The unwise cash burning at instant commerce makes no sense and clearly is a blunder. Alibaba needs to stop this shareholders value destruction and move to focus on AI opportunity instead of contributing to the deflationary problem in China. How unfortunate for the shareholders to keep losing equity from unnecessary competition.
Alibaba to Exceed Planned AI Spending and Says Margin Is Secondary
Alibaba's profits were pressured by growing investments in AI and cloud infrastructure.
$KUAISHOU-W(01024)$ The market is reacting to two things at once here: 1. the idea that Kuaishou Technology has a hidden AI asset the market wasn’t fully valuing, and 2. possibility that a spin-off crystallizes that value in a cleaner “pure-play AI” structure. The rumor/report is that Kling AI could be spun off at around a US$20B valuation. That number is not crazy in the current China AI market context. Comparable Chinese AI names are now getting very aggressive private-market marks, especially anything tied to foundation models or video generation. Based on the math, Kuaishou valuation has fallen to ~USD25B So if Kling alone is worth US$20B, the market is implicitly saying: * the legacy short-video + ads + e-commerce bu
The market is reacting to two things at once here: 1. the idea that Kuaishou Technology has a hidden AI asset the market wasn’t fully valuing, and 2. the possibility that a spin-off crystallizes that value in a cleaner “pure-play AI” structure. The rumor/report is that Kling AI could be spun off at around a US$20B valuation. Right before this rumor cycle, Kuaishou’s market cap had fallen below HK$200B (~US$25B). So if Kling alone is worth US$20B, the market is implicitly saying: * the legacy short-video + ads + e-commerce business may only be worth ~US$5–10B net of AI spending pressure, OR * the market has been massively underpricing the AI optionality. That’s why the stock ripped ~20% in a few days already. Haitong explicitly said a spin-off could rerate Kuaishou toward HK$84/share
Dongfang Securities Reaffirms "Buy" Rating on KUAISHOU-W (01024), Highlights Strengths in Kling Technology and Commercialization
Dongfang Securities has issued a research report forecasting KUAISHOU-W's (01024) adjusted net profit attributable to shareholders for 2026-2028 to be 17.0/18.5/20.4 billion yuan. Based on comparable...
$Alibaba(BABA)$ the coming earning will drive a rally to $195. Rerating catalyst is abundant with consumer market recovering and positive property sector recovery. AI growth and CAPEX is driving mass adoption and monetization in China and revenue growth is on the verge of explosive uptrend. China tech companies will win AI adoption and market shares with their open source model And full stack solution. 12 mth target $235
This is a fake news created to discredit Alibaba and to undermine the peace and trade deal accomplished between US and China. Warloards in US is trying very hard to trigger war, chaos for their own personal and financial gains.
White House Says Alibaba Is Helping Chinese Military Target US, FT Reports
UPDATE 2-White House says Alibaba is helping Chinese military target US, FT reportsAdds comments by Chinese embassy, White House declines to comment, paragraphs 7-9WASHINGTON, Nov 14 (Reuters) - Washi
$Alibaba(BABA)$ china no 1 AI cloud provider and leading e-commerce is clearly undervalued and severely neglected by major investors. With a market cap of 295B but with earnings multiple potentially and clearly will increase 5x in 5 years. used to be Anything but China but now it's clearly Buy China or ignore at your own financial peril. No of patents filed by China is 3x-4x US in critical advance field. imagine Amazon in 2015. every $ invested in China tech bluechip or franchise leader like BABA, TENCENT, KUAISHOU, SMIC, MEITUAN, will stand to reap substantial once in a generation wealth gain. Don't blink.
This stock has just started. The TSMC of mainland China and with China gov prioritizing local chip supplier and solutions for AI data Centre cluster development, SMIC profitability will at least quadruple with a an upside of 78% in stock price over 1-2 years. Extremely under value and growth catalyst is overwhelmingly positive!
SMIC Reports 22% Revenue Increase and 95% Rise in Profit Before Tax for H1 2025
Semiconductor Manufacturing International Corporation announced its unaudited results for the six months ended June 30, 2025. The company reported an increase in net cash generated from operating activities, primarily attributed to a rise in cash received from the sale of goods during the period. Basic earnings per share , diluted EPS, and basic EPS net of non-recurring profit or loss also increased, driven by a rise in profit for the period attributable to the company's owners. The interim report highlights positive financial performance for the period, reflecting an overall upward trend in profitability. No specific outlook or guidance was provided in the report.Disclaimer: This news brief was created by Public Technologies using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. SMIC - Semiconductor Ma
The rally in China tech sector will begin with Tencent fantastic beat both top and bottomline! Baba earnings will add fuel to the rally tomorrow... despite tariffs uncertainty, Tencent and baba are both expected to far exceed expectation and guidance going forward. HSI should break above 25k-28k in next 30 days. Those already in the long, let it ride! Cheers
Tencent Q1: Gaming & Ads Lead the Charge! AI-Powered Boost Margin
After the Hong Kong market closed on May 14, $TENCENT(00700)$ released its Q1 2025 financial report.Following a previous quarter where Tencent significantly outperformed market expectations, with steady growth in both gaming and advertising, the company — like other Chinese tech giants — has re-entered an investment cycle. Thanks to excellent cash flow, it continues its aggressive share repurchase program while simultaneously increasing its AI investments.Since this report came just two months after the previous one — during a period impacted by tariff concerns — the market has started to reprice high-quality, non-U.S. assets. As a result, investor expectations ahead of Tencent’s Q1 release were very optimistic. Even without share buybacks, Ten
$Tesla Motors(TSLA)$ Bearish for the next 6 mths. Sales dropping worldwide, autonomous drive inferiority against competition due to camera only tech while others are equipped with radar/LiDAR etc. Delay in model Y, lack of conviction on autonomous deployment roadmap, humanoid plans, etc... short Tesla.