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    Yuan Leong

    Research Analyst at Citigroup

    Yuan Leong is an equity research analyst at Citigroup, focusing on the technology and internet sectors, specifically covering prominent companies such as Alibaba. With a specialization in Chinese internet and AI-driven technology firms, Leong actively participates in major corporate earnings calls, providing incisive analysis on themes like AI infrastructure investments, profitability outlook, and platform strategies. Though detailed public performance metrics and success rates are not available, his consistent involvement in high-level discussions signals significant expertise and influence within Citi’s Asian technology research team. Yuan Leong’s career timeline, previous affiliations, and professional credentials such as FINRA registration and securities licenses do not have documented public records at this time.

    Yuan Leong's questions to Alibaba Group Holding (BABA) leadership

    Yuan Leong's questions to Alibaba Group Holding (BABA) leadership • Q1 2026

    Question

    Yuan Leong of Citigroup asked about the industry's transition from a training-focused AI era to an agent-centered one, inquiring about the additional capabilities, resources, and investments required, as well as Alibaba's latest developments in agent-related products.

    Answer

    Alibaba Management acknowledged the shift towards AI agents, which require capabilities like larger context windows and the ability to use multiple tools and access enterprise systems. They see this as a significant opportunity for Alibaba Cloud, which is launching a new sandbox product called 'Agent Bay' to support these needs. Management emphasized that strong coding capabilities in models are critical for this new era and highlighted synergies with products like DingTalk and AMAP to provide automated, business-level AI agent solutions for enterprises.

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