This shift could boost Alibaba

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This shift could boost Alibaba Cloud revenue, improve efficiency across e-commerce and logistics, and strengthen its competitive edge against rivals like Tencent, JD, and Baidu. If executed well, the transformation could open new growth lines, enhance margins, and align Alibaba with China’s national push for AI leadership. However, risks include high upfront costs, intense competition, regulatory pressures, and reliance on restricted chip supply. For investors, it presents a high-risk, high-reward opportunity with potential long-term upside but near-term volatility.

# ARK Back in China! Can Fresh Confidence Signal a New Cycle?

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Merle Ted
·09-20
Over the next three years BABA could reach over 300.00 a share.

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Reg Ford
·09-19
High costs + competition for BABA’s AI push,worth the long-term bet?
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Maurice Bertie
·09-19
BABA Cloud’s AI shift is promising,can it handle chip supply risks?
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MarsBloom
·09-19
Love this analysis! Exciting times ahead! [Heart]
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Valerie Archibald
·09-20
BABA heading to 200.00 very soon

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Exciting times ahead! [Heart]","text":"Love this analysis! Exciting times ahead! [Heart]","html":"Love this analysis! Exciting times ahead! [Heart]","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":480583829164272,"commentId":"480583829164272","gmtCreate":1758358058862,"gmtModify":1758358063628,"authorId":10000000000010988,"author":{"id":10000000000010988,"idStr":"10000000000010989","authorId":10000000000010988,"name":"Valerie Archibald","avatar":"https://static.tigerbbs.com/390bb094fc9bb64af7414f37cde534ff","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":480143010566680,"objectIdStr":"480143010566680","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"BABA heading to 200.00 very soon \n ","text":"BABA heading to 200.00 very soon \n ","html":"BABA heading to 200.00 very soon \n ","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"hasMoreComment":true,"orderType":2}