Don't buy now, when to buy ? Q-To The Moon - Tiger Brokers Online Investing Community - To The Moon

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Ancient One
08-20

Don't buy now, when to buy ? Qwen is recognised as the go to open weight model. MSFT and AMZN is an example.

Alibaba Q1 Revenue Rises 9% to RMB 268.95 Billion, Profit Falls as Tech Spending Weighs

Alibaba Group Holding Ltd Q1 Revenue RMB 268,953 Million, Q1 adjusted EPS RMB 1.07.Alibaba Group: Alibaba Cloud's External Revenue Growth Accelerated to 45%, with AI-Related Product Revenue Delivering Triple-Digit Growth.

Alibaba Q1 Revenue Rises 9% to RMB 268.95 Billion, Profit Falls as Tech Spending Weighs

# 2026 Q2 Earnings Season: Lululemon Cuts Outlook Again After Another Tough Quarter for Sales

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Ancient One
·09-16
There are other pure play Chinese AI but how many of them have the infrastructure? Alibaba cloud business is doing well. They are developing Qwen and giving away Qwen but at certain stage, customers will say they don't want to constantly upgrade hardware and the cloud model will come into play.
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Qwen is recognised as the go to open weight model. MSFT and AMZN is an example.&nbsp;</p></body></html>","htmlText":"<html><head></head><body><p>Don't buy now, when to buy ? Qwen is recognised as the go to open weight model. MSFT and AMZN is an example.&nbsp;</p></body></html>","text":"Don't buy now, when to buy ? Qwen is recognised as the go to open weight model. MSFT and AMZN is an example.","highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/598776587227336","repostId":1125139180,"repostType":2,"repost":{"id":"1125139180","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1787218412,"share":"https://ttm.financial/m/news/1125139180?lang=en_US&edition=fundamental","pubTime":"2026-08-20 17:33","market":"us","language":"en","title":"Alibaba Q1 Revenue Rises 9% to RMB 268.95 Billion, Profit Falls as Tech Spending Weighs","url":"https://stock-news.laohu8.com/highlight/detail?id=1125139180","media":"Reuters","summary":"Alibaba Group Holding Ltd Q1 Revenue RMB 268,953 Million, Q1 adjusted EPS RMB 1.07.Alibaba Group: Alibaba Cloud's External Revenue Growth Accelerated to 45%, with AI-Related Product Revenue Delivering Triple-Digit Growth.","content":"<html><head></head><body><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/BABA\">Alibaba</a> reported a 9% rise in revenue to 268.95 billion yuan ($40.02 billion) in the first quarter, compared with analysts&#39; average estimate of 268.88 billion yuan, according to data compiled by LSEG.</p><p style=\"text-align: left;\">Alibaba: Q1 Income from operations was RMB15,161 million (US$2,234 million), a decrease of 57% yearover-year, primarily due to the decrease in adjusted EBITA, impairment of goodwill and a provision recorded this year.</p><p style=\"text-align: left;\">Q1 Adjusted EBITA, a non-GAAP measurement, decreased 30% year-over-year to RMB27,329 million (US$4,028 million), primarily attributable to the investment in technology, partly offset by the improved operating results in our Cloud business, as well as enhanced operating efficiencies across various businesses.</p><p style=\"text-align: left;\">Q1 Net income attributable to ordinary shareholders was RMB10,537 million (US$1,553 million). Net income was RMB10,444 million (US$1,539 million), a decrease of 75% year-overyear, primarily attributable to the decrease in income from operations, decrease in net gains from disposal of investments, and the decrease in net gain from mark-to-market changes of our equity investments.</p><p style=\"text-align: left;\">Q1 Non-GAAP net income in the quarter ended June 30, 2026 was RMB20,715 million (US$3,053 million), a decrease of 38% compared to RMB33,510 million in the same .</p><p style=\"text-align: left;\">Q1 Adjusted EPS for Q1 fell 42% yr/yr as tech investments weighed on profit.</p><p style=\"text-align: left;\">Company repurchased $162 mln in shares during the quarter.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/61cb3d5d54fccdb84ec00e47759d7882\" data-align=\"center\" tg-width=\"1218\" tg-height=\"573\"/><span></span></p><p style=\"text-align: left;\"><strong>Result Drivers</strong></p><p style=\"text-align: left;\">CLOUD AND AI GROWTH - Co said cloud segment revenue rose 45% yr/yr, with AI-related product revenue delivering triple-digit growth for the twelfth consecutive quarter.</p><p style=\"text-align: left;\">TECHNOLOGY INVESTMENT - Increased spending on technology and AI infrastructure weighed on profit, per co.</p><p style=\"text-align: left;\">CHINA E-COMMERCE WEAKNESS - China e-commerce revenue fell 8% yr/yr, mainly due to weaker transaction activity and planned reduction in direct sales.