Alibaba remains one of the str

Alibaba remains one of the strongest long-term plays in the China tech sector. Despite short-term volatility, the fundamentals are improving with strong e-commerce demand, cloud expansion, and cost optimization. Citi’s $217 target highlights the growth potential, but for long-term investors, the key is patience—holding through cycles and focusing on fundamentals rather than short-term price swings

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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