Alibaba: A Hold Till $150 or Take Profit After Super Boost?

Although food delivery is expected to weigh on profits, Alibaba delivered a positive surprise: the company has developed a new AI chip to fill the gap left by Nvidia in the Chinese market. The stock jumps 10%! FCF recorded a net outflow of RMB 18.815 billion, mainly reflecting increased spending on cloud infrastructure and investment in “Taobao Flash Sales.” ----------- Can AI become Alibaba’s next growth driver? Do you have confidence in Alibaba’s performance following this earnings report?

+ Follow

+15

Tiger_Academy

09-05

CN Assets Select｜08 A Comprehensive Breakdown of China’s Resource ETFs

Over the past two years, the stories of both A-shares and Hong Kong stocks have revolved around one key phrase: pro-cyclical. Especially in commodities and resource-related equities, this phrase acts like a switch—once triggered by policy or the economic cycle, the market tends to surge swiftly and fiercely. Recently, market attention has again shifted to China’s resource sectors: steel, copper & aluminum, and rare earths, all riding on policy stimulus and a global price rebound.But why should we care about these “iron lumps” and “piles of ore”? Because they are not just cold raw materials—they represent China’s confidence in breaking free from economic “involution.” Steel fuels infrastructure, copper & aluminum are the “lifeblood” of new energy vehicles, and rare earths are the “v

CN Assets Select｜08 A Comprehensive Breakdown of China’s Resource ETFs

Binni Ong

09-04

Alibaba Rallies on AI Momentum—Watch 122–125 HKD Support

Alibaba $BABA-W(09988)$ – AI-Driven Rally Alibaba surged nearly 19% on August 29 following its Q2 FY25 earnings report, primarily driven by: Cloud segment outperforming expectations with 26% revenue growth, significantly above estimates. AI-related product revenue continuing triple-digit growth for the eighth straight quarter. Development of a domestic AI inference chip, strengthening investors’ confidence in Alibaba’s strategic positioning amid global tech tensions. Chart-Based Technical Analysis: Trend Channel: Alibaba’s price recently bounced off after earnings at the top of a rising channel (around ~140 HKD), suggesting it faces short-term resistance. Support Zone: A key support area is seen around 122–125 HKD, where buyers may step in on pul

Alibaba Rallies on AI Momentum—Watch 122–125 HKD Support

LucasOng

09-04

Baba has a long runway to go!

ShenGuang

09-03

Alibaba’s Stock Price Surge is Unlikely to Remain

China's e-commerce and tech giant Alibaba (ticker: $Alibaba(BABA)$) – officially known as "Alibaba Group Holding Limited" – witnessed a price surge after it released the earnings results for the first quarter (Q1) for its Fiscal Year (FY) 2026. The price surge was mostly attributed to its advances in capturing AI spends. This surge might be somewhat overstating the advances made by the company. Trend Drilldown In 2023, the company's management moved to consolidate into six distinct entities that could possibly be spun out into six separate companies/tickers. While the logistics arm – Cainiao – worked on an IPO since, the plan was dropped early in 2024. In Q1 2026, the “6 entities” plan has been effectively dissolved. As of FY 202

Alibaba’s Stock Price Surge is Unlikely to Remain

Tiger_Academy

09-03

CN Assets Pick|07 China’s High-Dividend Stocks: Don’t Miss These High-Yield ETFs

The spotlight is heating up right next to you in China’s asset market!A-shares are on fire: The Shanghai Composite Index has hit a 10-year high — breaking above 3,800 points, its highest closing level since 2015, sparking strong market excitement.A-share market cap hits a milestone: On the same day, the total market cap of A-shares surpassed the 100 trillion RMB mark for the first time ever. Behind this record are surging margin financing balances and booming investor participation.Money is pouring in: Trading volume soared to about 2.8 trillion RMB, with both institutions and retail investors driving liquidity.These signals tell us one thing: investment sentiment is strong, capital is favoring equities, and the appeal of high-dividend ETFs is climbing fast. So let’s break it down in plain

CN Assets Pick|07 China’s High-Dividend Stocks: Don’t Miss These High-Yield ETFs

Lanceljx

09-03

Alibaba’s latest results reveal a complex picture: 1. Positive Surprise – AI Ambitions The development of a new AI chip to fill the vacuum left by Nvidia in the Chinese market is strategically significant. With US export restrictions limiting access to advanced semiconductors, Alibaba’s move could strengthen its cloud division’s competitiveness. If execution is strong, the AI chip could bolster Alibaba Cloud’s positioning in the enterprise and government segments, where demand for AI computing power is surging. 2. Financial Signals – Cash Outflow The RMB 18.815 billion free cash flow (FCF) outflow underscores Alibaba’s aggressive reinvestment into cloud infrastructure and its “Taobao Flash Sales” initiative. While negative FCF is not ideal, it can be justified if these investments lead to

Whatsittoya

09-03

Hey how's it going everyone

Whatsittoya

09-03

What y'all think of this peice

Shyon

09-03

I am thrilled to see Alibaba's $Alibaba(BABA)$

$Alibaba(09988)$ recent performance, especially with the stock jumping ten percent following the earnings report. The development of a new artificial intelligence chip to address the gap left by Nvidia $NVIDIA Corp(NVDA)$ in the Chinese market is a bold move that I find promising. It suggests that Alibaba is positioning itself strategically, and I am encouraged by this innovative step forward. Despite the expected drag from food delivery on profits and the significant net outflow of RMB 18.815 billion due t

AN88

09-03

A hold till $150 or keep long term

Xue23

09-02

Alibaba is probably a hold till 150. It's earnings per share still considered high for their industry.

Jxsh

09-02

More gains to come. Baba right not is undervalued.

Barcode

09-02

🚨 Global Shockwaves: Tariffs Ruled Illegal, China’s AI Surge, SPX 6,500+ — My Full Trading Playbook This Week 🚀📊🔥

$Broadcom(AVGO)$ $S&P 500(.SPX)$ $Alibaba(BABA)$ I’m not treating this as a routine week. What’s lining up between earnings, Fed reports, global trade rulings, and record highs is the type of setup that creates outsized opportunity if you’re prepared; and landmines if you’re not. 🌍 Macro Backdrop: A Market Balancing on Policy Shocks The $SPX has closed above 6,500 for the first time in history. Yet beneath the surface, risk is building. A US federal appeals court ruled most of Trump’s tariffs illegal, striking at the heart of his global trade policy. The ruling is paused until 14Oct, giving the White House time to appeal to the Supreme Court. That means tarif

🚨 Global Shockwaves: Tariffs Ruled Illegal, China’s AI Surge, SPX 6,500+ — My Full Trading Playbook This Week 🚀📊🔥

8899Nar

09-01

BABA 𝙄𝙎 𝙎𝙏𝙄𝙇𝙇 𝙐𝙉𝘿𝙀𝙍𝙑𝘼𝙇𝙐𝙀𝘿 👇🏻

$Alibaba(BABA)$ PRICE TARGET: $181 --> $189POTENTIAL UPSIDE: +39% ✅"Alibaba remains an attractive opportunity considering the 10% growth of China commerce and the 25%+ growth of Cloud" ASSUMPTIONS:LTM Revenue: $138.995B(𝘢𝘴𝘴𝘶𝘮𝘪𝘯𝘨 𝘜𝘚𝘋/𝘊𝘕𝘠 = 𝟩.𝟤𝟢) 5Y Revenue CAGR: 8% --> 10%2030 Profit Margin: 16%2030 PE Ratio: 18Shares outstanding: 2.393BShares reduction: 3% --> 2%/year VALUATION:Q1 2030 $BABA SHARE PRICE =138.995 * (1.10)^5 * 0.16 * 18 /[2.393 * (0.98)^5] = $298You can now choose the discount rate that you prefer, for Alibaba I want to use 12%ACTUAL PRICE: $136FAIR VALUE: $169PRICE TARGET (1Y): $189POTENTIAL UPSIDE: 39%EXPECTED RETURNS: 17.0%/yearDIVIDEND YIELD: 0.8% Do you own BABA shares? For whom haven't open CBA can know more from belo

BABA 𝙄𝙎 𝙎𝙏𝙄𝙇𝙇 𝙐𝙉𝘿𝙀𝙍𝙑𝘼𝙇𝙐𝙀𝘿 👇🏻

vc888

09-01

Now is an attractive entry point for long-term investors. Escalating competition in China's food delivery is expanding the market, validating Meituan's moat, and strengthening its user base despite near-term margin pressure. Emerging segments like Instashopping and in-store services are scaling rapidly, diversifying Meituan's business and deepening consumer trust beyond food delivery. While margins may remain pressured short-term due to subsidies, I expect profitability and multiples to rebound as competition normalizes by FY26.

Mickey082024

09-01

From Cash Burn to Chip Power: Is Alibaba a Buy-and-Hold to $150?

$Alibaba(BABA)$ Alibaba Group (NYSE: BABA) has long been regarded as one of China’s most important technology conglomerates, but over the last several years, the company’s reputation with investors has been tested. From Beijing’s regulatory crackdowns to intensifying domestic competition and U.S. geopolitical restrictions, Alibaba has faced challenges that reshaped how global markets view the stock. Now, in 2025, the company is trying to write its next chapter. The latest earnings report contained one particularly notable development: Alibaba unveiled a new artificial intelligence chip designed to help fill the vacuum left by U.S. export restrictions on Nvidia’s high-end GPUs. The announcement triggered immediate investor enthusiasm, sending the s

From Cash Burn to Chip Power: Is Alibaba a Buy-and-Hold to $150?

TwoDeMoon

08-30

Great news for future Alibaba investors but no evidence and whether it clears US security concerns, meaning NVDA continues to be the undisputed king meanwhile. Time to buy oversold $NVIDIA(NVDA)$ price target $250 by end 2025.

Lanceljx

08-30

1. Earnings Highlights Positive surprise: Alibaba unveiled its own AI chip—a strategic move to reduce reliance on Nvidia, especially given U.S. export restrictions. This aligns with Beijing’s broader push for semiconductor self-sufficiency. The market rewarded the announcement, with the stock surging ~10%. Negative drag: Free Cash Flow (FCF) outflow of RMB 18.8 billion, reflecting: 1. Heavy investment in cloud infrastructure, a capital-intensive but strategically vital area. 2. Ongoing subsidies for Taobao Flash Sales, designed to fend off rivals Pinduoduo and Douyin. --- 2. Can AI Be the Next Growth Driver? Cloud + AI integration: Alibaba Cloud remains the largest cloud provider in China, and pairing it with an in-house AI chip creates vertical integration—potentially higher margins long-

Claireck

08-30

Alibaba's Profit Jumps 76%... So Why Did It Crash 18%? https://youtu.be/0uTBCRYH5Y0 $Alibaba(BABA)$

