221; placed on Chinese goods since the start of his second term. He also noted that senior officials from Beijing had reached out to Washington to lay the groundwork for possible talks.
Furthermore, President Trump recently pledged a<a href="https://www.benzinga.com/markets/25/04/44942449/trump-pledges-substantial-cut-in-china-tariffs-but-refuses-to-make-it-zero-if-they-dont-make-a-deal-we-will-set-the-deal"> significant reduction</a> in the high tariffs placed on Chinese goods, although they will not be completely abolished.
Alibaba Group Holding (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>), 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>) climbed over 2% on Wednesday, amid optimism over Beijing's softening trade tensions. <a href="https://in.benzinga.com/quote/bidu" target="_blank" rel="noreferrer noopener"></a>
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<li>READ MORE:&nbsp;<a href="https://benzinga.com/news/25/04/44916608/mark-zuckerbergs-wife-priscilla-chans-tuition-free-school-to-shutdown-50-million-support-pledged-for-transition" target="_blank" rel="noreferrer noopener">Mark Zuckerberg&#8217;s Wife Priscilla Chan&#8217;s Tuition-Free School To Shutdown, $50 Million Support Pledged For Transition &#8211; Benzinga</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.

China Denies Trump's Trade Talk Assertion, Calls For Abolition Of 'Unilateral Tariffs': 'No Factual Basis'

<a href="https://www.benzinga.com/topic/chinese-stocks" target="_blank" rel="noreferrer noopener">U.S.-listed China stocks</a> rose on Wednesday, spurred by optimism over Beijing&#8217;s softening trade tensions with Washington following the latest comments from the Trump administration.
Alibaba Group Holding (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>), 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>) maintained their rally Wednesday.
Electric vehicle companies, including&nbsp;NIO Inc (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.
President Donald Trump hinted at a substantial reduction in tariff rates as he proposed to treat China fairly as its trading partner, Bloomberg <a target="_blank" href="https://www.bloomberg.com/news/articles/2025-04-23/chinese-stocks-in-hong-kong-rally-on-bets-trade-tensions-to-ease?sref=TBDibEcD" rel="noreferrer noopener">reports</a> on Wednesday.
Also Read: <a target="_blank" href="https://www.benzinga.com/government/regulations/25/04/44874701/temu-and-shein-to-raise-prices-amid-us-tariffs-slash-ad-spend-on-apple-meta" rel="noreferrer noopener">Temu And Shein To Raise Prices Amid US Tariffs, Slash Ad Spend On Apple, Meta</a>
On Tuesday, Treasury Secretary Scott Bessent&nbsp;acknowledged during an investor summit the impracticability and mutual challenges of a tariff war with China.
Trump&#8217;s&nbsp;hint of retaining Federal Reserve Chair Jerome Powell also buoyed the spirits.
Additionally, Chinese trade flows <a target="_blank" href="https://www.benzinga.com/trading-ideas/movers/25/04/44935325/why-are-us-listed-chinese-stocks-trading-higher-on-tuesday" rel="noreferrer noopener">exhibited momentum in</a> April despite President Donald Trump&#8217;s tariff war against&nbsp;its trading partners.
Trump&#8217;s tariff relief on electronic products and pause of reciprocal tariffs against most countries posed a tailwind.
Separate reports indicated that China&#8217;s&nbsp;Xi Jinping&nbsp;is eyeing Europe as a key trading partner as it proposes to tap the&nbsp;strained U.S.-EU relations.
Investors can gain exposure to the stock rally via China ETFs trading in the U.S., including 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 2.57% on Wednesday. PDD was up 2.08, BIDU up 2.88%.
Read Next:
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<li><a href="https://www.benzinga.com/25/04/44895667/alibabas-ai-powered-cancer-detection-tool-wins-fda-breakthrough-status" target="_blank" rel="noreferrer noopener">Alibaba&#8217;s AI-Powered Cancer Detection Tool Wins FDA Breakthrough Status</a></li>
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Photo via Shutterstock

Movers

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US-Listed China Stocks Surge As Trump Hints At Tariff Cuts and Softening Trade Tensions

