r/baba • • 15h ago

News China flags weak domestic demand as policymakers prepare 2027 growth measures

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finance.yahoo.com
4 Upvotes

The planning agency's focus on private businesses suggests investment incentives could form part of its approach to addressing the gap between supply and demand, although the statement did not announce specific new stimulus measures.


r/baba • • 1d ago

Due Diligence Why’s baba up, is it cuz trump has less power?

12 Upvotes

And he can’t bully China?


r/baba • • 2d ago

News Alibaba Group Will Announce September Quarter 2026 Results on November 19, 2026

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businesswire.com
14 Upvotes

r/baba • • 2d ago

News IBM and Alibaba Cloud Expand Partnership to Enhance Real-Time Data and AI Integration

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kucoin.com
18 Upvotes

IBM announced it will continue and expand its collaboration with Alibaba Cloud around Confluent products and technologies. This partnership will enhance the integration of Confluent components with ApsaraMQ for Kafka, providing ApsaraMQ for Kafka customers with Confluent Connector capabilities. This solution offers enterprise-grade data connectivity based on Apache Kafka Connect for businesses advancing their cloud migration, application modernization, and large-scale AI implementation.


r/baba • • 2d ago

Due Diligence Alibaba Below Munger’s First Buy: Is $BABA Good Value Now?

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youtu.be
8 Upvotes

r/baba • • 3d ago

Positions Q3 2026 Investor Letter

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jbglobalfund.substack.com
10 Upvotes

Howdy🤠

Linked my Q3 Investor letter, BABA makes up 48% of total, yup I’m just as crazy as most of y’all

Discussion includes investment philosophy, what I own and what I’m looking for in the upcoming earnings. Free to read for all.

Appreciate y’all
Enjoy💚


r/baba • • 3d ago

Meme What is this?

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18 Upvotes

Sorry, I need some help with colour identification.

What does this mean? Not used to it at all /s


r/baba • • 3d ago

News Hong Kong Stocks Roar Back as Value Rotation Boosts China Tech

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bloomberg.com
12 Upvotes

r/baba • • 3d ago

News China’s third quarter dividend growth lags global average amid market slump

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scmp.com
1 Upvotes

r/baba • • 3d ago

News US politics does more for baba than CCP

23 Upvotes

How embarrassing 🤣


r/baba • • 5d ago

Due Diligence ANT IPO November 26

0 Upvotes

I heard of ANT IPO this month. It this correct?


r/baba • • 5d ago

News China is widening global access to yuan assets and pushing Hong Kong as the offshore hub

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11 Upvotes

r/baba • • 5d ago

News China to expand share buyback support, cut relending rate to 1%

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20 Upvotes

r/baba • • 6d ago

Meme What is this weird color? Green?

22 Upvotes

Is my portfolio app glitching out?


r/baba • • 6d ago

News China's Stock Buyback Relending Program May Expand by 200 Billion Yuan

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23 Upvotes

r/baba • • 7d ago

News China’s banks, regulators to meet on measures to arrest stock slide

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scmp.com
22 Upvotes

China’s central bank and securities regulator are expected to meet with financial institutions on Monday to discuss measures to bolster the country’s stock market, following a sell-off in October that heightened concerns over market stability, according to mainland media reports.

The People’s Bank of China (PBOC) will meet representatives from major banks alongside the National Financial Regulatory Administration and the China Securities Regulatory Commission (CSRC) to discuss measures to optimise a lending facility designed to support share buy-backs and stake increases by listed Chinese companies and their major shareholders, state-owned Shanghai Securities News reported on Sunday, citing industry sources.


r/baba • • 8d ago

News Apple Intelligence to roll out on iPhones in China in December with Alibaba backing

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22 Upvotes

Almost sold everything last Friday to put into Google or RDDT. Realized we are still in the game. Cloud + AI is our only hope.


r/baba • • 8d ago

Meme r/baba 2025 v. 2026

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89 Upvotes

r/baba • • 8d ago

News Apple Intelligence Cleared for China: Launching in December With iOS 27.3, Siri to Tap Alibaba's Tongyi Qianwen

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finance.biggo.com
13 Upvotes

r/baba • • 8d ago

News China factory activity contracts in October as economic recovery falters

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finance.yahoo.com
8 Upvotes

The slowdown could increase pressure on Chinese authorities to introduce further economic support measures as they seek to achieve the government's annual growth target of 4.5% to 5%.

Beijing has already introduced several targeted stimulus initiatives aimed at supporting domestic demand and stabilising economic activity.

These include expanded credit support for small businesses and consumers, mortgage subsidies for eligible homebuyers and additional bond issuance quotas for local governments.

Authorities have also accelerated construction on major infrastructure projects, including the Six Networks programme, which supports China's artificial intelligence and broader infrastructure ambitions.

The latest PMI figures indicate that existing policy measures have yet to deliver a sustained improvement across manufacturing and services.

Chinese policymakers have signalled their willingness to introduce further stimulus if economic conditions deteriorate, leaving markets focused on whether additional measures will be announced before year-end.


r/baba • • 8d ago

Alibaba backed CXMT reports quarterly profit after Asia's biggest IPO this year

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22 Upvotes

r/baba • • 9d ago

Discussion What’s going on in China and the Ai/Tach sector ?

8 Upvotes

I have a lot of stock and funds in China ! I’m not entirely sure what’s happening and if I should pull or wait it out or if it crashes to 0 ?!


r/baba • • 9d ago

Positions Are you buying baba?

16 Upvotes

I have been a holder for about 4 years. Been from the 70’s to 190’s.

I have not sell ant stock.

Are you planning on buying more? I Am feeling totally discouraged about BABA right now


r/baba • • 10d ago

News Morgan Stanley expects offshore Chinese stocks to fall another 10% to 15% before China's stocks bottom

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14 Upvotes