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[Morgan Stanley: Maintain “overweight” rating on Alibaba’s U.S. stocks and target price of $180 And regarded as a preferred stock] On September 23, Morgan Stanley issued a report stating that Alibaba released the key points at the 2026 Yunqi Conference. The bank believes that global cloud production capacity will exceed 20 GW in 2032, which can provide a path to cloud revenue production capacity of approximately US$240 billion. At the same time, Tongyi Qianwen’s rapid realization of support demand, and the increase in the penetration rate of Pingtou Ge, should help expand production capacity and increase profit margins. The bank maintained its "overweight" rating and target price of $180 on Alibaba's U.S. stocks, and regarded it as its top pick.

#Alibaba #Tongyi Qianwen #General meaning #Qianwen #Global market intelligence #U.S. stock trends #Hong Kong stock trends09-23 14:48