Madluvyz
05-11 00:45

A possible bullish rally for Chinese stocks? 

Alibaba Earnings: Can Cloud Displace E-Commerce as New Engine?
Alibaba is set to report earnings, with core focus on Alibaba Cloud's quarterly revenue growth rate and AI infrastructure investment scale, as competition with Azure and AWS for global share becomes the central pillar of its new growth narrative. Analysts expect Alibaba Cloud growth could reaccelerate above 20% — which would mark the first clear acceleration signal in two years. Can cloud deliver a genuinely accelerating print, or will the AI capital story continue to outpace actual revenue realization?
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