Chinese internet companies, 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 Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) H20 <a target="_blank" href="https://www.benzinga.com/topic/ai" rel="noreferrer noopener">artificial intelligence (AI) chips</a> as the U.S. semiconductor sanctions kicked in.
Nvidia tailor-made the H20 chips to comply with U.S. semiconductor sanctions. However, the Chinese companies started hoarding them in 2024, fearing potential shipment restrictions, Nikkei Asia <a target="_blank" href="https://asia.nikkei.com/Business/Tech/Semiconductors/ByteDance-Alibaba-and-Tencent-stockpile-billions-worth-of-Nvidia-chips" rel="noreferrer noopener">reported</a> on Wednesday.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/04/44897214/nvidia-discusses-ai-powering-future-with-japan-amid-rising-energy-demands" rel="noreferrer noopener">Nvidia&#8217;s Jensen Huang Meets Japanese PM To Discuss AI&#8217;s Growing Energy Needs</a>
They aimed to snap up 1 million H20s before the latest U.S. semiconductor sanctions. The companies <a target="_blank" href="https://www.benzinga.com/government/regulations/25/04/44846329/nvidias-china-sales-face-setback-as-h20-chip-restrictions-catch-key-buyers-off-guard-reuters" rel="noreferrer noopener">reportedly placed over</a> $16 billion in orders for the quarter.&nbsp;
According to the report, Nvidia bagged $18 billion of H20 orders since 2025 beginning.
China generated $17 billion in revenue in fiscal 2024, accounting for 13% of Nvidia&#8217;s total sales.
In March, Alibaba Chairman Joe Tsai <a href="https://www.benzinga.com/media/25/03/44274410/alibaba-chair-says-ai-total-addressable-market-is-10-trillion-expects-benefits-via-its-cloud-business" target="_blank" rel="noreferrer noopener">told CNBC that</a> AI&#8217;s total addressable market is at least $10 trillion. Alibaba was among the first major global tech companies to open-source its large-scale AI models. Over the next three years, Alibaba earmarked $53 billion for cloud and AI infrastructure.
Alibaba, also known as China&#8217;s tech barometer, surged over 36% year-to-date, fueled by optimism over additional domestic government stimulus and the popularity of Chinese AI startup DeepSeek&#8217;s promises of affordable AI models topping OpenAI and peers.
Dan Ives&nbsp;of Wedbush Securities called Alibaba the &#8220;best way to play China tech,&#8221; citing its strong positioning in AI and cloud.
Following the H20 effective shipment ban to China on April 15,&nbsp;Nvidia stock has declined 14%, versus the PHLX Semiconductor Sector&#8217;s 8% and the S&amp;P 500&#8217;s 4%.
BofA Securities analyst Vivek Arya&nbsp;<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">noted China and</a> H20 exposure as generally de-risked and expected Nvidia&#8217;s gross margins to typically improve throughout the fiscal second half as Blackwell gains scale and Blackwell Ultra ramps up.
Although the upcoming AI Diffusion Rule remains Nvidia&#8217;s most significant near-term risk, Arya&nbsp;reiterated a Buy rating on&nbsp;Nvidia, citing the current stock volatility as an enhanced buying opportunity.
Price Actions: NVDA stock is up 3.34% at $102.19 at the last check on Wednesday.
Read Next:
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<li><a href="https://www.benzinga.com/trading-ideas/movers/25/04/44935325/why-are-us-listed-chinese-stocks-trading-higher-on-tuesday" target="_blank" rel="noreferrer noopener">Alibaba, EV Stocks Jump As U.S.-China Tensions Cool — But Europe Still A Wild Card</a></li>
</ul>
Photo by Hepha1st0s via Shutterstock

NVDA

China's Big Tech Firms Hoard Nvidia AI Chips Before Latest US Sanctions

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Shares of US-listed Chinese companies are trading higher after President Trump indicated the final tariff rate with China would be "substantially" below than the current 145% but not 0%.

Alibaba Gr Hldgs's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>) short percent of float has fallen 7.23% since its last report. The company recently reported that it has 46.21 million shares sold short, which is 2.31% of all regular shares that are available for trading. Based on its trading volume, it would take traders 2.56 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">List of the most shorted stocks</a>
<h3>Alibaba Gr Hldgs Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1745431221_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for Alibaba Gr Hldgs has declined since its last report. This does not mean that the stock is going to rise in the near-term but traders should be aware that less shares are being shorted.
<h3>Comparing Alibaba Gr Hldgs's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>, Alibaba Gr Hldgs's peer group average for short interest as a percentage of float is 10.19%, which means the company has less short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

Short Sellers

Short Ideas

Trading Ideas

How Do Investors Really Feel About Alibaba Gr Hldgs?

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Select Sector SPDR-Consumer Discretionary

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Shares of companies in the broader consumer discretionary sector are trading higher after President Trump indicated tariffs against China will be lowered and trade tensions may de-escalate. Tariff concerns have weighed on the sector this year due to their expected impact on consumer spending.

