To The Moon

Key InformationIndustry Overview:China's online retail merchandise sales (GMV) grew 6% YoY in April 2025, in line with the first quarter and significantly higher than the overall social retail growth rate (+5.1%).The growth was mainly driven by a rebound in consumption of durable goods such as home appliances, telecommunication equipment and stationery, driven by the "trade-in" policy.GMV growth is expected to be higher in May, benefiting from the early start of the 618 promotion period, but may fall back in June, and the whole year needs to be observed by combining May and June.E-commerce platform performance:Alibaba: Core ad revenue CMR, Tmall gross profit beat expectations, AI-driven marketing tools boost penetration. $Alibaba(BABA)$

Yes will pay the price but will be good when co is good

The tech world is buzzing with controversy as Apple and Alibaba's highly anticipated AI collaboration comes under scrutiny. What was once hailed as a strategic alliance to revolutionize artificial intelligence is now at the center of political and regulatory fire. The question on everyone’s mind: Will Alibaba be the one to pay the price? The Deal That Shook the Market Earlier this year, Apple and Alibaba announced an AI partnership aimed at integrating Alibaba's robust cloud infrastructure with Apple's cutting-edge machine learning capabilities. The deal was expected to create seamless experiences for consumers, pushing innovations in voice recognition, smart devices, and automated services to new heights. But not long after the ink dried, the global political climate took a sharp turn. US

I'm not sure [Thinking] about this scrutiny [Helpless]   but if it does correct further, i.e. Baba 🙏, maybe 🤔 its not a bad idea 💡 to check for shopping 🛍️🛒 discounts then [Chuckle]  [Chuckle]  [Chuckle] . Good luck 🤞  

The greater question surely is...can apple afford to delay AppleIntelligence into Chinese markets. With share shrinking and lagging deployment, what can apple do to maintain (perceived) position.

I find the recent scrutiny surrounding Apple's $Apple(AAPL)$  AI partnership with Alibaba $Alibaba(09988)$   quite concerning, especially given the potential impact on iPhone sales in China. The post highlights how U.S. White House and congressional officials have been reviewing this deal, as Apple plans to integrate its Apple Intelligence features with Alibaba's technology in China.  This collaboration is critical for Apple, considering China accounts for a significant portion of its revenue, and I worry that this scrutiny could delay the launch of these AI features. If the launch is hindered, I fear it might exacerbate th

I don't think this will have any bearing to APPLE-ALIBABA as Apple will only be applying to devices sold in China which western AI will be restricted either by China or US anyway.

$Alibaba(BABA)$ $Apple(AAPL)$ $S&P 500(.SPX)$ $NASDAQ(.IXIC)$ Over the past few months, U.S. White House and congressional officials have been closely examining Apple’s partnership with Alibaba. This collaboration aims to roll out Apple Intelligence in China, with Alibaba playing a pivotal role as a local partner. But with the deal under fire, could this jeopardize Apple’s AI launch? Will iPhone sales in China take another hit this year? And might Alibaba’s stock tumble to $110 as a result? Let’s break it down. 🌏 The Big Picture Apple’s plan to bring its AI-powered features to China hinges on teaming up with Alibaba

On May 19, 2025, Alibaba’s stock declined 4% following reports that the U.S. government is scrutinizing its collaboration with Apple. The partnership involves integrating Alibaba’s AI into iPhones distributed in China. This development raised U.S. concerns over data privacy and the broader implications of China’s growing influence in AI, leading to increased investor uncertainty over Alibaba’s exposure and regulatory risk. Technical Overview The current weekly chart shows that $BABA-W(09988)$ $Alibaba(BABA)$ price is now parked at a key support zone around HK$118–120. This level was previously a significant resistance in 2021, 2022, and 2023 and has now turned into a support, a classic role-reversal patt

