The Zacks Analyst Blog Alibaba, PGJ, FNS, CGRO and Nightview

For Immediate ReleasesChicago, IL – March 7, 2025 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include Alibaba Group Holding Ltd. BABA, Invesco Golden Dragon China ETF PGJ, MicroSectors FANG+ ETN FNGS, CoreValues Alpha Greater China Growth ETF CGRO and Nightview Fund NITE.Here are highlights from Friday’s Analyst Blog:Alibaba's Stock Surges on AI Breakthrough: ETFs in Focus Alibaba Group Holding Ltd. experienced its biggest stock surge in weeks after introducing the QwQ-32B model, an AI system that rivals DeepSeek but requires only a fraction of the data. Alibaba – the Chinese E-Commerce behemoth – open-sourced the model on Thursday. Shares of Alibaba rose 8.6% on Mar. 5, 2025 and added 0.6% after hours, on the very news.This boost contributed to a nearly 5% rise in the broader Chinese tech index. The company has added approximately $135 billion in market value this year, driven by its AI advancements and signs of increasing government support.The news put focus on BABA-heavy exchange-traded funds (ETFs) like Invesco Golden Dragon China ETF (BABA’s weight is 10.78%), MicroSectors FANG+ ETN (BABA’s weight is 9.55%), CoreValues Alpha Greater China Growth ETF (BABA’s weight is 7.86%) and Nightview Fund (BABA’s weight is 7.14%).Investor Sentiment and Business OutlookAccording to Vey-Sern Ling, Managing Director at Union Bancaire Privee, Alibaba’s open-source reasoning model serves as the latest catalyst for investor enthusiasm, as quoted on Bloomberg. He noted that Alibaba’s core business is stabilizing and stands to benefit from China’s push to stimulate consumption. The growing role of AI is also expected to enhance its cloud computing segment, further strengthening the company’s position.Government Support for AI ExpansionChina’s commitment to AI was reaffirmed this week as officials pledged support for the large-scale deployment of AI models and next-generation intelligent systems. Analysts view the ongoing National People’s Congress meeting in Beijing as a positive signal, with technological innovation and consumer-driven growth identified as national priorities.Efficiency and Market Potential of Alibaba’s AI ModelAlibaba’s QwQ-32B model is designed to compete with DeepSeek’s R1 and OpenAI’s o1, offering a more efficient AI reasoning system with 32 billion parameters. As demand grows for AI models that require minimal data and reduced computational power, Alibaba’s latest innovation could prove to be a game-changer. To strengthen its leadership in AI, Alibaba has committed over 380 billion yuan ($52 billion) to AI infrastructure, including data centers, over the next three years.Any Wall of Worry?Despite Alibaba’s aggressive AI push, investors remain cautious about whether major tech firms are accurately forecasting future demand for AI services. Questions persist about whether the capital required to develop these technologies will generate the expected returns at all.Want key ETF info delivered straight to your inbox?Zacks’ free Fund Newsletter will brief you on top news and analysis, as well as top-performing ETFs, each week.Get it free >>Note: Sheraz Mian heads the Zacks Equity Research department and is a well-regarded expert of aggregate earnings. He is frequently quoted in the print and electronic media and publishes the weekly Earnings Trends and Earnings Previewreports. If you want an email notification each time Sheraz publishes a new article, please click here>>>Media ContactZacks Investment Research800-767-3771 ext. 9339support@zacks.com                                     https://www.zacks.com                                                Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance  for information about the performance numbers displayed in this press release.Just Released: Zacks Top 10 Stocks for 2025Hurry – you can still get in early on our 10 top tickers for 2025. Handpicked by Zacks Director of Research Sheraz Mian, this portfolio has been stunningly and consistently successful. From inception in 2012 through November, 2024, the Zacks Top 10 Stocks gained +2,112.6%, more than QUADRUPLING the S&P 500’s +475.6%. Sheraz has combed through 4,400 companies covered by the Zacks Rank and handpicked the best 10 to buy and hold in 2025. You can still be among the first to see these just-released stocks with enormous potential. See New Top 10 Stocks >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Alibaba Group Holding Limited (BABA): Free Stock Analysis Report Invesco Golden Dragon China ETF (PGJ): ETF Research Reports MicroSectors FANG+ ETN (FNGS): ETF Research ReportsThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks