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
Chinese AI cloud platform Manycore Tech applies for Hong Kong IPO, becomes first of “Hangzhou’s Six Little Dragons” to seek listing