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AI-related product revenue continuing triple-digit growth for the eighth straight quarter. Development of a domestic AI inference chip, strengthening investors’ confidence in Alibaba’s strategic positioning amid global tech tensions. Chart-Based Technical Analysis: Trend Channel: Alibaba’s price recently bounced off after earnings at the top of a rising channel (around ~140 HKD), suggesting it faces short-term resistance. Support Zone: A key support area is seen around 122–125 HKD, where buyers may step in on pul","listText":"Alibaba <a href=\"https://ttm.financial/S/09988\">$BABA-W(09988)$</a> – AI-Driven Rally Alibaba surged nearly 19% on August 29 following its Q2 FY25 earnings report, primarily driven by: Cloud segment outperforming expectations with 26% revenue growth, significantly above estimates. AI-related product revenue continuing triple-digit growth for the eighth straight quarter. Development of a domestic AI inference chip, strengthening investors’ confidence in Alibaba’s strategic positioning amid global tech tensions. Chart-Based Technical Analysis: Trend Channel: Alibaba’s price recently bounced off after earnings at the top of a rising channel (around ~140 HKD), suggesting it faces short-term resistance. Support Zone: A key support area is seen around 122–125 HKD, where buyers may step in on pul","text":"Alibaba $BABA-W(09988)$ – AI-Driven Rally Alibaba surged nearly 19% on August 29 following its Q2 FY25 earnings report, primarily driven by: Cloud segment outperforming expectations with 26% revenue growth, significantly above estimates. AI-related product revenue continuing triple-digit growth for the eighth straight quarter. Development of a domestic AI inference chip, strengthening investors’ confidence in Alibaba’s strategic positioning amid global tech tensions. 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The price surge was mostly attributed to its advances in capturing AI spends.&nbsp; This surge might be somewhat overstating the advances made by the company.&nbsp; Trend Drilldown In 2023, the company's management moved to consolidate into six distinct entities that could possibly be spun out into six separate companies/tickers. While the logistics arm – Cainiao – worked on an IPO since, the plan was dropped early in 2024. In Q1 2026, the “6 entities” plan has been effectively dissolved.&nbsp; As of FY 202","listText":"China's e-commerce and tech giant Alibaba (ticker: <a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a>) – officially known as \"Alibaba Group Holding Limited\" – witnessed a price surge after it released the earnings results for the first quarter (Q1) for its Fiscal Year (FY) 2026. The price surge was mostly attributed to its advances in capturing AI spends.&nbsp; This surge might be somewhat overstating the advances made by the company.&nbsp; Trend Drilldown In 2023, the company's management moved to consolidate into six distinct entities that could possibly be spun out into six separate companies/tickers. While the logistics arm – Cainiao – worked on an IPO since, the plan was dropped early in 2024. In Q1 2026, the “6 entities” plan has been effectively dissolved.&nbsp; As of FY 202","text":"China's e-commerce and tech giant Alibaba (ticker: $Alibaba(BABA)$) – officially known as \"Alibaba Group Holding Limited\" – witnessed a price surge after it released the earnings results for the first quarter (Q1) for its Fiscal Year (FY) 2026. The price surge was mostly attributed to its advances in capturing AI spends. This surge might be somewhat overstating the advances made by the company. Trend Drilldown In 2023, the company's management moved to consolidate into six distinct entities that could possibly be spun out into six separate companies/tickers. While the logistics arm – Cainiao – worked on an IPO since, the plan was dropped early in 2024. In Q1 2026, the “6 entities” plan has been effectively dissolved. As of FY 202","images":[{"img":"https://community-static.tradeup.com/news/797faa6d7e52298dbfb084fc59b2892c","width":"682","height":"446"},{"img":"https://community-static.tradeup.com/news/33b44e2f95a4a300b80b5f86b150b688","width":"1311","height":"650"},{"img":"https://community-static.tradeup.com/news/5e756ac578bc871a2f5337412ae2e49b","width":"883","height":"345"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":43,"commentSize":5,"repostSize":3,"link":"https://ttm.financial/post/474535335579752","isVote":1,"tweetType":1,"viewCount":2361,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010989","authorId":"10000000000010989","name":"Valerie Archibald","avatar":"https://static.tigerbbs.com/390bb094fc9bb64af7414f37cde534ff","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010989","idStr":"10000000000010989"},"content":"Most analist put out Research alerts with price targets of $ 185-$195. Thats over a $50.00 Upside from Toadys price of $137. I ask , is this a Buy, the answer is a screaming Yes","text":"Most analist put out Research alerts with price targets of $ 185-$195. Thats over a $50.00 Upside from Toadys price of $137. I ask , is this a Buy, the answer is a screaming Yes","html":"Most analist put out Research alerts with price targets of $ 185-$195. Thats over a $50.00 Upside from Toadys price of $137. I ask , is this a Buy, the answer is a screaming Yes"},{"author":{"id":"10000000000011021","authorId":"10000000000011021","name":"Norton Rebecca","avatar":"https://static.tigerbbs.com/36f25b4af7998a90a0205e568a910bb3","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000011021","idStr":"10000000000011021"},"content":"BAB3.UK might pop on AI buzz, but BA3S.UK is a hedge.","text":"BAB3.UK might pop on AI buzz, but BA3S.UK is a hedge.","html":"BAB3.UK might pop on AI buzz, but BA3S.UK is a hedge."}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":474570460385472,"gmtCreate":1756883953055,"gmtModify":1756954874133,"author":{"id":"4104455119105420","authorId":"4104455119105420","name":"Tiger_Academy","avatar":"https://static.tigerbbs.com/3776fe550cd7a945e43d68c025988ed8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4104455119105420","idStr":"4104455119105420"},"themes":[],"title":"CN Assets Pick|07 China’s High-Dividend Stocks: Don’t Miss These High-Yield ETFs","htmlText":"The spotlight is heating up right next to you in China’s asset market!A-shares are on fire: The Shanghai Composite Index has hit a 10-year high — breaking above 3,800 points, its highest closing level since 2015, sparking strong market excitement.A-share market cap hits a milestone: On the same day, the total market cap of A-shares surpassed the 100 trillion RMB mark for the first time ever. Behind this record are surging margin financing balances and booming investor participation.Money is pouring in: Trading volume soared to about 2.8 trillion RMB, with both institutions and retail investors driving liquidity.These signals tell us one thing: investment sentiment is strong, capital is favoring equities, and the appeal of high-dividend ETFs is climbing fast. So let’s break it down in plain","listText":"The spotlight is heating up right next to you in China’s asset market!A-shares are on fire: The Shanghai Composite Index has hit a 10-year high — breaking above 3,800 points, its highest closing level since 2015, sparking strong market excitement.A-share market cap hits a milestone: On the same day, the total market cap of A-shares surpassed the 100 trillion RMB mark for the first time ever. Behind this record are surging margin financing balances and booming investor participation.Money is pouring in: Trading volume soared to about 2.8 trillion RMB, with both institutions and retail investors driving liquidity.These signals tell us one thing: investment sentiment is strong, capital is favoring equities, and the appeal of high-dividend ETFs is climbing fast. So let’s break it down in plain","text":"The spotlight is heating up right next to you in China’s asset market!A-shares are on fire: The Shanghai Composite Index has hit a 10-year high — breaking above 3,800 points, its highest closing level since 2015, sparking strong market excitement.A-share market cap hits a milestone: On the same day, the total market cap of A-shares surpassed the 100 trillion RMB mark for the first time ever. Behind this record are surging margin financing balances and booming investor participation.Money is pouring in: Trading volume soared to about 2.8 trillion RMB, with both institutions and retail investors driving liquidity.These signals tell us one thing: investment sentiment is strong, capital is favoring equities, and the appeal of high-dividend ETFs is climbing fast. So let’s break it down in plain","images":[{"img":"https://community-static.tradeup.com/news/b482825b6aa9ba98b250489f2442ddb6","width":"1828","height":"588"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":202,"commentSize":2,"repostSize":21,"link":"https://ttm.financial/post/474570460385472","isVote":1,"tweetType":1,"viewCount":14876,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":474450320806056,"gmtCreate":1756868641329,"gmtModify":1757303136118,"author":{"id":"4176423247955812","authorId":"4176423247955812","name":"Lanceljx","avatar":"https://community-static.tradeup.com/news/09909b81957df6057776741ed24e12fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4176423247955812","idStr":"4176423247955812"},"themes":[],"htmlText":"Alibaba’s latest results reveal a complex picture: 1. Positive Surprise – AI Ambitions The development of a new AI chip to fill the vacuum left by Nvidia in the Chinese market is strategically significant. With US export restrictions limiting access to advanced semiconductors, Alibaba’s move could strengthen its cloud division’s competitiveness. If execution is strong, the AI chip could bolster Alibaba Cloud’s positioning in the enterprise and government segments, where demand for AI computing power is surging. 2. Financial Signals – Cash Outflow The RMB 18.815 billion free cash flow (FCF) outflow underscores Alibaba’s aggressive reinvestment into cloud infrastructure and its “Taobao Flash Sales” initiative. While negative FCF is not ideal, it can be justified if these investments lead to","listText":"Alibaba’s latest results reveal a complex picture: 1. Positive Surprise – AI Ambitions The development of a new AI chip to fill the vacuum left by Nvidia in the Chinese market is strategically significant. With US export restrictions limiting access to advanced semiconductors, Alibaba’s move could strengthen its cloud division’s competitiveness. If execution is strong, the AI chip could bolster Alibaba Cloud’s positioning in the enterprise and government segments, where demand for AI computing power is surging. 2. Financial Signals – Cash Outflow The RMB 18.815 billion free cash flow (FCF) outflow underscores Alibaba’s aggressive reinvestment into cloud infrastructure and its “Taobao Flash Sales” initiative. While negative FCF is not ideal, it can be justified if these investments lead to","text":"Alibaba’s latest results reveal a complex picture: 1. Positive Surprise – AI Ambitions The development of a new AI chip to fill the vacuum left by Nvidia in the Chinese market is strategically significant. With US export restrictions limiting access to advanced semiconductors, Alibaba’s move could strengthen its cloud division’s competitiveness. If execution is strong, the AI chip could bolster Alibaba Cloud’s positioning in the enterprise and government segments, where demand for AI computing power is surging. 2. Financial Signals – Cash Outflow The RMB 18.815 billion free cash flow (FCF) outflow underscores Alibaba’s aggressive reinvestment into cloud infrastructure and its “Taobao Flash Sales” initiative. While negative FCF is not ideal, it can be justified if these investments lead to","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":50,"commentSize":4,"repostSize":2,"link":"https://ttm.financial/post/474450320806056","isVote":1,"tweetType":1,"viewCount":1489,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010931","authorId":"10000000000010931","name":"JackQuant","avatar":"https://community-static.tradeup.com/news/529965026567a58deacbc19e2270c9d2","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010931","idStr":"10000000000010931"},"content":"Alibaba’s newest report reveals the power of multiple business models in one group.","text":"Alibaba’s newest report reveals the power of multiple business models in one group.","html":"Alibaba’s newest report reveals the power of multiple business models in one group."},{"author":{"id":"10000000000011021","authorId":"10000000000011021","name":"Norton Rebecca","avatar":"https://static.tigerbbs.com/36f25b4af7998a90a0205e568a910bb3","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000011021","idStr":"10000000000011021"},"content":"Alibaba's AI chip! This could be a game-changer for its cloud.","text":"Alibaba's AI chip! This could be a game-changer for its cloud.","html":"Alibaba's AI chip! This could be a game-changer for its cloud."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":474427733274784,"gmtCreate":1756862772853,"gmtModify":1756864010990,"author":{"id":"4216378100944812","authorId":"4216378100944812","name":"Whatsittoya","avatar":"https://community-static.tradeup.com/news/5be19c9def0e16b7fd8fa87b541df539","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4216378100944812","idStr":"4216378100944812"},"themes":[],"htmlText":"Hey how's it going everyone&nbsp;","listText":"Hey how's it going everyone&nbsp;","text":"Hey how's it going everyone","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/474427733274784","isVote":1,"tweetType":1,"viewCount":714,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":474427521872528,"gmtCreate":1756862725163,"gmtModify":1756864007717,"author":{"id":"4216378100944812","authorId":"4216378100944812","name":"Whatsittoya","avatar":"https://community-static.tradeup.com/news/5be19c9def0e16b7fd8fa87b541df539","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4216378100944812","idStr":"4216378100944812"},"themes":[],"htmlText":"What y'all think of this peice","listText":"What y'all think of this peice","text":"What y'all think of this peice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/474427521872528","isVote":1,"tweetType":1,"viewCount":1020,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":474420559614032,"gmtCreate":1756861366174,"gmtModify":1756870286054,"author":{"id":"3581734406950755","authorId":"3581734406950755","name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581734406950755","idStr":"3581734406950755"},"themes":[],"htmlText":"I am thrilled to see Alibaba's <a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;recent performance, especially with the stock jumping ten percent following the earnings report. The development of a new artificial intelligence chip to address the gap left by Nvidia <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;in the Chinese market is a bold move that I find promising. It suggests that Alibaba is positioning itself strategically, and I am encouraged by this innovative step forward. Despite the expected drag from food delivery on profits and the significant net outflow of RMB 18.815 billion due t","listText":"I am thrilled to see Alibaba's <a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;recent performance, especially with the stock jumping ten percent following the earnings report. The development of a new artificial intelligence chip to address the gap left by Nvidia <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;in the Chinese market is a bold move that I find promising. It suggests that Alibaba is positioning itself strategically, and I am encouraged by this innovative step forward. Despite the expected drag from food delivery on profits and the significant net outflow of RMB 18.815 billion due t","text":"I am thrilled to see Alibaba's $Alibaba(BABA)$ $Alibaba(09988)$ recent performance, especially with the stock jumping ten percent following the earnings report. The development of a new artificial intelligence chip to address the gap left by Nvidia $NVIDIA Corp(NVDA)$ in the Chinese market is a bold move that I find promising. It suggests that Alibaba is positioning itself strategically, and I am encouraged by this innovative step forward. Despite the expected drag from food delivery on profits and the significant net outflow of RMB 18.815 billion due t","images":[{"img":"https://community-static.tradeup.com/news/238c66673670e228ecd70facc38a2d04","width":"960","height":"640"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":11,"link":"https://ttm.financial/post/474420559614032","isVote":1,"tweetType":1,"viewCount":1583,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667614729340","authorId":"3527667614729340","name":"chipzzy","avatar":"https://static.tigerbbs.com/cb1b514fb84e9876b2ede5b6bd40c4cb","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3527667614729340","idStr":"3527667614729340"},"content":"Your analysis is insightful","text":"Your analysis is insightful","html":"Your analysis is insightful"},{"author":{"id":"3527667613087911","authorId":"3527667613087911","name":"SullivanRrr","avatar":"https://static.tigerbbs.com/6e743508fdcea73d01327da840eb95a2","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3527667613087911","idStr":"3527667613087911"},"content":"Exciting times ahead for Alibaba! 🚀👍","text":"Exciting times ahead for Alibaba! 🚀👍","html":"Exciting times ahead for Alibaba! 🚀👍"}],"imageCount":2,"langContent":"EN","totalScore":0},{"id":474365072789552,"gmtCreate":1756847588351,"gmtModify":1756847592261,"author":{"id":"4181877949416372","authorId":"4181877949416372","name":"AN88","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4181877949416372","idStr":"4181877949416372"},"themes":[],"htmlText":"A hold till $150 or keep long term","listText":"A hold till $150 or keep long term","text":"A hold till $150 or keep long term","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/474365072789552","isVote":1,"tweetType":1,"viewCount":947,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":474257080176672,"gmtCreate":1756821221384,"gmtModify":1756821719574,"author":{"id":"4186041963357622","authorId":"4186041963357622","name":"Xue23","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4186041963357622","idStr":"4186041963357622"},"themes":[],"htmlText":"Alibaba is probably a hold till 150. It's earnings per share still considered high for their industry.