Best Stock to Buy: Apple vs. Alibaba

Motley Fool01-07

Apple’s stock is being held back by near-term concerns about the iPhone.Alibaba faces tough macro, competitive, and regulatory challenges.The cheaper stock might not be a screaming bargain yet.Apple ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

MartinOng
01-08
MartinOng
China can build Baba they can also build JD PDD instead and they do NOT need Baba any more.
Andrewinho
01-07
Andrewinho
Both are great!! 🤭🤭🤭

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2401537231?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2024-01-07 11:12","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2401537231","market":"us","top_or_hot":-1,"title":"Best Stock to Buy: Apple vs. Alibaba","media":"Motley Fool","content":"<div>\n<p>Apple’s stock is being held back by near-term concerns about the iPhone.Alibaba faces tough macro, competitive, and regulatory challenges.The cheaper stock might not be a screaming bargain yet.Apple ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/01/05/best-stock-to-buy-apple-vs-alibaba/\">Source Link</a>\n\n</div>\n","source":"fool_stock","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Best Stock to Buy: Apple vs. Alibaba</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBest Stock to Buy: Apple vs. Alibaba\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-01-07 11:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/01/05/best-stock-to-buy-apple-vs-alibaba/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple’s stock is being held back by near-term concerns about the iPhone.Alibaba faces tough macro, competitive, and regulatory challenges.The cheaper stock might not be a screaming bargain yet.Apple ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/01/05/best-stock-to-buy-apple-vs-alibaba/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0080751232.USD","symbol_name":"富达环球多元动力基金A","start_time":0,"source_url":"https://www.fool.com/investing/2024/01/05/best-stock-to-buy-apple-vs-alibaba/","article_id":"2401537231","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2401537231","pubTimestamp":1704597178,"sourceInfo":{"source_id":"fool_stock","name":"Motley Fool"},"weMediaInfo":null,"summary":"Which of these blue-chip tech stalwarts is the better investment right now?","collect":0,"end_time":0,"defaultTopTitle":"fool.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"89988":"阿里巴巴-SWR","LU0080751232.USD":"富达环球多元动力基金A","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","09988":"阿里巴巴-SW","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","BK4524":"宅经济概念","BK4535":"淡马锡持仓","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4527":"明星科技股","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4526":"热门中概股","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU0821914370.USD":"贝莱德亚洲成长领袖A2","LU1688375341.USD":"贝莱德中国灵活股票基金","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","AAPL":"苹果","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","BK4548":"巴美列捷福持仓","LU0918141887.USD":"安联亚洲实际收益股票基金","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","BK4213":"石油与天然气的勘探与生产","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","BABA":"阿里巴巴","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4531":"中概回港概念","LU0880133367.SGD":"UBS (LUX) EQUITY FUND CHINA OPPORTUNITY USD \"P\" (SGD) ACC","BK4553":"喜马拉雅资本持仓","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0501845795.SGD":"瑞银大中华区股票基金P Acc SGD","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4534":"瑞士信贷持仓","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4533":"AQR资本管理(全球第二大对冲基金)"},"translate_title":"最值得购买的股票：苹果对阿里巴巴-SW","themeId":"fa15f917602042188480c98c024dba5b","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"89988":0.81,"AAPL":1,"BABA":0.9,"09988":0.6},"content_text":"Apple’s stock is being held back by near-term concerns about the iPhone.Alibaba faces tough macro, competitive, and regulatory challenges.The cheaper stock might not be a screaming bargain yet.Apple and Alibaba are both often considered stable blue-chip plays for long-term investors. Apple's iPhone dominates the premium smartphone market, and its other hardware devices and sticky software services continuously lock in its customers. Alibaba is China's largest e-commerce and cloud company, and it also owns one of the country's largest streaming video platforms.But over the past six months, Apple's stock dipped 4% as Alibaba's