$Alibaba(BABA)$ Alibaba’s AI P

Alibaba’s AI Play - Just Getting Started?

Alibaba is going all in on AI across cloud, retail, and logistics, positioning itself as China’s AI commerce powerhouse.

Key points:

AI = smarter inventory, faster logistics, and better customer personalization.

Generative AI is already boosting merchant engagement and sales.

Analysts see 15–20% revenue upside from AI by 2025.

Why watch:

If Alibaba nails this rollout, long term growth could surprise. Keep an eye on post earnings updates and real adoption metrics for potential entries.

Game changer or hype? Your call!!

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.

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