Post-Earnings Dip or Discounted Launchpad? It’s earnings season in China, and two of the country’s biggest tech names just served up sharply contrasting dishes. Tencent’s results were robust—revenue up 13%, gross profit surging 20%, and a margin-rich business model continuing to hum. $BABA-W(09988)$, meanwhile, posted a revenue miss and promptly shed over 5% in market value. But here’s the twist: net profit at Alibaba skyrocketed 279% year-on-year. It’s a tale of two giants at an AI crossroads. So, is it time to back up the truck for Alibaba—or is $TENCENT(00700)$ the smarter bet? In my view, Alibaba’s drop presents a buying opportunity. Two giants diverge at China’s AI-lit innovation crossroads Tencent

I think this could be a good strategy to regain dominance on safari browsers to make it light weight like a safari bot..rather than losing to Google and perplexity..if they can make it good can even launch to windows laptops as well..But openAI is with Microsoft , but this is a strategic play from Microsoft, as they continues to dominate OpenAI, being invested in them..and developing their own AI as well for bing. But apple needs to do something different here.Not sure what's happening in that front..they just can't focus on Tarrifs and let lose everything.

I think Tencent still worth to buy. @MHh @HelenJanet @koolgal @SPOT_ON what you guys think

I don’t know. Still confused about all this AI thingy 🤭😜😂

🌟🌟🌟As China pushes to assert its dominance on the global AI stage, few rivalries are as closely watched as the contest between Tencent $TENCENT(00700)$  and Alibaba $BABA-W(09988)$ .  While both giants are investing aggressively in AI, their approaches and core strengths differ. Alibaba's recent high profile forays into Generative AI models and cloud based innovations contrast with Tencent's deep rooted integration into China's digital and social fabric. Alibaba's Bold AI Push  Alibaba has been quick to position itself as a frontrunner in the AI revolution.  Its latest strategy includes launching advanced AI models, i

Not certain which stock worth buying but looking to invest AI related stock sometime.

$TENCENT(00700)$ and $Alibaba(BABA)$ both looks so attractive with their recent performance and future prospects. Do invest with care as the market is very volatile now. Please do die diligence before each trade. Thanks @Tiger_comments

Chinese companies $Alibaba(BABA)$, $Baidu(BIDU)$ and $TENCENT(00700)$ delivered impressive performance this year, outpacing the broader U.S. market. Looks like the Chinese tech titans are winning over the U.S. in the AI race. It is the competitive China’s internal internet sector that shape the Chinese tech giants’ ability to triumph in the global market. Tencent is presently leading over Alibaba. Tencent’s “pragmatic AI” strategy of enhancing existing revenue lines will outperform Alibaba’s heavy AI infrastructure bets in the next 2–3 years. In fact Tencent is poised for better long term growth with its heavy AI investment which creates better value for users a

I don't look good to Baba and tencent in AI field. if I Want to invest AI related stock, I will choose Nvidia or Amd

The AI race in China is blazing, and the latest earnings from Tencent and Alibaba are lighting up the battlefield. Tencent’s powering ahead with double-digit growth, while Alibaba’s stock stumbled despite a jaw-dropping profit surge. With both giants betting big on artificial intelligence, is now the moment to strap in and invest? Let’s unpack the numbers, dissect their AI strategies, and figure out if your portfolio’s ready for the ride. 🌟 What’s Going Down? China’s tech heavyweights are flexing their muscles, and their earnings tell two very different stories: Tencent: Revenue hit RMB 180.02 billion, up 13% year-over-year. Gross profit climbed 20% to RMB 100.49 billion, and operating profit (Non-IFRS) rose 18% to RMB 69.32 billion. This is a company firing on all cylinders. 💪 Alibaba: Fo

can enter for trade using technical analysis. but for fundamental investing I don't choose China stocks because government can change policy like changing clothes.