</p><p style=\"text-align: left;\"><strong>Capital Expenditure</strong></p><p style=\"text-align: left;\">Alibaba reported capex of RMB67.678 billion (US$9.975 billion) for the quarter ended June 30, 2026, a 75% YoY increase from RMB38.676 billion.</p><p style=\"text-align: left;\">The company said the rise reflects continued investment in AI infrastructure to meet strong, growing customer demand, driven by procurement-cycle volatility, expected customer adoption of AI agents boosting CPU compute needs, and higher chip-component costs.</p><p style=\"text-align: left;\"><strong>Outlook</strong></p><p style=\"text-align: left;\">Company expects continued strong demand for AI infrastructure and related products.</p><p style=\"text-align: left;\">Alibaba plans sustained investment in AI capabilities and technology innovation.</p><p style=\"text-align: left;\">Company sees ongoing integration of AI into e-commerce and enterprise platforms.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba Q1 Revenue Rises 9% to RMB 268.95 Billion, Profit Falls as Tech Spending Weighs</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba Q1 Revenue Rises 9% to RMB 268.95 Billion, Profit Falls as Tech Spending Weighs\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2026-08-20 17:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/BABA\">Alibaba</a> reported a 9% rise in revenue to 268.95 billion yuan ($40.02 billion) in the first quarter, compared with analysts&#39; average estimate of 268.88 billion yuan, according to data compiled by LSEG.</p><p style=\"text-align: left;\">Alibaba: Q1 Income from operations was RMB15,161 million (US$2,234 million), a decrease of 57% yearover-year, primarily due to the decrease in adjusted EBITA, impairment of goodwill and a provision recorded this year.</p><p style=\"text-align: left;\">Q1 Adjusted EBITA, a non-GAAP measurement, decreased 30% year-over-year to RMB27,329 million (US$4,028 million), primarily attributable to the investment in technology, partly offset by the improved operating results in our Cloud business, as well as enhanced operating efficiencies across various businesses.</p><p style=\"text-align: left;\">Q1 Net income attributable to ordinary shareholders was RMB10,537 million (US$1,553 million). Net income was RMB10,444 million (US$1,539 million), a decrease of 75% year-overyear, primarily attributable to the decrease in income from operations, decrease in net gains from disposal of investments, and the decrease in net gain from mark-to-market changes of our equity investments.</p><p style=\"text-align: left;\">Q1 Non-GAAP net income in the quarter ended June 30, 2026 was RMB20,715 million (US$3,053 million), a decrease of 38% compared to RMB33,510 million in the same .</p><p style=\"text-align: left;\">Q1 Adjusted EPS for Q1 fell 42% yr/yr as tech investments weighed on profit.</p><p style=\"text-align: left;\">Company repurchased $162 mln in shares during the quarter.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/61cb3d5d54fccdb84ec00e47759d7882\" data-align=\"center\" tg-width=\"1218\" tg-height=\"573\"/><span></span></p><p style=\"text-align: left;\"><strong>Result Drivers</strong></p><p style=\"text-align: left;\">CLOUD AND AI GROWTH - Co said cloud segment revenue rose 45% yr/yr, with AI-related product revenue delivering triple-digit growth for the twelfth consecutive quarter.</p><p style=\"text-align: left;\">TECHNOLOGY INVESTMENT - Increased spending on technology and AI infrastructure weighed on profit, per co.</p><p style=\"text-align: left;\">CHINA E-COMMERCE WEAKNESS - China e-commerce revenue fell 8% yr/yr, mainly due to weaker transaction activity and planned reduction in direct sales.</p><p style=\"text-align: left;\"><strong>Capital Expenditure</strong></p><p style=\"text-align: left;\">Alibaba reported capex of RMB67.678 billion (US$9.975 billion) for the quarter ended June 30, 2026, a 75% YoY increase from RMB38.676 billion.</p><p style=\"text-align: left;\">The company said the rise reflects continued investment in AI infrastructure to meet strong, growing customer demand, driven by procurement-cycle volatility, expected customer adoption of AI agents boosting CPU compute needs, and higher chip-component costs.</p><p style=\"text-align: left;\"><strong>Outlook</strong></p><p style=\"text-align: left;\">Company expects continued strong demand for AI infrastructure and related products.</p><p style=\"text-align: left;\">Alibaba plans sustained investment in AI capabilities and technology innovation.</p><p style=\"text-align: left;\">Company sees ongoing integration of AI into e-commerce and enterprise platforms.