Benzingaยท2025-09-02 15:16Group 1 - The core viewpoint highlights that global tech giants, including Alibaba Group Holding Ltd, are enhancing their cloud services and expanding e-commerce capabilities to capitalize on the shift towards digital ecosystems [1] - Alibaba's fundamentals are strengthening in both cloud and e-commerce segments, indicating a positive outlook for the company [1] - Analyst Fawne Jiang reiterated a Buy rating for Alibaba, raising the price target to $195, despite the company missing fiscal first-quarter consensus due to asset divestitures and margin pressure from Quick Commerce investments [2][3] Group 2 - Alibaba's Cloud segment achieved a 26% year-on-year growth, surpassing expectations, and is expected to accelerate further, solidifying its position as a leading provider in China's GenAI and cloud infrastructure [3] - The Quick Commerce segment, while pressuring margins, is viewed as having strategic potential to enhance long-term gross merchandise volume (GMV) total addressable market (TAM), drive user traffic, and support long-term advertising revenue growth [3] - Alibaba is positioned for market share gains and multiple expansion, with shares trading at $137.00, reflecting a 1.48% increase at the time of publication [4]