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ALIBABA GROUP ADR WKN: A117ME ISIN: US01609W1027 Kürzel: AHLA Forum: Aktien Thema: Hauptdiskussion
92,70
EUR
-1,70 % -1,60
18:58:19 Uhr,
Lang & Schwarz
Kommentare 83.554
Hopper58,
2. Sep 11:40 Uhr
0
Alibaba's Cloud Platform Launches "All Things Unbounded" for Collaborative AI (BABA)
GuruFocus News
09/02/2026 08:50
On September 02, 2026, Alibaba Cloud has officially launched the public beta of its enterprise-level collaboration platform, "All Things Unbounded." This innovative platform allows both business and individual users to register via the official website to experience its cutting-edge model, Qwen3.8-Max. The introduction of this platform marks a significant step for Alibaba Group Holding Ltd as it aims to enhance collaborative efforts in the digital workspace.
What's Behind the News?
The launch of "All Things Unbounded" represents Alibaba's commitment to integrating advanced AI technologies into its cloud services. This platform is designed as a multi-agent collaborative workspace, which allows various AI agents to work together on complex projects by breaking them down into manageable tasks. This approach not only enhances productivity but also fosters a collaborative environment that can significantly benefit businesses in various sectors.
idaho,
2. Sep 16:27 Uhr
1
sogar Munger war investiert. Die Eckdaten wären grandios. Der chin. Markt hat einfach eigene Regeln. Liquidität, Regulierung, Wettbewerb. ich trau mich nicht weil ich nicht durchblicke
VonGogh,
2. Sep 7:13 Uhr
1
Mit Short um 21:55 und dem anschließenden Verkauf des Shorts am nächsten Morgen kann man viel Geld machen. Erfolgsquote 100 %.😅⛷️
Hopper58,
1. Sep 15:48 Uhr
0
September 1, 2026 8:07 AM2 min read
China’s AI Race Heats Up: Baidu Says Its AI Investments Could Pay Off as CFO Bets on Cloud Growth
by Ravikash Bakolia Benzinga Editor
Baidu Inc.’s (NASDAQ:BIDU) CFO Henry He said the Chinese company’s investment in AI could start generating profits and cash payback in the near term, matching those of its legacy search business.
Baidu’s AI revenue — which includes cloud computing and applications — now generates over half of the company’s sales, and the finance chief expects the upward trend to continue. He noted in an interview with Bloomberg Television that the profit margin on Baidu’s AI revenue could match that of the company’s search business in the near term, due to stronger demand for its cloud and chips.
He also said that investments in new GPU clusters hosting AI services could fully pay for themselves in two to three years, echoing rival Alibaba Group. (NYSE:BABA).
Baidu did not immediately respond to Benzinga’s request for comment.
Baidu’s Challenges in Intense AI Race
Baidu is facing intense competition from bigger Chinese AI rivals including Alibaba, Tencent Holdings (OTC:TCEHY), and ByteDance. The company’s Ernie AI models have fallen behind open-weight competitors like Alibaba and Moonshot, while traditional advertising revenue is slowly declining amid users visiting AI chatbots like ByteDance’s Doubao.
“Our cloud revenue will be at a good level of increasing — and at least faster than industry average in the next few quarters — and our capex spending will be lower than the market’s expectation,” said He. “So a smarter way, less spending, higher growth.”
Founder Robin Li is hoping that the competitive landscape will shift to AI agents and applications, sparking a race that could drive growth for the company’s cloud business. Li is also depending on CFO He to lead the new financial endeavors. On Tuesday, the Beijing-based Baidu gained primary listing status on the Hong Kong Stock Exchange.
Plans for Baidu’s AI Chip Unit, Other Assets in the Future
The CFO has also spearheaded plans for an independent listing of Baidu’s AI chip unit Kunlunxin, a $5 billion share repurchase program and the company’s first-ever dividend policy.
Besides the Kunlunxin IPO, the CFO noted that he is considering capital market options for several of Baidu’s other assets, but declined to provide specifics.
Last month, Baidu reported second-quarter revenue of 31.3 billion yuan ($4.62 billion), down 4% year over year and missed the $4.65 billion analyst estimate. Several Wall Street analysts had revised their price targets on the stock following the company’s earnings results.
delong,
31. Aug 19:35 Uhr
0
Da ist noch ein Gap offen um die 100 $, das es zu schließen gibt, um deine Meinung noch zu ergänzen....
VonGogh,
31. Aug 16:48 Uhr
0
Charttechnisch eine klare Bestätigung des Abwärtstrends, hier ist eine Menge Luft nach unten. Würde auch saisonal sehr gut passen, bis Ende Oktober geht es meist deutlicher abwärts. Die sehr schwachen Quartalszahlen helfen dabei.⛷️
ivanrebroff,
31. Aug 16:10 Uhr
0
Was für verdammte China Drecks Aktien
Seit Wochen bewegen die sich nicht von der Stelle ,
Entweder wird in Asien abverkauft oder bei den Amis
Mehr zu diesem Wert
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Thema | ||
|---|---|---|---|
| 1 | ALIBABA GROUP ADR Hauptdiskussion | ||
| 2 | abverkauf | ||
| 3 | Alibaba Kommunisten | ||
| 4 | Alibaba und ein moderiertes Forum ohne Trolle! | ||
| 5 | Verstaatlichung möglich ? | ||
| 6 | totaler abverkauf | ||
| 7 | Alibaba Hauptforum (Moderiert) |
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Aktien
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| 1 | ORACLE Hauptdiskussion | ±0,00 % | |
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