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AI Smart Beds Enter the Mass Market

Smart bed prices are falling sharply, with many online products now priced at RMB 3,000–4,000 and flagship sets below RMB 10,000. Falling component costs, domestic supply chains, stronger demand, and simplified product configurations are accelerating adoption, while inaccurate sensing and weak adaptive functions remain key concerns.

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Duan Yongping Tests Alibaba Again

Investor Duan Yongping bought back 301,400 Alibaba shares worth about $28.93 million, representing only 0.15% of his portfolio. The small position suggests renewed observation rather than strong conviction, especially as Alibaba explores AI cooperation with Apple while PDD Holdings receives a much larger allocation.

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