Global Scans · Alibaba · Weekly Summary

• [New] Alibaba-backed Hello Inc. made waves with the debut of its purpose-built HR1 robotaxi and an audacious target: 50,000 deployed vehicles by 2027. The AV Market Strategist
• [New] MercadoLibre's fintech arm could eventually be as valuable as its e-commerce business, mirroring how Asia's Alibaba spawned the fintech giant Ant Group. TechStock²
• In China, companies like Alibaba use AI for exact customer aiming, and the whole AI ad world might reach $1,811 billion by 2030 (Grand View Research, 2024, as noted in Adtelligent, 2025). Spot N Designs
• Lingering US-China trade tensions and ongoing regulatory pressures still pose significant risks that could quickly change the narrative for Alibaba investors. Yahoo Finance
• To promote industry-wide adoption of AI-driven solutions, Yell Group will utilize Alibaba Cloud's robust cloud computing capabilities to enhance scalability in the creative sector. Brand Spur Nigeria
• If major Chinese AI firms such as Alibaba, ByteDance, and Tencent build their data centers around U.S. hardware, it could give Washington a geopolitical advantage and greater leverage in any future negotiations with China. RBC WEALTH MANAGEMENT
• Goldman Sachs projects a 14% CAGR for Alibaba Cloud over FY25 - FY27, underpinned by enterprise AI uptake. Panda Perspectives
• Alibaba has increased its capital expenditure estimates for AI over the next few years and said it is going to spend as much as it did over the past decade combined. TrustNet
• As the partnership between Alibaba and Apple unfolds, the implications for the AI landscape in China could be profound. FinExtra

Last updated: 02 November 2025