Q4 overall: fundamentals stable, growth anxiety remains, AI strategy landing is key $Alibaba(BABA)$ announced its FY2025 Q1 earnings (for the year ending March 31, 2025) in the pre-market on the 15th, with shares down 5% at one point.The market reaction was predominantly negative, reflecting a strong expectation gap.The whole point is that, despite the Amoy days to support the core earnings, still reveals the lack of growth highlights, the lack of profitability elasticity of the problem, ali and tencent, facing the "old and new kinetic energy" transition strategy transition period. $BABA-W(09988)$ The market's short-term pullback reflects a revision of expectations, but of course, the medium- to long-ter

🌟🌟🌟As China pushes to assert its dominance on the global AI stage, few rivalries are as closely watched as the contest between Tencent $TENCENT(00700)$  and Alibaba $BABA-W(09988)$ .  While both giants are investing aggressively in AI, their approaches and core strengths differ. Alibaba's recent high profile forays into Generative AI models and cloud based innovations contrast with Tencent's deep rooted integration into China's digital and social fabric. Alibaba's Bold AI Push  Alibaba has been quick to position itself as a frontrunner in the AI revolution.  Its latest strategy includes launching advanced AI models, i

Key InformationIndustry Overview:China's online retail merchandise sales (GMV) grew 6% YoY in April 2025, in line with the first quarter and significantly higher than the overall social retail growth rate (+5.1%).The growth was mainly driven by a rebound in consumption of durable goods such as home appliances, telecommunication equipment and stationery, driven by the "trade-in" policy.GMV growth is expected to be higher in May, benefiting from the early start of the 618 promotion period, but may fall back in June, and the whole year needs to be observed by combining May and June.E-commerce platform performance:Alibaba: Core ad revenue CMR, Tmall gross profit beat expectations, AI-driven marketing tools boost penetration. $Alibaba(BABA)$

Post-Earnings Dip or Discounted Launchpad? It’s earnings season in China, and two of the country’s biggest tech names just served up sharply contrasting dishes. Tencent’s results were robust—revenue up 13%, gross profit surging 20%, and a margin-rich business model continuing to hum. $BABA-W(09988)$, meanwhile, posted a revenue miss and promptly shed over 5% in market value. But here’s the twist: net profit at Alibaba skyrocketed 279% year-on-year. It’s a tale of two giants at an AI crossroads. So, is it time to back up the truck for Alibaba—or is $TENCENT(00700)$ the smarter bet? In my view, Alibaba’s drop presents a buying opportunity. Two giants diverge at China’s AI-lit innovation crossroads Tencent

$Alibaba(BABA)$ $Apple(AAPL)$ $S&P 500(.SPX)$ $NASDAQ(.IXIC)$ Over the past few months, U.S. White House and congressional officials have been closely examining Apple’s partnership with Alibaba. This collaboration aims to roll out Apple Intelligence in China, with Alibaba playing a pivotal role as a local partner. But with the deal under fire, could this jeopardize Apple’s AI launch? Will iPhone sales in China take another hit this year? And might Alibaba’s stock tumble to $110 as a result? Let’s break it down. 🌏 The Big Picture Apple’s plan to bring its AI-powered features to China hinges on teaming up with Alibaba

The AI race in China is blazing, and the latest earnings from Tencent and Alibaba are lighting up the battlefield. Tencent’s powering ahead with double-digit growth, while Alibaba’s stock stumbled despite a jaw-dropping profit surge. With both giants betting big on artificial intelligence, is now the moment to strap in and invest? Let’s unpack the numbers, dissect their AI strategies, and figure out if your portfolio’s ready for the ride. 🌟 What’s Going Down? China’s tech heavyweights are flexing their muscles, and their earnings tell two very different stories: Tencent: Revenue hit RMB 180.02 billion, up 13% year-over-year. Gross profit climbed 20% to RMB 100.49 billion, and operating profit (Non-IFRS) rose 18% to RMB 69.32 billion. This is a company firing on all cylinders. 💪 Alibaba: Fo

The tech world is buzzing with controversy as Apple and Alibaba's highly anticipated AI collaboration comes under scrutiny. What was once hailed as a strategic alliance to revolutionize artificial intelligence is now at the center of political and regulatory fire. The question on everyone’s mind: Will Alibaba be the one to pay the price? The Deal That Shook the Market Earlier this year, Apple and Alibaba announced an AI partnership aimed at integrating Alibaba's robust cloud infrastructure with Apple's cutting-edge machine learning capabilities. The deal was expected to create seamless experiences for consumers, pushing innovations in voice recognition, smart devices, and automated services to new heights. But not long after the ink dried, the global political climate took a sharp turn. US