Shares of U.S.-listed Chinese companies, including Alibaba Group inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>), NIO Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NIO#NYSE">NIO</a>) and PDD Holdings Inc.(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PDD#NASDAQ">PDD</a>) are trading higher Tuesday after U.S. Treasury Secretary Scott Bessent reportedly indicated a possible de-escalation in the ongoing <a href="https://www.benzinga.com/25/04/44915474/chinese-retail-investors-hodl-stocks-in-patriotic-response-to-us-trade-war">tariff conflict with China.</a>
What To Know: According to <a href="https://www.bloomberg.com/news/articles/2025-04-22/bessent-sees-de-escalation-with-china-situation-unsustainable?embedded-checkout=true">Bloomberg</a>, Bessent's comments were made during a private session at an event hosted by JPMorgan Chase &amp; Co. in Washington, held alongside the IMF and World Bank spring meetings. 
According to attendees, Bessent acknowledged that formal negotiations between the U.S. and China have not yet started but emphasized that he believes a deal is achievable. He did not provide a timeline or specifics on potential terms but made it clear that the current state of trade—where each country has imposed more than 125% in tariffs on many goods—is untenable.
The S&amp;P 500 index climbed as much as 2.9% by midday in New York trading.
Price Action: Alibaba shares were up 4.82% at $115.45, Nio shares were up 4.58% at $3.765 and Pdd holdings shares were up 4.78% at $98.88 at the time of writing, according to <a href="https://pro.benzinga.com/dashboard?new_user=False&amp;backend=google-oauth2">Benzinga Pro.</a>
Image Via Shutterstock.

Alibaba, Nio, PDD Shares Rise Amid Potential 'De-Escalation' Of China Trade Tensions: What's Going On?

Chinese trade flows exhibited momentum in April despite President Donald Trump&#8217;s tariff war against <a target="_blank" href="https://www.benzinga.com/topic/chinese-stocks" rel="noreferrer noopener">its trading partners</a>.
Trump&#8217;s tariff relief on electronic products and pause of reciprocal tariffs against most countries posed a tailwind, signaling Asia suffered less trade disruption.
Chinese e-commerce juggernaut Alibaba Group Holding (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>), the country&#8217;s tech barometer, trades higher on Tuesday.
Also Read: <a target="_blank" href="https://www.benzinga.com/government/regulations/25/04/44874701/temu-and-shein-to-raise-prices-amid-us-tariffs-slash-ad-spend-on-apple-meta" rel="noreferrer noopener">Temu And Shein To Raise Prices Amid US Tariffs, Slash Ad Spend On Apple, Meta</a>
Electric vehicle companies, including NIO Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NIO#NYSE">NIO</a>), Li Auto Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LI#NASDAQ">LI</a>), and XPeng Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XPEV#NYSE">XPEV</a>), are also trading upwards Tuesday.
Temu parent PDD Holdings Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PDD#NASDAQ">PDD</a>) and Baidu, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BIDU#NASDAQ">BIDU</a>) also rose on Tuesday after Treasury Secretary Scott Bessent reportedly said he expects de-escalation with China.
Chinese ports processed 6.3 million containers in the seven days through April 20,&nbsp;up by 10% from the same week last year, Bloomberg <a target="_blank" href="https://www.bloomberg.com/news/articles/2025-04-22/china-trade-immune-so-far-to-tariffs-with-growth-pickup-in-april?srnd=phx-technology&amp;sref=TBDibEcD" rel="noreferrer noopener">reported</a>, citing official data.
Additionally, Washington&#8217;s exemption on electronics from reciprocal tariffs provided some relief for Chinese exporters since the exclusion covers over $100 billion in goods from the country, Bloomberg cited&nbsp;Gerard DiPippo data.
Washington and Beijing have imposed levies over 100% on most of their bilateral commercial flows.
The Port of Los Angeles&nbsp;expects&nbsp;13 ships from Chinese ports to anchor this week, and over 120,000 containers from all origins will be overloaded this week, just below the level in the prior seven days.
Air freight also benefited,&nbsp;as U.S. shoppers stockpiled Temu and Shein products before the U.S. government&nbsp;ended an exemption.
However, it&#8217;s not all good for China, as Bloomberg cited Caixin Global as stating that the volume of cargo carried on the China-Europe train links&nbsp;declined by 10% in the first quarter.
Reportedly, China&#8217;s Xi Jinping could propose a plum deal to Europe as it proposed to tap the <a target="_blank" href="https://www.benzinga.com/news/global/25/04/44892820/xi-jinping-could-woo-europe-with-a-potential-china-deal-to-undercut-trumps-tariff-strategy-expert-warns" rel="noreferrer noopener">strained US-EU relations</a>.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/25/04/44837898/chinese-stocks-slide-as-trump-tariffs-surge-to-245-sparking-fears-of-price-hikes-and-delistings" target="_blank" rel="noreferrer noopener">US Tariff Hikes Weigh on Chinese Stocks, With Alibaba, Nio, and Baidu Among Biggest Decliners</a></li>
</ul>
Photo via Shutterstock

Topics

Why Are US-Listed Chinese Stocks Trading Higher On Tuesday?

