Group 1 - Southbound funds reduced their holdings in Alibaba-W (09988.HK) by 3.25 million shares on February 13 [1] - Over the past five trading days, southbound funds increased their holdings on four days, with a total net increase of 18.55 million shares [1] - In the last 20 trading days, there were 12 days of net increases in southbound fund holdings, totaling 27.27 million shares [1] - As of now, southbound funds hold 2.238 billion shares of Alibaba-W, accounting for 11.71% of the company's total issued ordinary shares [1] Group 2 - Alibaba Group Holding Limited provides technological infrastructure and marketing platforms, operating across seven business segments [1] - The China commerce segment includes retail businesses such as Taobao, Tmall, and Hema, as well as wholesale operations [1] - The international commerce segment encompasses international retail and wholesale businesses, including Lazada and AliExpress [1] - The local services segment includes location-based services such as Ele.me, Amap, and Fliggy [1] - The Cainiao segment offers domestic and international logistics services and supply chain management solutions [1] - The cloud segment provides public and hybrid cloud services to domestic and international enterprises, including Alibaba Cloud and DingTalk [1] - The digital media and entertainment segment includes Youku, Quark, Alibaba Pictures, and other content and distribution platforms, as well as online gaming [1] - The innovation and other segment comprises DAMO Academy, Tmall Genie, and other businesses [1]

LOS ANGELES--(BUSINESS WIRE)--The Law Offices of Frank R. Cruz continues its investigation of Alibaba Group Holding Ltd. ("Alibaba†or the "Company†) (NYSE: BABA) on behalf of investors concerning the Company's possible violations of federal securities laws. IF YOU ARE AN INVESTOR WHO LOST MONEY ON ALIBABA GROUP HOLDING LTD. (BABA), CLICK HERE TO INQUIRE ABOUT POTENTIALLY PURSUING A CLAIM TO RECOVER YOUR LOSS. What Is The Investigation About? On November 14, 2024, Financial Times published an a. ...

Core Insights - The Indian government has partnered with Alibaba.com to support startups and small businesses in reaching international markets through an export-focused program [1][2] - This collaboration comes after years of strained relations between India and China, highlighting a selective engagement approach by New Delhi [3][6] Group 1: Partnership Details - The Startup India initiative aims to identify and support Indian startups that can facilitate onboarding and scaling of Indian exporters on Alibaba's global B2B platform [2] - The program provides commissions and technical support to assist small manufacturers and traders in accessing overseas markets [2] - Alibaba.com connects over 50 million active buyers across more than 200 countries, emphasizing its commitment to empowering micro, small, and medium enterprises (MSMEs) in India [5] Group 2: Economic Context - Micro, small, and medium enterprises account for nearly 50% of India's exports and approximately 31% of its GDP, underscoring the importance of expanding digital market access for these firms [4] - The partnership reflects India's strategy to maintain restrictions in strategic sectors while allowing economic engagement that offers clear benefits [6] Group 3: Regulatory Environment - Regulatory clarity is deemed essential for ensuring that startups feel confident in participating in initiatives like the one with Alibaba.com [6] - The Indian government distinguishes between export-focused platforms and consumer-facing Chinese apps, indicating a nuanced approach to economic relations with China [6] Group 4: Broader Implications - The collaboration follows Alibaba's recent initiatives to enhance export-focused services in India, including the launch of the Trade Assurance program aimed at managing risks in cross-border transactions [8] - There are signs of improved engagement between India and China in multilateral technology forums, although restrictions on Chinese consumer technology platforms remain unchanged [9][10]

观点网讯：2月14日，针对外媒报道称特朗普政府拟将阿里巴巴纳入第1260H条涉军企业清单，阿里巴 巴发声明称，将阿里巴巴列入第1260H条清单的提议毫无依据，阿里巴巴并非中国军工企业，也未参与 任何军民融合战略，对于任何试图歪曲集团形象的行为，将采取一切可行的法律行动。 免责声明：本文内容与数据由观点根据公开信息整理，不构成投资建议，使用前请核实。 ...

Market Performance - The three major US stock indices experienced fluctuations, with the Dow Jones down 0.03%, Nasdaq down 0.31%, and S&P 500 down 0.03% as of the report [1] - The "Big Seven" tech stocks, including Nvidia, Tesla, Microsoft, Google, Amazon, Apple, and Meta, all saw declines, with Nvidia dropping nearly 2% and other stocks falling within 1% [2][3] Sector Analysis - The storage sector, which had previously surged, also declined, with SanDisk down over 3% and Micron down over 1% [2] - The Nasdaq China Golden Dragon Index fell by 0.34%, indicating a downturn in Chinese stocks listed in the US [4] Economic Indicators - The US Consumer Price Index (CPI) rose by 2.4% year-on-year in January, lower than December's 2.7%, with core CPI (excluding food and energy) rising by 2.5%, aligning with economists' expectations [6] - The January CPI increased by 0.2% month-on-month, while core CPI rose by 0.3%, both slightly below market expectations [6][8] - Despite some price increases in categories like clothing and airfare, the overall moderation in price growth is seen as a positive sign for the US economy [6] Inflation Insights - Food prices increased by 0.2%, with five out of six major grocery categories experiencing price hikes, while energy prices fell by 1.5% [7] - The automotive market showed weakness, with new car prices rising only 0.1% and used car prices dropping by 1.8% [8] - Following the inflation data release, traders adjusted their expectations for interest rate cuts, now anticipating a total of 63 basis points of cuts this year [8]

