$Alibaba(BABA)$ 1+6+N

Spinoff is usually good news, but why the market didn’t appreciate it, 9988.hk did not rise but fell, with a one-day surge of more than 6%?

In fact, the title of BB has already been estimated. It is not to say that all investment problems can be answered simply with a single political reason. However, whether you are interested in stocks or Taiwan stocks (Buffett TSMC), politics is a relatively high risk factor.

Alibaba is preparing to spin off the Alibaba cloud business, and the valuation of the cloud business is about $12B.

Baba's situation this time is a bit surprising. In terms of revenue, the proportion of Alibaba’s cloud revenue is not high. However, the market is shocked. Alibaba’s full spin-off and sale of its cloud business is not a net share, and no drop is left. The future development and growth of Baba is full of doubts.

In the past, Alibaba hoped to develop into the Amazon of the United States. With Amazon’s online cloud service, it will assist Amazon’s e-commerce business. It's definitely possible.

Now that the Alibaba cloud service is being completely dismantled, will Alibaba's core e-commerce business be affected after losing server support? In the future, will online data and commercial settlement costs increase, and what will happen to Baba's various other software services in the future?

As mentioned above, why doesn't Amazon in the United States spin off its own aws business to release corporate value? Of course, there are possibilities for Amazon in the future, but will it be fully sold without leaving any shares?

Also, in March, the 1+6+N strategy was announced. At that time, Alibaba CEO Zhang Yong planned to concurrently serve as the CEO of Alibaba Cloud. Why did he make a sharp turn now?

In the short term, of course, the sale of business will generate income and profit. Although the price of Alibaba cloud is not yet known, Alibaba seems to have lost a huge growth space in the future, and various potential possibilities for making money.

Of course, this kind of operation will make investors have doubts and shake their confidence.

Finally, when it comes to investment, there is really no need to find the reason why it fell or why it rose. However, when you see a suspected good news and a 6% drop in a single day, it is of course important to find out the reason, and you can hone your own experience and train your thinking. The so-called market $Nasdaq100 Bull 3X ETF(TQQQ)$ $Nasdaq100 Bear 3X ETF(SQQQ)$ investment experience is accumulated in this way.

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