• WendyOnePWendyOneP
      ·2025-03-20
      $Alibaba(BABA)$ Alibaba stands to benefit from China’s policy support and growing AI integration. Improved consumer sentiment and cost efficiency could drive earnings recovery. If revenue growth accelerates and regulatory pressure eases, $170 is achievable. Key risks include geopolitical tension and macro weakness. My view: bullish with a target of $160–$170 if fundamentals improve.
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    • JimmyHuaJimmyHua
      ·2025-03-19
      $Alibaba(BABA)$ Alibaba’s rally reflects optimism around AI integration and Beijing’s pro-growth measures. Strength in e-commerce and cloud segments supports earnings recovery. However, regulatory uncertainty and global slowdown risks remain headwinds. If AI monetization accelerates and policy support holds, $170 looks achievable. Watch for volume and margin improvements as key signals.
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    • lucasLlucasL
      ·2025-03-18
      $Alibaba(BABA)$ $BABA-W(09988)$   Based on yesterday night's trading. It seems to be big boys holding the price high while distributing out their shares. My guess is that it is poised for a huge drop rather than a gap up. As such I sold off half my shares at $146.2 yesterday. Also sold 4 x call options $146, with $2.6 premium. I could be terribly wrong here.... but hey that's the fun of trading.
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    • JimmyHuaJimmyHua
      ·2025-03-18
      $Alibaba(BABA)$ If everyone is betting on a $BABA breakout, be cautious. A break above $150 could trigger a short squeeze, but watch for the volume—it's the real tell. Are the smart money players loading up, or is it just retail chasing the hype? Follow the liquidity, not the headlines.
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    • WendyOnePWendyOneP
      ·2025-03-18
      $Alibaba(BABA)$ If $BABA breaks $150 here convincingly, $168.43 gap fill gonna be here faster than you can say
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    • MrzorroMrzorro
      ·2025-03-18
      Alibaba's Options Volume Jump Over Palantir's $Alibaba(BABA)$  's options volume jumped above  $Palantir Technologies Inc.(PLTR)$  's, landing the Chinese ecommerce giant in the six most active stock options, as online retail sales in the Asian country expanded in the first two months of the year. Shares of Alibaba jumped Monday by as much as 5.1% to $148.24, their highest intraday level since November 2021. The rally came after data from the National Bureau of Statistics showed China's online retail sales rose 7.3% in January to February to about 2.28 trillion yuan ($315 billion). Online sales of physical goods rose 5% to 1.86 trillion yu
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    • XiaoLaLaXiaoLaLa
      ·2025-03-18
      $Alibaba(BABA)$   Holding for the next 30 years 🚀
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    • SporeshareSporeshare
      ·2025-03-18
      $BABA-W(09988)$    Alibaba Group- US BaBa today is up 5.75 to 146.88 looks rather bullish. Tomorrow HK side likely gap up and rises higher. Alibaba Group likely rise up to retest 144.00. Pls dyodd. 6th March 2025: Alibaba Group (9988.HK) - Chart wise, bullish mode. With US side overnight up 11.18 or 8.16 percent to close well at 141.03, HK side likely gap up! She may rise up to test the recent high of 140.90. A nice breakout smoothly we may see her rising up further towards 150 than 160 and above. Pls dyodd.  https://sporeshare.blogspot.com/2025/03/alibaba-group-us-baba-today-is-up-575.html
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    • 沃伦老巴沃伦老巴
      ·2025-03-18
      Alibaba tongyi qwen that work with apple is much awesome. Deepseek is just the starting point. Even baidu has their LLM more superior than openai