stock dropped 9%. Let's see why these two stalwarts floundered, and if either stock is worth buying right now.What happened to Apple?Apple is still overwhelmingly dependent on the iPhone, which accounted for 52% of its revenue in fiscal 2023 (which ended last September). Its iPhone sales declined 2% during the year as the 5G upgrade cycle ended, and that slowdown was exacerbated by its plunging sales of Macs in a post-pandemic market and tough currency headwinds.As a result, Apple's revenue dipped 3% as its earnings per share (EPS) stayed nearly flat. It tread water by repurchasing $77.6 billion in shares throughout the year, but analysts expect the market's demand for its iPhones to remain tepid this year. Analysts expect its revenue and earnings to rise 4% and 8%, respectively, in fiscal 2024, but those growth rates are arguably low for a stock that trades at 28 times forward earnings.On the bright side, Apple still ended the year with over $162 billion in cash and marketable securities, which gives it plenty of room to expand through new investments and acquisitions. It also exceeded a billion paid subscriptions across all of its services, which was nearly double the number it had just three years ago.That expanding ecosystem should lock in its customers. Its planned launch of the Vision Pro headset this year could also diversify its hardware business and give it a foothold in the nascent augmented reality (AR) and virtual reality (VR) markets.Apple still has a lot of irons in the fire, but its lack of visible near-term catalysts and stretched valuations seem to be weighing down its stock. Nevertheless, Warren Buffett is still committed to keeping nearly half of Berkshire Hathaway's portfolio in Apple -- so it might still be a long-term winner.What happened to Alibaba?Buffett's longtime business partner, the late Charlie Munger, invested heavily in Alibaba through the Daily Journal in 2021. However, Munger eventually reduced that stake, and called it one of the \"worst mistakes\" of his career. Munger, like many other value-seeking investors, was initially drawn to Alibaba's low valuations. Unfortunately, Alibaba's stock became dirt cheap for three obvious reasons.First, China's antitrust regulators hit Alibaba with a record fine of $2.8 billion in September 2021 and forced it to end its exclusive deals with merchants, ease off its aggressive promotions, and request government approvals for its future acquisitions. Those new restrictions eroded Alibaba's defenses against JD.com, PDD Holdings, and other formidable e-commerce competitors.Second, China's economy cooled off as the macro headwinds intensified. That slowdown was exacerbated by the country's draconian COVID-19 lockdowns throughout 2021 and 2022.Lastly, the macro headwinds throttled the growth of its cloud business as companies reined in their software spending. That's why Alibaba's revenue rose a mere 2% in fiscal 2023 (which ended last March) as its adjusted earnings per ADS grew 4%.But looking ahead, analysts expect Alibaba's revenue and adjusted earnings to grow 11% and 22%, respectively, in fiscal 2024 as China's macro environment stabilizes. However, the recent departure of its longtime CEO, its confusing restructuring plans (which might lead to spin-offs and IPOs for its individual business units), and intense competition from PDD in China suggest its high-growth days are over. On the other hand, Alibaba still repurchased $15.7 billion in ADR shares throughout fiscal 2023 and the first half of fiscal 2024, and its low forward P/E multiple of 8 might just set a floor under its stock.The better buy: AppleAlibaba looks cheap relative to its growth potential, but its future is still murky and the delisting threats for U.S.-listed Chinese stocks could depress its valuations for the foreseeable future. The tightening restrictions for AI chip sales to China could also disrupt the expansion of its cloud infrastructure platform.Apple's stock might remain out of favor in this tough market, but its stable growth, expanding ecosystem, and massive war chest arguably make it a better buy than Alibaba, which still needs to overcome some tough macro, competitive, and regulatory challenges before it can be considered an undervalued growth stock again.","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[{"id":260808205570064,"gmtCreate":1704684390994,"gmtModify":1704684394903,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"China can build Baba they can also build JD PDD instead and they do NOT need Baba any more.