BABA(US:BABA) Mei Ri Jing Ji Xin Wen·2025-09-02 03:17Group 1 - The gaming sector continues to experience a pullback, with the gaming ETF (159869) dropping nearly 2.5%, indicating a low-positioning opportunity [1] - Alibaba Group's Q1 2025 financial report shows unexpected growth in its cloud business, with quarterly revenue increasing by 26% year-on-year to 33.398 billion yuan, marking a three-year high [1] - AI-related product revenue has seen triple-digit year-on-year growth for eight consecutive quarters, now accounting for over 20% of external commercialization revenue [1] Group 2 - In August, the National Press and Publication Administration approved a record number of game licenses, with 166 domestic and 7 imported games receiving approval, reflecting a strengthening trend in industry supply [2] - A total of 1,050 domestic game licenses have been issued this year, indicating a phase of growth and policy support for product expansion [2] - The report suggests that AI is currently one of the most certain investment directions, with leading tech companies increasing their investment in computing power [2]