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Jialong Xi

Vice President and Senior Analyst at Nomura

Jialong Xi is a Vice President and Senior Analyst at Nomura, specializing in research coverage of the Chinese Internet and technology sector. He covers major platform and e-commerce companies including Alibaba, Baidu, JD.com, and Meituan, with a research track record recognized for its actionable investment calls and in-depth industry analysis. Xi began his career as an analyst in the early 2010s, previously holding roles with Huatai Securities and China International Capital Corporation (CICC) before joining Nomura in 2019. He holds the Chartered Financial Analyst (CFA) designation and maintains qualifications consistent with regulatory requirements for research analysts in Asia.

Jialong Xi's questions to Alibaba Group Holding (BABA) leadership

Question · Q2 2026

Jialong Xi from Nomura inquired about Alibaba's investment opportunities beyond quick commerce within the broader consumption market, seeking insights into other subsectors where the company plans to scale investments.

Answer

Jiang Fan, CEO of Alibaba E-commerce Business Group, highlighted Alibaba's long-standing strategic investments across various consumption categories, including Freshippo (offline O2O), Fliggy, AMAP, and local services. He emphasized that the current focus is on integrating and connecting these existing businesses to drive greater synergies and further increase market share in the broader consumption market.

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Question · Q2 2026

Jialong Xi from Nomura inquired about Alibaba's investment opportunities beyond quick commerce within the broader consumption market, seeking insights into other subsectors where the company plans to scale investments.

Answer

Jiang Fan, CEO of Alibaba E-commerce Business Group, highlighted Alibaba's long-standing strategic investments across various consumption categories, including Freshippo (offline O2O), Fliggy, AMAP, and local services. He emphasized that the current focus is on integrating and connecting these existing businesses to drive greater synergies and further increase market share in the broader consumption market.

Ask follow-up questions

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