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With the Lunar New Year falling later, post-holiday spending shifted, leaving Dec consumption soft (retail sales +0.9% YoY). By contrast, Jan–Feb held up better (retail sales +2.8% YoY).Entering Mar, the calendar-shift distortion largely faded, allowing a cleaner read on underlying demand. March prints indicate domestic retail consumption remained weak, with signs of marginal deterioration.The weakness is mostly structural. Online physical goods faced greater pressure, while online services were resilient. By category...

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China Mar. Retail Sales: Consumption Cold Snap? How Bad?

Today’s Key News Recap

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0413 | Dolphin Focus — 🐬 Macro/Industry. 1) Trump announced that, after US-Iran talks in Pakistan collapsed, the US military will at 10:00 ET on Apr 13 (10pm Beijing time tonight) impose a full blockade of Iranian ports and the Strait of Hormuz.It will intercept all vessels to and from Iran and cut off its oil exports. Iran's military issued a hardline response, stating any US approach will be treated as a provocation and met with firm retaliation.This would sharply elevate geopolitical risk and disrupt shipping, chemicals and related supply chains. It would also reinforce expectations that the Fed keeps rates higher for longer, putting near-term pressure on HK stocks and growth names.

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MiniMax M2.7 open-sourced globally; AAPL's first foldable slated for Fall 2026 | Daily News Recap

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Apr 2 | Dolphin Research focus: Stock 1, $Oracle(ORCL.US). Reports suggest Related Digital is advancing approx $16 bn in project financing for Oracle's AI data center build, mainly for hyperscale compute campuses such as 'Stargate'.Oracle's cloud &amp; AI capex plan through 2026 exceeds $50 bn. FCF has turned negative, leaving it reliant on external funding and compute contracts with OpenAI, etc...

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ORCL mass layoffs; BABA rolls out next-gen Qwen LLM | Daily News Recap

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0310 | Dolphin Research Focus: 🐬 Macro/Industry1) On Mar 9 (local time), Trump said US military action against Iran would end 'very soon' but not this week. He also indicated the US would ease some oil-related sanctions to cool prices, while warning of tougher strikes if Iran blocks the strait.The remarks briefly soothed energy and financial markets, capping near-term upside in crude. They tempered expectations for a sharp oil spike in the short run.However, the conflict continues and Tehran has issued a hard-line response. Geopolitical risk has not cleared...

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TSM Feb revenue down MoM; Alibaba Qwen management reshuffle finalized | Daily News Recap

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Below is Dolphin Research's compiled FY25Q4 earnings call Trans for $Block(SQ.US). For the earnings analysis, see 'Block: US Alipay‑style platform slashes headcount by 40%! Is compute replacing labor?'.I. Core financial highlights review. II. Earnings call details; 2.1 Key messages from management.1) Core strategy and outlook. Rationale for the organizational overhaul: Despite strong 2025 performance, the company will reduce headcount from over 10,000 to just under 6,000...

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Block (Trans): Layoff tailwinds to kick in Q2, margins to trend higher

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$Vipshops(VIPS.US) released its Q4 2025 results on the evening of Feb 26. Despite earlier lowering guidance, the print still came in weaker: revenue slipped back into negative growth, while expense discipline kept profit growing.Specifically: 1) Core operating metrics — GMV growth stalled again this quarter, with YoY growth under 1%, missing market expectations. The drag came from another decline in active users, down Approx. 400k YoY, and a clear drop in order frequency per user, driving total orders down 5% YoY...

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VIPS: Negative Growth Again? 10% Shareholder Return to the Rescue

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Below is Dolphin Research's transcript of the FY25 Q4 earnings call for $Mercadolibre(MELI.US). For our earnings take, see 'Latin America's Alibaba's Split Personality: Revenue Giant, Profit Dwarf'. I. Review of key financial metrics. II. Call details. 2.1 Management highlights. 1) Brazil e-commerce strategy: GMV accelerated (+35%) on strategic investments, notably lowering the free-shipping threshold. This boosted purchase frequency and attracted new buyers...

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Mercado (Trans): Will develop an in-house e-comm Agent

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0223 | Dolphin Research Focus: Macro/Sector. 1) Major shift in U.S. tariff policy in Feb 2026, as the Supreme Court struck down global tariffs imposed under the International Emergency Economic Powers Act (IEEPA) as unconstitutional.The White House then announced a 10% temporary tariff on all global imports effective Feb 24 (later raised to 15%). The measure lasts 150 days and requires Congress approval for extension, with exemptions for critical minerals, pharmaceuticals, and other items.Approx. $175 bn of previously collected tariffs may be refunded. Near term, trade could face disruption, while longer-term cost pressures may ease...