&nbsp;","listText":"China can build Baba they can also build JD PDD instead and they do NOT need Baba any more.&nbsp;","text":"China can build Baba they can also build JD PDD instead and they do NOT need Baba any more.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/260808205570064","repostId":2401537231,"repostType":2,"repost":{"id":"2401537231","pubTimestamp":1704597178,"share":"https://www.laohu8.com/m/news/2401537231?lang=&edition=full","pubTime":"2024-01-07 11:12","market":"us","language":"en","title":"Best Stock to Buy: Apple vs. Alibaba","url":"https://stock-news.laohu8.com/highlight/detail?id=2401537231","media":"Motley Fool","summary":"Which of these blue-chip tech stalwarts is the better investment right now?","content":"<html><head></head><body><ul style=\"\"><li><p>Apple’s stock is being held back by near-term concerns about the iPhone.</p></li><li><p>Alibaba faces tough macro, competitive, and regulatory challenges.</p></li><li><p>The cheaper stock might not be a screaming bargain yet.</p></li></ul><p><strong>Apple</strong> and <strong>Alibaba</strong> are both often considered stable blue-chip plays for long-term investors. Apple&#39;s iPhone dominates the premium smartphone market, and its other hardware devices and sticky software services continuously lock in its customers. Alibaba is China&#39;s largest e-commerce and cloud company, and it also owns one of the country&#39;s largest streaming video platforms.</p><p>But over the past six months, Apple&#39;s stock dipped 4% as Alibaba&#39;s stock dropped 9%. Let&#39;s see why these two stalwarts floundered, and if either stock is worth buying right now.</p><h2 id=\"id_2509247738\">What happened to Apple?</h2><p>Apple is still overwhelmingly dependent on the iPhone, which accounted for 52% of its revenue in fiscal 2023 (which ended last September). Its iPhone sales declined 2% during the year as the 5G upgrade cycle ended, and that slowdown was exacerbated by its plunging sales of Macs in a post-pandemic market and tough currency headwinds.</p><p>As a result, Apple&#39;s revenue dipped 3% as its earnings per share (EPS) stayed nearly flat. It tread water by repurchasing $77.6 billion in shares throughout the year, but analysts expect the market&#39;s demand for its iPhones to remain tepid this year. Analysts expect its revenue and earnings to rise 4% and 8%, respectively, in fiscal 2024, but those growth rates are arguably low for a stock that trades at 28 times forward earnings.</p><p>On the bright side, Apple still ended the year with over $162 billion in cash and marketable securities, which gives it plenty of room to expand through new investments and acquisitions. It also exceeded a billion paid subscriptions across all of its services, which was nearly double the number it had just three years ago.</p><p>That expanding ecosystem should lock in its customers. Its planned launch of the Vision Pro headset this year could also diversify its hardware business and give it a foothold in the nascent augmented reality (AR) and virtual reality (VR) markets.</p><p>Apple still has a lot of irons in the fire, but its lack of visible near-term catalysts and stretched valuations seem to be weighing down its stock. Nevertheless, Warren Buffett is still committed to keeping nearly half of <strong>Berkshire Hathaway</strong>&#39;s portfolio in Apple -- so it might still be a long-term winner.</p><h2 id=\"id_1304241237\">What happened to Alibaba?</h2><p>Buffett&#39;s longtime business partner, the late Charlie Munger, invested heavily in Alibaba through the <strong>Daily Journal</strong> in 2021. However, Munger eventually reduced that stake, and called it one of the &#34;worst mistakes&#34; of his career. Munger, like many other value-seeking investors, was initially drawn to Alibaba&#39;s low valuations. Unfortunately, Alibaba&#39;s stock became dirt cheap for three obvious reasons.</p><p>First, China&#39;s antitrust regulators hit Alibaba with a record fine of $2.8 billion in September 2021 and forced it to end its exclusive deals with merchants, ease off its aggressive promotions, and request government approvals for its future acquisitions. Those new restrictions eroded Alibaba&#39;s defenses against <strong>JD.com</strong>, <strong>PDD Holdings</strong>, and other formidable e-commerce competitors.