&nbsp;","listText":"Alibaba is probably a hold till 150. It's earnings per share still considered high for their industry.&nbsp;","text":"Alibaba is probably a hold till 150. It's earnings per share still considered high for their industry.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/474257080176672","isVote":1,"tweetType":1,"viewCount":912,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":474168887218472,"gmtCreate":1756799681093,"gmtModify":1756801103292,"author":{"id":"4173945604882762","authorId":"4173945604882762","name":"Jxsh","avatar":"https://community-static.tradeup.com/news/167a92f888cdea56b17d3d24920f8792","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4173945604882762","idStr":"4173945604882762"},"themes":[],"htmlText":"More gains to come. Baba right not is undervalued.","listText":"More gains to come. Baba right not is undervalued.","text":"More gains to come. Baba right not is undervalued.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/474168887218472","isVote":1,"tweetType":1,"viewCount":1029,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":473950782104008,"gmtCreate":1756746333161,"gmtModify":1756797015324,"author":{"id":"4171900329979952","authorId":"4171900329979952","name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4171900329979952","idStr":"4171900329979952"},"themes":[],"title":"🚨 Global Shockwaves: Tariffs Ruled Illegal, China’s AI Surge, SPX 6,500+ — My Full Trading Playbook This Week 🚀📊🔥","htmlText":"<a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$</a> <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> <a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a> I’m not treating this as a routine week. What’s lining up between earnings, Fed reports, global trade rulings, and record highs is the type of setup that creates outsized opportunity if you’re prepared; and landmines if you’re not. 🌍 Macro Backdrop: A Market Balancing on Policy Shocks The $SPX has closed above 6,500 for the first time in history. Yet beneath the surface, risk is building. A US federal appeals court ruled most of Trump’s tariffs illegal, striking at the heart of his global trade policy. The ruling is paused until 14Oct, giving the White House time to appeal to the Supreme Court. That means tarif","listText":"<a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$</a> <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> <a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a> I’m not treating this as a routine week. What’s lining up between earnings, Fed reports, global trade rulings, and record highs is the type of setup that creates outsized opportunity if you’re prepared; and landmines if you’re not. 🌍 Macro Backdrop: A Market Balancing on Policy Shocks The $SPX has closed above 6,500 for the first time in history. Yet beneath the surface, risk is building. A US federal appeals court ruled most of Trump’s tariffs illegal, striking at the heart of his global trade policy. The ruling is paused until 14Oct, giving the White House time to appeal to the Supreme Court. That means tarif","text":"$Broadcom(AVGO)$ $S&P 500(.SPX)$ $Alibaba(BABA)$ I’m not treating this as a routine week. What’s lining up between earnings, Fed reports, global trade rulings, and record highs is the type of setup that creates outsized opportunity if you’re prepared; and landmines if you’re not. 🌍 Macro Backdrop: A Market Balancing on Policy Shocks The $SPX has closed above 6,500 for the first time in history. Yet beneath the surface, risk is building. A US federal appeals court ruled most of Trump’s tariffs illegal, striking at the heart of his global trade policy. The ruling is paused until 14Oct, giving the White House time to appeal to the Supreme Court. That means tarif","images":[{"img":"https://community-static.tradeup.com/news/629deed15064ef1bb5a5d0c2855e551e","width":"1024","height":"1024"},{"img":"https://community-static.tradeup.com/news/c4ebcc929a5d865520b7f155c3916cc5","width":"1641","height":"1580"},{"img":"https://community-static.tradeup.com/news/23a0eba197434bdaf1c0048b6990d983","width":"1641","height":"1321"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":17,"commentSize":10,"repostSize":20,"link":"https://ttm.financial/post/473950782104008","isVote":1,"tweetType":1,"viewCount":2411,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4186117467483482","authorId":"4186117467483482","name":"Cool Cat Winston","avatar":"https://community-static.tradeup.com/news/00bf531d62a6793687bac561025edfdb","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4186117467483482","idStr":"4186117467483482"},"content":"I’m with you on $AVGO, the way it’s holding that $1,700 level while implied vol looks mispriced really stands out. Pairing that with $SPX clearing 6,500 makes me think we’re at a pivotal setup, and I like how you’ve framed it as asymmetric positioning rather than chasing.","text":"I’m with you on $AVGO, the way it’s holding that $1,700 level while implied vol looks mispriced really stands out. Pairing that with $SPX clearing 6,500 makes me think we’re at a pivotal setup, and I like how you’ve framed it as asymmetric positioning rather than chasing.","html":"I’m with you on $AVGO, the way it’s holding that $1,700 level while implied vol looks mispriced really stands out. Pairing that with $SPX clearing 6,500 makes me think we’re at a pivotal setup, and I like how you’ve framed it as asymmetric positioning rather than chasing."},{"author":{"id":"4172287591330932","authorId":"4172287591330932","name":"Hen Solo","avatar":"https://community-static.tradeup.com/news/e8f9d57b757c07c87986ef8a0be25085","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4172287591330932","idStr":"4172287591330932"},"content":"💡Your read on $TSLA’s China strategy clicked with me. That Model 3 price cut down to 259,500 yuan changes the competitive dynamics in a deflationary way, and if the stock cracks $353 like you said, the Fib extension to $414 doesn’t feel far-fetched at all.","text":"💡Your read on $TSLA’s China strategy clicked with me. That Model 3 price cut down to 259,500 yuan changes the competitive dynamics in a deflationary way, and if the stock cracks $353 like you said, the Fib extension to $414 doesn’t feel far-fetched at all.","html":"💡Your read on $TSLA’s China strategy clicked with me. That Model 3 price cut down to 259,500 yuan changes the competitive dynamics in a deflationary way, and if the stock cracks $353 like you said, the Fib extension to $414 doesn’t feel far-fetched at all."}],"imageCount":23,"langContent":"EN","totalScore":0},{"id":473972670328928,"gmtCreate":1756738083164,"gmtModify":1756740386168,"author":{"id":"10000000000011074","authorId":"10000000000011074","name":"8899Nar","avatar":"https://community-static.tradeup.com/news/f7da49e251424da6b07fd19e12d1eeb0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000011074","idStr":"10000000000011074"},"themes":[],"title":"BABA 𝙄𝙎 𝙎𝙏𝙄𝙇𝙇 𝙐𝙉𝘿𝙀𝙍𝙑𝘼𝙇𝙐𝙀𝘿 👇🏻","htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a> PRICE TARGET: $181 --&gt; $189POTENTIAL UPSIDE: +39% ✅\"Alibaba remains an attractive opportunity considering the 10% growth of China commerce and the 25%+ growth of Cloud\" ASSUMPTIONS:LTM Revenue: $138.995B(𝘢𝘴𝘴𝘶𝘮𝘪𝘯𝘨 𝘜𝘚𝘋/𝘊𝘕𝘠 = 𝟩.𝟤𝟢) 5Y Revenue CAGR: 8% --&gt; 10%2030 Profit Margin: 16%2030 PE Ratio: 18Shares outstanding: 2.393BShares reduction: 3% --&gt; 2%/year VALUATION:Q1 2030 $BABA SHARE PRICE =138.995 * (1.10)^5 * 0.16 * 18 /[2.393 * (0.98)^5] = $298You can now choose the discount rate that you prefer, for Alibaba I want to use 12%ACTUAL PRICE: $136FAIR VALUE: $169PRICE TARGET (1Y): $189POTENTIAL UPSIDE: 39%EXPECTED RETURNS: 17.0%/yearDIVIDEND YIELD: 0.8% Do you own BABA shares? For whom haven't open CBA can know more from belo","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a> PRICE TARGET: $181 --&gt; $189POTENTIAL UPSIDE: +39% ✅\"Alibaba remains an attractive opportunity considering the 10% growth of China commerce and the 25%+ growth of Cloud\" ASSUMPTIONS:LTM Revenue: $138.995B(𝘢𝘴𝘴𝘶𝘮𝘪𝘯𝘨 𝘜𝘚𝘋/𝘊𝘕𝘠 = 𝟩.𝟤𝟢) 5Y Revenue CAGR: 8% --&gt; 10%2030 Profit Margin: 16%2030 PE Ratio: 18Shares outstanding: 2.393BShares reduction: 3% --&gt; 2%/year VALUATION:Q1 2030 $BABA SHARE PRICE =138.995 * (1.10)^5 * 0.16 * 18 /[2.393 * (0.98)^5] = $298You can now choose the discount rate that you prefer, for Alibaba I want to use 12%ACTUAL PRICE: $136FAIR VALUE: $169PRICE TARGET (1Y): $189POTENTIAL UPSIDE: 39%EXPECTED RETURNS: 17.0%/yearDIVIDEND YIELD: 0.8% Do you own BABA shares? For whom haven't open CBA can know more from belo","text":"$Alibaba(BABA)$ PRICE TARGET: $181 --> $189POTENTIAL UPSIDE: +39% ✅\"Alibaba remains an attractive opportunity considering the 10% growth of China commerce and the 25%+ growth of Cloud\" ASSUMPTIONS:LTM Revenue: $138.995B(𝘢𝘴𝘴𝘶𝘮𝘪𝘯𝘨 𝘜𝘚𝘋/𝘊𝘕𝘠 = 𝟩.𝟤𝟢) 5Y Revenue CAGR: 8% --> 10%2030 Profit Margin: 16%2030 PE Ratio: 18Shares outstanding: 2.393BShares reduction: 3% --> 2%/year VALUATION:Q1 2030 $BABA SHARE PRICE =138.995 * (1.10)^5 * 0.16 * 18 /[2.393 * (0.98)^5] = $298You can now choose the discount rate that you prefer, for Alibaba I want to use 12%ACTUAL PRICE: $136FAIR VALUE: $169PRICE TARGET (1Y): $189POTENTIAL UPSIDE: 39%EXPECTED RETURNS: 17.0%/yearDIVIDEND YIELD: 0.8% Do you own BABA shares? For whom haven't open CBA can know more from belo","images":[{"img":"https://community-static.tradeup.com/news/216cd640fc711956f23be25cb35f1107","width":"2160","height":"1946"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/473972670328928","isVote":1,"tweetType":1,"viewCount":1386,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":473875685819064,"gmtCreate":1756728089208,"gmtModify":1756783738256,"author":{"id":"4176441021976392","authorId":"4176441021976392","name":"vc888","avatar":"https://community-static.tradeup.com/news/c4cf7fefd0d4b0d4bc4081fe0326fd5e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4176441021976392","idStr":"4176441021976392"},"themes":[],"htmlText":"Now is an attractive entry point for long-term investors. Escalating competition in China's food delivery is expanding the market, validating Meituan's moat, and strengthening its user base despite near-term margin pressure. Emerging segments like Instashopping and in-store services are scaling rapidly, diversifying Meituan's business and deepening consumer trust beyond food delivery. While margins may remain pressured short-term due to subsidies, I expect profitability and multiples to rebound as competition normalizes by FY26.","listText":"Now is an attractive entry point for long-term investors. Escalating competition in China's food delivery is expanding the market, validating Meituan's moat, and strengthening its user base despite near-term margin pressure. Emerging segments like Instashopping and in-store services are scaling rapidly, diversifying Meituan's business and deepening consumer trust beyond food delivery. While margins may remain pressured short-term due to subsidies, I expect profitability and multiples to rebound as competition normalizes by FY26.","text":"Now is an attractive entry point for long-term investors. Escalating competition in China's food delivery is expanding the market, validating Meituan's moat, and strengthening its user base despite near-term margin pressure. Emerging segments like Instashopping and in-store services are scaling rapidly, diversifying Meituan's business and deepening consumer trust beyond food delivery. While margins may remain pressured short-term due to subsidies, I expect profitability and multiples to rebound as competition normalizes by FY26.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":46,"commentSize":4,"repostSize":22,"link":"https://ttm.financial/post/473875685819064","isVote":1,"tweetType":1,"viewCount":2417,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000011023","authorId":"10000000000011023","name":"Athena Spenser","avatar":"https://static.tigerbbs.com/79994bc77de771ec5e7fabc95b9d921d","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000011023","idStr":"10000000000011023"},"content":"Competition builds moat. Meituan's future looks bright! Buy now!","text":"Competition builds moat. Meituan's future looks bright! Buy now!","html":"Competition builds moat. Meituan's future looks bright! Buy now!"},{"author":{"id":"10000000000011024","authorId":"10000000000011024","name":"Astrid Stephen","avatar":"https://static.tigerbbs.com/1647de40d206ee3288442d8c4170cfa0","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000011024","idStr":"10000000000011024"},"content":"Short - term pain, long - term gain. Attractive entry indeed.","text":"Short - term pain, long - term gain. Attractive entry indeed.","html":"Short - term pain, long - term gain. Attractive entry indeed."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":473774735818912,"gmtCreate":1756703349645,"gmtModify":1756716012510,"author":{"id":"4185413129326452","authorId":"4185413129326452","name":"Mickey082024","avatar":"https://community-static.tradeup.com/news/69cd88df1050e4a42389cd899f89a7ec","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4185413129326452","idStr":"4185413129326452"},"themes":[],"title":"From Cash Burn to Chip Power: Is Alibaba a Buy-and-Hold to $150?","htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a> Alibaba Group (NYSE: BABA) has long been regarded as one of China’s most important technology conglomerates, but over the last several years, the company’s reputation with investors has been tested. From Beijing’s regulatory crackdowns to intensifying domestic competition and U.S. geopolitical restrictions, Alibaba has faced challenges that reshaped how global markets view the stock. Now, in 2025, the company is trying to write its next chapter. The latest earnings report contained one particularly notable development: Alibaba unveiled a new artificial intelligence chip designed to help fill the vacuum left by U.S. export restrictions on Nvidia’s high-end GPUs. The announcement triggered immediate investor enthusiasm, sending the s","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a> Alibaba Group (NYSE: BABA) has long been regarded as one of China’s most important technology conglomerates, but over the last several years, the company’s reputation with investors has been tested. From Beijing’s regulatory crackdowns to intensifying domestic competition and U.S. geopolitical restrictions, Alibaba has faced challenges that reshaped how global markets view the stock. Now, in 2025, the company is trying to write its next chapter. The latest earnings report contained one particularly notable development: Alibaba unveiled a new artificial intelligence chip designed to help fill the vacuum left by U.S. export restrictions on Nvidia’s high-end GPUs. The announcement triggered immediate investor enthusiasm, sending the s","text":"$Alibaba(BABA)$ Alibaba Group (NYSE: BABA) has long been regarded as one of China’s most important technology conglomerates, but over the last several years, the company’s reputation with investors has been tested. From Beijing’s regulatory crackdowns to intensifying domestic competition and U.S. geopolitical restrictions, Alibaba has faced challenges that reshaped how global markets view the stock. Now, in 2025, the company is trying to write its next chapter. The latest earnings report contained one particularly notable development: Alibaba unveiled a new artificial intelligence chip designed to help fill the vacuum left by U.S. export restrictions on Nvidia’s high-end GPUs. The announcement triggered immediate investor enthusiasm, sending the s","images":[{"img":"https://community-static.tradeup.com/news/3561012ce2fcfcf750fe54b5c732676b","width":"1276","height":"462"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":2,"commentSize":4,"repostSize":1,"link":"https://ttm.financial/post/473774735818912","isVote":1,"tweetType":1,"viewCount":1895,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010993","authorId":"10000000000010993","name":"Enid Bertha","avatar":"https://static.tigerbbs.com/a539edbf3388702a82cb1d4728704766","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010993","idStr":"10000000000010993"},"content":"Love that we're holding Friday's gains. Higher highs and new 52 week high feeling inevitable. Long and strong.","text":"Love that we're holding Friday's gains. Higher highs and new 52 week high feeling inevitable. Long and strong.","html":"Love that we're holding Friday's gains. Higher highs and new 52 week high feeling inevitable. Long and strong."},{"author":{"id":"9000000000000678","authorId":"9000000000000678","name":"BingGibbon","avatar":"https://static.tigerbbs.com/cab7df5b408edf934b7780f3bcaceece","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000678","idStr":"9000000000000678"},"content":"Alibaba's innovation is promising, but it'll take time to see if the AI chip truly impacts growth.","text":"Alibaba's innovation is promising, but it'll take time to see if the AI chip truly impacts growth.","html":"Alibaba's innovation is promising, but it'll take time to see if the AI chip truly impacts growth."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":473168388354216,"gmtCreate":1756555669539,"gmtModify":1756555674018,"author":{"id":"3577070440469601","authorId":"3577070440469601","name":"TwoDeMoon","avatar":"https://static.tigerbbs.com/f6209e03bb2abcab3856b4485192191c","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577070440469601","idStr":"3577070440469601"},"themes":[],"htmlText":"Great news for future Alibaba investors but no evidence and whether it clears US security concerns, meaning NVDA continues to be the undisputed king meanwhile. Time to buy oversold&nbsp;<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a>&nbsp; price target $250 by end&nbsp;2025.","listText":"Great news for future Alibaba investors but no evidence and whether it clears US security concerns, meaning NVDA continues to be the undisputed king meanwhile. Time to buy oversold&nbsp;<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a>&nbsp; price target $250 by end&nbsp;2025.","text":"Great news for future Alibaba investors but no evidence and whether it clears US security concerns, meaning NVDA continues to be the undisputed king meanwhile. Time to buy oversold $NVIDIA(NVDA)$ price target $250 by end 2025.