Alibaba Expands Partnership With Xiaohongshu to Boost Cross-Platform Shopping
[Brokerage Focus] CITIC SEC: 2025 will become the year of mass production for the embodied intelligent robot industry.
Jinwu Financial News | CITIC SEC states that 2025 will mark the first year of mass production for embodied intelligent robots. Embodied intelligent robots represent a significant integration of AI and the physical world. Their mass production and the exploratory applications of various scenarios signal a deep fusion of AI AGI and the robotics industry, driving a new wave of industrial revolution. Governments globally, technology manufacturing giants, industry chain companies, research Institutions, and capital have all focused on and engaged in this field, creating a competitive atmosphere reminiscent of a flurry of boats racing. Robot manufacturers from different eras and technical backgrounds, embodied model Software providers, assembly, core components, and downstream scenario companies are all working together to forge the Industry Chain.
Trump wants to amend AI Chip export controls? The U.S. Department of Commerce: Simplifying the 'Biden rules' is beneficial for innovation!
① A spokesperson for the USA Department of Commerce stated that President Trump plans to lift the restrictions on the export of advanced AI Chips instituted during the Biden administration, claiming that Biden's rules are overly complex and will hinder innovation in the USA; ② In January of this year, Biden released the "AI Diffusion Export Control Framework," establishing a "three-tier licensing system" for AI Chips, which limits the amount of advanced AI Chips accessible to various countries and regions.
Hong Kong stock morning report | The Federal Reserve maintained interest rates, and the three major U.S. indexes closed higher. China Concept Stocks broadly declined.
① The Federal Reserve maintained the benchmark interest rate, which met market expectations. ② Federal Reserve Chairman Powell stated that the impact of tariffs is greater than expected and there is no rush to cut interest rates. ③ The three major indexes of the U.S. stock market closed higher, while China Concept Stocks generally fell. ④ The central bank stated that it will make every effort to promote the implementation of a package of financial policies. ⑤ International crude oil and Gold Futures prices fell more than 1%.
U.S. stocks closed with the three major Indexes fluctuating higher, with Google plummeting more than 7%. The Bullish support from the AI Chip helped NVIDIA.
① Apple is promoting a shift to AI search for Safari, causing Google's stock price to fall over 7%; ② Disney's stock price skyrocketed nearly 11%, with the company's second fiscal quarter profits exceeding expectations; ③ NVIDIA rose over 3%, with reports that the USA is considering lifting AI Chip export restrictions.
Top Gap Ups and Downs on Wednesday: BABA, DIS, MRVL and More
Alibaba Options Spot-On: On May 7th, 232.01K Contracts Were Traded, With 2.52 Million Open Interest
Express News | Shares of US-listed Chinese Stocks Are Trading Lower After Two Senior US Lawmakers Called on the SEC to Delist 25 Chinese Companies From US Stock Exchanges,
Alibaba Group Holding Limited (BABA): Among Most Popular Stocks on Robinhood in 2025
Alibaba Cloud has dropped another bombshell.
Rushing towards the AI empire.
On May 6, Alibaba-W (09988) spent approximately $9.99 million to repurchase 0.6224 million shares.
Alibaba-W (09988) announced that on May 6, 2025, approximately $9.99 million was spent to repurchase 62.24...
Alibaba, RedNote in Tie-up as China E-commerce Competition Intensifies
Express News | Alibaba Group - Taobao and Tmall Deepen Partnership With Xiaohongshu to Power Seamless Cross-Platform Shopping
Taobao Tmall has reached a Global Strategy cooperation with Xiaohongshu, allowing Xiaohongshu's planting notes to directly link to the Taobao App.
Sina Technology News, on the afternoon of May 7, reported that Taobao Tmall and Xiaohongshu signed a Global Strategy cooperation to create the "Red Cat Plan," announcing further openness and integration between the two, connecting the full chain from planting grass to purchase, jointly promoting business growth for merchants. According to the introduction, brand merchants can not only observe the full chain advertising effectiveness from planting grass to conversion, enhancing advertising efficiency, but Taobao Tmall will also increase investment to heat up and promote merchants' planting notes, enhancing Consumer interaction. At the same time, both parties have opened up the effect advertisement chain for the first time, adding the "advertisement hanging link" function below the notes, which, for brands participating in the pilot phase, enables the advertising content on Xiaohongshu.
Huayi Brothers Media Corporation (300027.SZ): Some scenes presented in the company's short dramas are a collaboration with Alibaba ideaLAB Innovation Lab.
Gelonghui, on May 7, announced that Huayi Brothers Media Corporation (300027.SZ) stated on the investor interaction platform that the company has introduced important strategic partners from both inside and outside the Industry with the purpose of mutual benefit and win-win cooperation. Over the years, the company has established stable partnerships with enterprises such as Alibaba, Tencent, and iQIYI through various means, becoming a strong support for the company to break industry boundaries. In addition, the company has established partnerships with new generation film production companies, directors, screenwriter studios, cinema chains, and live streaming platforms, among other Industry Chain upstream and downstream enterprises, providing more possibilities for the production of high-quality Entertainment content and the development of derivatives. Taking the short drama business as an example, part of the company's short dramas...
Nomura: Cloud Computing in China is experiencing an irreversible development trend, with AI becoming the key driving force.
The bank believes that Cloud Computing Service providers in China should focus on improving profit margins by expanding into high-value business areas.
Alipay has launched an "AI partner" for those looking to lose weight: the "weight loss zone" is now available to assist Q&M Dental with weight management.
Sina Technology News, on the morning of May 7, announced that Alipay's AI Health Manager has officially launched a "Weight Loss Zone," introducing a series of intelligent agents to guide users in scientific eating and healthy exercise. Additionally, seven doctors specializing in weight loss from top-tier hospitals have opened AI avatars in the zone to assist with Q&M Dental weight management. Currently, users can search for "AI Health Manager" on Alipay and click on "Services" to experience it.
China Lowers Rates and Makes Bank Lending Easier in Response to Tariffs
China Central Bank Cuts Rates to Boost Economy Amid Tariff Threat
Express News | China's Official: Will Lower Interest Rates on Structural Policy Tools by 25 Bps; Guide Commercial Banks to Lower Deposit Rates; To Help A-Share Listed Companies Affected by Tariffs to Cope With Difficulties