Alibaba has staged a quiet $100 billion rally — AI and Jack Ma's return are at the heart of it
Portfolio Pulse from
Alibaba has experienced a significant turnaround in 2023, with its US-listed shares rising nearly 60% and adding over $100 billion to its market valuation. Key factors include a strategic refocus on core businesses (e-commerce and cloud computing), aggressive AI model development, and renewed government support. The company has launched open-source AI models like Tongyi Qianwen and positioned itself as a leading AI player in China.
March 28, 2025 | 12:30 am
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Alibaba's stock is benefiting from its AI initiatives, streamlined business strategy, and improved government relations. The company has launched competitive AI models and is leveraging its cloud computing infrastructure.
Multiple positive factors are driving Alibaba's stock, including AI model development, cloud computing growth, strategic restructuring, and renewed government support. The company's open-source AI models and focus on core businesses signal a strong strategic direction.
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IMPORTANCE 90
RELEVANCE 100