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":58,"commentSize":1,"repostSize":310,"link":"https://ttm.financial/post/473168388354216","isVote":1,"tweetType":1,"viewCount":8671,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":473037961421624,"gmtCreate":1756523555691,"gmtModify":1756523754778,"author":{"id":"4176423247955812","authorId":"4176423247955812","name":"Lanceljx","avatar":"https://community-static.tradeup.com/news/09909b81957df6057776741ed24e12fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4176423247955812","idStr":"4176423247955812"},"themes":[],"htmlText":"1. Earnings Highlights Positive surprise: Alibaba unveiled its own AI chip—a strategic move to reduce reliance on Nvidia, especially given U.S. export restrictions. This aligns with Beijing’s broader push for semiconductor self-sufficiency. The market rewarded the announcement, with the stock surging ~10%. Negative drag: Free Cash Flow (FCF) outflow of RMB 18.8 billion, reflecting: 1. Heavy investment in cloud infrastructure, a capital-intensive but strategically vital area. 2. Ongoing subsidies for Taobao Flash Sales, designed to fend off rivals Pinduoduo and Douyin. --- 2. Can AI Be the Next Growth Driver? Cloud + AI integration: Alibaba Cloud remains the largest cloud provider in China, and pairing it with an in-house AI chip creates vertical integration—potentially higher margins long-","listText":"1. Earnings Highlights Positive surprise: Alibaba unveiled its own AI chip—a strategic move to reduce reliance on Nvidia, especially given U.S. export restrictions. This aligns with Beijing’s broader push for semiconductor self-sufficiency. The market rewarded the announcement, with the stock surging ~10%. Negative drag: Free Cash Flow (FCF) outflow of RMB 18.8 billion, reflecting: 1. Heavy investment in cloud infrastructure, a capital-intensive but strategically vital area. 2. Ongoing subsidies for Taobao Flash Sales, designed to fend off rivals Pinduoduo and Douyin. --- 2. Can AI Be the Next Growth Driver? Cloud + AI integration: Alibaba Cloud remains the largest cloud provider in China, and pairing it with an in-house AI chip creates vertical integration—potentially higher margins long-","text":"1. Earnings Highlights Positive surprise: Alibaba unveiled its own AI chip—a strategic move to reduce reliance on Nvidia, especially given U.S. export restrictions. This aligns with Beijing’s broader push for semiconductor self-sufficiency. The market rewarded the announcement, with the stock surging ~10%. Negative drag: Free Cash Flow (FCF) outflow of RMB 18.8 billion, reflecting: 1. Heavy investment in cloud infrastructure, a capital-intensive but strategically vital area. 2. Ongoing subsidies for Taobao Flash Sales, designed to fend off rivals Pinduoduo and Douyin. --- 2. Can AI Be the Next Growth Driver? Cloud + AI integration: Alibaba Cloud remains the largest cloud provider in China, and pairing it with an in-house AI chip creates vertical integration—potentially higher margins long-","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/473037961421624","isVote":1,"tweetType":1,"viewCount":884,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":473024729493792,"gmtCreate":1756520334522,"gmtModify":1756528793185,"author":{"id":"4219534950497312","authorId":"4219534950497312","name":"Claireck","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4219534950497312","idStr":"4219534950497312"},"themes":[],"htmlText":"Alibaba's Profit Jumps 76%... So Why Did It Crash 18%? https://youtu.be/0uTBCRYH5Y0 <a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a>&nbsp;","listText":"Alibaba's Profit Jumps 76%... So Why Did It Crash 18%? https://youtu.be/0uTBCRYH5Y0 <a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a>&nbsp;","text":"Alibaba's Profit Jumps 76%... So Why Did It Crash 18%? https://youtu.be/0uTBCRYH5Y0 $Alibaba(BABA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/473024729493792","isVote":1,"tweetType":1,"viewCount":1238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"essenList":[{"id":473950782104008,"gmtCreate":1756746333161,"gmtModify":1756797015324,"author":{"id":"4171900329979952","authorId":"4171900329979952","name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4171900329979952","idStr":"4171900329979952"},"themes":[],"title":"🚨 Global Shockwaves: Tariffs Ruled Illegal, China’s AI Surge, SPX 6,500+ — My Full Trading Playbook This Week 🚀📊🔥","htmlText":"<a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$</a> <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> <a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a> I’m not treating this as a routine week. What’s lining up between earnings, Fed reports, global trade rulings, and record highs is the type of setup that creates outsized opportunity if you’re prepared; and landmines if you’re not. 🌍 Macro Backdrop: A Market Balancing on Policy Shocks The $SPX has closed above 6,500 for the first time in history. Yet beneath the surface, risk is building. A US federal appeals court ruled most of Trump’s tariffs illegal, striking at the heart of his global trade policy. The ruling is paused until 14Oct, giving the White House time to appeal to the Supreme Court. That means tarif","listText":"<a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$</a> <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> <a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a> I’m not treating this as a routine week. What’s lining up between earnings, Fed reports, global trade rulings, and record highs is the type of setup that creates outsized opportunity if you’re prepared; and landmines if you’re not. 🌍 Macro Backdrop: A Market Balancing on Policy Shocks The $SPX has closed above 6,500 for the first time in history. Yet beneath the surface, risk is building. A US federal appeals court ruled most of Trump’s tariffs illegal, striking at the heart of his global trade policy. The ruling is paused until 14Oct, giving the White House time to appeal to the Supreme Court. That means tarif","text":"$Broadcom(AVGO)$ $S&P 500(.SPX)$ $Alibaba(BABA)$ I’m not treating this as a routine week. What’s lining up between earnings, Fed reports, global trade rulings, and record highs is the type of setup that creates outsized opportunity if you’re prepared; and landmines if you’re not. 🌍 Macro Backdrop: A Market Balancing on Policy Shocks The $SPX has closed above 6,500 for the first time in history. Yet beneath the surface, risk is building. A US federal appeals court ruled most of Trump’s tariffs illegal, striking at the heart of his global trade policy. The ruling is paused until 14Oct, giving the White House time to appeal to the Supreme Court. That means tarif","images":[{"img":"https://community-static.tradeup.com/news/629deed15064ef1bb5a5d0c2855e551e","width":"1024","height":"1024"},{"img":"https://community-static.tradeup.com/news/c4ebcc929a5d865520b7f155c3916cc5","width":"1641","height":"1580"},{"img":"https://community-static.tradeup.com/news/23a0eba197434bdaf1c0048b6990d983","width":"1641","height":"1321"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":17,"commentSize":10,"repostSize":20,"link":"https://ttm.financial/post/473950782104008","isVote":1,"tweetType":1,"viewCount":2411,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4186117467483482","authorId":"4186117467483482","name":"Cool Cat Winston","avatar":"https://community-static.tradeup.com/news/00bf531d62a6793687bac561025edfdb","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4186117467483482","idStr":"4186117467483482"},"content":"I’m with you on $AVGO, the way it’s holding that $1,700 level while implied vol looks mispriced really stands out. Pairing that with $SPX clearing 6,500 makes me think we’re at a pivotal setup, and I like how you’ve framed it as asymmetric positioning rather than chasing.","text":"I’m with you on $AVGO, the way it’s holding that $1,700 level while implied vol looks mispriced really stands out. Pairing that with $SPX clearing 6,500 makes me think we’re at a pivotal setup, and I like how you’ve framed it as asymmetric positioning rather than chasing.","html":"I’m with you on $AVGO, the way it’s holding that $1,700 level while implied vol looks mispriced really stands out. Pairing that with $SPX clearing 6,500 makes me think we’re at a pivotal setup, and I like how you’ve framed it as asymmetric positioning rather than chasing."},{"author":{"id":"4172287591330932","authorId":"4172287591330932","name":"Hen Solo","avatar":"https://community-static.tradeup.com/news/e8f9d57b757c07c87986ef8a0be25085","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4172287591330932","idStr":"4172287591330932"},"content":"💡Your read on $TSLA’s China strategy clicked with me. That Model 3 price cut down to 259,500 yuan changes the competitive dynamics in a deflationary way, and if the stock cracks $353 like you said, the Fib extension to $414 doesn’t feel far-fetched at all.","text":"💡Your read on $TSLA’s China strategy clicked with me. That Model 3 price cut down to 259,500 yuan changes the competitive dynamics in a deflationary way, and if the stock cracks $353 like you said, the Fib extension to $414 doesn’t feel far-fetched at all.","html":"💡Your read on $TSLA’s China strategy clicked with me. That Model 3 price cut down to 259,500 yuan changes the competitive dynamics in a deflationary way, and if the stock cracks $353 like you said, the Fib extension to $414 doesn’t feel far-fetched at all."}],"imageCount":23,"langContent":"EN","totalScore":0},{"id":472175934861408,"gmtCreate":1756299427044,"gmtModify":1756365002263,"author":{"id":"3527667620927015","authorId":"3527667620927015","name":"Tiger_Earnings","avatar":"https://static.tigerbbs.com/1849fb1fb43d93db3974fd09c5f65ff1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667620927015","idStr":"3527667620927015"},"themes":[],"title":"[Stock Prediction]  Alibaba Earnings: Rally or Selloff?","htmlText":"Alibaba reports Q1 FY2026 earnings on August 29 after the U.S. market close. Wall Street expects revenue of RMB 253.4B (+4.2% YoY) and adjusted EPS of RMB 15.82 (-3.8% YoY). Will AI-driven cloud growth spark a rally, or will massive local-commerce subsidies weigh on profits? <a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a> <a href=\"https://ttm.financial/S/09988\">$BABA-W(09988)$</a> 🔍 Key Things to WatchAlibaba Cloud revenue is expected to hit RMB 31.9B (+20% YoY), driven by rising AI demand. The company’s new Qwen3 model, AI-powered search tools, and broader product upgrades could keep Alibaba ahead of competitors.Taotian Group (China commerce) is projected to deliver RMB 121.7B (+7.3% YoY), supported by better promotions and improved consumer demand. International commerce stays","listText":"Alibaba reports Q1 FY2026 earnings on August 29 after the U.S. market close. Wall Street expects revenue of RMB 253.4B (+4.2% YoY) and adjusted EPS of RMB 15.82 (-3.8% YoY). Will AI-driven cloud growth spark a rally, or will massive local-commerce subsidies weigh on profits? <a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a> <a href=\"https://ttm.financial/S/09988\">$BABA-W(09988)$</a> 🔍 Key Things to WatchAlibaba Cloud revenue is expected to hit RMB 31.9B (+20% YoY), driven by rising AI demand. The company’s new Qwen3 model, AI-powered search tools, and broader product upgrades could keep Alibaba ahead of competitors.Taotian Group (China commerce) is projected to deliver RMB 121.7B (+7.3% YoY), supported by better promotions and improved consumer demand. International commerce stays","text":"Alibaba reports Q1 FY2026 earnings on August 29 after the U.S. market close. Wall Street expects revenue of RMB 253.4B (+4.2% YoY) and adjusted EPS of RMB 15.82 (-3.8% YoY). Will AI-driven cloud growth spark a rally, or will massive local-commerce subsidies weigh on profits? $Alibaba(BABA)$ $BABA-W(09988)$ 🔍 Key Things to WatchAlibaba Cloud revenue is expected to hit RMB 31.9B (+20% YoY), driven by rising AI demand. The company’s new Qwen3 model, AI-powered search tools, and broader product upgrades could keep Alibaba ahead of competitors.Taotian Group (China commerce) is projected to deliver RMB 121.7B (+7.3% YoY), supported by better promotions and improved consumer demand. International commerce stays","images":[{"img":"https://community-static.tradeup.com/news/03c6b02c6df389591231975858182c14"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":701,"commentSize":17,"repostSize":39,"link":"https://ttm.financial/post/472175934861408","isVote":2,"tweetType":1,"viewCount":4638,"authorTweetTopStatus":1,"verified":2,"vote":{"id":4852,"gmtBegin":1756299527972,"gmtEnd":1756368000700,"type":1,"upper":1,"title":"How will BABA close 29/08 following their earnings?","choices":[{"id":16920,"sort":1,"name":"Very Green (more than 10%)","userSize":14,"voted":false},{"id":16921,"sort":2,"name":"Green (5% to 10%)","userSize":38,"voted":false},{"id":16922,"sort":3,"name":"Flat (-5% to 5%)","userSize":40,"voted":false},{"id":16923,"sort":4,"name":"Red (-10% to-5%)","userSize":12,"voted":false},{"id":16924,"sort":5,"name":"Very Red (below-10%)","userSize":5,"voted":false}]},"comments":[{"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":12,"crmLevelSwitch":1,"authorIdStr":"3559581955535845","idStr":"3559581955535845"},"content":"🌟🌟🌟It is crunch time for Alibaba $Alibaba(BABA)$ on August 29 and the anticipation is high. After a strong rally of 43% year todate, Wall Street Analysts are optimistic that this could be the breakout quarter. AI cloud growth is surging, international ECommerce is finally looking profitable. On top of that, stimulus tailwinds from the authorities are nudging increased consumer spending. I believe that Alibaba will close between up around 5%. It is time for Alibaba to shine 🌟🌟🌟😍😍😍 @Tiger_Earnings @TigerStars @Tiger_comments @Tiger_SG @CaptainTiger @TigerClub","text":"🌟🌟🌟It is crunch time for Alibaba $Alibaba(BABA)$ on August 29 and the anticipation is high. After a strong rally of 43% year todate, Wall Street Analysts are optimistic that this could be the breakout quarter. AI cloud growth is surging, international ECommerce is finally looking profitable. On top of that, stimulus tailwinds from the authorities are nudging increased consumer spending. I believe that Alibaba will close between up around 5%. It is time for Alibaba to shine 🌟🌟🌟😍😍😍 @Tiger_Earnings @TigerStars @Tiger_comments @Tiger_SG @CaptainTiger @TigerClub","html":"🌟🌟🌟It is crunch time for Alibaba $Alibaba(BABA)$ on August 29 and the anticipation is high. After a strong rally of 43% year todate, Wall Street Analysts are optimistic that this could be the breakout quarter. AI cloud growth is surging, international ECommerce is finally looking profitable. On top of that, stimulus tailwinds from the authorities are nudging increased consumer spending. I believe that Alibaba will close between up around 5%. It is time for Alibaba to shine 🌟🌟🌟😍😍😍 @Tiger_Earnings @TigerStars @Tiger_comments @Tiger_SG @CaptainTiger @TigerClub"},{"author":{"id":"3581734406950755","authorId":"3581734406950755","name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"3581734406950755","idStr":"3581734406950755"},"content":"I see Alibaba’s $Alibaba(BABA)$ earnings as a balance between growth and margin pressure. Cloud looks strong with revenue expected up 20% YoY, and the rollout of Qwen3 plus AI tools should keep Alibaba competitive. That’s a long-term driver I’m positive on. The RMB 50B subsidies are clearly driving huge order volume, but they’re also squeezing profits. I understand the need to defend market share, but investors may stay cautious until costs normalize. For me, the bigger focus is whether Taotian and international commerce can sustain steady growth. Overall, this feels like a mixed quarter. Strong cloud numbers could offset weak margins, but if profitability disappoints, sentiment could turn quickly. I’ll be watching guidance on subsidies before adding more exposure, but I still see Alibaba as a longer-term AI+Cloud play rather than a short-term trade. $Alibaba(09988)$ @Tiger_Earnings @TigerStars @Tiger_comments","text":"I see Alibaba’s $Alibaba(BABA)$ earnings as a balance between growth and margin pressure. Cloud looks strong with revenue expected up 20% YoY, and the rollout of Qwen3 plus AI tools should keep Alibaba competitive. That’s a long-term driver I’m positive on. The RMB 50B subsidies are clearly driving huge order volume, but they’re also squeezing profits. I understand the need to defend market share, but investors may stay cautious until costs normalize. For me, the bigger focus is whether Taotian and international commerce can sustain steady growth. Overall, this feels like a mixed quarter. Strong cloud numbers could offset weak margins, but if profitability disappoints, sentiment could turn quickly. I’ll be watching guidance on subsidies before adding more exposure, but I still see Alibaba as a longer-term AI+Cloud play rather than a short-term trade. $Alibaba(09988)$ @Tiger_Earnings @TigerStars @Tiger_comments","html":"I see Alibaba’s $Alibaba(BABA)$ earnings as a balance between growth and margin pressure. Cloud looks strong with revenue expected up 20% YoY, and the rollout of Qwen3 plus AI tools should keep Alibaba competitive. That’s a long-term driver I’m positive on. The RMB 50B subsidies are clearly driving huge order volume, but they’re also squeezing profits. I understand the need to defend market share, but investors may stay cautious until costs normalize. For me, the bigger focus is whether Taotian and international commerce can sustain steady growth. Overall, this feels like a mixed quarter. Strong cloud numbers could offset weak margins, but if profitability disappoints, sentiment could turn quickly. I’ll be watching guidance on subsidies before adding more exposure, but I still see Alibaba as a longer-term AI+Cloud play rather than a short-term trade. $Alibaba(09988)$ @Tiger_Earnings @TigerStars @Tiger_comments"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":475205052453056,"gmtCreate":1757038882759,"gmtModify":1757303136063,"author":{"id":"4104455119105420","authorId":"4104455119105420","name":"Tiger_Academy","avatar":"https://static.tigerbbs.com/3776fe550cd7a945e43d68c025988ed8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4104455119105420","idStr":"4104455119105420"},"themes":[],"title":"CN