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Shares fell 1% in premarket trading on Thursday.

“We think owning the full AI stack (chips, cloud, models, applications) forms a structural advantage: It can make an Internet company an AI winner, as Alphabet has shown in the US,” analysts at the firm wrote in a note to clients about Alibaba. “In-house chips reduce reliance on third party suppliers, enable application-specific designs, support rapid capacity expansion during demand spikes, improve cost efficiency (lower cost per token), mitigate geopolitical exposure (US export controls), and lower regulatory risk (government support). On this premise, we view Alibaba (OW) as a global AI winner: It has top-tier in-house AI chips (T-Head), China’s #1 and the world’s #4 cloud infrastructure provider (AliCloud), the world’s most adopted SOTA open-weight foundation models (Qwen models), and consumption-centric applications (Qwen apps).”

Morgan Stanley has an Overweight rating on Alibaba.

Aside from Alibaba, Morgan Stanley also has an Overweight rating on Tencent (TCEHY). The firm pointed out that Tencent has benefited from the strength of its WeChat ecosystem, despite the current lag.

Separately, the firm has an Equal-Weight rating on Baidu (BIDU) as its Kunlunxin chip business could be a positive. However, it has “higher AI disruption risk in its core search business.”

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The Chinese tech giant lost over 12% in the preceding six sessions. Overall, the stock has fallen over 11% so far this year, compared to the marginal

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Against that backdrop, many of China’s best-known internet and consumer-tech champions have continued to lag, leaving some of the market’s biggest names technically oversold.

That dynamic is visible in a screen of major large-cap Chinese stocks ranked by their Relative Strength Index, a momentum gauge that measures the speed and magnitude of recent price moves on a 0–100 scale.

At the top of the list is Alibaba Group (BABA), with an RSI of 22, followed by Baidu (BIDU) at 24 and JD.com (JD) at 25, levels typically associated with heavily sold, out-of-favor names.

Tencent Holdings (TCEHY) and Tencent Music (TME) round out the top five with RSIs of 29 and 30, suggesting persistent selling pressure across China’s leading platform and entertainment companies.

Further down, DiDi (DIDIY), XPeng (XPEV), Xiaomi (XIACY), NetEase (NTES), Bilibili (BILI), and ZTO Express (ZTO) all sit below or around the 40 mark, still reflecting subdued momentum, while H World Group (HTHT) is the “least” oversold of the group with an RSI of 50.

In technical terms, RSI readings at or below 30 are often interpreted as potential oversold conditions that may precede a rebound if fundamentals stabilize, whereas levels above 70 are typically seen as overbought and vulnerable to pullbacks. Here, none of the names approach the overbought threshold

Below is the list:

1. Alibaba Group (BABA), RSI: 22

2. Baidu (BIDU), RSI: 24

3. JD.com (JD), RSI: 25

4. Tencent Holdings (TCEHY), RSI: 29

5. Tencent Music Entertainment (TME), RSI: 30

6. DiDi Global (DIDIY), RSI: 32

7. XPeng (XPEV), RSI: 36

8. Xiaomi (XIACY), RSI: 36

9. NetEase (NTES), RSI: 37

10. Bilibili (BILI), RSI: 38

11. ZTO Express (ZTO), RSI: 39

12. Baidu (BAIDF), RSI: 41

13. Kuaishou Technology (KUASF), RSI: 41

14. Li Auto (LI), RSI: 43

15. Luckin Coffee (LKNCY), RSI: 44

16. Yum China Holdings (YUMC), RSI: 46

17. KE Holdings (BEKE), RSI: 46

18. NIO (NIO), RSI: 48

19. BYD Company (BYDDF), RSI: 49

20. H World Group (HTHT), RSI: 50

China ETFs: (KWEB), (PGJ), (CQQQ), (FXI), (GXC), (MCHI), (FLCH), (CNYA), (ASHR), and (YINN)

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The task force will consist of Alibaba’s CEO Eddie Wu, Alibaba Group ​Chief Technology Officer Wu Zeming, and Alibaba Cloud CTO Zhou Jingren, according to a memo shared by CEO Wu to the Tongyi Laboratory colleagues, who develop the Qwen model.

“Additionally, the company will establish a Foundation Model Task Force, consisting of me, Jingren and Fanyu [nickname for Wu Zeming], who will jointly coordinate group-wide resources to accelerate foundation model development,” said the memo provided by Alibaba to Seeking Alpha.

