This shift could boost Alibaba

This shift could boost Alibaba Cloud revenue, improve efficiency across e-commerce and logistics, and strengthen its competitive edge against rivals like Tencent, JD, and Baidu. If executed well, the transformation could open new growth lines, enhance margins, and align Alibaba with China’s national push for AI leadership. However, risks include high upfront costs, intense competition, regulatory pressures, and reliance on restricted chip supply. For investors, it presents a high-risk, high-reward opportunity with potential long-term upside but near-term volatility.

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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Comments

Merle Ted
09-20
Merle Ted
Over the next three years BABA could reach over 300.00 a share.
Reg Ford
09-19
Reg Ford
High costs + competition for BABA’s AI push,worth the long-term bet?
Maurice Bertie
09-19
Maurice Bertie
BABA Cloud’s AI shift is promising,can it handle chip supply risks?
MarsBloom
09-19
MarsBloom
Love this analysis! Exciting times ahead! [Heart]
Valerie Archibald
09-20
Valerie Archibald
BABA heading to 200.00 very soon

Leave a comment

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Exciting times ahead! [Heart]","text":"Love this analysis! Exciting times ahead! [Heart]","html":"Love this analysis! Exciting times ahead! [Heart]","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":480583829164272,"commentId":"480583829164272","gmtCreate":1758358058862,"gmtModify":1758358063628,"authorId":10000000000010988,"author":{"id":10000000000010988,"idStr":"10000000000010989","authorId":10000000000010988,"name":"Valerie Archibald","avatar":"https://static.tigerbbs.com/390bb094fc9bb64af7414f37cde534ff","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":480143010566680,"objectIdStr":"480143010566680","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"BABA heading to 200.00 very soon \n ","text":"BABA heading to 200.00 very soon \n ","html":"BABA heading to 200.00 very soon \n ","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/480143010566680"}