Understanding the Market | Alibaba-W rises nearly 5% again, Alibaba Cloud's latest fiscal quarter revenue is expected to increase by 45% year-on-year, flash sales reduce losses faster than market expectations

Zhitong
2026.07.09 02:16

Alibaba's stock price rose nearly 5% again, driven by positive expectations ahead of the Q1 financial report for the fiscal year 2027. Alibaba Cloud's revenue is expected to increase by 45%, exceeding expectations, while e-commerce profits remain stable and flash sales losses are narrowing faster than anticipated. UBS pointed out that Alibaba's instant commerce optimization is progressing rapidly, and the market will reassess the value of its AI assets. Alibaba is integrating its Agent product line and upgrading its enterprise-level AI products based on QoderWork, with no impact on user rights

According to Zhitong Finance APP, Alibaba-W (09988) has risen nearly 5% again, after soaring over 12% yesterday. As of the time of writing, it is up 4.84%, priced at HKD 112.7, with a trading volume of HKD 7.994 billion.

In terms of news, Alibaba's forecast for the first quarter of fiscal year 2027 shows that Alibaba Cloud's revenue growth has accelerated to around 45%, significantly exceeding market expectations; the overall e-commerce business (China e-commerce + AIDC) has restored profits, remaining flat year-on-year, which is better than market expectations; Taobao's flash sales have reduced losses faster than market expectations, narrowing the gap with competitors and expected to continue improving, while maintaining stable market share amidst reductions. UBS analysts pointed out that Alibaba's progress in optimizing instant commerce subsidies is faster than expected, and they believe the market will refocus on Alibaba's valuable AI assets and AI growth logic.

In addition, Alibaba is systematically integrating its Agent product line, based on QoderWork, merging the core capabilities of "Wukong" and "MuleRun," upgrading it to an AI product aimed at enterprise productivity scenarios, under the unified responsibility of DingTalk CEO Chen Yusen. Alibaba responded that the existing product services of QoderWork, Wukong, and MuleRun will be seamlessly upgraded in the future, and all user rights will not be affected

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