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<Research>M Stanley: BABA-W May Increase AI Investment; Firm Still Viewed as CN Best AI Enabler
BABA-W (09988.HK) expected its global data center power consumption to increase by 10x by 2032 from 2022, and may further increase its investment in AI, Morgan Stanley published a ...
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<Research>M Stanley: BABA-W May Increase AI Investment; Firm Still Viewed as CN Best AI Enabler
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BABA-W (09988.HK)  -5.500 (-3.198%)    Short selling $4.10B; Ratio 15.912%   expected its global data center power consumption to increase by 10x by 2032 from 2022, and may further increase its investment in AI, Morgan Stanley published a research report saying.

Meanwhile, the Company released its latest flagship model, Qwen3-Max, and the upgraded version of the Bailian agent platform. The broker continued to favor BABA-W as China's best AI enabler, and reiterated its target price for Alibaba Group (BABA.US)      at US$200, with rating at Overweight.
(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2025-09-26 16:25.) (Real-time Streaming US Stocks Quote; Except All OTC quotes are at least 15 minutes delayed.)

Related NewsNomura: BABA-W's Amap Sees 26% Increase in Aug MTS; Baidu's MTS Remains Flat YoY

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