Xin Lang Cai Jing·2025-10-09 22:49Group 1 - Alibaba's stock has been declining for five consecutive trading days, with a total drop of 8.27%, influenced by financial reports and market expectations [1] - Nomura analysts maintain a "buy" rating for Alibaba, raising the target price from $170 to $215, despite a 4.7% reduction in profit forecasts due to increased investments in large language models [1] - CICC has reassessed Alibaba, lowering revenue forecasts but still believes there is over 11% upside potential for the stock, maintaining an "outperform" rating [1] Group 2 - Alibaba is advancing its strategic layout in technology optimization, enhancing natural traffic acquisition through SEO improvements across its platforms [2] - The technical advancements not only reduce customer acquisition costs but also improve user experience, indicating Alibaba's strategic foresight in traffic management [2] - The holding strategy of Alibaba's major shareholders reflects confidence in the company's future, suggesting that new investors may consider waiting for a price adjustment to find suitable investment opportunities [2]