Alibaba
AI Sentiment Analysis: +4
Alibaba’s AI and Blockchain Surge Amid Geopolitical Scrutiny
- Alibaba is launching a tokenized payment system in partnership with JPMorgan, aiming for near-instant cross-border transactions by December 2025.
- The company has unveiled the Qwen App in public beta, offering free access to a powerful AI assistant capable of generating reports and presentations with a single command.
- Alibaba’s cloud unit reported 26% year-over-year growth in mid-2025, with AI-related products seeing triple-digit revenue increases.
- The company is expanding its partnership with GAC Group to integrate full-stack automotive AI, leveraging Qwen models for vehicle design and production.
- Despite a 7.9% share price drop over the past month due to national security allegations, Alibaba’s stock has gained 81% year-to-date on strong AI and cloud momentum.
- Institutional investors are actively adjusting stakes, with HHLR Advisors boosting positions in Alibaba and Pinduoduo while exiting JD.com.
- Updated: Nov 17, 2025, 7:28 PM PDT