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MULN

STLA

Shares of companies in the broader consumer discretionary sector are trading higher amid Treasury Secretary Scott Bessent's remarks about trade de-escalation with China, which may relieve potential cost pressures for the consumer and lead to an uptick in spending.

BEKE

Shares of US-listed Chinese companies are trading higher after Treasury Secretary Scott Bessent reportedly said he expects de-escalation with China.

Financial giants have made a conspicuous bullish move on Alibaba Gr Hldgs. Our analysis of options history for Alibaba Gr Hldgs (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>) revealed 18 unusual trades.
Delving into the details, we found 50% of traders were bullish, while 27% showed bearish tendencies. Out of all the trades we spotted, 7 were puts, with a value of $498,935, and 11 were calls, valued at $2,133,041.
<h3>Expected Price Movements</h3>
After evaluating the trading volumes and Open Interest, it's evident that the major market movers are focusing on a price band between $75.0 and $140.0 for Alibaba Gr Hldgs, spanning the last three months.
<h3>Insights into Volume &amp; Open Interest</h3>
In terms of liquidity and interest, the mean open interest for Alibaba Gr Hldgs options trades today is 7421.23 with a total volume of 12,444.00.
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 $75.0 to $140.0 over the last 30 days.
<h3>Alibaba Gr Hldgs Option Activity Analysis: Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1745330552_0.png" alt="Options Call Chart" />
<h3>Largest Options Trades Observed:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>BABA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$10.05</td>
<td>$7.85</td>
<td>$7.8</td>
<td>$140.00</td>
<td>$1.5M</td>
<td>8.0K</td>
<td>2.0K</td>
</tr>
<tr>
<td>BABA</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>04/25/25</td>
<td>$18.8</td>
<td>$17.9</td>
<td>$18.4</td>
<td>$95.00</td>
<td>$183.9K</td>
<td>501</td>
<td>150</td>
</tr>
<tr>
<td>BABA</td>
<td>PUT</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>06/20/25</td>
<td>$3.95</td>
<td>$3.75</td>
<td>$3.85</td>
<td>$100.00</td>
<td>$135.1K</td>
<td>10.8K</td>
<td>406</td>
</tr>
<tr>
<td>BABA</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>12/19/25</td>
<td>$3.55</td>
<td>$3.0</td>
<td>$3.0</td>
<td>$75.00</td>
<td>$135.0K</td>
<td>4.1K</td>
<td>450</td>
</tr>
<tr>
<td>BABA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>05/16/25</td>
<td>$8.95</td>
<td>$8.15</td>
<td>$8.36</td>
<td>$110.00</td>
<td>$92.1K</td>
<td>4.0K</td>
<td>148</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.
<h3>Present Market Standing of Alibaba Gr Hldgs</h3>
<ul>
<li>With a trading volume of 6,132,050, the price of BABA is up by 3.41%, reaching $113.91.</li>
<li>Current RSI values indicate that the stock is is currently neutral between overbought and oversold.</li>
<li>Next earnings report is scheduled for 21 days from now.</li>
</ul>
<h3>What Analysts Are Saying About Alibaba Gr Hldgs</h3>
Over the past month, 2 industry analysts have shared their insights on this stock, proposing an average target price of $169.5.
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 has decided to maintain their Buy rating on Alibaba Gr Hldgs, which currently sits at a price target of $169. 
&#x2A; Maintaining their stance, an analyst from Mizuho continues to hold a Outperform rating for Alibaba Gr Hldgs, targeting a price of $170. 
Options are a riskier asset compared to just trading the stock, but they have higher profit potential. Serious options traders manage this risk by educating themselves daily, scaling in and out of trades, following more than one indicator, and following the markets closely.
If you want to stay updated on the latest options trades for Alibaba Gr Hldgs, <a href="https://www.benzinga.com/pro/">Benzinga Pro</a> gives you real-time options trades alerts.