Assets Select｜08 A Comprehensive Breakdown of China’s Resource ETFs","htmlText":"Over the past two years, the stories of both A-shares and Hong Kong stocks have revolved around one key phrase: pro-cyclical. Especially in commodities and resource-related equities, this phrase acts like a switch—once triggered by policy or the economic cycle, the market tends to surge swiftly and fiercely. Recently, market attention has again shifted to China’s resource sectors: steel, copper &amp; aluminum, and rare earths, all riding on policy stimulus and a global price rebound.But why should we care about these “iron lumps” and “piles of ore”? Because they are not just cold raw materials—they represent China’s confidence in breaking free from economic “involution.” Steel fuels infrastructure, copper &amp; aluminum are the “lifeblood” of new energy vehicles, and rare earths are the “v","listText":"Over the past two years, the stories of both A-shares and Hong Kong stocks have revolved around one key phrase: pro-cyclical. Especially in commodities and resource-related equities, this phrase acts like a switch—once triggered by policy or the economic cycle, the market tends to surge swiftly and fiercely. Recently, market attention has again shifted to China’s resource sectors: steel, copper &amp; aluminum, and rare earths, all riding on policy stimulus and a global price rebound.But why should we care about these “iron lumps” and “piles of ore”? Because they are not just cold raw materials—they represent China’s confidence in breaking free from economic “involution.” Steel fuels infrastructure, copper &amp; aluminum are the “lifeblood” of new energy vehicles, and rare earths are the “v","text":"Over the past two years, the stories of both A-shares and Hong Kong stocks have revolved around one key phrase: pro-cyclical. Especially in commodities and resource-related equities, this phrase acts like a switch—once triggered by policy or the economic cycle, the market tends to surge swiftly and fiercely. Recently, market attention has again shifted to China’s resource sectors: steel, copper & aluminum, and rare earths, all riding on policy stimulus and a global price rebound.But why should we care about these “iron lumps” and “piles of ore”? Because they are not just cold raw materials—they represent China’s confidence in breaking free from economic “involution.” Steel fuels infrastructure, copper & aluminum are the “lifeblood” of new energy vehicles, and rare earths are the “v","images":[{"img":"https://community-static.tradeup.com/news/bbaea440d30ab81825285cd5cbc62426","width":"3375","height":"5520"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":178,"commentSize":1,"repostSize":18,"link":"https://ttm.financial/post/475205052453056","isVote":1,"tweetType":1,"viewCount":11310,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274781763777","authorId":"3479274781763777","name":"tothehill","avatar":"https://static.tigerbbs.com/d63237e21ae39bc54951c8ab6ec41ee9","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274781763777","idStr":"3479274781763777"},"content":"China's resource sectors truly hold transformative potential.","text":"China's resource sectors truly hold transformative potential.","html":"China's resource sectors truly hold transformative potential."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":474570460385472,"gmtCreate":1756883953055,"gmtModify":1756954874133,"author":{"id":"4104455119105420","authorId":"4104455119105420","name":"Tiger_Academy","avatar":"https://static.tigerbbs.com/3776fe550cd7a945e43d68c025988ed8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4104455119105420","idStr":"4104455119105420"},"themes":[],"title":"CN Assets Pick|07 China’s High-Dividend Stocks: Don’t Miss These High-Yield ETFs","htmlText":"The spotlight is heating up right next to you in China’s asset market!A-shares are on fire: The Shanghai Composite Index has hit a 10-year high — breaking above 3,800 points, its highest closing level since 2015, sparking strong market excitement.A-share market cap hits a milestone: On the same day, the total market cap of A-shares surpassed the 100 trillion RMB mark for the first time ever. Behind this record are surging margin financing balances and booming investor participation.Money is pouring in: Trading volume soared to about 2.8 trillion RMB, with both institutions and retail investors driving liquidity.These signals tell us one thing: investment sentiment is strong, capital is favoring equities, and the appeal of high-dividend ETFs is climbing fast. So let’s break it down in plain","listText":"The spotlight is heating up right next to you in China’s asset market!A-shares are on fire: The Shanghai Composite Index has hit a 10-year high — breaking above 3,800 points, its highest closing level since 2015, sparking strong market excitement.A-share market cap hits a milestone: On the same day, the total market cap of A-shares surpassed the 100 trillion RMB mark for the first time ever. Behind this record are surging margin financing balances and booming investor participation.Money is pouring in: Trading volume soared to about 2.8 trillion RMB, with both institutions and retail investors driving liquidity.These signals tell us one thing: investment sentiment is strong, capital is favoring equities, and the appeal of high-dividend ETFs is climbing fast. So let’s break it down in plain","text":"The spotlight is heating up right next to you in China’s asset market!A-shares are on fire: The Shanghai Composite Index has hit a 10-year high — breaking above 3,800 points, its highest closing level since 2015, sparking strong market excitement.A-share market cap hits a milestone: On the same day, the total market cap of A-shares surpassed the 100 trillion RMB mark for the first time ever. Behind this record are surging margin financing balances and booming investor participation.Money is pouring in: Trading volume soared to about 2.8 trillion RMB, with both institutions and retail investors driving liquidity.These signals tell us one thing: investment sentiment is strong, capital is favoring equities, and the appeal of high-dividend ETFs is climbing fast. So let’s break it down in plain","images":[{"img":"https://community-static.tradeup.com/news/b482825b6aa9ba98b250489f2442ddb6","width":"1828","height":"588"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":202,"commentSize":2,"repostSize":21,"link":"https://ttm.financial/post/474570460385472","isVote":1,"tweetType":1,"viewCount":14876,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":474535335579752,"gmtCreate":1756889131059,"gmtModify":1756889696675,"author":{"id":"4114848768002772","authorId":"4114848768002772","name":"ShenGuang","avatar":"https://community-static.tradeup.com/news/64825bedb4d401c1a1616d1f15c8a241","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4114848768002772","idStr":"4114848768002772"},"themes":[],"title":"Alibaba’s Stock Price Surge is Unlikely to Remain","htmlText":"China's e-commerce and tech giant Alibaba (ticker: <a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a>) – officially known as \"Alibaba Group Holding Limited\" – witnessed a price surge after it released the earnings results for the first quarter (Q1) for its Fiscal Year (FY) 2026. The price surge was mostly attributed to its advances in capturing AI spends.&nbsp; This surge might be somewhat overstating the advances made by the company.&nbsp; Trend Drilldown In 2023, the company's management moved to consolidate into six distinct entities that could possibly be spun out into six separate companies/tickers. While the logistics arm – Cainiao – worked on an IPO since, the plan was dropped early in 2024. In Q1 2026, the “6 entities” plan has been effectively dissolved.&nbsp; As of FY 202","listText":"China's e-commerce and tech giant Alibaba (ticker: <a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a>) – officially known as \"Alibaba Group Holding Limited\" – witnessed a price surge after it released the earnings results for the first quarter (Q1) for its Fiscal Year (FY) 2026. The price surge was mostly attributed to its advances in capturing AI spends.&nbsp; This surge might be somewhat overstating the advances made by the company.&nbsp; Trend Drilldown In 2023, the company's management moved to consolidate into six distinct entities that could possibly be spun out into six separate companies/tickers. While the logistics arm – Cainiao – worked on an IPO since, the plan was dropped early in 2024. In Q1 2026, the “6 entities” plan has been effectively dissolved.&nbsp; As of FY 202","text":"China's e-commerce and tech giant Alibaba (ticker: $Alibaba(BABA)$) – officially known as \"Alibaba Group Holding Limited\" – witnessed a price surge after it released the earnings results for the first quarter (Q1) for its Fiscal Year (FY) 2026. The price surge was mostly attributed to its advances in capturing AI spends. This surge might be somewhat overstating the advances made by the company. Trend Drilldown In 2023, the company's management moved to consolidate into six distinct entities that could possibly be spun out into six separate companies/tickers. While the logistics arm – Cainiao – worked on an IPO since, the plan was dropped early in 2024. In Q1 2026, the “6 entities” plan has been effectively dissolved. As of FY 202","images":[{"img":"https://community-static.tradeup.com/news/797faa6d7e52298dbfb084fc59b2892c","width":"682","height":"446"},{"img":"https://community-static.tradeup.com/news/33b44e2f95a4a300b80b5f86b150b688","width":"1311","height":"650"},{"img":"https://community-static.tradeup.com/news/5e756ac578bc871a2f5337412ae2e49b","width":"883","height":"345"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":43,"commentSize":5,"repostSize":3,"link":"https://ttm.financial/post/474535335579752","isVote":1,"tweetType":1,"viewCount":2361,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010989","authorId":"10000000000010989","name":"Valerie Archibald","avatar":"https://static.tigerbbs.com/390bb094fc9bb64af7414f37cde534ff","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010989","idStr":"10000000000010989"},"content":"Most analist put out Research alerts with price targets of $ 185-$195. Thats over a $50.00 Upside from Toadys price of $137. I ask , is this a Buy, the answer is a screaming Yes","text":"Most analist put out Research alerts with price targets of $ 185-$195. Thats over a $50.00 Upside from Toadys price of $137. I ask , is this a Buy, the answer is a screaming Yes","html":"Most analist put out Research alerts with price targets of $ 185-$195. Thats over a $50.00 Upside from Toadys price of $137. I ask , is this a Buy, the answer is a screaming Yes"},{"author":{"id":"10000000000011021","authorId":"10000000000011021","name":"Norton Rebecca","avatar":"https://static.tigerbbs.com/36f25b4af7998a90a0205e568a910bb3","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000011021","idStr":"10000000000011021"},"content":"BAB3.UK might pop on AI buzz, but BA3S.UK is a hedge.","text":"BAB3.UK might pop on AI buzz, but BA3S.UK is a hedge.","html":"BAB3.UK might pop on AI buzz, but BA3S.UK is a hedge."}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":472799407669352,"gmtCreate":1756465320533,"gmtModify":1756468184398,"author":{"id":"4145797693007212","authorId":"4145797693007212","name":"xc__","avatar":"https://community-static.tradeup.com/news/ac8d1cbd7537d78cfaa284470604425f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4145797693007212","idStr":"4145797693007212"},"themes":[],"title":"Low FCF But Alibaba Unveils New AI Chip: Your PT For BABA is?","htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a> Alibaba’s Q2 2025 earnings revealed a mixed bag, with revenue at RMB 247.652 billion (up 5.8% YoY but below the RMB 253.17 billion estimate) and a net FCF outflow of RMB 18.815 billion, driven by heavy investments in cloud infrastructure and Taobao Flash Sales. The surprise highlight: a new AI chip designed to fill the Nvidia gap in China, potentially powering its cloud and e-commerce segments. With the S&amp;P 500 at 6,512.34, Nasdaq at 21,918.45, and Bitcoin at $123,456, the VIX at 14.12 reflects calm amid tariffs (30-35% on Canada/EU/Mexico) and oil at $74.50/barrel. Alibaba's shares dipped 1.2% to $121.30, but the AI chip news has investors rethinking its valuation at 16.05x forward P/E. Can AI become Alibaba’s next growth engi","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a> Alibaba’s Q2 2025 earnings revealed a mixed bag, with revenue at RMB 247.652 billion (up 5.8% YoY but below the RMB 253.17 billion estimate) and a net FCF outflow of RMB 18.815 billion, driven by heavy investments in cloud infrastructure and Taobao Flash Sales. The surprise highlight: a new AI chip designed to fill the Nvidia gap in China, potentially powering its cloud and e-commerce segments. With the S&amp;P 500 at 6,512.34, Nasdaq at 21,918.45, and Bitcoin at $123,456, the VIX at 14.12 reflects calm amid tariffs (30-35% on Canada/EU/Mexico) and oil at $74.50/barrel. Alibaba's shares dipped 1.2% to $121.30, but the AI chip news has investors rethinking its valuation at 16.05x forward P/E. Can AI become Alibaba’s next growth engi","text":"$Alibaba(BABA)$ Alibaba’s Q2 2025 earnings revealed a mixed bag, with revenue at RMB 247.652 billion (up 5.8% YoY but below the RMB 253.17 billion estimate) and a net FCF outflow of RMB 18.815 billion, driven by heavy investments in cloud infrastructure and Taobao Flash Sales. The surprise highlight: a new AI chip designed to fill the Nvidia gap in China, potentially powering its cloud and e-commerce segments. With the S&P 500 at 6,512.34, Nasdaq at 21,918.45, and Bitcoin at $123,456, the VIX at 14.12 reflects calm amid tariffs (30-35% on Canada/EU/Mexico) and oil at $74.50/barrel. Alibaba's shares dipped 1.2% to $121.30, but the AI chip news has investors rethinking its valuation at 16.05x forward P/E. Can AI become Alibaba’s next growth engi","images":[{"img":"https://community-static.tradeup.com/news/643d3fffa22fbb7c1e0fdfaf485945c2","width":"640","height":"356"},{"img":"https://community-static.tradeup.com/news/b02d43e631c13e9c21b4a536e0c1d7cf","width":"1280","height":"853"},{"img":"https://community-static.tradeup.com/news/9ac180d2725ac8ef199ed7b11035ec2e","width":"1600","height":"900"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":15,"commentSize":2,"repostSize":6,"link":"https://ttm.financial/post/472799407669352","isVote":1,"tweetType":1,"viewCount":2234,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010990","authorId":"10000000000010990","name":"Merle Ted","avatar":"https://static.tigerbbs.com/d0681550b13e51a8ffa4c08327616955","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010990","idStr":"10000000000010990"},"content":"Competition is the best Business Element--This will give Nvidia some competition","text":"Competition is the best Business Element--This will give Nvidia some competition","html":"Competition is the best Business Element--This will give Nvidia some competition"},{"author":{"id":"10000000000010991","authorId":"10000000000010991","name":"Venus Reade","avatar":"https://static.tigerbbs.com/38b1d941a51e1a5f1ca29e3f8ce62213","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010991","idStr":"10000000000010991"},"content":"Triple digit growth in cloud business, impressive","text":"Triple digit growth in cloud business, impressive","html":"Triple digit growth in cloud business, impressive"}],"imageCount":6,"langContent":"EN","totalScore":0},{"id":471542016712728,"gmtCreate":1756159929704,"gmtModify":1756352300470,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3559581955535845","idStr":"3559581955535845"},"themes":[],"title":"Singapore Listed Companies: Featuring Alibaba SDR (HBBD.SI)","htmlText":"🌟🌟🌟As Singapore celebrates SG60, marking 6 decades of independence, ingenuity and identity, I am launching a personal tribute to this milestone with a series of articles spotlighting the most compelling companies listed on the SGX. If you are inspired to take part in this journey, there is no better time.&nbsp;&nbsp;<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$ </a> is celebrating SG60 with a special promotion - from now until October 17, enjoy zero commission, zero custodian fees and stand a chance to win attractive prizes as you invest in Singapore's future.&nbsp; It is a timely opportunity to align your portfolio with the spirit of SG60. Alibaba and SG60: 2 Stories of Resilience, Reinvention and the Power of Belief As Singapore celebrates SG60 - A milestone of grit, growt","listText":"🌟🌟🌟As Singapore celebrates SG60, marking 6 decades of independence, ingenuity and identity, I am launching a personal tribute to this milestone with a series of articles spotlighting the most compelling companies listed on the SGX. If you are inspired to take part in this journey, there is no better time.&nbsp;&nbsp;<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$ </a> is celebrating SG60 with a special promotion - from now until October 17, enjoy zero commission, zero custodian fees and stand a chance to win attractive prizes as you invest in Singapore's future.