Alibaba Cloud is China's clear #1 in AI infrastructure with Qwen models gaining real enterprise adoption. Taobao/Tmall finally stabilizing share losses to PDD and Douyin via aggressive merchant subsidies. Aggressive buyback program ($25B remaining) plus deep value valuation create asymmetric setup. Jack Ma's return signal worth noting.
| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| BILL | BILL Holdings Inc. | 65 | +8% | ↓8% | NEUTRAL |
| DOCU | DocuSign Inc. | 65 | +6% | ↓8% | NEUTRAL |
| GLOB | Globant SA | 65 | +12% | ↓8% | WATCH |
| SNOW | Snowflake Inc. | 65 | +9% | ↓8% | NEUTRAL |
| NTES | NetEase Inc | 65 | +10% | ↓8% | WATCH |
| TEAM | Atlassian Corporation | 65 | +7% | ↓8% | NEUTRAL |
| ZM | Zoom Communications Inc. | 65 | +5% | ↓8% | NEUTRAL |
Alibaba Cloud revenue +24% YoY; AI workload now 35% of new bookings
Qwen 3 family open-sourced; top of HuggingFace leaderboards multiple categories
Taobao GMV +9% in Singles Day; share decline finally arrested
Estimates · Yahoo Finance · Not audited figures