On January 14, Eastern Time, Alibaba's (BABA.US) stock continued its strong performance, closing at $169.90, up 1.73%, and reaching a peak of $172.80 during intraday trading. In recent trading sessions, Alibaba's stock has steadily risen, with a noticeable increase in market activity, as investor attention intensifies on its progress in AI commercialization.

(Image source: uSMART HK app)

Qianwen App Integrates into Alibaba Ecosystem, Debuts AI Shopping Feature Globally

On January 15, Qianwen App announced its full integration with core Alibaba services including Taobao, Alipay, Taobao Flash Sale, Fliggy, and Gaode, launching the world’s first AI shopping features. These new features allow users to place orders, buy products, book flights, and access local services using natural language, marking a significant step beyond AI as a mere “question-and-answer tool.” It now actively participates in transactions and consumer decision-making. This marks Alibaba’s first in-depth connection of large model capabilities with high-frequency consumer scenarios, signaling its AI application’s official entry into the “monetizable” stage.

AI Transitions from Technical Showcase to Full Transaction Loop, Commercial Path Becomes Clearer

Unlike previous showcases that focused on model capabilities, this upgrade to Qianwen App directly embeds AI into Alibaba's most mature and largest business ecosystem. Through platforms like Taobao, Alipay, and Fliggy, AI not only provides decision-making suggestions but also completes the entire transaction loop—from recommendations to order placement to payment.

Industry experts point out that this integration of “AI + e-commerce + local services + travel” is expected to significantly improve user conversion efficiency and provide a clearer commercial application model for Alibaba Cloud and large model business.

E-commerce and Technology Resonance, Valuation Logic Undergoing Reassessment

With the ongoing surge in AI concepts, Alibaba, with its dual identity as both an e-commerce leader and a tech platform, stands at the intersection of these two forces. Its core e-commerce business provides real, high-frequency, and scalable application scenarios for AI, while AI capabilities, in turn, are expected to enhance platform efficiency and user experience, creating a positive feedback loop. The recent stock price surge is seen by the market as an early reflection of the business value generated by Alibaba's AI capabilities.

Recovery in Sentiment for Chinese Tech Stocks, Alibaba Becomes Sector Bellwether

On a sector level, the sentiment for Chinese tech stocks in the U.S. market is recovering, with funds increasingly favoring leading companies with clear fundamentals and long-term technological barriers. As a core Chinese internet stock, Alibaba's recent breakthroughs in AI applications have once again brought it into the spotlight for investors.

With the official launch of Qianwen App's AI shopping features, Alibaba's large model strategy is transitioning from a technology investment phase to a phase of commercial validation. As the AI narrative and core business work in tandem, the market’s reevaluation of Alibaba's long-term value is ongoing.

How to Buy Alibaba via on uSMART

After logging into the uSMART HK app, click the “Search” button in the top-right corner of the page, enter the ticker code (BABA.US), and navigate to the details page to view transaction details and historical trends. Click the “Trade” button in the bottom-right corner, select the trade type, and submit your order after filling in the transaction conditions.

(Image Source: uSMART HK app)