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

Chinese retail investors are flocking to their domestic stock market in a display of patriotism amid <a href="https://www.benzinga.com/government/regulations/25/04/44868280/us-listed-chinese-stocks-face-250-billion-forced-selling-risk-as-delisting-fears-emerge-what-investors-need-to-know">escalating trade tensions with the United States</a>.
What Happened: Since U.S. President Donald Trump announced &#8220;reciprocal tariffs&#8221; on April 2, often referred to as &#8220;Liberation Day,&#8221; Chinese individual investors have been joining state-backed institutional buyers to defend their stock market against foreign pressures, reported Reuters.
&#8220;The goal isn&#8217;t to make money. It&#8217;s about contributing to my country,&#8221; said Cao Mingjie, a home designer from Guangdong province who began investing after the tariff announcement. &#8220;Every individual should stand by the country until the end.&#8221;
This patriotic investment movement has generated 45 billion yuan ($274 million) in net retail inflows since the April 4 market rout, according to Datayes. 
Zhou Lifeng, an investor from China&#8217;s northwestern Ningxia region with holdings worth 3 million yuan ($414,000), expressed the sentiment driving these actions: &#8220;Being patriotic means holding on to your stocks.&#8221;
See Also: <a href="https://www.benzinga.com/25/04/44915033/tom-lee-says-14-trillion-market-meltdown-matches-annual-trade-deficit-presses-white-house-to-fast-track-deals">Tom Lee Says $1.4 Trillion Market Meltdown Matches Annual Trade Deficit, Presses White House To Fast-Track Deals</a>
Why It Matters: The shift comes amid escalating U.S.-China tensions that extend beyond tariffs. Goldman Sachs recently warned of a 66% probability of delisting risk for Chinese ADRs, with an estimated $250 billion in Chinese stocks held by U.S. <a href="https://www.benzinga.com/government/regulations/25/04/44868280/us-listed-chinese-stocks-face-250-billion-forced-selling-risk-as-delisting-fears-emerge-what-investors-need-to-know">institutions potentially affected</a>.
The patriotic buying focuses on sectors aligned with China&#8217;s national agenda, including semiconductors, defense, and consumer stocks. Meanwhile, Chinese e-commerce giants like JD.com Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JD#NASDAQ">JD</a>) and Alibaba Group Holding Ltd. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NASDAQ">BABA</a>) have announced measures to help exporters pivot to domestic markets.
This retail investor support comes as Chinese Premier Li Qiang has urged government officials to strengthen efforts to stabilize the stock market, and as state-backed institutional investors publicly pledged to increase share purchases.
As tit-for-tat tariffs between the two economic powers surge past 100%, some investors see the market as another battlefield. Hedge fund manager Yang Tingwu, who redirected his portfolio into stocks after the tensions escalated, put it bluntly: &#8220;This is war, only without gun smoke.&#8221;
Read Next: 
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<li><a href="https://www.benzinga.com/25/04/44914995/nvidia-dropped-nearly-5-on-monday-after-report-surfaced-chinas-huawei-is-mass-shipping-ai-chips-but-bernstein-analyst-says-i-dont-see-why-it-matters-they-cant-compete-anyway">Nvidia Stock Fell Nearly 5% On Monday After Huawei Mass Shipping AI Chips In China Report Surfaced, But Bernstein Analyst Says It Doesn&#8217;t Matter: &#8216;They Can&#8217;t Compete Anyway&#8217;</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 courtesy: plavi011 / Shutterstock.com

