Alibaba is rated a buy, driven

Alibaba is rated a buy, driven by strong AI ambitions and expanding leadership in China's cloud and semiconductor sectors.

Alibaba's June quarter showed 10% of comparable revenue growth, indicating a clear business turnaround.

Cloud Intelligence Group revenues surged 26% YoY, with AI-related product revenue maintaining triple-digit growth for the eighth consecutive quarter.

Despite short-term profitability declines due to investments, Alibaba's technicals and valuation suggest further upside as it positions itself as an AI superpower.

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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