RUMOR: Finalized partnership announcements between Apple and Alibaba at upcoming Mobile World Congress Shanghai 2026

Investor summaryBullish

Rumors of an Apple-Alibaba partnership at MWC Shanghai 2026, fueled by easing US-China tensions and growth from QWEN and T-Head.

Bull points

Potential finalized partnership with Apple at MWC Shanghai 2026.
De-escalation in US-China tensions expected to lead to US approval of the licensing deal.
New growth drivers emerging from QWEN AI and T-Head Semiconductors.

BABA半导体

Post body

Bag holders are in for a real treat! With China joining the US board of Trade ( Similar to Trump's Board of Peace) a de-escalation in tensions will lead to US approval of this licensing deal over the next few weeks.

QWEN and T-Head Semiconductors are the new drivers of growth for BABA.

Discussion · top comments15 selected

u/Fair_Engineering3629 9· 17d ago

Baba to 250-300

u/Feeling-Lemon-6254 7· 17d ago

I’ll believe it when I see it

u/Ok-Acadia-2792 3· 17d ago

Multiple major media outlets reported in 2025 that Apple has been working with Alibaba on AI features for the Chinese market. Reuters also reported that Alibaba Chairman Joe Tsai publicly confirmed that Apple ultimately chose to cooperate with Alibaba. However, the partnership is still subject to official approvals and may face regulatory review related to Chinese regulations as well as broader U.S.-China policy considerations. Overall, if Apple proceeds with a major AI partnership in China, Alibaba is currently expected to be its primary partner. That said, this has still not been formally confirmed by Apple at the level of an official technical white paper or detailed corporate announcement.

u/BaBaBuyey 2· 17d ago

Had a dream last night opened up +14-18 147 range