</p><p>Second, China&#39;s economy cooled off as the macro headwinds intensified. That slowdown was exacerbated by the country&#39;s draconian COVID-19 lockdowns throughout 2021 and 2022.</p><p>Lastly, the macro headwinds throttled the growth of its cloud business as companies reined in their software spending. That&#39;s why Alibaba&#39;s revenue rose a mere 2% in fiscal 2023 (which ended last March) as its adjusted earnings per ADS grew 4%.</p><p>But looking ahead, analysts expect Alibaba&#39;s revenue and adjusted earnings to grow 11% and 22%, respectively, in fiscal 2024 as China&#39;s macro environment stabilizes. However, the recent departure of its longtime CEO, its confusing restructuring plans (which <em>might</em> lead to spin-offs and IPOs for its individual business units), and intense competition from PDD in China suggest its high-growth days are over. On the other hand, Alibaba still repurchased $15.7 billion in ADR shares throughout fiscal 2023 and the first half of fiscal 2024, and its low forward P/E multiple of 8 might just set a floor under its stock.</p><h2 id=\"id_152198050\">The better buy: Apple</h2><p>Alibaba looks cheap relative to its growth potential, but its future is still murky and the delisting threats for U.S.-listed Chinese stocks could depress its valuations for the foreseeable future. The tightening restrictions for AI chip sales to China could also disrupt the expansion of its cloud infrastructure platform.</p><p>Apple&#39;s stock might remain out of favor in this tough market, but its stable growth, expanding ecosystem, and massive war chest arguably make it a better buy than Alibaba, which still needs to overcome some tough macro, competitive, and regulatory challenges before it can be considered an undervalued growth stock again.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Best Stock to Buy: Apple vs. Alibaba</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBest Stock to Buy: Apple vs. Alibaba\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-01-07 11:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/01/05/best-stock-to-buy-apple-vs-alibaba/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple’s stock is being held back by near-term concerns about the iPhone.Alibaba faces tough macro, competitive, and regulatory challenges.The cheaper stock might not be a screaming bargain yet.Apple ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/01/05/best-stock-to-buy-apple-vs-alibaba/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"89988":"阿里巴巴-SWR","LU0080751232.USD":"富达环球多元动力基金A","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","09988":"阿里巴巴-SW","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","BK4524":"宅经济概念","BK4535":"淡马锡持仓","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4527":"明星科技股","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4526":"热门中概股","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU0821914370.USD":"贝莱德亚洲成长领袖A2","LU1688375341.USD":"贝莱德中国灵活股票基金","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","AAPL":"苹果","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","BK4548":"巴美列捷福持仓","LU0918141887.USD":"安联亚洲实际收益股票基金","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","BK4213":"石油与天然气的勘探与生产","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","BABA":"阿里巴巴","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4531":"中概回港概念","LU0880133367.SGD":"UBS (LUX) EQUITY FUND CHINA OPPORTUNITY USD \"P\" (SGD) ACC","BK4553":"喜马拉雅资本持仓","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0501845795.SGD":"瑞银大中华区股票基金P Acc SGD","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4534":"瑞士信贷持仓","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"https://www.fool.com/investing/2024/01/05/best-stock-to-buy-apple-vs-alibaba/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2401537231","content_text":"Apple’s stock is being held back by near-term concerns about the iPhone.Alibaba faces tough macro, competitive, and regulatory challenges.The cheaper stock might not be a screaming bargain yet.Apple and Alibaba are both often considered stable blue-chip plays for long-term investors. Apple's iPhone dominates the premium smartphone market, and its other hardware devices and sticky software services continuously lock in its customers. Alibaba is China's largest e-commerce and cloud company, and it also owns one of the country's largest streaming video platforms.But over the past six months, Apple's stock dipped 