The stock's price is largely being controlled by three narratives.Has Alibaba (BABA 0.15%) stock made its way back onto your radar? If so, you're not the only one. A regulatory crackdown beginning in the midst of the COVID-19 pandemic weighed this stock down all the way through the middle of 2024. There's a reason, however, shares have more than doubled since then, and are still moving higher.Before stepping into this choppy recovery though, there are three things you might want to know.1. It's still China' ...

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11月28日恒生指数下跌0.34%，南向资金全天合计成交金额为602.38亿港元，其中，买入成交314.82亿 港元，卖出成交287.55亿港元，合计净买入金额27.27亿港元。具体来看，港股通（深）累计成交金额 223.39亿港元，买入成交120.67亿港元，卖出成交102.73亿港元，合计净买入金额17.94亿港元；港股通 （沪）累计成交金额378.98亿港元，买入成交194.16亿港元，卖出成交184.83亿港元，合计净买入金额 9.33亿港元。 成交活跃股方面，今日上榜个股中，南向资金成交金额最多的是阿里巴巴-W，合计成交额59.76亿港 元，腾讯控股、泡泡玛特成交额紧随其后，分别成交25.94亿港元、21.66亿港元。以净买卖金额统计， 净买入的个股共有6只，阿里巴巴-W净买入额为10.94亿港元，净买入金额居首，该股收盘股价上涨 0.60%，泡泡玛特净买入额为5.49亿港元，小米集团-W净买入额为4.70亿港元。净卖出金额最多的是中 芯国际，净卖出3.00亿港元，该股收盘股价上涨0.66%，紫金矿业、华虹半导体遭净卖出2.81亿港元、 1.24亿港元。 今日上榜个股中，阿里巴巴-W、泡泡玛特、小米 ...

新华财经上海11月28日电（杨子华）11月28日，美团发布2025年第三季度业绩报告。本季度，美团实现 营收955亿元，同比增长2%，核心本地商业经营利润转负，亏损141亿元。 今年以来，以外卖为代表的本地生活服务领域竞争激烈。目前，参与"外卖大战"的三家互联网企业三季 报均已公布。整体来看，美团、阿里巴巴和京东虽然战略各异，但利润均有不同程度的下滑。美团是三 方中首个出现利润亏损的企业。 | 公司 | 营收表现 | 利润表现 | | --- | --- | --- | | 美闭 | 营收955亿元，同比增长2% | 核心本地商业经营亏损141亿 元；经调整净亏损160亿元 | | 阿里巴巴 | 营收2478亿元，同比增长5% | 经营利润53.65亿元，同比大 跌85% | | 京东 | 营收2991亿元，同比增长 14.9% | 净利润58亿元，同比下滑 56.0% | 美团采取的策略为"防守与开拓并举"。在激烈的"外卖大战"中，美团的核心本地商业板块出现亏损，该 集团三季度报告称，为应对外卖行业非理性竞争，核心本地商业持续加大针对餐饮行业的直接补贴力 度，如20亿元的直接助力金、3亿元补贴资金用于支持店 ...

阿里泽泰的实际控制人为阿里巴巴集团。2016年，阿里巴巴通过协议受让、认购定增等方式，耗资19.6 亿元获得了三江购物32%的股权。阿里泽泰也由此成为三江购物的第二大股东。 面对每天上千份上市公司公告该看哪些？重大事项公告动辄几十页几百页重点是啥？公告里 一堆专业术语不知道算利好还是利空？请看智通财经公司新闻部《速读公告》栏目，我们派 驻全国的记者们将于公告当晚为您带来准确、快速、专业的解读。 智通财经11月28日讯（记者 吴蔚玲）时隔三月，阿里巴巴再度减持三江购物（601116.SH）。不到一年 的时间里，其在三江购物的持股比例已从32%下降至29%。 今日晚间，三江购物公告称，本月27日至28日期间，第二大股东杭州阿里巴巴泽泰信息技术有限公司 （下称"阿里泽泰"）通过集中竞价方式减持公司股份547.68万股。本次减持后，阿里泽泰的持股比例由 30%减少至29%。 三江购物在公告中表示，阿里泽泰本次减持是履行此前公布的减持计划，属于正常减持行为。截至目 前，该减持计划尚未实施完毕。 根据此前披露，阿里泽泰计划减持不超过3%的股份，其中通过集中竞价方式减持不超过547.68万股， 大宗交易方式减持不超过109 ...

The Chinese e-commerce giant was falling on Friday following a recent report that the company could be among those included on a Pentagon watchlist ...