Alibaba ( $Alibaba(BABA)$ ) is making waves after its Q4 2024 earnings, with a massive profit jump grabbing headlines. Despite a slight revenue hiccup, the stock’s hovering around $130, and analysts are buzzing about a potential climb to $180 or beyond. Is this the dip to buy, or should you tread carefully? Let’s dive into the numbers, the catalysts, and what’s at stake for your portfolio. 🔍 What’s Happening? Alibaba dropped its Q4 2024 earnings, and the results were a blockbuster for profits: Revenue: RMB 280.15 billion, up 8% year-over-year, just shy of some analyst expectations of RMB 279.34 billion . Net Income: RMB 48.95 billion, a jaw-dropping 239% increase from last year, fueled by cost efficiencies and strong cloud performance. Cloud Power

$JD.com(JD)$ Q1 results overall exceeded expectations, but growth relies on policy dividends and new business investment increases uncertainty.High shareholder returns provide a safety cushion, but need to be wary of takeaway & logistics drag.Neutral rating, awaiting clearer medium to long term guidance. $JD-SW(09618)$ $JD LOGISTICS(02618)$ Performance and Market FeedbackCore performance overviewKey Operating MetricsSelf-operated e-commerce growth driven:E-commerce products (home appliances/3C): revenue +17% yoy (~50% share), benefiting from the "national subsidy" policy stimulus.General merchandise (supermarket category): revenue +15% yoy, cross-selling effe

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

Alibaba's Profit Meets Expectations, Yet Stock Price Plunges. What's Wrong? $Alibaba(BABA)$   announced its financial results for the quarter ending March 31, 2025 (corresponding to Q4 of fiscal year 2025) before the U.S. stock market opened. (Note: Alibaba's fiscal year is not synchronized with the calendar year.) Revenue was 236.45 billion yuan, a year-on-year increase of 7%; adjusted net profit was 29.85 billion yuan, a year-on-year increase of 22%; adjusted earnings per ADS were 12.52 yuan, a year-on-year increase of 23%; net cash flow from operating activities was 163.51 billion yuan, a year-on-year decrease of 10%. The earnings report shows profitability in line with expectations, although revenue in

In the first quarter, Chinese companies delivered an impressive performance, outpacing the broader U.S. market. $Alibaba(BABA)$ surged over 55% in a single quarter. According to the latest filings, Bridgewater Associates significantly increased its holdings in Chinese tech giants, with Alibaba (BABA) and $Baidu(BIDU)$ among its top picks. Following the increase, Bridgewater’s stake in Alibaba is now valued at approximately $750 million.With $TENCENT(00700)$ and Alibaba releasing their latest earnings, Do these Chinese tech titans truly have a winning strategy in the AI race? And after the earnings results, is it still worth getting on board?Tencent: AI Advertisi

China’s tech giants—Tencent, Alibaba, and JD.com—are gearing up to drop their latest earnings, and the market’s buzzing with anticipation. Can these juggernauts turn innovation into profit? From AI-driven ads to cloud dominance and food delivery dreams, each company’s got a unique play. Let’s dive into what’s cooking and pick the stock with the hottest profit potential. Tencent( $TENCENT(00700)$ ): AI Ads on the Rise Tencent’s stealing the show with its AI-powered advertising push. The spotlight’s on WeChat, where AI is juicing up search ads and tweaking algorithms to skyrocket click-through rates. With a rock-solid grip on gaming and social media, Tencent’s got the firepower to turn these upgrades into serious cash. The big question: Can AI deli

My Thoughts on Alibaba's Revenue Miss I was surprised to see Alibaba miss its fourth-quarter revenue expectations for FY2025, with revenue hitting RMB 236.45 billion compared to the anticipated RMB 237.91 billion. This 5% drop in stock value after the announcement caught my attention, especially given the challenging economic climate in China affecting consumer spending. However, I find the 279% year-on-year surge in net profit to RMB 12.382 billion quite intriguing, suggesting some strong underlying financial adjustments or one-time gains that I need to dig into further. Alibaba My Take on Whether It's a Buying Opportunity at $120 I am considering whether Alibaba's dip to $120 presents a buying opportunity. The company's cloud division showed an 18% revenue increase, driven by growing AI