4% as Alibaba's stock dropped 9%. Let's see why these two stalwarts floundered, and if either stock is worth buying right now.What happened to Apple?Apple is still overwhelmingly dependent on the iPhone, which accounted for 52% of its revenue in fiscal 2023 (which ended last September). Its iPhone sales declined 2% during the year as the 5G upgrade cycle ended, and that slowdown was exacerbated by its plunging sales of Macs in a post-pandemic market and tough currency headwinds.As a result, Apple's revenue dipped 3% as its earnings per share (EPS) stayed nearly flat. It tread water by repurchasing $77.6 billion in shares throughout the year, but analysts expect the market's demand for its iPhones to remain tepid this year. Analysts expect its revenue and earnings to rise 4% and 8%, respectively, in fiscal 2024, but those growth rates are arguably low for a stock that trades at 28 times forward earnings.On the bright side, Apple still ended the year with over $162 billion in cash and marketable securities, which gives it plenty of room to expand through new investments and acquisitions. It also exceeded a billion paid subscriptions across all of its services, which was nearly double the number it had just three years ago.That expanding ecosystem should lock in its customers. Its planned launch of the Vision Pro headset this year could also diversify its hardware business and give it a foothold in the nascent augmented reality (AR) and virtual reality (VR) markets.Apple still has a lot of irons in the fire, but its lack of visible near-term catalysts and stretched valuations seem to be weighing down its stock. Nevertheless, Warren Buffett is still committed to keeping nearly half of Berkshire Hathaway's portfolio in Apple -- so it might still be a long-term winner.What happened to Alibaba?Buffett's longtime business partner, the late Charlie Munger, invested heavily in Alibaba through the Daily Journal in 2021. However, Munger eventually reduced that stake, and called it one of the \"worst mistakes\" of his career. Munger, like many other value-seeking investors, was initially drawn to Alibaba's low valuations. Unfortunately, Alibaba's stock became dirt cheap for three obvious reasons.First, China's antitrust regulators hit Alibaba with a record fine of $2.8 billion in September 2021 and forced it to end its exclusive deals with merchants, ease off its aggressive promotions, and request government approvals for its future acquisitions. Those new restrictions eroded Alibaba's defenses against JD.com, PDD Holdings, and other formidable e-commerce competitors.Second, China's economy cooled off as the macro headwinds intensified. That slowdown was exacerbated by the country's draconian COVID-19 lockdowns throughout 2021 and 2022.Lastly, the macro headwinds throttled the growth of its cloud business as companies reined in their software spending. That's why Alibaba's revenue rose a mere 2% in fiscal 2023 (which ended last March) as its adjusted earnings per ADS grew 4%.But looking ahead, analysts expect Alibaba's revenue and adjusted earnings to grow 11% and 22%, respectively, in fiscal 2024 as China's macro environment stabilizes. However, the recent departure of its longtime CEO, its confusing restructuring plans (which might lead to spin-offs and IPOs for its individual business units), and intense competition from PDD in China suggest its high-growth days are over. On the other hand, Alibaba still repurchased $15.7 billion in ADR shares throughout fiscal 2023 and the first half of fiscal 2024, and its low forward P/E multiple of 8 might just set a floor under its stock.The better buy: AppleAlibaba looks cheap relative to its growth potential, but its future is still murky and the delisting threats for U.S.-listed Chinese stocks could depress its valuations for the foreseeable future. The tightening restrictions for AI chip sales to China could also disrupt the expansion of its cloud infrastructure platform.Apple's stock might remain out of favor in this tough market, but its stable growth, expanding ecosystem, and massive war chest arguably make it a better buy than Alibaba, which still needs to overcome some tough macro, competitive, and regulatory challenges before it can be considered an undervalued growth stock again.