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Alibaba's Strategic Moves Spark Shift as Meituan's Stock Declines

Mover TrackerTuesday, Apr 22, 2025 6:56 pm ET

1min read

Recently, Alibaba's inclusion in Stock Connect has led to noticeable shifts in public fund investments. Market dynamics highlight how veteran investor Zhang Kun, manager of E Fund Blue Chip Selected, altered his investment strategy by significantly reducing holdings in Meituan to allocate for Alibaba. This strategic move is mirrored across the sector as public holdings in Meituan have declined while Alibaba gains traction.

Since Alibaba entered Stock Connect in late 2024, investment in the company by public funds has seen an upward trajectory. Internal data reflects that by the end of Q1 2024, the number of funds holding Alibaba nearly doubled, with a considerable rise in market value. This change is significant when juxtaposed with the decline in Meituan-related investments, driven by limited quotas available for Hong Kong stocks in managed funds.

The technological advancements at Alibaba, particularly in sectors like AI for medical applications, reinforce its investment appeal. A prominent development is the DAMO PANDA project by Alibaba's Damo Academy, which received "breakthrough device" status from the FDA. It signifies the firm's pioneering achievements in developing non-invasive screening solutions for pancreatic cancer, indicating Alibaba's potential in healthcare innovation.

This initiative not only underscores Alibaba's commitment to leveraging AI for humanitarian benefits but also exemplifies the company's strategic positioning to capture emerging markets. Partnerships with global and domestic institutions for cancer screening trials further Alibaba's reach in healthcare tech, bolstering its image as a key player in AI-driven medical solutions.

Ali's tactical maneuvers in tech and investment reflect a forward-thinking approach amid a shifting investment landscape, where giants seek innovation alignment and strategic repositioning. Such developments increase Alibaba's attractiveness in portfolios focusing on growth and future potential, while public funds continue to reallocate resources to align with new market realities.

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