&nbsp; It is a timely opportunity to align your portfolio with the spirit of SG60. Alibaba and SG60: 2 Stories of Resilience, Reinvention and the Power of Belief As Singapore celebrates SG60 - A milestone of grit, growt","text":"🌟🌟🌟As Singapore celebrates SG60, marking 6 decades of independence, ingenuity and identity, I am launching a personal tribute to this milestone with a series of articles spotlighting the most compelling companies listed on the SGX. If you are inspired to take part in this journey, there is no better time. $Tiger Brokers(TIGR)$ is celebrating SG60 with a special promotion - from now until October 17, enjoy zero commission, zero custodian fees and stand a chance to win attractive prizes as you invest in Singapore's future. It is a timely opportunity to align your portfolio with the spirit of SG60. Alibaba and SG60: 2 Stories of Resilience, Reinvention and the Power of Belief As Singapore celebrates SG60 - A milestone of grit, growt","images":[{"img":"https://community-static.tradeup.com/news/f9673251e8aeb38b11967f5791e3106d","width":"1080","height":"2340"},{"img":"https://community-static.tradeup.com/news/d3a4b5df8ac274959b00ecfcc2746331","width":"1080","height":"2340"},{"img":"https://community-static.tradeup.com/news/73353f658ea285bdc1e4a16b5e855fd4","width":"1080","height":"2340"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":208,"commentSize":5,"repostSize":41,"link":"https://ttm.financial/post/471542016712728","isVote":1,"tweetType":1,"viewCount":2923,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":473774735818912,"gmtCreate":1756703349645,"gmtModify":1756716012510,"author":{"id":"4185413129326452","authorId":"4185413129326452","name":"Mickey082024","avatar":"https://community-static.tradeup.com/news/69cd88df1050e4a42389cd899f89a7ec","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4185413129326452","idStr":"4185413129326452"},"themes":[],"title":"From Cash Burn to Chip Power: Is Alibaba a Buy-and-Hold to $150?","htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a> Alibaba Group (NYSE: BABA) has long been regarded as one of China’s most important technology conglomerates, but over the last several years, the company’s reputation with investors has been tested. From Beijing’s regulatory crackdowns to intensifying domestic competition and U.S. geopolitical restrictions, Alibaba has faced challenges that reshaped how global markets view the stock. Now, in 2025, the company is trying to write its next chapter. The latest earnings report contained one particularly notable development: Alibaba unveiled a new artificial intelligence chip designed to help fill the vacuum left by U.S. export restrictions on Nvidia’s high-end GPUs. The announcement triggered immediate investor enthusiasm, sending the s","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a> Alibaba Group (NYSE: BABA) has long been regarded as one of China’s most important technology conglomerates, but over the last several years, the company’s reputation with investors has been tested. From Beijing’s regulatory crackdowns to intensifying domestic competition and U.S. geopolitical restrictions, Alibaba has faced challenges that reshaped how global markets view the stock. Now, in 2025, the company is trying to write its next chapter. The latest earnings report contained one particularly notable development: Alibaba unveiled a new artificial intelligence chip designed to help fill the vacuum left by U.S. export restrictions on Nvidia’s high-end GPUs. The announcement triggered immediate investor enthusiasm, sending the s","text":"$Alibaba(BABA)$ Alibaba Group (NYSE: BABA) has long been regarded as one of China’s most important technology conglomerates, but over the last several years, the company’s reputation with investors has been tested. From Beijing’s regulatory crackdowns to intensifying domestic competition and U.S. geopolitical restrictions, Alibaba has faced challenges that reshaped how global markets view the stock. Now, in 2025, the company is trying to write its next chapter. The latest earnings report contained one particularly notable development: Alibaba unveiled a new artificial intelligence chip designed to help fill the vacuum left by U.S. export restrictions on Nvidia’s high-end GPUs. The announcement triggered immediate investor enthusiasm, sending the s","images":[{"img":"https://community-static.tradeup.com/news/3561012ce2fcfcf750fe54b5c732676b","width":"1276","height":"462"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":2,"commentSize":4,"repostSize":1,"link":"https://ttm.financial/post/473774735818912","isVote":1,"tweetType":1,"viewCount":1895,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010993","authorId":"10000000000010993","name":"Enid Bertha","avatar":"https://static.tigerbbs.com/a539edbf3388702a82cb1d4728704766","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010993","idStr":"10000000000010993"},"content":"Love that we're holding Friday's gains. Higher highs and new 52 week high feeling inevitable. Long and strong.","text":"Love that we're holding Friday's gains. Higher highs and new 52 week high feeling inevitable. Long and strong.","html":"Love that we're holding Friday's gains. Higher highs and new 52 week high feeling inevitable. Long and strong."},{"author":{"id":"9000000000000678","authorId":"9000000000000678","name":"BingGibbon","avatar":"https://static.tigerbbs.com/cab7df5b408edf934b7780f3bcaceece","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000678","idStr":"9000000000000678"},"content":"Alibaba's innovation is promising, but it'll take time to see if the AI chip truly impacts growth.","text":"Alibaba's innovation is promising, but it'll take time to see if the AI chip truly impacts growth.","html":"Alibaba's innovation is promising, but it'll take time to see if the AI chip truly impacts growth."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":472144109523768,"gmtCreate":1756305330130,"gmtModify":1756305348775,"author":{"id":"4145797693007212","authorId":"4145797693007212","name":"xc__","avatar":"https://community-static.tradeup.com/news/ac8d1cbd7537d78cfaa284470604425f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4145797693007212","idStr":"4145797693007212"},"themes":[],"title":"Meituan’s 90% Profit Plunge: Will Alibaba Survive the Delivery War Storm?","htmlText":"Meituan’s latest earnings reveal a staggering 90% dive in adjusted net profit to RMB 1.49 billion in Q2 2025, well below the RMB 9.85 billion consensus, as the food delivery price war with Alibaba and JD.com tightens its grip. Alibaba, gearing up for its August 29 earnings, faces market expectations of RMB 266 billion revenue (up 9.4% year-over-year) but a concerning 21.7% drop in adjusted EBITA to RMB 35.3 billion, hinting at delivery war pressures. With the S&amp;P 500 at 6,512.34, Nasdaq at 21,918.45, and Bitcoin at $123,456, the global market pulses with optimism, though tariffs (30% on EU/Mexico, 35% on Canada) and oil at $74.50/barrel stir caution. The VIX at 14.12 reflects calm, but Meituan’s 22.7x forward P/E and Alibaba’s 16.05x signal divergent valuations. Will the delivery war e","listText":"Meituan’s latest earnings reveal a staggering 90% dive in adjusted net profit to RMB 1.49 billion in Q2 2025, well below the RMB 9.85 billion consensus, as the food delivery price war with Alibaba and JD.com tightens its grip. Alibaba, gearing up for its August 29 earnings, faces market expectations of RMB 266 billion revenue (up 9.4% year-over-year) but a concerning 21.7% drop in adjusted EBITA to RMB 35.3 billion, hinting at delivery war pressures. With the S&amp;P 500 at 6,512.34, Nasdaq at 21,918.45, and Bitcoin at $123,456, the global market pulses with optimism, though tariffs (30% on EU/Mexico, 35% on Canada) and oil at $74.50/barrel stir caution. The VIX at 14.12 reflects calm, but Meituan’s 22.7x forward P/E and Alibaba’s 16.05x signal divergent valuations. Will the delivery war e","text":"Meituan’s latest earnings reveal a staggering 90% dive in adjusted net profit to RMB 1.49 billion in Q2 2025, well below the RMB 9.85 billion consensus, as the food delivery price war with Alibaba and JD.com tightens its grip. Alibaba, gearing up for its August 29 earnings, faces market expectations of RMB 266 billion revenue (up 9.4% year-over-year) but a concerning 21.7% drop in adjusted EBITA to RMB 35.3 billion, hinting at delivery war pressures. With the S&P 500 at 6,512.34, Nasdaq at 21,918.45, and Bitcoin at $123,456, the global market pulses with optimism, though tariffs (30% on EU/Mexico, 35% on Canada) and oil at $74.50/barrel stir caution. The VIX at 14.12 reflects calm, but Meituan’s 22.7x forward P/E and Alibaba’s 16.05x signal divergent valuations. Will the delivery war e","images":[{"img":"https://community-static.tradeup.com/news/f913db1023a94405451efc9533f929e2","width":"1920","height":"1280"},{"img":"https://community-static.tradeup.com/news/32b3f22850d926262c155faf6bbff4e1","width":"1920","height":"1280"},{"img":"https://community-static.tradeup.com/news/f0fa57a7f9865d1d337a59043759d001","width":"1000","height":"669"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/472144109523768","isVote":1,"tweetType":1,"viewCount":1078,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"EN","totalScore":0},{"id":470092256501784,"gmtCreate":1755805984339,"gmtModify":1755938341574,"author":{"id":"4132830251609262","authorId":"4132830251609262","name":"EclipseTR","avatar":"https://community-static.tradeup.com/news/7dd3ced06461cd8746431b9b53ef62ac","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4132830251609262","idStr":"4132830251609262"},"themes":[],"title":"Bullish Market Rally Meets Bearish Fundamentals: China Treads a Fine Line","htmlText":"Market Snapshot Shanghai Composite just closed at a decade-high of ~3,771 the strongest since August 2015 The CSI 300 edged up ~0.4%, buoyed by fintech and stablecoin-related shares amid early approvals for yuan-backed stablecoins Driving Forces Policy tailwinds: Expectations of stimulus and easing U.S.–China tensions are tipping investor sentiment Retail surge: Domestic inflows are growing, aided by low bond yields, property-sector frustrations, and attractive valuations Dividend culture shift: Beijing is pushing dividends and share buybacks to boost investor confidence dividend yields are now near 3%, highest since 2016 Warning signs linger: retail sales and fixed-asset investment are lagging, real estate remains frozen, and credit growth is weak. Meanwhile, Bridgewater liquidated its ~$","listText":"Market Snapshot Shanghai Composite just closed at a decade-high of ~3,771 the strongest since August 2015 The CSI 300 edged up ~0.4%, buoyed by fintech and stablecoin-related shares amid early approvals for yuan-backed stablecoins Driving Forces Policy tailwinds: Expectations of stimulus and easing U.S.–China tensions are tipping investor sentiment Retail surge: Domestic inflows are growing, aided by low bond yields, property-sector frustrations, and attractive valuations Dividend culture shift: Beijing is pushing dividends and share buybacks to boost investor confidence dividend yields are now near 3%, highest since 2016 Warning signs linger: retail sales and fixed-asset investment are lagging, real estate remains frozen, and credit growth is weak. Meanwhile, Bridgewater liquidated its ~$","text":"Market Snapshot Shanghai Composite just closed at a decade-high of ~3,771 the strongest since August 2015 The CSI 300 edged up ~0.4%, buoyed by fintech and stablecoin-related shares amid early approvals for yuan-backed stablecoins Driving Forces Policy tailwinds: Expectations of stimulus and easing U.S.–China tensions are tipping investor sentiment Retail surge: Domestic inflows are growing, aided by low bond yields, property-sector frustrations, and attractive valuations Dividend culture shift: Beijing is pushing dividends and share buybacks to boost investor confidence dividend yields are now near 3%, highest since 2016 Warning signs linger: retail sales and fixed-asset investment are lagging, real estate remains frozen, and credit growth is weak. Meanwhile, Bridgewater liquidated its ~$","images":[{"img":"https://community-static.tradeup.com/news/93ae18e144d77ea43a837c494ba12f82","width":"1000","height":"563"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":595,"commentSize":3,"repostSize":26,"link":"https://ttm.financial/post/470092256501784","isVote":1,"tweetType":1,"viewCount":3785,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000465","authorId":"9000000000000465","name":"MurielRobin","avatar":"https://static.tigerbbs.com/b9375ece8939095541554d14ce83b2fa","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000465","idStr":"9000000000000465"},"content":"It's a tricky market indeed! Balancing optimism with those red flags speaks to your savvy approach.","text":"It's a tricky market indeed! Balancing optimism with those red flags speaks to your savvy approach.","html":"It's a tricky market indeed! Balancing optimism with those red flags speaks to your savvy approach."},{"author":{"id":"10000000000010931","authorId":"10000000000010931","name":"JackQuant","avatar":"https://community-static.tradeup.com/news/529965026567a58deacbc19e2270c9d2","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010931","idStr":"10000000000010931"},"content":"Nice! It’s time to allocate some positions to the non-American market.","text":"Nice! It’s time to allocate some positions to the non-American market.","html":"Nice! It’s time to allocate some positions to the non-American market."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":472026763039576,"gmtCreate":1756272573779,"gmtModify":1756277183161,"author":{"id":"4145797693007212","authorId":"4145797693007212","name":"xc__","avatar":"https://community-static.tradeup.com/news/ac8d1cbd7537d78cfaa284470604425f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4145797693007212","idStr":"4145797693007212"},"themes":[],"title":"Alibaba Earnings Face-Off: Food Delivery War or AI Capex to Drive the Surge?","htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a> Alibaba Group is on the brink of its Q2 2025 earnings release on August 29, 2025, with market eyes locked on whether its food delivery battles or AI infrastructure investments will steer the stock higher. Analysts forecast revenue of RMB 266 billion (+9.4% YoY), driven by e-commerce and cloud growth, but adjusted EBITA of RMB 35.3 billion (-21.7% YoY) reflects heavy capex in AI amid competition from Pinduoduo and ByteDance's Ele.me. With the S&amp;P 500 at 6,466.58, Bitcoin at $115,000, and oil at $75/barrel under 30-35% tariffs, the VIX at 14.49 signals calm, but Alibaba's RSI at 55 suggests room for movement. Is Alibaba a superior long-term hold? Will the food delivery war erode profits? Has PDD's risk evaporated post-management'","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a> Alibaba Group is on the brink of its Q2 2025 earnings release on August 29, 2025, with market eyes locked on whether its food delivery battles or AI infrastructure investments will steer the stock higher. Analysts forecast revenue of RMB 266 billion (+9.4% YoY), driven by e-commerce and cloud growth, but adjusted EBITA of RMB 35.3 billion (-21.7% YoY) reflects heavy capex in AI amid competition from Pinduoduo and ByteDance's Ele.me. With the S&amp;P 500 at 6,466.58, Bitcoin at $115,000, and oil at $75/barrel under 30-35% tariffs, the VIX at 14.49 signals calm, but Alibaba's RSI at 55 suggests room for movement. Is Alibaba a superior long-term hold? Will the food delivery war erode profits? Has PDD's risk evaporated post-management'","text":"$Alibaba(BABA)$ Alibaba Group is on the brink of its Q2 2025 earnings release on August 29, 2025, with market eyes locked on whether its food delivery battles or AI infrastructure investments will steer the stock higher. Analysts forecast revenue of RMB 266 billion (+9.4% YoY), driven by e-commerce and cloud growth, but adjusted EBITA of RMB 35.3 billion (-21.7% YoY) reflects heavy capex in AI amid competition from Pinduoduo and ByteDance's Ele.me. With the S&P 500 at 6,466.58, Bitcoin at $115,000, and oil at $75/barrel under 30-35% tariffs, the VIX at 14.49 signals calm, but Alibaba's RSI at 55 suggests room for movement. Is Alibaba a superior long-term hold? Will the food delivery war erode profits? Has PDD's risk evaporated post-management'","images":[{"img":"https://community-static.tradeup.com/news/6dc178f8acc2b34a9fbdaeb5bfd46df5","width":"1368","height":"768"},{"img":"https://community-static.tradeup.com/news/5d8cbb11650d755854f9a079e3a0bff1","width":"700","height":"376"},{"img":"https://community-static.tradeup.com/news/a20a7e17e5cbc61477c3c1900bd323a8","width":"1368","height":"768"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":10,"commentSize":2,"repostSize":1,"link":"https://ttm.financial/post/472026763039576","isVote":1,"tweetType":1,"viewCount":1098,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010955","authorId":"10000000000010955","name":"Porter Harry","avatar":"https://static.tigerbbs.com/6b5dd5252a1bca34909f191e8c9ba404","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010955","idStr":"10000000000010955"},"content":"Good, and I trust the AI development of Alibaba.","text":"Good, and I trust the AI development of Alibaba.","html":"Good, and I trust the AI development of Alibaba."}],"imageCount":5,"langContent":"EN","totalScore":0},{"id":472132488749152,"gmtCreate":1756288820083,"gmtModify":1756288891873,"author":{"id":"4102740236684050","authorId":"4102740236684050","name":"MaverickWealthBuilder","avatar":"https://community-static.tradeup.com/news/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102740236684050","idStr":"4102740236684050"},"themes":[],"title":"⚠️Core Business Implosion: Meituan Q2 Worse Than Targets, Competition Spirals","htmlText":"<a href=\"https://ttm.financial/S/03690\">$MEITUAN-W(03690)$</a> Q2 2025 results still surprised a market that had already braced for pessimism. On the surface, the recent slump in the stock price already hinted at investors' simmering discontent, as they waited for management to address the situation.Q2 revenue saw double-digit growth but still fell short of market expectations; on the profit side, the company lagged significantly due to cutthroat competition, with operating efficiency deteriorating sharply and falling far below analysts' already-revised pessimistic forecasts. The subsidy war in the food delivery battle has spread across the board, forcing the core local services business to \"self-deplete\" its competitive moat. While management emphasizes long-term strategy and platform eco","listText":"<a href=\"https://ttm.financial/S/03690\">$MEITUAN-W(03690)$</a> Q2 2025 results still surprised a market that had already braced for pessimism. On the surface, the recent slump in the stock price already hinted at investors' simmering discontent, as they waited for management to address the situation.Q2 revenue saw double-digit growth but still fell short of market expectations; on the profit side, the company lagged significantly due to cutthroat competition, with operating efficiency deteriorating sharply and falling far below analysts' already-revised pessimistic forecasts. The subsidy war in the food delivery battle has spread across the board, forcing the core local services business to \"self-deplete\" its competitive moat. While management emphasizes long-term strategy and platform eco","text":"$MEITUAN-W(03690)$ Q2 2025 results still surprised a market that had already braced for pessimism. On the surface, the recent slump in the stock price already hinted at investors' simmering discontent, as they waited for management to address the situation.Q2 revenue saw double-digit growth but still fell short of market expectations; on the profit side, the company lagged significantly due to cutthroat competition, with operating efficiency deteriorating sharply and falling far below analysts' already-revised pessimistic forecasts. The subsidy war in the food delivery battle has spread across the board, forcing the core local services business to \"self-deplete\" its competitive moat. While management emphasizes long-term strategy and platform eco","images":[{"img":"https://static.tigerbbs.com/dd972758a004234f73d22eef81dd94f4"},{"img":"https://static.tigerbbs.com/98e3b4c7de0618a84c0e4b6505cb957a"},{"img":"https://static.tigerbbs.com/52cfadc8d39a404891cf16cac0b4d9de"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":45,"commentSize":2,"repostSize":5,"link":"https://ttm.financial/post/472132488749152","isVote":1,"tweetType":1,"viewCount":5364,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4146741424539512","authorId":"4146741424539512","name":"JayToddie","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4146741424539512","idStr":"4146741424539512"},"content":"Hmm, seems like Meituan will be down long term. Crawling back up should be difficult- I don’t see any clear long-term plan. It’s hard to fathom that it’s relying on anything else other than a temporary stronghold that’s slipping up.","text":"Hmm, seems like Meituan will be down long term. Crawling back up should be difficult- I don’t see any clear long-term plan. It’s hard to fathom that it’s relying on anything else other than a temporary stronghold that’s slipping up.","html":"Hmm, seems like Meituan will be down long term. Crawling back up should be difficult- I don’t see any clear long-term plan. It’s hard to fathom that it’s relying on anything else other than a temporary stronghold that’s slipping up."