Chinese Retail Investors 'Hodl' Stocks In Patriotic Response To US Trade War

<a target="_blank" href="https://www.benzinga.com/topic/china" rel="noreferrer noopener">Chinese e-commerce giant</a> JD.com Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JD#NASDAQ">JD</a>) has alleged rival platforms of forcibly persuading couriers to ditch JD Takeaway service, Reuters reported, citing the company&#8217;s social media post on Monday.
Benzinga reached out to the company for comments.
JD Takeaway began&nbsp;onboarding restaurants&nbsp;in February, ensuring &#8220;zero commissions.&#8221;
Read Next: <a target="_blank" href="https://www.benzinga.com/25/03/44164458/jdcom-q4-earnings-double-digit-growth-retail-and-logistics-surge-hikes-dividend-to-100-per-ads" rel="noreferrer noopener">China&#8217;s JD.com Q4 Retail Revenue And Margin Growth Impress, Hikes Annual Dividend</a>
According to the Reuters report, Meituan (OTC:<a class="ticker" href="https://www.benzinga.com/stock/MPNGF#OTC">MPNGF</a>) (OTC:<a class="ticker" href="https://www.benzinga.com/stock/MPNGY#OTC">MPNGY</a>) dominated China&#8217;s food delivery sector, with Alibaba Group Holding (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>)-owned&nbsp;Ele.me the second-largest player in the country.
JD.com has promised to provide sufficient orders to couriers banned by other platforms. It aims to increase full-time riders to 100,000 from 50,000 in the next quarter.
JD.com has been expanding in the delivery and logistics space not just organically, but by making major investments in the last five years.
It had invested more than $800 million in Dada Nexus, the operator of the rapid delivery service <a href="https://www.scmp.com/tech/big-tech/article/3126646/jdcom-invests-us800-million-last-mile-delivery-service-fill-gap-its" target="_blank" rel="noreferrer noopener">JD Daojia</a> in 2020.
Last year, it paid around $892 million to acquire the full stake in Kuayue-Express, which it did not already own.
Recently, President Donald Trump <a target="_blank" href="https://www.benzinga.com/25/04/44646719/pdd-stock-drops-as-trumps-new-tariffs-threaten-chinese-e-commerce-giants" rel="noreferrer noopener">announced sweeping tariffs</a> on&nbsp;imports from China, raising the total duties on Chinese goods to as high as 245% in some cases, prompting criticism from Beijing.
Goldman analyst Andrew Tilton expects the Chinese government to retaliate with some targeted tariffs on US products as well as non-tariff measures like export controls.
It is worth noting that billionaire investor David Tepper&#8217;s&nbsp;Appaloosa Management increased its stakes in prominent&nbsp;Chinese e-commerce names during the fourth quarter of 2024.
On the other hand, American investor Carson Block, the founder of&nbsp;Muddy Waters Research, had snubbed China&#8217;s&nbsp;stock market rally, citing unreliability in corporate accounting and geopolitical risks.
Price Action: JD stock is down 3.30% at $33.60 at the last check on Monday.
Read Next:
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<li><a href="https://www.benzinga.com/government/regulations/25/04/44874701/temu-and-shein-to-raise-prices-amid-us-tariffs-slash-ad-spend-on-apple-meta" target="_blank" rel="noreferrer noopener">Temu And Shein To Raise Prices Amid US Tariffs, Slash Ad Spend On Apple, Meta</a></li>
</ul>
Photo by Freer via Shutterstock

