Alibaba Stock Soars 50% on AI Push, Leads China Tech

In September 2025, Alibaba shares saw a substantial increase in shares listed in Hong Kong, reflecting a record 50 percent rise on the Hang Seng Technical Index.

The increase was primarily driven by heightened enthusiasm from the investor community surrounding the Company's aggressive foray into artificial intelligence.

With Alibaba ramping up its spending on investing in AI, while its relationship with Nvidia, which is a jack in the box for all things AI chips, made investors increasingly optimistic about their technological capabilities.

Key Highlights

Alibaba’s Hong Kong shares surged 50 percent in September 2025, topping the Hang Seng Tech Index amid rising AI momentum.
Mainland investors poured HK$61 billion into Alibaba stock, the largest monthly inflow of 2025, signaling strong domestic confidence.
Analysts now view Alibaba as an emerging leader in AI and cloud infrastructure, expanding beyond its ecommerce dominance.

Furthermore, H shares owners on the Mainland bought a staggering $61 billion (approximately 7.8 billion) worth of Alibaba shares in the month of September, marking their largest single monthly inflow into Alibaba shares in 2025 to date, and indicates the confidence in the performance of the company going forward on the investor's behalf.

Also Read: Alibaba Invests in Hello to Enter China's Robotaxi Market

The sentiment momentum exhibited in tangible buying behavior, was further demonstrated through the derivatives market in the all-important bullish bet on Alibaba stock, which also ramped up, alongside a small increase in short interest in Alibaba shares traded in the U.S. at 6.8 percent, the highest level in 5 years, indicating the investor community at large is very bullish and others outside are hedging responsibility and risks.

Also Read: Alibaba Launches Qwen3-Omni AI to Rival ChatGPT-4

Analysts believe that Alibaba's identity is becoming much more than an ecommerce company. As it ramps up its investment in artificial intelligence and cloud technology, the company is being increasingly viewed as a next-gen technologies company. Alibaba's rise in share price over the last month has not only signaled better constitution among investors but cements a story of Alibaba as a future leader in technological innovation, cloud infrastructure, and the digital transformation of new industries.