},{"author":{"id":"3479274787036362","authorId":"3479274787036362","name":"huuou","avatar":"https://static.laohu8.com/picture129","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274787036362","idStr":"3479274787036362"},"content":"This sounds like a tough situation for Meituan.","text":"This sounds like a tough situation for Meituan.","html":"This sounds like a tough situation for Meituan."}],"imageCount":4,"langContent":"EN","totalScore":0},{"id":470344532095104,"gmtCreate":1755852143569,"gmtModify":1755938341215,"author":{"id":"3527667646990931","authorId":"3527667646990931","name":"ETF_Tracker","avatar":"https://community-static.tradeup.com/news/087e050021c7db2ae39b1cb7515b694d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667646990931","idStr":"3527667646990931"},"themes":[],"title":"💰A Share & HK Market in Full Bloom: One Stop to Nice Tickers?","htmlText":"A-shares hit a nearly 10-year high. As of August 22, the <a href=\"https://ttm.financial/S/000001.SH\">$SSE Comp(000001.SH)$</a> closed at 3825.76 points, up 1.45%.Previously, on August 19, the <a href=\"https://ttm.financial/S/000001.SH\">$SSE Comp(000001.SH)$</a> reached an intraday high of 3746.67 points, breaking the closing record since the 2015 bull market.From April 8 to August 19, the Shanghai Composite Index, <a href=\"https://ttm.financial/S/399001\">$SZSE Comp(399001)$</a> Shenzhen Component Index, and <a href=\"https://ttm.financial/S/399006\">$ChiNext(399006)$</a> ChiNext Index rose by 25%, 32%, and 52%, respectively. Trading volume and margin trading balance exceeded 2 trillion yuan for six consecutive days, a record high.Meanwhile, the HKEX market","listText":"A-shares hit a nearly 10-year high. As of August 22, the <a href=\"https://ttm.financial/S/000001.SH\">$SSE Comp(000001.SH)$</a> closed at 3825.76 points, up 1.45%.Previously, on August 19, the <a href=\"https://ttm.financial/S/000001.SH\">$SSE Comp(000001.SH)$</a> reached an intraday high of 3746.67 points, breaking the closing record since the 2015 bull market.From April 8 to August 19, the Shanghai Composite Index, <a href=\"https://ttm.financial/S/399001\">$SZSE Comp(399001)$</a> Shenzhen Component Index, and <a href=\"https://ttm.financial/S/399006\">$ChiNext(399006)$</a> ChiNext Index rose by 25%, 32%, and 52%, respectively. Trading volume and margin trading balance exceeded 2 trillion yuan for six consecutive days, a record high.Meanwhile, the HKEX market","text":"A-shares hit a nearly 10-year high. As of August 22, the $SSE Comp(000001.SH)$ closed at 3825.76 points, up 1.45%.Previously, on August 19, the $SSE Comp(000001.SH)$ reached an intraday high of 3746.67 points, breaking the closing record since the 2015 bull market.From April 8 to August 19, the Shanghai Composite Index, $SZSE Comp(399001)$ Shenzhen Component Index, and $ChiNext(399006)$ ChiNext Index rose by 25%, 32%, and 52%, respectively. Trading volume and margin trading balance exceeded 2 trillion yuan for six consecutive days, a record high.Meanwhile, the HKEX market","images":[{"img":"https://community-static.tradeup.com/news/43294ee03d29c7af19f09cd21a436117"},{"img":"https://community-static.tradeup.com/news/cf0b99c4f996f11373da44823af445de"},{"img":"https://community-static.tradeup.com/news/4b08d56c1e7753aa26bb105af2eea839"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":192,"commentSize":1,"repostSize":17,"link":"https://ttm.financial/post/470344532095104","isVote":1,"tweetType":1,"viewCount":10445,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0},{"id":470724971372984,"gmtCreate":1755960553271,"gmtModify":1756088139504,"author":{"id":"4145797693007212","authorId":"4145797693007212","name":"xc__","avatar":"https://community-static.tradeup.com/news/ac8d1cbd7537d78cfaa284470604425f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4145797693007212","idStr":"4145797693007212"},"themes":[],"title":"13x Forward PE: Consumer Recovery Ignites Alibaba and Pinduoduo Earnings?","htmlText":"The spotlight shines on Alibaba Group (BABA) and Pinduoduo (PDD) as they gear up for Q2 2025 earnings, with Pinduoduo reporting on August 25 and Alibaba on August 29, amid a 3.7% U.S. CPI rise and a 64% Fed rate cut probability. Alibaba’s expected revenue of RMB 266 billion (+9.4% YoY) and adjusted EBITA of RMB 35.3 billion (-21.7% YoY) reflect cautious growth, while Pinduoduo’s projected $14.36 billion revenue (+7.5% YoY) and EPS drop of 36.4% highlight profitability pressures. Both trade at attractive valuations—Alibaba at 16.05x forward P/E and Pinduoduo at 13.56x—amid a consumer recovery, with U.S. retail sales up 0.3% in July. This deep dive explores the earnings outlook, consumer trends, and strategies to bet on their potential breakout. Earnings Outlook: Growth Amid Challenges Aliba","listText":"The spotlight shines on Alibaba Group (BABA) and Pinduoduo (PDD) as they gear up for Q2 2025 earnings, with Pinduoduo reporting on August 25 and Alibaba on August 29, amid a 3.7% U.S. CPI rise and a 64% Fed rate cut probability. Alibaba’s expected revenue of RMB 266 billion (+9.4% YoY) and adjusted EBITA of RMB 35.3 billion (-21.7% YoY) reflect cautious growth, while Pinduoduo’s projected $14.36 billion revenue (+7.5% YoY) and EPS drop of 36.4% highlight profitability pressures. Both trade at attractive valuations—Alibaba at 16.05x forward P/E and Pinduoduo at 13.56x—amid a consumer recovery, with U.S. retail sales up 0.3% in July. This deep dive explores the earnings outlook, consumer trends, and strategies to bet on their potential breakout. Earnings Outlook: Growth Amid Challenges Aliba","text":"The spotlight shines on Alibaba Group (BABA) and Pinduoduo (PDD) as they gear up for Q2 2025 earnings, with Pinduoduo reporting on August 25 and Alibaba on August 29, amid a 3.7% U.S. CPI rise and a 64% Fed rate cut probability. Alibaba’s expected revenue of RMB 266 billion (+9.4% YoY) and adjusted EBITA of RMB 35.3 billion (-21.7% YoY) reflect cautious growth, while Pinduoduo’s projected $14.36 billion revenue (+7.5% YoY) and EPS drop of 36.4% highlight profitability pressures. Both trade at attractive valuations—Alibaba at 16.05x forward P/E and Pinduoduo at 13.56x—amid a consumer recovery, with U.S. retail sales up 0.3% in July. This deep dive explores the earnings outlook, consumer trends, and strategies to bet on their potential breakout. Earnings Outlook: Growth Amid Challenges Aliba","images":[{"img":"https://community-static.tradeup.com/news/ea8c511e64b8e7590fac0aa778ffde61","width":"1020","height":"680"},{"img":"https://community-static.tradeup.com/news/123aa56becc91f4099aa10fc5e8b988c","width":"3500","height":"1968"},{"img":"https://community-static.tradeup.com/news/9da076d9182152a2159c1554bd7603b4","width":"1560","height":"877"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":41,"commentSize":4,"repostSize":4,"link":"https://ttm.financial/post/470724971372984","isVote":1,"tweetType":1,"viewCount":1878,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010991","authorId":"10000000000010991","name":"Venus Reade","avatar":"https://static.tigerbbs.com/38b1d941a51e1a5f1ca29e3f8ce62213","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010991","idStr":"10000000000010991"},"content":"$baba to $500. left the $300 target. cmon people here we come no doom and gloom","text":"$baba to $500. left the $300 target. cmon people here we come no doom and gloom","html":"$baba to $500. left the $300 target. cmon people here we come no doom and gloom"},{"author":{"id":"10000000000010994","authorId":"10000000000010994","name":"Mortimer Arthur","avatar":"https://static.tigerbbs.com/b8515044e6fcc500a9ce3ca05f33533b","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010994","idStr":"10000000000010994"},"content":"The stage is set for BaBA TO BE A $200+ stock. Say bye bye to the 1 handle.","text":"The stage is set for BaBA TO BE A $200+ stock. Say bye bye to the 1 handle.","html":"The stage is set for BaBA TO BE A $200+ stock. Say bye bye to the 1 handle."}],"imageCount":6,"langContent":"EN","totalScore":0},{"id":471315785970104,"gmtCreate":1756104795116,"gmtModify":1756104864372,"author":{"id":"4102123614530830","authorId":"4102123614530830","name":"nerdbull1669","avatar":"https://community-static.tradeup.com/news/8ac2db9ff7976dac4aa567ce14027bd6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102123614530830","idStr":"4102123614530830"},"themes":[],"title":"Cautious Recovery And Rational Consumption Might Boost PDD Earnings More Than BABA","htmlText":"If you have been following the news on Chinese consumers, we have not been seeing a very strong recovery to the previous spending level. So whether the consumer spending might boost <a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a> or <a href=\"https://ttm.financial/S/PDD\">$PDD Holdings Inc(PDD)$</a> earnings, we might want to look at the sentiment and trends. In this article, I would be sharing what I have found on the consumer spending sentiment, key trends, and how consumer sentiment could affect both these two stocks, Alibaba and Pinduoduo. The State of Chinese Consumer Spending Sentiment Chinese consumer spending sentiment in 2025 has been characterized by a \"cautious recovery.\" While there are signs of stabilization and a return to growth, a key theme is that consumers are be","listText":"If you have been following the news on Chinese consumers, we have not been seeing a very strong recovery to the previous spending level. So whether the consumer spending might boost <a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a> or <a href=\"https://ttm.financial/S/PDD\">$PDD Holdings Inc(PDD)$</a> earnings, we might want to look at the sentiment and trends. In this article, I would be sharing what I have found on the consumer spending sentiment, key trends, and how consumer sentiment could affect both these two stocks, Alibaba and Pinduoduo. The State of Chinese Consumer Spending Sentiment Chinese consumer spending sentiment in 2025 has been characterized by a \"cautious recovery.\" While there are signs of stabilization and a return to growth, a key theme is that consumers are be","text":"If you have been following the news on Chinese consumers, we have not been seeing a very strong recovery to the previous spending level. So whether the consumer spending might boost $Alibaba(BABA)$ or $PDD Holdings Inc(PDD)$ earnings, we might want to look at the sentiment and trends. In this article, I would be sharing what I have found on the consumer spending sentiment, key trends, and how consumer sentiment could affect both these two stocks, Alibaba and Pinduoduo. The State of Chinese Consumer Spending Sentiment Chinese consumer spending sentiment in 2025 has been characterized by a \"cautious recovery.\" While there are signs of stabilization and a return to growth, a key theme is that consumers are be","images":[{"img":"https://community-static.tradeup.com/news/aa0fc3af3b733f16db94ce1fa2f8e820","width":"494","height":"392"},{"img":"https://community-static.tradeup.com/news/2f6215cdb0080208c1b4be0520ccb10d","width":"1615","height":"757"},{"img":"https://community-static.tradeup.com/news/366e8a6459b163d231c2f1439728e52b","width":"694","height":"376"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":10,"commentSize":3,"repostSize":6,"link":"https://ttm.financial/post/471315785970104","isVote":1,"tweetType":1,"viewCount":1987,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":470332074426464,"gmtCreate":1755849265805,"gmtModify":1755938341325,"author":{"id":"4104455119105420","authorId":"4104455119105420","name":"Tiger_Academy","avatar":"https://static.tigerbbs.com/3776fe550cd7a945e43d68c025988ed8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4104455119105420","idStr":"4104455119105420"},"themes":[],"title":"CN Assets Pick|04 Hong Kong ETFs in Full Bloom: Have You Picked the Right Theme?","htmlText":"In the second half of 2025, Hong Kong’s capital market is embracing a brand-new “spring.” It’s not just about the IPO pipeline gearing up or HKEX delivering record profits—what’s more important is the surging southbound capital from A-shares, which has rapidly fueled the ETF market’s momentum, turning it from a niche corner into the spotlight.According to HKEX’s latest interim results, profits for the first half of 2025 soared nearly 40% to a record HK$8.52 billion, with average daily stock turnover reaching HK$222.8 billion and Stock Connect flows hitting new highs. Particularly striking is the surge of southbound inflows into ETFs: daily ETF turnover climbed to HK$33.8 billion, a jump of nearly 184%, significantly boosting both liquidity and valuations across the ETF market.So far this y","listText":"In the second half of 2025, Hong Kong’s capital market is embracing a brand-new “spring.” It’s not just about the IPO pipeline gearing up or HKEX delivering record profits—what’s more important is the surging southbound capital from A-shares, which has rapidly fueled the ETF market’s momentum, turning it from a niche corner into the spotlight.According to HKEX’s latest interim results, profits for the first half of 2025 soared nearly 40% to a record HK$8.52 billion, with average daily stock turnover reaching HK$222.8 billion and Stock Connect flows hitting new highs. Particularly striking is the surge of southbound inflows into ETFs: daily ETF turnover climbed to HK$33.8 billion, a jump of nearly 184%, significantly boosting both liquidity and valuations across the ETF market.So far this y","text":"In the second half of 2025, Hong Kong’s capital market is embracing a brand-new “spring.” It’s not just about the IPO pipeline gearing up or HKEX delivering record profits—what’s more important is the surging southbound capital from A-shares, which has rapidly fueled the ETF market’s momentum, turning it from a niche corner into the spotlight.According to HKEX’s latest interim results, profits for the first half of 2025 soared nearly 40% to a record HK$8.52 billion, with average daily stock turnover reaching HK$222.8 billion and Stock Connect flows hitting new highs. Particularly striking is the surge of southbound inflows into ETFs: daily ETF turnover climbed to HK$33.8 billion, a jump of nearly 184%, significantly boosting both liquidity and valuations across the ETF market.So far this y","images":[{"img":"https://community-static.tradeup.com/news/2e37964f2339f404f3337e1ec91da16d"},{"img":"https://community-static.tradeup.com/news/cf0b99c4f996f11373da44823af445de"},{"img":"https://community-static.tradeup.com/news/4b08d56c1e7753aa26bb105af2eea839"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":150,"commentSize":2,"repostSize":41,"link":"https://ttm.financial/post/470332074426464","isVote":1,"tweetType":1,"viewCount":15299,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4104455119105420","authorId":"4104455119105420","name":"Tiger_Academy","avatar":"https://static.tigerbbs.com/3776fe550cd7a945e43d68c025988ed8","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4104455119105420","idStr":"4104455119105420"},"content":"In the second half of 2025, Hong Kong’s capital market is embracing a brand-new “spring.” It’s not just about the IPO pipeline gearing up or HKEX delivering record profits—what’s more important is the surging southbound capital from A-shares, which has rapidly fueled the ETF market’s momentum, turning it from a niche corner into the spotlight. According to HKEX’s latest interim results, profits for the first half of 2025 soared nearly 40% to a record HK$8.52 billion, with average daily stock turnover reaching HK$222.8 billion and Stock Connect flows hitting new highs. Particularly striking is the surge of southbound inflows into ETFs: daily ETF turnover climbed to HK$33.8 billion, a jump of nearly 184%, significantly boosting both liquidity and valuations across the ETF market. So far this year, more than RMB 2.7 billion in net southbound inflows into ETFs have marked a new record, highlighting mainland investors’ growing appetite for Hong Kong-listed ETFs. In this era of “capital flows in full swing,” Hong Kong ETFs are no longer niche products. They are becoming essential tools for mainland investors to allocate global assets and tap into technology and thematic opportunities. So here’s the question: in this blooming ETF garden, which one should you pick?","text":"In the second half of 2025, Hong Kong’s capital market is embracing a brand-new “spring.” It’s not just about the IPO pipeline gearing up or HKEX delivering record profits—what’s more important is the surging southbound capital from A-shares, which has rapidly fueled the ETF market’s momentum, turning it from a niche corner into the spotlight. According to HKEX’s latest interim results, profits for the first half of 2025 soared nearly 40% to a record HK$8.52 billion, with average daily stock turnover reaching HK$222.8 billion and Stock Connect flows hitting new highs. Particularly striking is the surge of southbound inflows into ETFs: daily ETF turnover climbed to HK$33.8 billion, a jump of nearly 184%, significantly boosting both liquidity and valuations across the ETF market. So far this year, more than RMB 2.7 billion in net southbound inflows into ETFs have marked a new record, highlighting mainland investors’ growing appetite for Hong Kong-listed ETFs. In this era of “capital flows in full swing,” Hong Kong ETFs are no longer niche products. They are becoming essential tools for mainland investors to allocate global assets and tap into technology and thematic opportunities. So here’s the question: in this blooming ETF garden, which one should you pick?","html":"In the second half of 2025, Hong Kong’s capital market is embracing a brand-new “spring.” It’s not just about the IPO pipeline gearing up or HKEX delivering record profits—what’s more important is the surging southbound capital from A-shares, which has rapidly fueled the ETF market’s momentum, turning it from a niche corner into the spotlight. According to HKEX’s latest interim results, profits for the first half of 2025 soared nearly 40% to a record HK$8.52 billion, with average daily stock turnover reaching HK$222.8 billion and Stock Connect flows hitting new highs. Particularly striking is the surge of southbound inflows into ETFs: daily ETF turnover climbed to HK$33.8 billion, a jump of nearly 184%, significantly boosting both liquidity and valuations across the ETF market. So far this year, more than RMB 2.7 billion in net southbound inflows into ETFs have marked a new record, highlighting mainland investors’ growing appetite for Hong Kong-listed ETFs. In this era of “capital flows in full swing,” Hong Kong ETFs are no longer niche products. They are becoming essential tools for mainland investors to allocate global assets and tap into technology and thematic opportunities. So here’s the question: in this blooming ETF garden, which one should you pick?"