南方财经全媒体集团 刘婧汐 广州报道 "创新会在人们的怀疑中成长，但同时也会让更多人在迟疑中错过"。11月28日，在2025粤港澳大湾区文 化产业投资大会——数智创意路演专场上，阿里国际AIGC业务总经理，AliExpress速卖通&淘宝天猫海 外设计负责人顾伟带来了《科技赋能数智创意》主旨演讲，详解中国 AI 时代设计行业的变革。 AI世代，人人都可以成为设计师吗？谈及设计师群体的焦虑，顾伟以工业革命为例类比，指出技术发 展终将催生更大需求。他表示，AI 并未取代设计师，而是推动其能力模型升级，审美、洞察、沟通与 创意成为核心竞争力，岗位分工也可能从专业细分走向技能整合。数据显示，2022-2025 年中国设计师 平均月薪稳步增长，岗位数量未受显著冲击。 "创意很多时候是在对撞中产生的，而今天AI的核心是基于过往概率的知识产生它的结果。如果我们要 想改变AI的认知，则需要投入更大量的反向数据才能够改变它。但人不是，人的认知的改变往往就在 一瞬间。所以我们认为，未来的世界一定是人和AI的一种新的人机交互形态，而不是单纯的替代关 系。"他说。 对于 AI 商业化前景，顾伟预判，AI 未来绝非廉价工具，将从 "S ...

Core Viewpoint - The article highlights the rapid and generous response of various companies and organizations in Hong Kong to the recent fire disaster in Tai Po, showcasing their social responsibility and commitment to aiding affected individuals and communities [3][14]. Group 1: Donations and Contributions - Total donations from various entities have reached several hundred million Hong Kong dollars, demonstrating a strong collective effort to support disaster relief [5]. - Alibaba Group contributed a total of 60 million HKD, including 30 million from the Ma Yun Public Welfare Foundation, 20 million from Alibaba Group, and 10 million from Ant Group [5]. - The Li Ka Shing Foundation pledged an immediate 30 million HKD, with an additional 50 million HKD planned for future support, totaling 80 million HKD [6]. - The Zijing Cultural Group donated 10 million HKD and provided educational materials worth 2 million HKD for nearly 700 affected students [7]. - Other notable contributions include 30 million HKD from the Ho Ying Tung family, 20 million HKD from Chow Tai Fook Group, and various donations from other companies totaling millions [8][9][10]. Group 2: Direct Services and Support - Companies like Baidu Maps and Gaode Maps provided real-time updates on road conditions, helping to facilitate safe navigation around the disaster area [11]. - SF Express opened 146 locations in Hong Kong for free transportation of relief supplies, effectively enhancing the logistics of aid delivery [11]. - Anta Group supplied 20 million HKD worth of cold-weather gear, addressing immediate needs for warmth among the affected population [12]. Group 3: Social Responsibility and Community Impact - The article emphasizes that while financial contributions are significant, the direct services provided by companies during the disaster are equally crucial, reflecting a strong sense of social responsibility [11][14]. - The collective actions of these companies during the crisis highlight their commitment to community welfare, transcending their usual business operations [14].

Core Insights - The Wasatch Global Value Fund—Investor Class achieved a gain of 6.36% in Q3 2025, outperforming the MSCI All Country (AC) World Value Index [2] Performance Summary - The fund's performance in Q3 2025 indicates a strong relative performance compared to the benchmark index [2]

Investment Focus - Alphabet (GOOGL US) is expected to maintain good visibility in its advertising business due to the gradual release of its valuation under pressure from AI search, with a projected 30%+ growth in cloud business for the year and margin improvement driven by scale effects [1] - Alibaba (BABA US) is anticipated to see a cloud business growth rate of 28%-30%, benefiting from strong momentum in instant retail, with Taobao expected to achieve a 20-30% MAU growth driven by flash purchase [1] - NVIDIA (NVDA US) is projected to achieve strong revenue growth in FY2027, with GB300 series products expected to account for two-thirds of Blackwell series products, and a revenue target of $500 billion over the next five quarters [1] - Tencent (700 HK) is recommended as a top pick, with a target price of 700, driven by steady growth in core gaming and advertising businesses, and a projected near 20% growth rate in advertising [3] - New Oxygen (SY US) is focusing on the light medical beauty sector with a rapid expansion plan, aiming to open 50 self-operated stores by 2025, supported by a strong marketing capability and low customer acquisition costs [3] - Ctrip (TCOM US) is expected to benefit from steady growth in domestic leisure travel and the recovery of outbound travel, with a projected revenue growth of 14% to 71.1 billion yuan in 2026 [3] - Huazhu (HTHT US) is transitioning to a high-margin franchise model, with a target price of $52, supported by a strong recovery in industry RevPar [4] - Futu (FUTU US) is positioned for long-term growth in the virtual asset business, with a user base of 3.1 million and a current valuation offering a safety margin [4] - AIA (1299 HK) is expected to see steady growth in new business value and operational indicators, with a forward PEV of 1.46x [4] - Dongfang Electric (1072 HK) is actively involved in global power station project contracting, with significant opportunities in the U.S. market due to the demand for power supply capabilities [9]