MPNGF

MPNGY

JD.com Accuses Rivals Of Sabotaging Its Takeaway Service, Plans Major Expansion

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. 
Here's the list of options activity happening in today's session: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>TSLA</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>04/25/25</td>
<td>$225.00</td>
<td>$25.9K</td>
<td>6.4K</td>
<td>40.3K</td>
</tr>
<tr>
<td>CVNA</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>05/02/25</td>
<td>$250.00</td>
<td>$124.6K</td>
<td>15.1K</td>
<td>8.2K</td>
</tr>
<tr>
<td>NIO</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>01/15/27</td>
<td>$3.00</td>
<td>$174.0K</td>
<td>26.8K</td>
<td>2.0K</td>
</tr>
<tr>
<td>GT</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>07/18/25</td>
<td>$9.00</td>
<td>$65.0K</td>
<td>4.3K</td>
<td>1.1K</td>
</tr>
<tr>
<td>NCLH</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>01/15/27</td>
<td>$13.00</td>
<td>$36.7K</td>
<td>1.2K</td>
<td>300</td>
</tr>
<tr>
<td>NKE</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>03/20/26</td>
<td>$65.00</td>
<td>$30.0K</td>
<td>1.6K</td>
<td>208</td>
</tr>
<tr>
<td>CMG</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>05/02/25</td>
<td>$44.00</td>
<td>$39.4K</td>
<td>159</td>
<td>188</td>
</tr>
<tr>
<td>GPC</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>08/15/25</td>
<td>$110.00</td>
<td>$38.4K</td>
<td>42</td>
<td>51</td>
</tr>
<tr>
<td>RH</td>
<td>PUT</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>12/19/25</td>
<td>$125.00</td>
<td>$67.5K</td>
<td>0</td>
<td>31</td>
</tr>
<tr>
<td>BABA</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>09/19/25</td>
<td>$105.00</td>
<td>$25.8K</td>
<td>1.6K</td>
<td>20</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These itemized elaborations have been created using the accompanying table. 
• Regarding TSLA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>), we observe a put option sweep with bullish sentiment. It expires in 4 day(s) on April 25, 2025. Parties traded 20 contract(s) at a $225.00 strike. This particular put needed to be split into 6 different trades to become filled. The total cost received by the writing party (or parties) was $25.9K, with a price of $1295.0 per contract. There were 6425 open contracts at this strike prior to today, and today 40382 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 bullish sentiment. It expires in 11 day(s) on May 2, 2025. Parties traded 2352 contract(s) at a $250.00 strike. The total cost received by the writing party (or parties) was $124.6K, with a price of $53.0 per contract. There were 15167 open contracts at this strike prior to today, and today 8290 contract(s) were bought and sold. 
• For NIO (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NIO#NYSE">NIO</a>), we notice a put option trade that happens to be bearish, expiring in 634 day(s) on January 15, 2027. This event was a transfer of 2000 contract(s) at a $3.00 strike. The total cost received by the writing party (or parties) was $174.0K, with a price of $87.0 per contract. There were 26827 open contracts at this strike prior to today, and today 2002 contract(s) were bought and sold. 
• For GT (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GT#NASDAQ">GT</a>), we notice a put option sweep that happens to be bearish, expiring in 88 day(s) on July 18, 2025. This event was a transfer of 1000 contract(s) at a $9.00 strike. This particular put needed to be split into 42 different trades to become filled. The total cost received by the writing party (or parties) was $65.0K, with a price of $65.0 per contract. There were 4354 open contracts at this strike prior to today, and today 1171 contract(s) were bought and sold. 
• For NCLH (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NCLH#NYSE">NCLH</a>), we notice a put option trade that happens to be bullish, expiring in 634 day(s) on January 15, 2027. This event was a transfer of 150 contract(s) at a $13.00 strike. The total cost received by the writing party (or parties) was $36.7K, with a price of $245.0 per contract. There were 1263 open contracts at this strike prior to today, and today 300 contract(s) were bought and sold. 
• Regarding NKE (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NKE#NYSE">NKE</a>), we observe a put option trade with bullish sentiment. It expires in 333 day(s) on March 20, 2026. Parties traded 21 contract(s) at a $65.00 strike. The total cost received by the writing party (or parties) was $30.0K, with a price of $1430.0 per contract. There were 1671 open contracts at this strike prior to today, and today 208 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 sweep with bearish sentiment. It expires in 11 day(s) on May 2, 2025. Parties traded 125 contract(s) at a $44.00 strike. This particular call needed to be split into 17 different trades to become filled. The total cost received by the writing party (or parties) was $39.4K, with a price of $318.0 per contract. There were 159 open contracts at this strike prior to today, and today 188 contract(s) were bought and sold. 
• Regarding GPC (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GPC#NYSE">GPC</a>), we observe a put option sweep with bearish sentiment. It expires in 116 day(s) on August 15, 2025. Parties traded 51 contract(s) at a $110.00 strike. This particular put needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $38.4K, with a price of $750.0 per contract. There were 42 open contracts at this strike prior to today, and today 51 contract(s) were bought and sold. 
• For RH (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RH#NYSE">RH</a>), we notice a put option trade that happens to be neutral, expiring in 242 day(s) on December 19, 2025. This event was a transfer of 29 contract(s) at a $125.00 strike. The total cost received by the writing party (or parties) was $67.5K, with a price of $2330.0 per contract. There were 0 open contracts at this strike prior to today, and today 31 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 151 day(s) on September 19, 2025. This event was a transfer of 17 contract(s) at a $105.00 strike. The total cost received by the writing party (or parties) was $25.8K, with a price of $1520.0 per contract. There were 1639 open contracts at this strike prior to today, and today 20 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more about unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