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":260509063450808,"gmtCreate":1704611328900,"gmtModify":1704611333353,"author":{"id":"3581563418944392","authorId":"3581563418944392","name":"Andrewinho","avatar":"https://static.tigerbbs.com/3127e2bc40ab23064a5187a00a63e19b","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Both are great!! 🤭🤭🤭","listText":"Both are great!! 🤭🤭🤭","text":"Both are great!! 🤭🤭🤭","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/260509063450808","repostId":2401537231,"repostType":2,"repost":{"id":"2401537231","pubTimestamp":1704597178,"share":"https://www.laohu8.com/m/news/2401537231?lang=&edition=full","pubTime":"2024-01-07 11:12","market":"us","language":"en","title":"Best Stock to Buy: Apple vs. Alibaba","url":"https://stock-news.laohu8.com/highlight/detail?id=2401537231","media":"Motley Fool","summary":"Which of these blue-chip tech stalwarts is the better investment right now?","content":"<html><head></head><body><ul style=\"\"><li><p>Apple’s stock is being held back by near-term concerns about the iPhone.</p></li><li><p>Alibaba faces tough macro, competitive, and regulatory challenges.</p></li><li><p>The cheaper stock might not be a screaming bargain yet.</p></li></ul><p><strong>Apple</strong> and <strong>Alibaba</strong> are both often considered stable blue-chip plays for long-term investors. Apple&#39;s iPhone dominates the premium smartphone market, and its other hardware devices and sticky software services continuously lock in its customers. Alibaba is China&#39;s largest e-commerce and cloud company, and it also owns one of the country&#39;s largest streaming video platforms.</p><p>But over the past six months, Apple&#39;s stock dipped 4% as Alibaba&#39;s stock dropped 9%. Let&#39;s see why these two stalwarts floundered, and if either stock is worth buying right now.</p><h2 id=\"id_2509247738\">What happened to Apple?</h2><p>Apple is still overwhelmingly dependent on the iPhone, which accounted for 52% of its revenue in fiscal 2023 (which ended last September). Its iPhone sales declined 2% during the year as the 5G upgrade cycle ended, and that slowdown was exacerbated by its plunging sales of Macs in a post-pandemic market and tough currency headwinds.</p><p>As a result, Apple&#39;s revenue dipped 3% as its earnings per share (EPS) stayed nearly flat. It tread water by repurchasing $77.6 billion in shares throughout the year, but analysts expect the market&#39;s demand for its iPhones to remain tepid this year. Analysts expect its revenue and earnings to rise 4% and 8%, respectively, in fiscal 2024, but those growth rates are arguably low for a stock that trades at 28 times forward earnings.</p><p>On the bright side, Apple still ended the year with over $162 billion in cash and marketable securities, which gives it plenty of room to expand through new investments and acquisitions. It also exceeded a billion paid subscriptions across all of its services, which was nearly double the number it had just three years ago.</p><p>That expanding ecosystem should lock in its customers. Its planned launch of the Vision Pro headset this year could also diversify its hardware business and give it a foothold in the nascent augmented reality (AR) and virtual reality (VR) markets.</p><p>Apple still has a lot of irons in the fire, but its lack of visible near-term catalysts and stretched valuations seem to be weighing down its stock. Nevertheless, Warren Buffett is still committed to keeping nearly half of <strong>Berkshire Hathaway</strong>&#39;s portfolio in Apple -- so it might still be a long-term winner.</p><h2 id=\"id_1304241237\">What happened to Alibaba?</h2><p>Buffett&#39;s longtime business partner, the late Charlie Munger, invested heavily in Alibaba through the <strong>Daily Journal</strong> in 2021. However, Munger eventually reduced that stake, and called it one of the &#34;worst mistakes&#34; of his career. Munger, like many other value-seeking investors, was initially drawn to Alibaba&#39;s low valuations. Unfortunately, Alibaba&#39;s stock became dirt cheap for three obvious reasons.</p><p>First, China&#39;s antitrust regulators hit Alibaba with a record fine of $2.8 billion in September 2021 and forced it to end its exclusive deals with merchants, ease off its aggressive promotions, and request government approvals for its future acquisitions. Those new restrictions eroded Alibaba&#39;s defenses against <strong>JD.com</strong>, <strong>PDD Holdings</strong>, and other formidable e-commerce competitors.</p><p>Second, China&#39;s economy cooled off as the macro headwinds intensified. That slowdown was exacerbated by the country&#39;s draconian COVID-19 lockdowns throughout 2021 and 2022.