The letter came a day after the resignation of Lin, the technical lead for Alibaba’s Qwen foundational models. Lin said in a post on X that he was stepping down, which saw many, including Chinese AI startup MiniMax, thanking him for his contribution to the open-source community.

CEO Wu said in the memo that the company accepted Lin’s resignation and was thankful for his contributions.

“Advancing foundation models is a core strategic priority for our future. While continuing to uphold our open-source model strategy, we will further scale up investment in AI research and development, accelerate the recruitment of top talent,” said the memo.

Zhou will continue ‌to ⁠lead Tongyi Laboratory — the research division within Alibaba Cloud that develops the Qwen AI models — and drive its ongoing initiatives, the memo added.

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“Me stepping down. bye my beloved qwen,” said Lin in a post on X.

Chinese AI startup MiniMax replied to the thread and

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The company’s new subscriptions aim to attract more users as it pushes to monetize its AI products by offering low-priced API access to top LLMs via a single plan.

The entry-level plan, which can take up to 18,000 requests per month, starts at $1 for new users in the first month and then will be raised to about $6.

The “Pro” plan, which supports 90,000 requests per month, starts at $5.50 in the first month for new subscribers and then will be raised to $29.

The rapid advancement in AI coding tools has raised concerns for key players in the tech sector who fear that it could throw a wrench into the software industry.

Anthropic (ANTHRO) has been in the spotlight lately after it launched a new security feature with its Claude model, which spooked the cybersecurity sector.

IBM (IBM) stock also suffered steep losses this week after Anthropic said its new tool could modernize COBOL codebases. Most IBM mainframe systems use COBOL.

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If

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“We’ve identified industrial-scale distillation attacks on our models by DeepSeek, Moonshot AI, and MiniMax,” Anthropic said. “These labs created over 24,000 fraudulent accounts and generated over 16 million exchanges with Claude, extracting its capabilities to train and improve their own models.”

The process known as distillation, where a large AI model is used to train or mimic a smaller, less complex model, is widely accepted in the industry. However, Anthropic is accusing the aforementioned companies, including DeepSeek (DEEPSEEK), of removing safeguards, and putting model capabilities where they can be applied for usage in military, intelligence, or surveillance needs.

Delving deeper, Anthropic said that DeepSeek was responsible for more than 150,000 exchanges, with the operations going after reasoning capabilities across different tasks; Rubric-based grading tasks that made Anthropic’s Claude function as a reward model; and creating censorship-safe alternatives for certain sensitive queries.

Moonshot AI, which has received funding from Alibaba (BABA), among others, has been accused of more than 3.4M exchanges that targeted agentic reasoning, coding and data analysis, computer-use agent development, and computer vision.

MiniMax, which went public in Hong Kong last month, was accused of more than 13M exchanges that targeted agentic coding tool use and orchestration.

“These attacks are growing in intensity and sophistication,” Anthropic added. “Addressing them will require rapid, coordinated action among industry players, policymakers, and the broader AI community.”

DeepSeek, Moonshot AI, and MiniMax did not immediately respond to a request for comment from Seeking Alpha.

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The fund, in its Q4 shareholder letter, stated that Taiwan Semiconductor Manufacturing Company (TSM), SK Hynix (HXSC.F), and Samsung Electronics (SSNLF) were the top contributors, while Alibaba Group, Kaynes Technology India, and Tencent (TCEHY) were the top detractors.

During Q4 2025, the fund initiated positions in Absa Group Limited (AGRPY) and FirstRand Limited (FANDY) as it believes South African banks are at the cusp of a favorable banking cycle.

The fund also re-established a position in Nu Holdings (NU) as it sees the leading digital bank in Latin America emerging from a benign credit cycle with its long-term competitive advantages intact and its growth opportunities enhanced.

According to its shareholder letter, the fund strengthened its positions in Alibaba Group (BABA) (BABAF), Samsung Electronics (SSNLF), Kuaishou Technology (KUASF), HDFC Bank (HDB), Bharat Electronics, Tata Communications, and InPost S.A. (INPOY).

During the quarter, Baron Emerging Markets Fund exited positions in Gold Fields Limited (GFI), KE Holdings Inc. (BEKE), and Dino Polska S.A. (DNOPY) due to high valuation and/or uncertainties over the earnings growth or competitive positioning going forward.

Source: Q4 shareholders letter

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