Daiwa analyst John Choi reported thatAliBaba may benefit from its AI and cloud investments in the next few years. The analyst said that with the popularization of AI in all walks of life, Daiwa is optimistic about China's growing demand for cloud infrastructure. The analyst said: "We believe that as the application of AI in various verticals continues to deepen, AI-related workloads will continue to increase." Daiwa estimates that Alibaba's cloud revenue for fiscal 2026 will increase by 31% year-on-year, higher than its previous forecast of 29%. Daiwa maintained its buy rating on Alibaba and raised its 12-month price target to HK$205.00 from HK$180.00.
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