Alibaba is surprising on Friday Midnight with a new Product which is powered by its AI technology
🚨 BIG NEWS FOR BABA INVESTORS: Alibaba Just Went All-In on Consumer AI With “Quark”.
At midnight orders online are beginning to show up for Chinese.
Screnshot from website
Just dropped: Alibaba is pushing DEEPER into consumer-facing AI with its Quark app — and the market is already reacting.
📈 BABA +3.64% (as of 4:30 PM, Oct 24, 2025)
Closing on Friday with a 2.25% positive, at 168.30 HKD in Hong Kong Stock Market.
This isn’t just another tech update — it’s a strategic pivot.
Quark, Alibaba’s AI-powered search and productivity app, is now being positioned as a direct competitor to global AI giants like ChatGPT and Gemini — but with a focus on China’s massive domestic market. Think smarter search, personalized content, voice assistants, and seamless e-commerce integration — all powered by Alibaba’s own large language models.
It’s Quark AI Glasses — a new wearable device from Alibaba, branded under its Quark ecosystem.
This is NOT just an app or browser — it’s a physical consumer electronics product, positioned as part of Alibaba’s push into consumer-facing AI hardware.
Why This Matters for BABA:
Well, it means a Growth Catalyst: Consumer AI opens a massive new revenue stream beyond core e-commerce. Monetization via subscriptions, ads, and premium features could fuel long-term growth.
Investor Confidence is reflecting every day… A clear AI strategy = less “value trap” perception. Wall Street loves companies that show innovation + execution.
It improves its presence into the Ecosystem Synergy: Quark can drive traffic to Taobao, Tmall, and AliExpress — turning AI users into shoppers.
As a possible result we could see a Valuation Re-Rating Potential: If Quark gains traction, BABA could see multiple expansion — moving from “cheap value stock” to “growth story.”
Key Details for the new gadget:
Price: RMB 4,699 (~$659 USD)
Pre-sale: Started Friday (likely Oct 24, 2025, since article was published Oct 24)
Where to buy: Tmall (Alibaba’s flagship e-commerce platform)
Delivery: Set for December 2025
Goal: Expand beyond apps into wearable AI, targeting tech-savvy consumers and early adopters.
Marketed all over China.
The Bottom Line:
Alibaba isn’t just playing defense — it’s building its next engine of growth. If Quark scales, this could be the inflection point that redefines BABA’s trajectory.
👀 Watch for: User growth metrics, monetization updates, and how Quark integrates with Alibaba’s broader ecosystem.
Disclaimer: This post is for informational purposes only. I am not affiliated with Alibaba, Quark, or Tmall. The Quark AI Glasses are currently available primarily in China via Tmall. Availability, pricing, and features may change. Not investment advice — DYOR.
Thank you for reading!
Source: guru-news.