Zhi Tong Cai Jing·2025-11-06 07:35Core Viewpoint - Alibaba's stock price has seen a significant increase, with a rise of over 4% in late trading, attributed to recent developments in its Taobao Flash Sale business and upcoming financial results [1] Group 1: Company Developments - Taobao Flash Sale has undergone a rebranding, with the Ele.me app officially renamed to "Taobao Flash Sale" as of November 3, currently in a gray testing phase [1] - On November 5, job postings indicated that Taobao Flash Sale and Ele.me are merging, with multiple "same position recruitments" being conducted [1] - As of November 6, data from Tmall's Double 11 event shows that Taobao Flash Sale has generated over 100 million new users' orders during the shopping festival [1] Group 2: Financial Expectations - East Asia Securities has projected that Alibaba will announce its second fiscal quarter results in mid-November, with an expected overall revenue growth rate slowing to 4% year-on-year [1] - Cloud business revenue is anticipated to accelerate growth to over 30%, representing a potential highlight for the company [1] - The Chinese e-commerce business revenue is expected to increase by 12% year-on-year, primarily benefiting from the contributions of the Flash Sale business [1] - Increased investments in the delivery and flash sale businesses, along with a significant rise in capital expenditures related to AI infrastructure, may continue to pressure the adjusted profit margin in the short term [1]