</p><p>Lastly, the macro headwinds throttled the growth of its cloud business as companies reined in their software spending. That&#39;s why Alibaba&#39;s revenue rose a mere 2% in fiscal 2023 (which ended last March) as its adjusted earnings per ADS grew 4%.</p><p>But looking ahead, analysts expect Alibaba&#39;s revenue and adjusted earnings to grow 11% and 22%, respectively, in fiscal 2024 as China&#39;s macro environment stabilizes. However, the recent departure of its longtime CEO, its confusing restructuring plans (which <em>might</em> lead to spin-offs and IPOs for its individual business units), and intense competition from PDD in China suggest its high-growth days are over. On the other hand, Alibaba still repurchased $15.7 billion in ADR shares throughout fiscal 2023 and the first half of fiscal 2024, and its low forward P/E multiple of 8 might just set a floor under its stock.</p><h2 id=\"id_152198050\">The better buy: Apple</h2><p>Alibaba looks cheap relative to its growth potential, but its future is still murky and the delisting threats for U.S.-listed Chinese stocks could depress its valuations for the foreseeable future. The tightening restrictions for AI chip sales to China could also disrupt the expansion of its cloud infrastructure platform.</p><p>Apple&#39;s stock might remain out of favor in this tough market, but its stable growth, expanding ecosystem, and massive war chest arguably make it a better buy than Alibaba, which still needs to overcome some tough macro, competitive, and regulatory challenges before it can be considered an undervalued growth stock again.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Best Stock to Buy: Apple vs. Alibaba</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBest Stock to Buy: Apple vs. Alibaba\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-01-07 11:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/01/05/best-stock-to-buy-apple-vs-alibaba/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple’s stock is being held back by near-term concerns about the iPhone.Alibaba faces tough macro, competitive, and regulatory challenges.The cheaper stock might not be a screaming bargain yet.Apple ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/01/05/best-stock-to-buy-apple-vs-alibaba/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"89988":"阿里巴巴-SWR","LU0080751232.USD":"富达环球多元动力基金A","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","09988":"阿里巴巴-SW","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","BK4524":"宅经济概念","BK4535":"淡马锡持仓","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4527":"明星科技股","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4526":"热门中概股","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU0821914370.USD":"贝莱德亚洲成长领袖A2","LU1688375341.USD":"贝莱德中国灵活股票基金","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","AAPL":"苹果","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","BK4548":"巴美列捷福持仓","LU0918141887.USD":"安联亚洲实际收益股票基金","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","BK4213":"石油与天然气的勘探与生产","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","BABA":"阿里巴巴","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4531":"中概回港概念","LU0880133367.SGD":"UBS (LUX) EQUITY FUND CHINA OPPORTUNITY USD \"P\" (SGD) ACC","BK4553":"喜马拉雅资本持仓","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0501845795.SGD":"瑞银大中华区股票基金P Acc SGD","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4534":"瑞士信贷持仓","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"https://www.fool.com/investing/2024/01/05/best-stock-to-buy-apple-vs-alibaba/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2401537231","content_text":"Apple’s stock is being held back by near-term concerns about the iPhone.Alibaba faces tough macro, competitive, and regulatory challenges.The cheaper stock might not be a screaming bargain yet.Apple and Alibaba are both often considered stable blue-chip plays for long-term investors. Apple's iPhone dominates the premium smartphone market, and its other hardware devices and sticky software services continuously lock in its customers. Alibaba is China's largest e-commerce and cloud company, and it also owns one of the country's largest streaming video platforms.But over the past six months, Apple's stock dipped 4% as Alibaba's stock dropped 9%. Let's see why these two stalwarts