China's 'gradual bull market' gains traction with Goldman Sachs getting involved
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Oct 22 2025
0mins
Should l Buy BABA?
Source: MarketWatch
Market Trend: China's equity market is experiencing a gradual increase, leading to discussions about a potential "slow bull market."
Government Preference: The Chinese government aims for a steady rise in the market, favoring an orderly ascent over the volatile fluctuations that have historically characterized it.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy BABA?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on BABA
Wall Street analysts forecast BABA stock price to rise
15 Analyst Rating
15 Buy
0 Hold
0 Sell
Strong Buy
Current: 135.590
Low
180.00
Averages
203.09
High
230.00
Current: 135.590
Low
180.00
Averages
203.09
High
230.00
About BABA
Alibaba Group Holding Ltd is an investment holding company mainly engaged in the provision of technology infrastructure and marketing platforms. The Company operates its business through nine segments. The China Commerce Retail segment is engaged in the China commerce retail business. The China Commerce Wholesale segment is mainly engaged in the operation of 1688.com. The Cloud Intelligence segment provides cloud services. The International Commerce Retail segment provides customer management services, sales of goods and logistics services. The International Commerce Wholesale segment is mainly engaged in the operation of Alibaba.com. The Cainiao Represents Logistics Services segment provides fulfilment services. The Local Services segment’s revenue includes platform commissions, logistics services revenue. The Digital Media and Entertainment segment engages in the operation of Youku and Alibaba. The All Others segment is mainly engaged in the Sun Art, Freshippo and other business.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Hedge Fund Billionaire Adjusts Retail Investments
- Portfolio Adjustment: Billionaire hedge fund manager Daniel Loeb reshuffled his investments in the broadline retail sector during Q4 FY25, increasing his stake in Alibaba (BABA) while trimming his position in Amazon (AMZN), indicating a reassessment of the e-commerce landscape.
- New Position in Alibaba: Loeb opened a new position with 825,000 shares in Alibaba, reflecting optimism about the company's growth potential despite its current stock trading below both the 20-day and 100-day simple moving averages.
- Amazon Stake Reduction: Concurrently, Loeb reduced his Amazon holdings from approximately 2.81 million shares to 2.165 million shares, suggesting a cautious outlook on Amazon's future performance, possibly due to concerns over its competitive position.
- Market Outlook Analysis: Alibaba is set to report earnings on March 17, 2026, with analysts estimating EPS to drop to $1.73 while revenue expectations rise to $41.26 billion, indicating confidence in its long-term growth despite short-term challenges.
See More
Oversold Stocks Set for Potential Rebound in Global Markets
- Oversold Stock List: A search using the Benzinga Pro Scanner identified stocks with market caps over $2 billion and RSI below 30, with KraneShares CSI China Internet ETF (KWEB) showing an RSI of 18.32, indicating extreme oversold conditions that may lead to a rebound if risk appetite improves.
- JD.com Performance: JD.com has an RSI of 24.42, with shares around $25.21, down 1.68% on the day, reflecting the overall pressure on Chinese consumer and internet stocks, potentially providing short-term trading opportunities for investors.
- Broad Market Overselling: iShares China Large-Cap ETF (FXI) posts an RSI of 24.99, trading near $35.89, indicating that selling pressure has broadened from individual stocks to major Chinese benchmarks, which may influence investors' regional allocation decisions.
- Emerging Market Signals: iShares MSCI India ETF (INDA) shows an RSI of 29.75, trading around $50.03, indicating oversold conditions and suggesting that selling pressure has spread to broader Asian and emerging markets, potentially prompting long-term investors to reassess their risk tolerance.
See More
Alibaba's Qwen AI Head Lin Junyang Resigns
- Executive Departure: Lin Junyang, head of Alibaba's Qwen AI model division, has stepped down, with the reasons for his exit remaining unclear; this change could impact the company's strategic direction and execution in the AI sector.
- Team Turmoil: Lin's resignation follows the departure of Yu Bowen, who led post-training for Qwen, suggesting a potential decline in team morale and continuity of ongoing projects due to this series of executive changes.
- Product Launch: Just two days before Lin's resignation, Qwen introduced the updated Qwen 3.5 Small Model Series, indicating the company's ongoing innovation in AI technology, although leadership changes may affect the product's market performance.
- Industry Reaction: Lin bid farewell to Qwen on social media, with companies like MiniMax expressing gratitude for his contributions to the open-source community, yet this also raises concerns about Alibaba's future AI strategy amidst these leadership shifts.
