Alibaba Group
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Nebius Group, Cisco Systems, Micron Technology And More: 5 Stocks Investors Couldn't Stop Buzzing About This WeekRetail investors talked up five hot stocks this week (May 11 to May 15) on X and Reddit's r/WallStreetBets: CSCO, MU, MSFT, NVDA, NBIS.
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Elizabeth Warren Blasts Trump's Nvidia Trades Worth Millions As 'National Security Disaster' After China Chip DealsElizabeth Warren accused Trump of corruption after disclosures revealed major Nvidia stock trades ahead of key China AI chip decisions.
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Nvidia May Be Returning To China — But It May Not Regain ControlNvidia may regain limited China AI chip access, but Alibaba/Tencent/ByteDance are increasingly building around Huawei's AI ecosystem as well.
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Trump Pushes For 'Blackballed' Visa's Access To China's Credit Card Market: 'Maybe That Will Come Off…'Trump urged China to expand market access for Visa and U.S. card firms during talks with Xi Jinping amid trade talks.
▾ 🔗 Overlaps · same entity in both tables
Entries the AI flagged as overlapping between Subsidiaries and Segments. Read both rows together — the subsidiary row shows the one-time deal; the segment row shows the recurring revenue contribution.
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🏢 Lazada ↔ 🧩 International Commerce 📊 operational viewLazada is a key component of Alibaba's International Commerce segment, contributing significantly to its revenue and valuation.
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🏢 Trendyol ↔ 🧩 International Commerce 📊 operational viewTrendyol is a major asset within the International Commerce segment, driving growth in emerging markets.
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🏢 AliExpress ↔ 🧩 International Commerce 📊 operational viewAliExpress is a core platform within the International Commerce segment, focusing on cross-border e-commerce.
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🏢 Daraz ↔ 🧩 International Commerce 📊 operational viewDaraz is part of the International Commerce segment, expanding Alibaba's presence in South Asia.
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🏢 Alibaba Cloud ↔ 🧩 Cloud Intelligence Group 📊 operational viewAlibaba Cloud is the primary entity within the Cloud Intelligence Group, representing Alibaba's cloud computing business.
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🏢 Cainiao Smart Logistics Network ↔ 🧩 Cainiao Smart Logistics Network 📊 operational viewCainiao Smart Logistics Network is both a subsidiary and a distinct operational segment, reflecting its strategic importance.
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🏢 Ele.me ↔ 🧩 Local Services Group 📊 operational viewEle.me is a core offering within the Local Services Group, driving Alibaba's presence in food delivery and local services.
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🏢 Youku ↔ 🧩 Digital Media and Entertainment Group 📊 operational viewYouku is a key platform within the Digital Media and Entertainment Group, representing Alibaba's video streaming operations.
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🏢 Alibaba Pictures ↔ 🧩 Digital Media and Entertainment Group 📊 operational viewAlibaba Pictures is part of the Digital Media and Entertainment Group, contributing to Alibaba's content production and distribution.
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🏢 Amap (AutoNavi) ↔ 🧩 Local Services Group 📊 operational viewAmap is a crucial component of the Local Services Group, providing mapping and navigation services.
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🏢 Fliggy ↔ 🧩 Local Services Group 📊 operational viewFliggy is integrated into the Local Services Group, focusing on online travel services.
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🏢 Freshippo (Hema) ↔ 🧩 Taobao & Tmall Group (China Commerce Group) 📊 operational viewFreshippo is a key new retail initiative within the China Commerce Group, enhancing Alibaba's domestic retail offerings.
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🏢 Sun Art Retail Group ↔ 🧩 Taobao & Tmall Group (China Commerce Group) 📊 operational viewSun Art Retail Group is part of the China Commerce Group, contributing to Alibaba's offline retail presence.
▾ 🧩 Sum of the parts
| Name | Type | % stake | Paid | Annual rev | Now worth | ×% our share | Note |
|---|---|---|---|---|---|---|---|
| Taobao & Tmall Group (China Commerce Group) ↔ Sun Art Retail Group 📈 6808 · acq. 2017 | 🧩+🏢 merged | 51.0% | $3.6B | $80.0B | $180.0B | $91.8B | Core domestic e-commerce platforms including Taobao, Tmall, Freshippo, and Sun Art Retail(market cap) |
| Cloud Intelligence Group ↔ Alibaba Cloud · acq. 2009 | 🧩+🏢 merged | 100.0% | — | $15.0B | $40.0B | $40.0B | Alibaba Cloud, DingTalk, and other data intelligence services(estimate) |
| International Commerce ↔ Daraz · acq. 2018 | 🧩+🏢 merged | 100.0% | — | $12.0B | $35.0B | $35.0B | Lazada, Trendyol, AliExpress, Daraz, and other international retail businesses(estimate) |
| Cainiao Smart Logistics Network · acq. 2013 | 🧩+🏢 merged | 69.5% | — | $7.0B | $15.0B | $10.4B | Logistics services and supply chain management(estimate) |
| Local Services Group ↔ Fliggy · acq. 2014 | 🧩+🏢 merged | 100.0% | — | $9.0B | $18.0B | $18.0B | Ele.me (food delivery), Amap (navigation), and Fliggy (travel)(estimate) |
| Digital Media and Entertainment Group ↔ Alibaba Pictures 📈 1060 · acq. 2014 | 🧩+🏢 merged | 60.9% | — | $4.0B | $8.0B | $4.9B | Youku (video streaming), Alibaba Pictures, and other content platforms(market cap) |
| Innovation Initiatives and Others | 🧩 segment | 100.0% | — | $1.0B | $5.0B | $5.0B | Various early-stage and strategic investments not yet consolidated into other segments |
| Other | 🧩 segment | 100.0% | — | — | — | — | holdings not assigned to a reported segment |
| AliExpress · acq. 2010 | 🏢 subsidiary | 100.0% | — | — | $20.0B | $20.0B | Global online retail service primarily for international buyers(estimate) |
| Amap (AutoNavi) · acq. 2014 | 🏢 subsidiary | 100.0% | $1.5B | — | $10.0B | $10.0B | Digital mapping, navigation, and location-based services provider(estimate) |
| Ele.me · acq. 2018 | 🏢 subsidiary | 100.0% | $9.5B | — | $12.0B | $12.0B | Food delivery and local services platform in China(estimate) |
| Freshippo (Hema) · acq. 2016 | 🏢 subsidiary | 100.0% | — | — | $8.0B | $8.0B | New retail supermarket chain(estimate) |
| Lazada · acq. 2016 | 🏢 subsidiary | 100.0% | $4.0B | — | $10.0B | $10.0B | Southeast Asian e-commerce platform(estimate) |
| Trendyol · acq. 2018 | 🏢 subsidiary | 86.0% | $0.7B | — | $12.0B | $10.3B | Leading e-commerce platform in Turkey(estimate) |
| Youku · acq. 2016 | 🏢 subsidiary | 100.0% | $4.8B | — | $5.0B | $5.0B | Leading video streaming platform in China(estimate) |
| Ant Group · acq. 2014 | 💼 minority stake | 33.0% | — | — | $60.0B | $19.8B | Fintech affiliate operating Alipay, financial services(last private round) |
| SenseTime 📈 0020 · acq. 2017 | 💼 minority stake | 3.2% | $0.2B | — | $0.2B | $0.0B | AI software company, Alibaba was an early investor(market cap) |
| XPeng 📈 9868 · acq. 2017 | 💼 minority stake | 1.0% | — | — | $0.1B | $0.0B | Electric vehicle manufacturer, Alibaba was an early investor(market cap) |
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