Allianzim US Large Cap Buffer10 Mar ETF

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HK stocks on fire; Pop Mart launches 'After-school Merodi' | Daily News Recap

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1205 | Dolphin Research Key Focus: 🐬 Stock 1, $BIDU-SW(09888.HK) According to reports, Kunlun Chip (Baidu's AI chip subsidiary) has initiated preparations for listing in Hong Kong, planning to submit the application in the first quarter of 2026 and complete the IPO in early 2027, with the latest valuation of approximately 21 billion RMB. Baidu is the largest shareholder. It has released products such as Kunlun Chip M100 and M300, with tens of thousands of cards deployed, serving as the core foundation of Baidu's AI computing power, and also providing computing power services to external enterprises. The news pushed Baidu's stock price to rise over 8% at one point...

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Baidu Spins Off Kunlunxin for IPO; Ele.me Completes Official Rebranding | Today's Important News Recap

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The following are the Minutes of the FY25 Q3 earnings call for $MEITUAN(03690.HK) organized by Dolphin Research. For an interpretation of the financial report, please refer to &#34;Meituan: A Loss of Nearly 20 Billion! Did Alibaba Really Succeed in Stealing the House This Time?&#34; 1. Review of Core Financial Data Performance Overview: Total Revenue: 95.5 billion yuan (YoY +2%). Profitability: Operating cost rate 73.6% (YoY +12.9pts), mainly due to rider incentives and rising overseas costs; adjusted net loss of 16 billion yuan, affected by irrational industry competition and strategic investments...

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Xiaomi HK SDR 2to1

Meituan (Minutes): 3Q loss peaks, but 4Q will continue the loss trend

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AMPLITECH GROUP INC. USD0.001 S/R 20/11/26 SER B

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In a report released yesterday, from CSC Financial maintained a Buy rating on Alibaba Group Holding Ltd., with a price target of HK$208.71.Claim 55% Off TipRanksUnlock hedge fund-level data and powerful investing tools for smarter, sharper decisions Discover top-performing stock ideas and upgrade to a portfolio of market leaders with Smart Investor Picks In a report released yesterday, DBS also maintained a Buy rating on the stock with a HK$202.00 price target.

- CSC Financial has maintained a Buy rating on Alibaba Group Holding Ltd., setting a price target of HK$208.71.  
- Similarly, DBS has also issued a Buy rating with a price target of HK$202.00.  
- Both ratings indicate a positive outlook for the company's stock performance.

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CSC Financial Remains a Buy on Alibaba Group Holding Ltd. (9988)

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CMBI has raised its price target for Alibaba Group Holding Limitedto USD220.1 from USD206.1, maintaining a Buy rating. The report highlights a strong outlook for Alibaba's cloud business, with revenue growth accelerating to 38% YoY in 4QFY. Despite a decline in adjusted EBITA due to investments, the broker remains optimistic about Alibaba's potential in AI and expects margin expansion. The instant retail business is projected to halve its operating losses by fiscal 2027 and achieve break-even by fiscal 2029, allowing for further AI investments.

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CMBI Raises Alibaba Group Holding Limited  TP to USD220.1, Strong Cloud Biz Outlook

BABA-Whas reported a 4.669% increase in stock price, with short selling at $1.31B and a ratio of 11.090%. CEO Eddie Wu announced that the company's AI technology investment has progressed to large-scale commercial returns. The enterprise-level Agent platform "Wukong" is now being deployed across various industries, including e-commerce and manufacturing, to enhance tasks like content production and customer management.

BABA-W  Enterprise-level Agent Platform "Wukong" Recently Gradually Scaling Up Deployment

Ant Group's profit dropped 79% to 375 million yuan ($55 million) as it invests heavily in AI across various sectors. This follows a 91% decline in the previous quarter, raising concerns among Alibaba investors. Ant is diversifying beyond fintech, investing in digital health care and robotics, while facing regulatory challenges. Its international arm generated $3 billion in revenue in 2024, hinting at potential IPO prospects. However, Ant's valuation has significantly decreased to $79 billion, far below its previous $280 billion valuation during its IPO attempts.

- Ant Group's profit decline is impacting Alibaba Group Holding Ltd. as it invests heavily in artificial intelligence across various sectors.  
- The company reported a profit of 375 million yuan for Alibaba, reflecting a significant 79% year-on-year drop.  
- Ant is striving to develop new growth areas after regulatory challenges, focusing on health care and international payments, with a valuation that has significantly decreased since 2020.

GuruFocus

Ant Profit Drops 79% As AI Spending Accelerates

YieldMax BABA Option Income Strategy ETF(BABO.US)

CSC Financial Remains a Buy on Alibaba Group Holding Ltd. (9988)

CMBI Raises Alibaba Group Holding Limited TP to USD220.1, Strong Cloud Biz Outlook

BABA-W Enterprise-level Agent Platform "Wukong" Recently Gradually Scaling Up Deployment

Ant Profit Drops 79% As AI Spending Accelerates

Dear Alibaba Stock Fans, Mark Your Calendars for May 13