floundered, and if either stock is worth buying right now.What happened to Apple?Apple is still overwhelmingly dependent on the iPhone, which accounted for 52% of its revenue in fiscal 2023 (which ended last September). Its iPhone sales declined 2% during the year as the 5G upgrade cycle ended, and that slowdown was exacerbated by its plunging sales of Macs in a post-pandemic market and tough currency headwinds.As a result, Apple's revenue dipped 3% as its earnings per share (EPS) stayed nearly flat. It tread water by repurchasing $77.6 billion in shares throughout the year, but analysts expect the market's demand for its iPhones to remain tepid this year. Analysts expect its revenue and earnings to rise 4% and 8%, respectively, in fiscal 2024, but those growth rates are arguably low for a stock that trades at 28 times forward earnings.On the bright side, Apple still ended the year with over $162 billion in cash and marketable securities, which gives it plenty of room to expand through new investments and acquisitions. It also exceeded a billion paid subscriptions across all of its services, which was nearly double the number it had just three years ago.That expanding ecosystem should lock in its customers. Its planned launch of the Vision Pro headset this year could also diversify its hardware business and give it a foothold in the nascent augmented reality (AR) and virtual reality (VR) markets.Apple still has a lot of irons in the fire, but its lack of visible near-term catalysts and stretched valuations seem to be weighing down its stock. Nevertheless, Warren Buffett is still committed to keeping nearly half of Berkshire Hathaway's portfolio in Apple -- so it might still be a long-term winner.What happened to Alibaba?Buffett's longtime business partner, the late Charlie Munger, invested heavily in Alibaba through the Daily Journal in 2021. However, Munger eventually reduced that stake, and called it one of the \"worst mistakes\" of his career. Munger, like many other value-seeking investors, was initially drawn to Alibaba's low valuations. Unfortunately, Alibaba's stock became dirt cheap for three obvious reasons.First, China's antitrust regulators hit Alibaba with a record fine of $2.8 billion in September 2021 and forced it to end its exclusive deals with merchants, ease off its aggressive promotions, and request government approvals for its future acquisitions. Those new restrictions eroded Alibaba's defenses against JD.com, PDD Holdings, and other formidable e-commerce competitors.Second, China's economy cooled off as the macro headwinds intensified. That slowdown was exacerbated by the country's draconian COVID-19 lockdowns throughout 2021 and 2022.Lastly, the macro headwinds throttled the growth of its cloud business as companies reined in their software spending. That's why Alibaba's revenue rose a mere 2% in fiscal 2023 (which ended last March) as its adjusted earnings per ADS grew 4%.But looking ahead, analysts expect Alibaba's revenue and adjusted earnings to grow 11% and 22%, respectively, in fiscal 2024 as China's macro environment stabilizes. However, the recent departure of its longtime CEO, its confusing restructuring plans (which might lead to spin-offs and IPOs for its individual business units), and intense competition from PDD in China suggest its high-growth days are over. On the other hand, Alibaba still repurchased $15.7 billion in ADR shares throughout fiscal 2023 and the first half of fiscal 2024, and its low forward P/E multiple of 8 might just set a floor under its stock.The better buy: AppleAlibaba looks cheap relative to its growth potential, but its future is still murky and the delisting threats for U.S.-listed Chinese stocks could depress its valuations for the foreseeable future. The tightening restrictions for AI chip sales to China could also disrupt the expansion of its cloud infrastructure platform.Apple's stock might remain out of favor in this tough market, but its stable growth, expanding ecosystem, and massive war chest arguably make it a better buy than Alibaba, which still needs to overcome some tough macro, competitive, and regulatory challenges before it can be considered an undervalued growth stock again.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":32,"commentSize":2,"repostSize":3,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.24.0","shortVersion":"4.24.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2401537231"}