《Tuesday's Final Takeaways: SoftBank Secures OpenAI Financing, Clarity Act Vote Fails》Morgan Stanley
BABA 是明确的买入机会，依据是 Morgan Stanley 因其在 AI/LLM 方面的优势而给出的首选评级。
我们看到10 cent和barber大幅上涨，与我们在隔夜国内交易时段看到的情况高度一致，而这发生在摩根士丹利发布一份看好中国面向消费者的AI板块的报告之后。
So we saw 10 cent and barber rallying really matching what we saw in the domestic session overnight and it came after a bullish note from Morgan Stanley on China's consumerf facing AI sector.
目前，Barber仍是摩根士丹利分析师的顶级首选，依据显然是其在全栈AI和大语言模型方面的能力，尤其是凭借其在Quen上的布局，但进入明天，我认为在这一点上这几乎已是毫无疑问的选择。
Now, Barber remains a top pick from Morgan Stanley analysts based on full stack AI and LLM capabilities obviously with what it's got with Quen, but heading into tomorrow, I think it's pretty much a no-brainer at this point.