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AliExpress: US Site GMV Surges 50%+ in May; Platform Fully Steps Up Investment in US, S Korea, Latin America as 3 Core Markets
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AliExpress, the cross-border e-commerce platform under BABA-W (09988.HK), recently released an interpretation of its "2026 Must-Compete Cross-border Markets" policy.

While consolidating its compliance-focused operational foundation, the platform is comprehensively stepping up investment in three core markets - the US, South Korea and Latin America - and rolling out a series of policies.

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Through substantial investment and policy incentives, it aims to open up new growth channels for merchants. Investment in key markets will mushroom by 2-3x.

The South Korea site will join the Brand+ going global program; GMV of the US site surged by more than 50% during the promotional campaign in May, ushering in a peak in merchant onboarding; in Brazil, the platform is capitalizing on tax reduction benefits and accelerating customs clearance efficiency through chartered flights.
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