See More
Alibaba Faces Leadership Shakeup in AI Division
- Leadership Change: Junyang Lin, the technical lead for Alibaba's Qwen AI project, unexpectedly stepped down, triggering strong reactions from the developer community and marking a significant turning point that could impact future AI model development and market competitiveness.
- Project Impact: Lin joined Alibaba in 2019 and became part of the Qwen team in April 2023; his departure coincides with Alibaba's launch of the Qwen 3.5 open-weight small models, potentially hindering the project's ongoing development and innovation capabilities.
- Community Reaction: Lin's exit is viewed by colleagues as 'the end of an era,' with research scientists and partners expressing gratitude for his contributions, highlighting his central role in advancing Qwen's open-source AI efforts.
- Ecosystem Expansion: Alibaba is expanding its AI ecosystem by unifying the Qwen brand, building developer tools, and investing in its own AI hardware, with nearly 200 million 'one-sentence' orders placed through the Qwen app during the Lunar New Year, indicating strong user demand.
See More
Alibaba Qwen AI Head Resigns Amid Product Launch
- Executive Departure: Lin Junyang, head of Alibaba's Qwen AI division, announced his resignation just two days after the company launched updated AI products, indicating potential instability in management that could affect product development direction.
- Team Turmoil: Lin's exit prompted other team members to follow suit, including a research scientist and a core contributor, suggesting that team morale may be impacted and future project advancement could face challenges.
- Surge in User Growth: The Qwen mobile app saw its monthly active users soar to 203 million in February, up from 31.05 million in January, reflecting increased product popularity, but management changes may affect user experience and sustained growth.
- Market Performance Analysis: Alibaba's market capitalization stands at $323.71 billion, with a 52-week high of $192.67 and a low of $95.73, while the current Relative Strength Index (RSI) is at 23.57, indicating the stock may be oversold, prompting investors to monitor the potential impact of management changes on stock price.
See More
Investment Opportunities in Alibaba and Intuitive Machines
- Alibaba's Market Challenges: Alibaba's stock is currently over 50% below its all-time high from October 2020, primarily due to a record antitrust fine in 2021, reduced consumer spending from the pandemic, and trade conflicts between the U.S. and China, which have weakened its competitive position.
- Overseas Market Expansion: Alibaba is offsetting slower e-commerce sales in China by expanding into overseas markets such as Lazada in Southeast Asia, Trendyol in Turkey, and Daraz in South Asia, while also enhancing its Cainiao logistics business to strengthen its global market share.
- Intuitive Machines' Growth Potential: Intuitive Machines has successfully sent two Nova-C landers to NASA and plans to launch its third lunar mission, IM-3, in March 2025, with revenue expected to rise nearly fivefold from 2025 to 2027, indicating strong growth potential.
- Diversification Strategy: By acquiring Lanteris Space Systems, Intuitive Machines aims to transform into a diversified space transportation service provider, reducing its dependence on NASA's lunar missions, with expectations of profitability by 2026 and a fivefold increase in net income by 2027.
See More
Hedge Fund Billionaire Adjusts Retail Investments
- Portfolio Adjustment: Billionaire hedge fund manager Daniel Loeb reshuffled his investments in the broadline retail sector during Q4 FY25, increasing his stake in Alibaba (BABA) while trimming his position in Amazon (AMZN), indicating a reassessment of the e-commerce landscape.
- New Position in Alibaba: Loeb opened a new position with 825,000 shares in Alibaba, reflecting optimism about the company's growth potential despite its current stock trading below both the 20-day and 100-day simple moving averages.
- Amazon Stake Reduction: Concurrently, Loeb reduced his Amazon holdings from approximately 2.81 million shares to 2.165 million shares, suggesting a cautious outlook on Amazon's future performance, possibly due to concerns over its competitive position.
- Market Outlook Analysis: Alibaba is set to report earnings on March 17, 2026, with analysts estimating EPS to drop to $1.73 while revenue expectations rise to $41.26 billion, indicating confidence in its long-term growth despite short-term challenges.
See More
Oversold Stocks Set for Potential Rebound in Global Markets
- Oversold Stock List: A search using the Benzinga Pro Scanner identified stocks with market caps over $2 billion and RSI below 30, with KraneShares CSI China Internet ETF (KWEB) showing an RSI of 18.32, indicating extreme oversold conditions that may lead to a rebound if risk appetite improves.
- JD.com Performance: JD.com has an RSI of 24.42, with shares around $25.21, down 1.68% on the day, reflecting the overall pressure on Chinese consumer and internet stocks, potentially providing short-term trading opportunities for investors.