},{"author":{"id":"9000000000000350","authorId":"9000000000000350","name":"WendyDelia","avatar":"https://static.tigerbbs.com/36f25b4af7998a90a0205e568a910bb3","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000350","idStr":"9000000000000350"},"content":"Love the insight! Exciting times ahead! [Wow]","text":"Love the insight! Exciting times ahead! [Wow]","html":"Love the insight! Exciting times ahead! [Wow]"}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":472122912641656,"gmtCreate":1756300076265,"gmtModify":1756370160411,"author":{"id":"4185413129326452","authorId":"4185413129326452","name":"Mickey082024","avatar":"https://community-static.tradeup.com/news/69cd88df1050e4a42389cd899f89a7ec","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4185413129326452","idStr":"4185413129326452"},"themes":[],"title":"China’s Food Delivery War Heats Up: Meituan Stumbles, Alibaba on Deck","htmlText":"<a href=\"https://ttm.financial/S/03690\">$MEITUAN-W(03690)$</a> China’s consumer internet space has long been defined by bruising competition, subsidy-driven battles, and shifting consumer preferences. But even in such a dynamic environment, the magnitude of Meituan’s latest earnings collapse stunned markets. A 90% plunge in adjusted net profit, far below consensus expectations, reignited investor debate about whether food delivery is destined to remain a low-margin, cash-burning battlefield. The disappointment also comes just as Alibaba prepares to release its latest quarterly earnings, with many questioning whether the delivery war will spill into its broader e-commerce operations. Meanwhile, Pinduoduo’s (PDD) signals of strategic moderation raise fresh questions about competitive balance","listText":"<a href=\"https://ttm.financial/S/03690\">$MEITUAN-W(03690)$</a> China’s consumer internet space has long been defined by bruising competition, subsidy-driven battles, and shifting consumer preferences. But even in such a dynamic environment, the magnitude of Meituan’s latest earnings collapse stunned markets. A 90% plunge in adjusted net profit, far below consensus expectations, reignited investor debate about whether food delivery is destined to remain a low-margin, cash-burning battlefield. The disappointment also comes just as Alibaba prepares to release its latest quarterly earnings, with many questioning whether the delivery war will spill into its broader e-commerce operations. Meanwhile, Pinduoduo’s (PDD) signals of strategic moderation raise fresh questions about competitive balance","text":"$MEITUAN-W(03690)$ China’s consumer internet space has long been defined by bruising competition, subsidy-driven battles, and shifting consumer preferences. But even in such a dynamic environment, the magnitude of Meituan’s latest earnings collapse stunned markets. A 90% plunge in adjusted net profit, far below consensus expectations, reignited investor debate about whether food delivery is destined to remain a low-margin, cash-burning battlefield. The disappointment also comes just as Alibaba prepares to release its latest quarterly earnings, with many questioning whether the delivery war will spill into its broader e-commerce operations. Meanwhile, Pinduoduo’s (PDD) signals of strategic moderation raise fresh questions about competitive balance","images":[{"img":"https://community-static.tradeup.com/news/7cf0f3aad7eb2cc21d9e2e462cebe28e","width":"707","height":"331"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":25,"commentSize":1,"repostSize":2,"link":"https://ttm.financial/post/472122912641656","isVote":1,"tweetType":1,"viewCount":1576,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000356","authorId":"9000000000000356","name":"fluffik","avatar":"https://static.tigerbbs.com/7b0d9918c0ae3b5288d953af85e09579","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000356","idStr":"9000000000000356"},"content":"It's a tough battleground, but Alibaba's upcoming results could be a turning point.","text":"It's a tough battleground, but Alibaba's upcoming results could be a turning point.","html":"It's a tough battleground, but Alibaba's upcoming results could be a turning point."}],"imageCount":2,"langContent":"EN","totalScore":0},{"id":472359400198504,"gmtCreate":1756357811557,"gmtModify":1756365055488,"author":{"id":"4186204260634262","authorId":"4186204260634262","name":"WeChats","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4186204260634262","idStr":"4186204260634262"},"themes":[],"htmlText":"📉 Meituan’s 90% Profit Plunge! Can Alibaba Survive the Food Delivery War? Meituan just shocked the market with a staggering 90% year-on-year profit collapse in Q2. The stock slid sharply, and investors are scrambling to figure out whether this is a one-off stumble or a structural warning for China’s platform economy. At the heart of the drama? China’s food delivery war. Aggressive subsidies, slowing consumer spending, and rising competition are squeezing margins for even the biggest names. With Alibaba’s Ele.me directly in the line of fire, this isn’t just Meituan’s problem — it’s a test of whether anyone can make money in China’s hyper-competitive online-to-offline (O2O) market. --- ⚔️ The Food Delivery Battlefield Food delivery is one of the most visible consumer-facing industries in Chi","listText":"📉 Meituan’s 90% Profit Plunge! Can Alibaba Survive the Food Delivery War? Meituan just shocked the market with a staggering 90% year-on-year profit collapse in Q2. The stock slid sharply, and investors are scrambling to figure out whether this is a one-off stumble or a structural warning for China’s platform economy. At the heart of the drama? China’s food delivery war. Aggressive subsidies, slowing consumer spending, and rising competition are squeezing margins for even the biggest names. With Alibaba’s Ele.me directly in the line of fire, this isn’t just Meituan’s problem — it’s a test of whether anyone can make money in China’s hyper-competitive online-to-offline (O2O) market. --- ⚔️ The Food Delivery Battlefield Food delivery is one of the most visible consumer-facing industries in Chi","text":"📉 Meituan’s 90% Profit Plunge! Can Alibaba Survive the Food Delivery War? Meituan just shocked the market with a staggering 90% year-on-year profit collapse in Q2. The stock slid sharply, and investors are scrambling to figure out whether this is a one-off stumble or a structural warning for China’s platform economy. At the heart of the drama? China’s food delivery war. Aggressive subsidies, slowing consumer spending, and rising competition are squeezing margins for even the biggest names. With Alibaba’s Ele.me directly in the line of fire, this isn’t just Meituan’s problem — it’s a test of whether anyone can make money in China’s hyper-competitive online-to-offline (O2O) market. --- ⚔️ The Food Delivery Battlefield Food delivery is one of the most visible consumer-facing industries in Chi","images":[{"img":"https://community-static.tradeup.com/news/5dff76bdce05048fa4b8676d9f35529c","width":"1536","height":"1024"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":1,"link":"https://ttm.financial/post/472359400198504","isVote":1,"tweetType":1,"viewCount":1534,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010955","authorId":"10000000000010955","name":"Porter Harry","avatar":"https://static.tigerbbs.com/6b5dd5252a1bca34909f191e8c9ba404","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010955","idStr":"10000000000010955"},"content":"Subsidies for the food delivery business are not sustainable, but Alibaba has a larger traffic entry point, which is stronger than Meituan.","text":"Subsidies for the food delivery business are not sustainable, but Alibaba has a larger traffic entry point, which is stronger than Meituan.","html":"Subsidies for the food delivery business are not sustainable, but Alibaba has a larger traffic entry point, which is stronger than Meituan."},{"author":{"id":"3479274730245609","authorId":"3479274730245609","name":"River0","avatar":"https://static.tigerbbs.com/9d90a5081549eaa23b732b108714168b","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274730245609","idStr":"3479274730245609"},"content":"Meituan's plunge is definitely a red flag.","text":"Meituan's plunge is definitely a red flag.","html":"Meituan's plunge is definitely a red flag."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":471664806338944,"gmtCreate":1756189896380,"gmtModify":1756274845203,"author":{"id":"4185413129326452","authorId":"4185413129326452","name":"Mickey082024","avatar":"https://community-static.tradeup.com/news/69cd88df1050e4a42389cd899f89a7ec","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4185413129326452","idStr":"4185413129326452"},"themes":[],"title":"PDD’s Gains Retreat: Is Alibaba Still a Promising Bet?","htmlText":"<a href=\"https://ttm.financial/S/PDD\">$PDD Holdings Inc(PDD)$</a> The battle for dominance in China’s e-commerce market has been nothing short of dramatic. Over the past year, Pinduoduo (PDD) emerged as the clear growth champion, outpacing long-time giant Alibaba (BABA) with its aggressive pricing strategies and global expansion through Temu. Investors poured in, sending PDD’s shares to new highs. But the tide is turning. Following its latest earnings release, Pinduoduo executives admitted that current profit levels are not sustainable, signaling that earnings will fluctuate sharply in upcoming quarters. That single line from management was enough to rattle markets: the stock quickly retreated to $130, shaving billions off its market cap. Meanwhile, Alibaba is preparing to release its resu","listText":"<a href=\"https://ttm.financial/S/PDD\">$PDD Holdings Inc(PDD)$</a> The battle for dominance in China’s e-commerce market has been nothing short of dramatic. Over the past year, Pinduoduo (PDD) emerged as the clear growth champion, outpacing long-time giant Alibaba (BABA) with its aggressive pricing strategies and global expansion through Temu. Investors poured in, sending PDD’s shares to new highs. But the tide is turning. Following its latest earnings release, Pinduoduo executives admitted that current profit levels are not sustainable, signaling that earnings will fluctuate sharply in upcoming quarters. That single line from management was enough to rattle markets: the stock quickly retreated to $130, shaving billions off its market cap. Meanwhile, Alibaba is preparing to release its resu","text":"$PDD Holdings Inc(PDD)$ The battle for dominance in China’s e-commerce market has been nothing short of dramatic. Over the past year, Pinduoduo (PDD) emerged as the clear growth champion, outpacing long-time giant Alibaba (BABA) with its aggressive pricing strategies and global expansion through Temu. Investors poured in, sending PDD’s shares to new highs. But the tide is turning. Following its latest earnings release, Pinduoduo executives admitted that current profit levels are not sustainable, signaling that earnings will fluctuate sharply in upcoming quarters. That single line from management was enough to rattle markets: the stock quickly retreated to $130, shaving billions off its market cap. Meanwhile, Alibaba is preparing to release its resu","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":12,"commentSize":3,"repostSize":4,"link":"https://ttm.financial/post/471664806338944","isVote":1,"tweetType":1,"viewCount":1595,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010955","authorId":"10000000000010955","name":"Porter Harry","avatar":"https://static.tigerbbs.com/6b5dd5252a1bca34909f191e8c9ba404","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010955","idStr":"10000000000010955"},"content":"Nice analysis! For me, I mainly watch PDD’s market space and Alibaba’s tech development.","text":"Nice analysis! For me, I mainly watch PDD’s market space and Alibaba’s tech development.","html":"Nice analysis! For me, I mainly watch PDD’s market space and Alibaba’s tech development."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":471415765910200,"gmtCreate":1756129010124,"gmtModify":1756182759516,"author":{"id":"4186204260634262","authorId":"4186204260634262","name":"WeChats","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4186204260634262","idStr":"4186204260634262"},"themes":[],"htmlText":"🛒 PDD Pulls Back, Alibaba Earnings Loom: Bargain or Bull Trap? China’s e-commerce duel just got interesting. Pinduoduo (<a href=\"https://ttm.financial/S/PDD\">$PDD Holdings Inc(PDD)$&nbsp;</a>&nbsp;), the darling of discount retail, is suddenly on the defensive after management admitted profits may not be sustainable. Shares slid back to $130. Meanwhile, Alibaba (<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a>&nbsp;) steps into the spotlight on Aug 29, with the market asking: can it stage a comeback while margins are under fire? This isn’t just about two companies — it’s about the future of Chinese consumer power in a fragile recovery. --- ⚠️ PDD: The Momentum Machine Hits a Speed Bump For months, PDD was the stock every retail investor pointed to when asked, “Who’s winning","listText":"🛒 PDD Pulls Back, Alibaba Earnings Loom: Bargain or Bull Trap? China’s e-commerce duel just got interesting. Pinduoduo (<a href=\"https://ttm.financial/S/PDD\">$PDD Holdings Inc(PDD)$&nbsp;</a>&nbsp;), the darling of discount retail, is suddenly on the defensive after management admitted profits may not be sustainable. Shares slid back to $130. Meanwhile, Alibaba (<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a>&nbsp;) steps into the spotlight on Aug 29, with the market asking: can it stage a comeback while margins are under fire? This isn’t just about two companies — it’s about the future of Chinese consumer power in a fragile recovery. --- ⚠️ PDD: The Momentum Machine Hits a Speed Bump For months, PDD was the stock every retail investor pointed to when asked, “Who’s winning","text":"🛒 PDD Pulls Back, Alibaba Earnings Loom: Bargain or Bull Trap? China’s e-commerce duel just got interesting. Pinduoduo ($PDD Holdings Inc(PDD)$ ), the darling of discount retail, is suddenly on the defensive after management admitted profits may not be sustainable. Shares slid back to $130. Meanwhile, Alibaba ($Alibaba(BABA)$ ) steps into the spotlight on Aug 29, with the market asking: can it stage a comeback while margins are under fire? This isn’t just about two companies — it’s about the future of Chinese consumer power in a fragile recovery. --- ⚠️ PDD: The Momentum Machine Hits a Speed Bump For months, PDD was the stock every retail investor pointed to when asked, “Who’s winning","images":[{"img":"https://community-static.tradeup.com/news/73612c60fd791de2931db8a30eb6db93","width":"1536","height":"1024"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":54,"commentSize":4,"repostSize":1,"link":"https://ttm.financial/post/471415765910200","isVote":1,"tweetType":1,"viewCount":952,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000011023","authorId":"10000000000011023","name":"Athena Spenser","avatar":"https://static.tigerbbs.com/79994bc77de771ec5e7fabc95b9d921d","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000011023","idStr":"10000000000011023"},"content":"16x P/E is cheap,hoping earnings spark a rebound.","text":"16x P/E is cheap,hoping earnings spark a rebound.","html":"16x P/E is cheap,hoping earnings spark a rebound."},{"author":{"id":"10000000000011024","authorId":"10000000000011024","name":"Astrid Stephen","avatar":"https://static.tigerbbs.com/1647de40d206ee3288442d8c4170cfa0","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000011024","idStr":"10000000000011024"},"content":"Both have risks,waiting for BABA’s earnings to pick sides.","text":"Both have risks,waiting for BABA’s earnings to pick sides.","html":"Both have risks,waiting for BABA’s earnings to pick sides."}],"imageCount":1,"langContent":"EN","totalScore":0}]}