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CBI

Morgan Stanley: Alibaba’s Cloud Price Hike Is the “Easy” Part—Capacity and Monetization Are the Real Tests

Morgan Stanley, in a March 31, 2026 update following its “China Summit 2026,” argues that Alibaba Group Holding is setting up a near-term cloud re-acceleration via price increases—while insisting its longer-term profitability framework remains intact. The note matters because it draws a clean line between what’

China’s Robotaxi Tipping Point: HSBC Sees 500,000 Vehicles By 2030—And A Half-Trillion-Yuan Prize

HSBC Global Research, in a 31 March 2026 report on China autonomous-driving equities, is calling what many investors have waited years to hear: China’s robotaxi industry is “approaching a tipping point.” The timing matters because public-market robotaxi names have already sold off year-to-date—HSBC notes

Huawei Profit Surges as Automotive Division Outpaces, Cloud Revenue Drops

Automotive Profits Bolster Huawei Amid Cloud Revenue Slide Huawei Technologies posted robust earnings for 2026, with its automotive segment emerging as the highest profit contributor, offsetting a contraction in its cloud business revenue. The Chinese tech giant's latest financial disclosure offers investors critical insight into its shifting revenue

Pony.ai Hits Unit Profitability in Robotaxis, Shifting the Debate to Scale

Pony.ai says it has turned unit economics positive for robotaxis in both Guangzhou and Shenzhen—an inflection point that shifts the investor debate from “can robotaxis make money?” to “how fast can the model scale” as the company targets more than 3,000 vehicles and deployments in over 20

Alibaba Unveils Qwen3.5-Omni With 215 SOTA Wins, Disrupting Global Multimodal AI Race

Alibaba Cloud is widening its bet that the next AI battleground will be real-time, multimodal interaction—launching Qwen3.5-Omni as a model designed to “see,” “hear,” and act across text, images, audio and video rather than simply generate replies. The release sharpens the Qwen lineup’s positioning in

Leapmotor’s A10 Pulls 9,000 Weekend Orders, Testing China EV Demand in a 2026 Slump

Leapmotor is using a sub-RMB 90,000 (US$12,500) electric SUV to generate one of China’s first clear demand signals in 2026’s cooling auto market, as investors and rivals reassess how far “smart driving” can be pushed down the price curve without destroying margins. The company

Pop Mart Teases Labubu Mini Fridge as It Pushes Into Home Appliances

Pop Mart International Group has previewed a Labubu-branded mini refrigerator on its official account on Xiaohongshu, ahead of a broader home-appliance rollout the company said will begin in April. The company disclosed limited details, posting a single image of a white mini fridge printed with a black Labubu

China’s Changying-8 Makes First Flight, Signaling Push Toward Heavy-Lift Cargo Drones

Changying-8 (NORINCO LUCA), a large unmanned cargo aircraft dubbed an “unmanned aerial heavy truck,” completed its maiden flight on March 31 at Zhengzhou Shangjie Airport in Henan province, according to CCTV News. The test marked what the broadcaster described as the world’s largest cargo drone to achieve a

China Reportedly Sets 80% Chip Self-Sufficiency Goal by 2030, Prioritising Domestic 7nm Tools and Stable 14nm Output

China is accelerating efforts to localise its semiconductor supply chain, with industry leaders said to be targeting 80% chip self-sufficiency by 2030 and pushing to validate fully domestically developed equipment for advanced manufacturing nodes, amid continued US export controls. According to Nikkei’s report published on March 31, 2026,

Pop Mart Is Being Valued Like Its Overseas Story Is Over—Morgan Stanley Disagrees

Morgan Stanley Asia on March 30, 2026 published a “Tactical Idea” note on Pop Mart International Group arguing the stock is now priced for an “overseas stumble” and a 2026 growth reset—yet the bank’s sum-of-the-parts (SoTP) work suggests bearish sentiment has moved faster than fundamentals.