智通财经网·2026-01-12 03:43Core Viewpoint - Alibaba's stock price has increased by over 4%, reaching HKD 152.8, with a trading volume of HKD 12.93 billion [1] Group 1: Market Investigation - On January 9, the State Council's Anti-Monopoly and Anti-Unfair Competition Committee announced an investigation into the competitive landscape of the food delivery platform service industry [1] - Alibaba's Taobao Flash Purchase announced its commitment to cooperate with the industry market competition investigation and to strictly implement compliance responsibilities [1] Group 2: Analyst Ratings and Company Outlook - CITIC Securities maintained a "Buy" rating for Alibaba, highlighting the company's increased investment in "consumption + AI" and accelerated development of its cloud business [1] - The report noted that while Alibaba's e-commerce fundamentals remain stable, growth is slowing, with Flash Purchase narrowing its losses and holding the top market share [1] - The long-term dual-core driving logic for Alibaba is clear, with controllable investment pace, indicating optimism about its long-term value [1]