Global Scans · Alibaba · Weekly Summary

• [New] Chinese electric vehicle maker Xpeng says it will roll out robotaxi services using Alibaba Group Holding's mapping service Amap in 2026 as it applies artificial intelligence capabilities to marketable services and products. Yahoo Finance
• [New] The recently filed US$ 2.17 billion shelf registration linked to its ESOP is large, but does not meaningfully affect the immediate catalysts or amplify the major risk: ongoing margin pressure as Alibaba pushes for quick commerce scale and AI leadership just as competition and spending remain high. Simply Wall St
• [New] Alibaba will be using its Qwen series of AI LLMs in order to build NBA China's various product suite over the multiyear partnership. FXStreet
• [New] Value investors see a 50% discount to intrinsic value, with AI revenue growth and catalysts positioning Alibaba as a long-term contrarian opportunity. Ainvest
• [New] While Alibaba shows strong operational momentum, particularly in AI and cloud services, the current stock price appears to fully reflect near-term growth prospects given macro headwinds and geopolitical risks. Simply Wall St
• [New] To be a shareholder in Alibaba today, you need belief in its ability to convert large-scale investments in AI and cloud into sustained revenue and margin growth, despite persistent regulatory and competitive risks. Simply Wall St

Last updated: 16 November 2025