Group 1 - Southbound funds have been actively purchasing stocks since the beginning of 2026, significantly supporting the Hong Kong stock market [1] - The Hang Seng Technology Index's price-to-earnings ratio is lower than that of most major global market indices, indicating strong investment value [1] - As of February 13, 2026, southbound funds have accumulated a net purchase amount of 152.84 billion yuan year-to-date, with 83.869 billion yuan in February alone [1] Group 2 - The top three industries for net purchases by southbound funds in the past month are real estate, finance, and consumer discretionary, followed by the information technology sector [1] - Insurance funds represent the highest proportion of southbound investments, accounting for approximately 25% of the total market value of Hong Kong stocks as of Q3 2025 [1] - The current shift of stable bond positions towards stock allocations is becoming a key source of incremental funds for dividend stocks [1] Group 3 - Leading companies and growth stocks, such as Tencent, Alibaba, and Meituan, are favored due to their stable cash flows [2] - The technology sector in the Hong Kong stock market is significantly undervalued, with a historical high valuation discount compared to A-shares, suggesting potential for a rebound [2] - International investors are increasing their holdings in insurance, internet, renewable energy, and industrial sectors [2] Group 4 - The Hong Kong stock market exhibits a clear liquidity stratification, with trading concentrated in a few large-cap core assets [2] - Newly listed companies tend to be small-cap stocks, which do not significantly impact the liquidity of core assets [2]

观点网讯：2月13日，据媒体报道，美国特朗普政府最快将于当地时间2月13日将阿里巴巴等多家中国企 业列入"1260H清单"。 受此消息影响，阿里巴巴美股下跌2%，报155.55美元；港股当日亦跌2%，收报155.4港元。 根据公开资料整理，美国1260H清单虽未直接实施制裁，但会向美国政府机构及供应商传递对相关企业 的风险提示。 此前腾讯、宁德时代已被列入该名单。 最新消息显示，除阿里巴巴外，百度、比亚迪、华虹半导体等共8家中国企业亦在此次拟列入名单之 列。 免责声明：本文内容与数据由观点根据公开信息整理，不构成投资建议，使用前请核实。 ...

受此消息影响，阿里巴巴美股下跌2%，报155.55美元；港股当日亦跌2%，收报155.4港元。 来源：观点地产网 观点网讯：2月13日，据媒体报道，美国特朗普政府最快将于当地时间2月13日将阿里巴巴等多家中国企 业列入"1260H清单"。 最新消息显示，除阿里巴巴外，百度、比亚迪、华虹半导体等共8家中国企业亦在此次拟列入名单之 列。 免责声明：本文内容与数据由观点根据公开信息整理，不构成投资建议，使用前请核实。 根据公开资料整理，美国国防部的1260H清单虽未直接实施制裁，但会向美国政府机构及供应商传递对 相关企业的风险提示。 此前腾讯、宁德时代已被列入该名单。 ...

Alibaba (NYSE: BABA) shares slid more than 5% in pre-market on Friday, February 13, following news that the U.S. government is preparing to expand a Pentagon list of companies allegedly supporting the Chinese military.The placement on the Pentagon’s list does not automatically trigger sanctions, rather, it serves as a warning to U.S. partners about potential national security concerns, Reuters first reported citing two familiar with the matter.Nonetheless, the development can strain commercial partnerships, ...

Group 1 - US stock indices opened lower, with Nasdaq down 0.16%, Dow Jones down 0.04%, and S&P 500 down 0.01% [1] - Chinese concept stocks fell, with Alibaba and Baidu dropping over 3%. However, Applied Materials rose over 11% due to better-than-expected Q1 earnings. Rivian surged 26% after projecting a 53% increase in delivery volume by 2026 [1] Group 2 - Eli Lilly's acquisition of Ventyx Biosciences has received approval from the US Federal Trade Commission, with a cash purchase price of $14 per share, totaling approximately $1.2 billion. The deal is expected to close in the first half of 2026 [2] Group 3 - Moderna reported Q4 revenue of $678 million, a 30% year-over-year decline, while the market had expected $625.1 million. The company posted a Q4 loss of $2.11 per share, an improvement from a loss of $2.91 per share in the same period last year [3] Group 4 - SoftBank's PayPay has officially submitted an IPO application in the US, reporting a profit of 103.3 billion yen and revenue of 278.5 billion yen for the nine months ending December 31 [4] Group 5 - TrendForce forecasts that HBM4 validation will be completed by Q2 2026, driven by growing GPU demand due to AI infrastructure expansion. Major memory manufacturers are nearing the end of the HBM4 validation process, with Samsung expected to lead, followed by SK Hynix and Micron [5]