On May 19, 2025, Alibaba’s stock declined 4% following reports that the U.S. government is scrutinizing its collaboration with Apple. The partnership involves integrating Alibaba’s AI into iPhones distributed in China. This development raised U.S. concerns over data privacy and the broader implications of China’s growing influence in AI, leading to increased investor uncertainty over Alibaba’s exposure and regulatory risk. Technical Overview The current weekly chart shows that $BABA-W(09988)$ $Alibaba(BABA)$ price is now parked at a key support zone around HK$118–120. This level was previously a significant resistance in 2021, 2022, and 2023 and has now turned into a support, a classic role-reversal patt

$Tencent Holdings (00700) $The financial report was released. Judging from the superficial figures, the company's first-quarter revenue was 180.022 billion yuan (RMB, the same below), an increase of 13%, and the adjusted net profit was 61.329 billion, an increase of 22% year-on-year. Both data exceeded market expectations.In the past year, the market has paid great attention to Tencent's gross profit margin and capital expenditure. Tencent's efficient cost control ability has led to continuous improvement in the overall gross profit margin. However, with the high base effect and investment in AI, the gross profit margin will also begin to come under pressure in the second half of 2024. In the latest first quarter of 2025, the company's gross profit

$JD-SW(09618)$ releases Q1 earnings and jumped 4%.Its revenue and profit beat expectations, core retail profitability improved, new businesses including food delivery grow by 18.1%Revenue: RMB 301.1 billion, a year-on-year increase of 15.8%Operating Profit: RMB 10.5 billion (approx. USD 1.5 billion), compared to RMB 7.7 billion in the same period last yearAdjusted EBITDA: RMB 13.7 billion, up 27% YoY, exceeding the forecast of RMB 12.64 billion$TENCENT(00700)$ and $BABA-W(09988)$ are scheduled to announce their financial results today and tomorrow, respectively. The report forecasts Tencent Group’s Q1 revenue to grow 10% YoY, and group EBIT to grow 16%. Alibab

I find the recent scrutiny surrounding Apple's $Apple(AAPL)$  AI partnership with Alibaba $Alibaba(09988)$   quite concerning, especially given the potential impact on iPhone sales in China. The post highlights how U.S. White House and congressional officials have been reviewing this deal, as Apple plans to integrate its Apple Intelligence features with Alibaba's technology in China.  This collaboration is critical for Apple, considering China accounts for a significant portion of its revenue, and I worry that this scrutiny could delay the launch of these AI features. If the launch is hindered, I fear it might exacerbate th

Tencent's robust Q1 2025 performance, marked by a 13% year-over-year revenue increase to RMB 180.02 billion and a 20% rise in gross profit to RMB 100.49 billion, underscores its strong position in the Chinese tech landscape. The company's operating profit (Non-IFRS) also grew by 18% year-over-year, reaching RMB 69.32 billion.  As Alibaba prepares to release its earnings, investor attention is focused on its cloud computing and AI initiatives, as well as its core e-commerce performance. Analysts anticipate that Alibaba will report revenue of approximately RMB 239.63 billion (USD 33.28 billion), reflecting an 8% year-over-year growth, and net income of RMB 21.07 billion (USD 2.93 billion), a substantial increase from the previous year's figures.   Alibaba's strategic pivot tow

Alibaba's recent stock decline, despite a significant year-over-year net profit increase of 279% to RMB 12.382 billion in Q4 FY2025, has raised questions about its investment potential. The dip was primarily due to revenue falling short of market expectations—reporting RMB 236.45 billion against the anticipated RMB 237.91 billion—leading to an over 5% drop in share value.  Analyst Perspectives and Price Targets Despite the revenue miss, several analysts maintain a positive outlook on Alibaba's stock:  Morgan Stanley has reaffirmed its "Overweight" rating with a price target of $180, citing confidence in Alibaba's core commerce growth and anticipated acceleration in its cloud segment.   Barclays also maintains an "Overweight" rating with a $180 target, highlighting Aliba