Alibaba has introduced the Zhenwu V900, a new AI accelerator and graphics processing unit that marks its rise as a significant custom silicon producer. This move strengthens China's ability to reduce reliance on foreign chip imports and positions Alibaba to expand its market share in custom chip manufacturing. The company's cloud business, powered by its proprietary chips and generative AI models, is growing faster than its e-commerce segment and could drive overall growth. Despite geopolitical risks and low e-commerce margins, Alibaba's valuation remains attractive compared to U.S. peers like Amazon.
As of Oct 01, 2026 20:32 WIB, Alibaba Group (BABA) trades at USD 108.67 on Pluang, showing a 1-day gain of 1.04%. The stock's market capitalization stands at $270.39 billion, reflecting strong investor interest despite geopolitical challenges. Pluang data shows a typical holding period of 111 days and a dividend yield of 0.98%, highlighting steady engagement from retail investors.
