Alibaba (BABA) has been flirti

Alibaba (BABA) has been flirting with recovery highs as investors bet on its cloud + AI spin-off potential, while Tencent keeps flexing its dominance in gaming, payments, and WeChat’s ecosystem. Both are positioning themselves for the AI wave.

China’s AI King?

It’s a tight race:

• Alibaba is pushing hard through Tongyi Qianwen (its ChatGPT-style model) and cloud services.

• Tencent counters with Hunyuan and its super-integrated user base (WeChat + gaming + fintech).

• But don’t sleep on Baidu, often called China’s “AI first mover,” thanks to Ernie Bot.

Right now, Tencent has the distribution power, Alibaba has the cloud muscle, and Baidu has the research edge. The crown depends on who scales fastest with monetization.

ARK Back in China! Can Fresh Confidence Signal a New Cycle?

ARK’s first investment in Alibaba dates back to 2014, shortly after the company’s IPO. However, since September 2021, public filings have shown no record of ARK holding or voting in Alibaba — coinciding with China’s regulatory crackdown on the internet sector. This latest repurchase of Alibaba shares is therefore seen as a strong signal of ARK’s return to the Chinese tech sector. Recently, ARK has been gradually rebuilding its positions in Chinese tech names, having already repurchased Baidu earlier.

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.

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