- Broad Market Overselling: iShares China Large-Cap ETF (FXI) posts an RSI of 24.99, trading near $35.89, indicating that selling pressure has broadened from individual stocks to major Chinese benchmarks, which may influence investors' regional allocation decisions.
- Emerging Market Signals: iShares MSCI India ETF (INDA) shows an RSI of 29.75, trading around $50.03, indicating oversold conditions and suggesting that selling pressure has spread to broader Asian and emerging markets, potentially prompting long-term investors to reassess their risk tolerance.
See More
Alibaba's Qwen AI Head Lin Junyang Resigns
- Executive Departure: Lin Junyang, head of Alibaba's Qwen AI model division, has stepped down, with the reasons for his exit remaining unclear; this change could impact the company's strategic direction and execution in the AI sector.
- Team Turmoil: Lin's resignation follows the departure of Yu Bowen, who led post-training for Qwen, suggesting a potential decline in team morale and continuity of ongoing projects due to this series of executive changes.
- Product Launch: Just two days before Lin's resignation, Qwen introduced the updated Qwen 3.5 Small Model Series, indicating the company's ongoing innovation in AI technology, although leadership changes may affect the product's market performance.
- Industry Reaction: Lin bid farewell to Qwen on social media, with companies like MiniMax expressing gratitude for his contributions to the open-source community, yet this also raises concerns about Alibaba's future AI strategy amidst these leadership shifts.
See More
Alibaba Faces Leadership Shakeup in AI Division
- Leadership Change: Junyang Lin, the technical lead for Alibaba's Qwen AI project, unexpectedly stepped down, triggering strong reactions from the developer community and marking a significant turning point that could impact future AI model development and market competitiveness.
- Project Impact: Lin joined Alibaba in 2019 and became part of the Qwen team in April 2023; his departure coincides with Alibaba's launch of the Qwen 3.5 open-weight small models, potentially hindering the project's ongoing development and innovation capabilities.
- Community Reaction: Lin's exit is viewed by colleagues as 'the end of an era,' with research scientists and partners expressing gratitude for his contributions, highlighting his central role in advancing Qwen's open-source AI efforts.
- Ecosystem Expansion: Alibaba is expanding its AI ecosystem by unifying the Qwen brand, building developer tools, and investing in its own AI hardware, with nearly 200 million 'one-sentence' orders placed through the Qwen app during the Lunar New Year, indicating strong user demand.
See More
Alibaba Qwen AI Head Resigns Amid Product Launch
- Executive Departure: Lin Junyang, head of Alibaba's Qwen AI division, announced his resignation just two days after the company launched updated AI products, indicating potential instability in management that could affect product development direction.
- Team Turmoil: Lin's exit prompted other team members to follow suit, including a research scientist and a core contributor, suggesting that team morale may be impacted and future project advancement could face challenges.
- Surge in User Growth: The Qwen mobile app saw its monthly active users soar to 203 million in February, up from 31.05 million in January, reflecting increased product popularity, but management changes may affect user experience and sustained growth.
- Market Performance Analysis: Alibaba's market capitalization stands at $323.71 billion, with a 52-week high of $192.67 and a low of $95.73, while the current Relative Strength Index (RSI) is at 23.57, indicating the stock may be oversold, prompting investors to monitor the potential impact of management changes on stock price.
See More
Investment Opportunities in Alibaba and Intuitive Machines
- Alibaba's Market Challenges: Alibaba's stock is currently over 50% below its all-time high from October 2020, primarily due to a record antitrust fine in 2021, reduced consumer spending from the pandemic, and trade conflicts between the U.S. and China, which have weakened its competitive position.
- Overseas Market Expansion: Alibaba is offsetting slower e-commerce sales in China by expanding into overseas markets such as Lazada in Southeast Asia, Trendyol in Turkey, and Daraz in South Asia, while also enhancing its Cainiao logistics business to strengthen its global market share.
- Intuitive Machines' Growth Potential: Intuitive Machines has successfully sent two Nova-C landers to NASA and plans to launch its third lunar mission, IM-3, in March 2025, with revenue expected to rise nearly fivefold from 2025 to 2027, indicating strong growth potential.
- Diversification Strategy: By acquiring Lanteris Space Systems, Intuitive Machines aims to transform into a diversified space transportation service provider, reducing its dependence on NASA's lunar missions, with expectations of profitability by 2026 and a fivefold increase in net income by 2027.
See More
