This Alibaba report is really about cloud margins

$阿里巴巴-W(09988)$  $阿里巴巴(BABA)$  

This research note focuses on Alibaba’s latest AI progress, but the real story sits underneath.

As Qwen moves from a standalone model into Alibaba’s cloud, maps, and core apps, AI is starting to translate into actual workload demand.

The report is less about short-term numbers, and more about whether AI can structurally lift cloud margins over time.


# Kuaishou Alibaba opens up and Hong Kong technology stocks are expected to rebound

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  • tadayuki
    ·01-08 05:09
    Great article, would you like to share it?
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