Mei Ri Jing Ji Xin Wen·2025-09-18 12:16Core Viewpoint - The recent news about Jack Ma's strong return to Alibaba has sparked significant market interest, with reports indicating his highest level of involvement in five years. This comes amid Alibaba's aggressive investments in e-commerce and AI+cloud sectors, as well as strategic moves against competitors like Meituan and JD.com [1][2]. Group 1: Jack Ma's Involvement - Jack Ma has made multiple public appearances this year, indicating a potential strong return to Alibaba's operations [2][3]. - His recent appearances are closely tied to Alibaba's strategic shifts and key business initiatives, particularly in the context of competition with Meituan [4][10]. Group 2: Alibaba's Strategic Moves - Alibaba has significantly invested in its core businesses, including a 500 billion yuan subsidy plan for Taobao Flash Sales and a 3,800 billion yuan investment in cloud and AI infrastructure over the next three years [1][10]. - The company's stock price has surged over 100% since the beginning of 2025, with its market capitalization surpassing 3 trillion HKD, reflecting renewed investor confidence [1][10]. Group 3: Market Position and Future Outlook - Analysts suggest that Alibaba's recent restructuring and focus on AI-related new business areas could provide substantial growth opportunities, especially in the context of its cloud services [8][9]. - The company's revenue from its instant retail business reached 14.784 billion yuan in the first quarter of the 2026 fiscal year, marking a 12% increase year-over-year, driven by the success of Taobao Flash Sales [10].