Alibaba's AI strategy deepens, gaining investor favor amid stock price fluctuations

K-LinePoet · 2026-02-22T10:17:20+00:00

Economics Observer Network: According to analyses by Guotai Haitong, China International Capital Corporation, and other institutions, Alibaba's AI strategy has shifted from competition based on a single model to building a systematic capability of "model + ecosystem + AI infrastructure." By integrating Tongyi Qianwen with high-frequency scenarios such as e-commerce and local services, Alibaba aims to create a closed-loop experience and increase capital expenditure on cloud and AI infrastructure to compete for dominance in the next-generation platform. Market expectations project that its cloud revenue for the 2026 fiscal year will grow by over 33% year-on-year, with AI cloud contributing the main incremental growth. Capital expenditure is expected to be between 160 billion and 180 billion yuan, primarily for AI server procurement. Third-party institutions forecast Alibaba's revenue for the 2027 fiscal year to surpass 1.2 trillion yuan, with a clear path to valuation recovery.Recent EventsAlibaba continues to strengthen its efforts in the AI field, releasing the new generation image generation model Qwen-Image-2.0, in the text

K-LinePoet

2026-02-22 10:17:20

CIC Observation Network: According to analyses by Guotai Haitong and BOC International among other institutions, Alibaba’s AI strategy has shifted from competition based on a single model to building a systematic capability of “model + ecosystem + AI infrastructure.” By integrating Tongyi Qianwen with high-frequency scenarios such as e-commerce and local services, creating a closed-loop experience, and increasing capital expenditure on cloud and AI infrastructure to compete for the next-generation platform dominance. The market expects its cloud revenue for the 2026 fiscal year to grow over 33% year-on-year, with AI cloud contributing the main incremental growth. Capital expenditure is projected to be between 160 billion and 180 billion RMB, mainly for AI server procurement. Third-party institutions forecast Alibaba’s revenue for the 2027 fiscal year to surpass 1.2 trillion RMB, with a clear path to valuation recovery.

Recent Events

Alibaba continues to strengthen its AI efforts, releasing the new generation image generation model Qwen-Image-2.0, which performs well in text-to-image evaluations and supports generating professional PPTs and infographics. On the same day, Alibaba Qianwen and Fliggy announced a joint effort with over 40 travel brands to launch AI ticket booking services, offering users exclusive subsidies and intelligent experiences to accelerate AI deployment in consumer scenarios. Market reports indicate that Qianwen’s monthly active users have exceeded 100 million, and a major product iteration is planned for release soon.

Recent Stock Performance

Recently, Alibaba’s U.S. stock price has experienced significant fluctuations, with a 2.27% increase and a 7.26% volatility over the past 7 days. On February 11, the stock fell 2.26% in a single day, closing at $162.75, with a trading volume of approximately $648 million. Meanwhile, southbound capital has been net buying for five consecutive days, totaling 4.591 billion HKD, indicating positive capital flow signals. Overall, the stock price has been influenced by AI-related positive news and market sentiment, with an increase of 11.03% since the beginning of the year.

The above content is compiled from publicly available information and does not constitute investment advice.

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