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABX":"2倍做多BABA ETF-GraniteShares","BABA":"阿里巴巴","KBAB":"2倍做多BABA ETF-KraneShares","09988":"阿里巴巴-W","BABO":"BABA期权收益策略ETF-YieldMax","BBYY":"GraniteShares YieldBOOST BABA ETF","BABU":"Direxion Daily BABA Bull 2X ETF","BABW":"Roundhill BABA WeeklyPay ETF"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125139180","content_text":"Alibaba reported a 9% rise in revenue to 268.95 billion yuan ($40.02 billion) in the first quarter, compared with analysts' average estimate of 268.88 billion yuan, according to data compiled by LSEG.Alibaba: Q1 Income from operations was RMB15,161 million (US$2,234 million), a decrease of 57% yearover-year, primarily due to the decrease in adjusted EBITA, impairment of goodwill and a provision recorded this year.Q1 Adjusted EBITA, a non-GAAP measurement, decreased 30% year-over-year to RMB27,329 million (US$4,028 million), primarily attributable to the investment in technology, partly offset by the improved operating results in our Cloud business, as well as enhanced operating efficiencies across various businesses.Q1 Net income attributable to ordinary shareholders was RMB10,537 million (US$1,553 million). Net income was RMB10,444 million (US$1,539 million), a decrease of 75% year-overyear, primarily attributable to the decrease in income from operations, decrease in net gains from disposal of investments, and the decrease in net gain from mark-to-market changes of our equity investments.Q1 Non-GAAP net income in the quarter ended June 30, 2026 was RMB20,715 million (US$3,053 million), a decrease of 38% compared to RMB33,510 million in the same .Q1 Adjusted EPS for Q1 fell 42% yr/yr as tech investments weighed on profit.Company repurchased $162 mln in shares during the quarter.Result DriversCLOUD AND AI GROWTH - Co said cloud segment revenue rose 45% yr/yr, with AI-related product revenue delivering triple-digit growth for the twelfth consecutive quarter.TECHNOLOGY INVESTMENT - Increased spending on technology and AI infrastructure weighed on profit, per co.CHINA E-COMMERCE WEAKNESS - China e-commerce revenue fell 8% yr/yr, mainly due to weaker transaction activity and planned reduction in direct sales.Capital ExpenditureAlibaba reported capex of RMB67.678 billion (US$9.975 billion) for the quarter ended June 30, 2026, a 75% YoY increase from RMB38.676 billion.The company said the rise reflects continued investment in AI infrastructure to meet strong, growing customer demand, driven by procurement-cycle volatility, expected customer adoption of AI agents boosting CPU compute needs, and higher chip-component costs.OutlookCompany expects continued strong demand for AI infrastructure and related products.Alibaba plans sustained investment in AI capabilities and technology innovation.Company sees ongoing integration of AI into e-commerce and enterprise platforms.","news_type":1,"symbols_score_info":{"KBAB":0.6,"BBYY":0.6,"BABX":0.6,"BABO":0.6,"BABU":0.6,"BABA":2,"BABW":0.6,"09988":2}},"isVote":1,"tweetType":1,"viewCount":1028,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":86,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":608198296159144,"commentId":"608198296159144","gmtCreate":1789500324465,"gmtModify":1789519410304,"authorId":4230126467342542,"author":{"id":4230126467342542,"idStr":"4230126467342542","authorId":4230126467342542,"name":"Ancient One","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"currentWearingBadge":{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.12.31","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectEnabled":0,"wearingSort":0},"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[{"categoryType":1100,"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","name":"Real Trader","description":"Completed a transaction","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000,"sortingWeight":0,"wearable":0}]},"repliedAuthorId":0,"objectId":598776587227336,"objectIdStr":"598776587227336","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"There are other pure play Chinese AI but how many of them have the infrastructure? Alibaba cloud business is doing well. They are developing Qwen and giving away Qwen but at certain stage, customers will say they don't want to constantly upgrade hardware and the cloud model will come into play.","text":"There are other pure play Chinese AI but how many of them have the infrastructure? Alibaba cloud business is doing well. They are developing Qwen and giving away Qwen but at certain stage, customers will say they don't want to constantly upgrade hardware and the cloud model will come into play.","html":"There are other pure play Chinese AI but how many of them have the infrastructure? Alibaba cloud business is doing well. They are developing Qwen and giving away Qwen but at certain stage, customers will say they don't want to constantly upgrade hardware and the cloud model will come into play.","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"hasMoreComment":true,"orderType":2}