CVNA

Alibaba Group Holding (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>) research arm, Damo Academy, has won <a target="_blank" href="https://www.benzinga.com/topic/alibaba-group" rel="noreferrer noopener">a key endorsement</a> from the U.S. Food and Drug Administration (FDA) for an&nbsp;artificial intelligence (AI)-powered cancer detection tool.
The FDA granted the &#8220;breakthrough device&#8221; designation to the research group&#8217;s Damo Panda model, SCMP <a target="_blank" href="https://www.scmp.com/tech/big-tech/article/3307083/alibabas-ai-cancer-detection-tool-clears-fda-hurdle-faster-approval-process" rel="noreferrer noopener">cited</a> Alibaba last Thursday.
Alibaba revealed that Damo Panda would identify pancreatic cancer in November 2023 in a paper published in &nbsp;Nature Medicine.
Read Next: <a target="_blank" href="https://www.benzinga.com/25/04/44837898/chinese-stocks-slide-as-trump-tariffs-surge-to-245-sparking-fears-of-price-hikes-and-delistings" rel="noreferrer noopener">US-Listed Chinese Stocks Struggle as Trade War Escalates and Tariffs Rise</a>
Alibaba has already deployed Damo Panda in trials across China. It has screened 40,000 people at a hospital in Ningbo city.
Alibaba established Damo Academy in 2017, focusing on AI and the open-source chip architecture RISC-V. Damo Academy will promote the AI model by partnering with firms such as Ankon Medical Technologies.
Former&nbsp;Alphabet Inc (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>) chief executive&nbsp;Eric&nbsp;Schmidt&nbsp;highlighted <a target="_blank" href="https://www.benzinga.com/tech/25/04/44892275/eric-schmidt-warns-china-is-going-to-win-ai-race-unless-washington-fights-with-funding-and-instills-american-values-at-the-core" rel="noreferrer noopener">that Beijing&#8217;s sudden surge</a> in AI spending (building on the success of DeepSeek) could help it outperform the U.S. unless Washington redoubles its efforts.
Former Meta Platforms Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) Facebook exec and famous investor&nbsp;Chamath Palihapitiya&nbsp;accused Nvidia&nbsp;of undermining the U.S.&#8217; best interests by allegedly bypassing export controls. His views coincided with reports claiming Chinese tech giants&nbsp;Tencent Holdings (OTC:<a class="ticker" href="https://www.benzinga.com/stock/TCEHY#OTC">TCEHY</a>),&nbsp;Alibaba, and&nbsp;ByteDance are ramping up their orders for Nvidia&#8217;s H20 AI chips driven by the popularity of DeepSeek&#8217;s affordable AI models.
<a target="_blank" href="https://www.benzinga.com/markets/emerging-markets/25/04/44796128/alibabas-quark-ai-surpasses-bytedances-doubao-with-150-million-monthly-users" rel="noreferrer noopener">Prior reports indicated</a> Alibaba&#8217;s Quark AI app surpassed ByteDance&#8217;s Doubao, reaching 150 million monthly users in March.
Price Action: BABA stock is up 0.25% at $109.14 premarket at the last check on Monday.
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Former Alphabet Inc. (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>) chief executive Eric Schmidt says Beijing's sudden surge in artificial‑intelligence spending could vault China past the United States unless Washington redoubles its efforts — and he's urging President Donald Trump to do more than scrap his predecessor's policies.
What Happened: "As a result of the incredible success of DeepSeek, the Chinese government … has decided this is another national priority. They're pouring billions of dollars into this," Schmidt told tech investor Ameer&nbsp;Haj‑Ali during an online chat.
"So never underestimate the Chinese competition here." He added a blunt warning: "China is going to win this race … unless we get our act together."
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<iframe loading="lazy" title="Former Google CEO: &quot;China Will Win AI Race Unless We Act Now&quot; &#x7C; Founder Psychology, Talent Wars, AI" width="500" height="281" src="https://www.youtube.com/embed/DI-LKs3GpeE?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>
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See also: <a href="https://www.benzinga.com/markets/25/04/44892201/2025-largely-doesnt-matter-for-tesla-says-gene-munster-elon-musk-company-poised-for-a-major-rebound-in-2026-and-beyond">2025 &#8216;Largely Doesn&#8217;t Matter&#8217; For Tesla, Says Gene Munster: Elon Musk Company Poised &#8216;For A Major Rebound In 2026 And Beyond&#8217;</a>
Trump has already revoked President Joe Biden's <a href="https://www.benzinga.com/news/large-cap/25/01/43106379/trump-reverses-bidens-ai-policies-on-day-1-what-it-means-for-tech-giants-nvidia-amd-alphabet">2023 AI‑safety order</a> and signed a new directive, as <a href="https://apnews.com/article/trump-ai-artificial-intelligence-executive-order-eef1e5b9bec861eaf9b36217d547929c?utm_source=chatgpt.com">reported</a> by AP, pledging to build systems "free from ideological bias." The President has since tightened <a href="https://www.benzinga.com/news/global/25/04/44828742/nvidia-stock-is-tumbling-after-hours-heres-why">export bans</a> on AI chips to China that cost NVIDIA Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) an estimated $5.5 billion in sales.
Schmidt argued that any U.S. strategy must embed democratic norms. "It's imperative that the winner in AI win using American values and not Chinese values," he said. "The American traditionally liberal values of freedom of speech, freedom of expression, freedom of movement … would be forgotten" if China sets the rules.
Why It Matters: Schmidt&#8217;s China warning arrives amid a growing debate on U.S.-China relations and the control of AI technologies. Former Facebook exec and well-known investor Chamath Palihapitiya over the weekend <a href="https://www.benzinga.com/markets/25/04/44891778/nvidia-not-acting-in-us-interests-says-chamath-palihapitiya-questions-how-alibaba-or-deepseek-are-one-step-ahead">accused Nvidia</a> of not acting in the best interest of the U.S., alleging the chipmaker&#8217;s efforts to bypass export controls.
In February, reports revealed that Chinese tech giants 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 <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">increased</a> their orders for Nvidia&#8217;s H20 AI chips, spurred by the rise of DeepSeek's cost-efficient AI models.
Photo Courtesy: Frederic Legrand &#8211; COMEO on Shutterstock.com
Read next: <a href="https://www.benzinga.com/tech/25/04/44892181/tim-cook-says-hiking-at-national-parks-one-of-his-favorite-things-to-do-but-rangers-struggling-with-staffing-cuts">Tim Cook Says Hiking At National Parks One Of His &#8216;Favorite Things To Do&#8217; But Rangers Struggling With Staffing Cuts</a>

Eric Schmidt Warns 'China Is Going To Win' AI Race Unless Washington Fights With Funding And Instills 'American Values' At The Core

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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。
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<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

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