Alibaba stock price has further upside on Alibaba Cloud revaluation, improving e-commerce profitability outlook – JPMorgan
Hillhouse Capital reduced holdings of Alibaba, PDD in Q4, increased positions in Beike, JD.com and Dada; exited Baidu, Huazhu
Goldman Sachs raises targets for MSCI China and CSI 300, foresees $200 bn portfolio inflows amid AI boost
IDC sector is most attractive in China’s tech rally, office software, CDN firms’ valuation at high levels – Morgan Stanley
CATL ranks first in global energy storage battery shipments in 2024, industry growth to slow significantly in 2025 – research
