DeepSeek promotes value reassessment Benchmark includes Alibaba Group Holding Limited Sponsored ADR (BABA.US) in "best buy list"

On Wednesday, Benchmark included Alibaba Group Holding Limited Sponsored ADR (BABA.US) in its Best Ideas list, with a rating of "buy" and a target price of $160. The research firm stated that they expect the stock of Alibaba Group Holding Limited Sponsored ADR to realize structural value reevaluation by 2025, benefiting from fundamental improvements in its core business, accelerated e-commerce growth driven by increased adoption rates, and a clear roadmap for AIDC profitability by the 26th fiscal year. They also noted that, with the breakthrough driven by DeepSeek, Alibaba Group Holding Limited Sponsored ADR is in the best position to capitalize on the growth of artificial intelligence in China. In their research report, Benchmark stated: "We believe Alibaba Group Holding Limited Sponsored ADR is the leading artificial intelligence company in China and recommend it as a top pick for 2025. We firmly believe that full-stack service providers with strong infrastructure capabilities will be the primary beneficiaries of the increasingly widespread adoption of artificial intelligence in China. Alibaba Group Holding Limited Sponsored ADR stands out due to its competitive advantages in cloud infrastructure, proprietary models, multi-functionality across various use cases, and flexible edge device capabilities." Benchmark added: "As the largest cloud service provider in China, Alibaba Cloud offers extensive support in computing resources and technological collaboration, as well as unparalleled consumer behavior data (such as transaction and payment information), making it highly attractive to large-scale edge device OEMs. Collaboration between Apple Inc. and Alibaba Group Holding Limited Sponsored ADR can provide significant momentum, allowing Alibaba Group Holding Limited Sponsored ADR to lead in artificial intelligence cloud competition."