Ge Long Hui·2026-01-12 15:04Core Viewpoint - Alibaba (BABA.US) shares have seen an initial increase of over 7%, with Morgan Stanley suggesting investors consider gradually accumulating shares due to a constructive outlook for the next 6 to 12 months [1] Group 1: Company Performance - Morgan Stanley anticipates that Alibaba Cloud's revenue growth will accelerate in the coming quarters as generative AI workloads transition from pilot phases to broader deployment, indicating Alibaba's capability to capture and realize AI-driven demand in China [1] - The consistent growth momentum in Alibaba's cloud business over several quarters is expected to shift investor focus from short-term expenditures to the sustainability of higher-quality growth engines, which could support an expansion in valuation multiples [1]