      Nvidia's AI Conference Is Opportunity to Reassure on Outlook -- Market Talk

      0952 GMT - Nvidia's artificial-intelligence conference this week is an opportunity for the tech giant to allay concerns about the outlook and demand for AI chips, XTB research director Kathleen Brooks writes in a note to clients. Chinese AI company DeepSeek rattled markets in January after it developed a model that it said nearly matched American rivals despite using inferior chips, casting doubt on the need to spend huge sums on advanced gear provided by Nvidia and other tech giants. Brooks says Nvidia now has a chance to fight back at the weeklong AI event in San Jose, Calif., known as GTC. The event will feature a keynote speech from Chief Executive Jensen Huang. Nvidia shares are up 0.9% premarket at $122.79.
      Nvidia's AI Conference Is Opportunity to Reassure on Outlook -- Market Talk
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    • BarcodeBarcode
      ·2025-03-18
      $GRANITESHARES 2X LONG BABA DAILY ETF(BABX)$ $Alibaba(BABA)$ $3X BABA(BAB3.UK)$🇨🇳🔥🌐⚒️ Alibaba’s Algorithmic Dominion Expands, $BABX as My Conduit into a Predictive Matrix ⚒️🌐 Tiger Traders, on 18 March 2025 (NZ time), I’ve anchored into $BABX, the 2x Long BABA ETF, at $34.91, now up 0.76%, as Alibaba ($BABA) commands $147.78, a 66% YTD titan outmuscling OKTA, TEM, SMCI, and PDD. This isn’t a transient blip, it’s a coded reconfiguration of market geometry, beckoning a trader’s precision scalpel. 📈 The Structural Lattice $BABA has obliterated 52 week highs, propelled by StockConnect’s record inflows and China’s consumption renaissance. Its new AI model, rivallin
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    • 東方不败東方不败
      ·2025-03-17
      $Alibaba(BABA)$  ‌Next PitStop $170 $$
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    • Jo BetsyJo Betsy
      ·2025-03-17
      $Alibaba(BABA)$ Alibaba (BABA): The Patience Game80—that’s where conviction met opportunity. 6/10 of a position locked in, not for a quick trade, not for a fleeting bounce, but for the long haul.A company like Alibaba doesn’t need you to time the perfect entry. It needs you to stay, to believe, to hold when others hesitate.
      2.70KComment
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    • Fenger1188Fenger1188
      ·2025-03-17
      $Alibaba(BABA)$ Alibaba Group Holdings Ltd ADR (NYSE:BABA) has unveiled an updated version of its artificial intelligence (AI) assistant, Quark, which is powered by the company’s advanced Qwen-based reasoning model. Quark is the first application within Alibaba’s general user-facing businesses to fully utilize its proprietary foundation models, representing a significant step in Alibaba’s AI strategy.
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    • Alva RobinsonAlva Robinson
      ·2025-03-17
      $PDD Holdings Inc(PDD)$ There's no stock more interesting than Pinduoduo. There are still so many prejudices and disagreements. This company is full of disputes and controversies from top to bottom! Every disagreement is a source of MONEY! It's a big bet on perception, and some people are destined to make a fortune!That being said, Wall Street may not understand the advantages of domestic business, nor may it understand Temu. It's hard to compare it with Amazon. So PDD's own alpha still needs time. It might have to wait until cash is up to its neck.
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    • BarcodeBarcode
      ·2025-03-17
      $Alibaba(BABA)$ $GRANITESHARES 2X LONG BABA DAILY ETF(BABX)$ 🇨🇳 I’ve Spotted $BABA’s Breakout, 97M Shares, $176 Target! 🎯🔥🚀 Picture this, while most traders were distracted by noise, I uncovered a freight train of momentum barreling through Alibaba’s stock! 🌏 Mainland Chinese investors have poured into $BABA via StockConnect, scooping up a net 97 million shares last week, driving their ownership of Hong Kong traded shares (9988) to a record 7.76% by 14Mar24, 🇳🇿NZ Time. That’s a bolder stake than Yum China’s 4.30%, but far from Shenzhen Hepalink’s 43.80%, yet with Alibaba’s colossal $335.2B market cap, this move is a megaphone of mainland conviction. This could be the vote of confidence traders need t
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    • TerrorfredxTerrorfredx
      ·2025-03-17
      $Alibaba(BABA)$ partner with apple and alot of good thinks happening. Still undervalue
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    • TigerObserverTigerObserver
      ·2025-03-17

      Weekly: Can the Fed and Nvidia’s GTC lift markets out of oversold territory?

      Last Week's RecapThe US Market - stocks sink into correctionWall Street endured a brutal week, with the S&P 500 and Nasdaq both slipping into correction territory, while the Dow dropped more than 3%—marking its worst week since March 2023. Even Friday’s rally wasn’t enough to offset the damage.Monday’s selloff was particularly severe. The Nasdaq plunged 4% in its worst session since September 2022, while the S&P 500 fell below its critical 200-day moving average. Meanwhile, the small-cap Russell 2000 edged closer to bear market territory, now nearly 20% off its highs.February’s Consumer Price Index (CPI) came in slightly cooler than expected. Both headline and core CPI rose 0.2% month-over-month, coming in just below Wall Street forecasts. On an annual basis, headline inflation sto
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      Weekly: Can the Fed and Nvidia’s GTC lift markets out of oversold territory?
    • Alva RobinsonAlva Robinson
      ·2025-03-14
      $PDD Holdings Inc(PDD)$ Temu has 45 million MAU in Europe, while Amazon has 110 million. It seems there is really a twofold potential, but the breakthrough in Europe might be even more significant than in the US.In Europe, it all comes down to three key countries: the UK, Germany, and France. Their overall consumption level is not as robust as that in the US. Moreover, with three different languages in these three countries, the friction cost for regional e-commerce operations is quite high.The gross margin for a business with 100 million users would definitely vary between the US and Europe. Additionally, the marginal cost of initial marketing in Europe would be higher. If Pinduoduo is going to pursue this, it must believ
      2.45KComment
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    • Karen ChristopherKaren Christopher
      ·2025-03-14
      $PDD Holdings Inc(PDD)$ It's hard to leave Pinduoduo without placing an order. While Douyin offers a similar experience, its primary focus is content. Plus, when Douyin recommends a product I'm interested in, I still check Pinduoduo for price comparisons before making a purchase.
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    • WendyOnePWendyOneP
      ·2025-03-13
      $Alibaba(BABA)$ Is BABA still value?I’ve been following numerous discussions about Alibaba ($BABA) from when the stock was trading around $80. At the time, there was significant debate on this sub about its valuation, with a prevailing consensus that the market was undervaluing the company. However, I hesitated to invest then—a decision I now regret.Moving forward, I’d like to revisit the question: At its current price of $139, does $BABA still present a compelling opportunity? While I don’t believe the company’s fundamentals have deteriorated significantly, external risks like escalating trade tensions (tariffs and retaliatory measures) and broader macroeconomic uncertainty loom large. How are others weighing these facto
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    • TigerObserverTigerObserver
      ·2025-03-17

      Weekly: Can the Fed and Nvidia’s GTC lift markets out of oversold territory?

      Last Week's RecapThe US Market - stocks sink into correctionWall Street endured a brutal week, with the S&P 500 and Nasdaq both slipping into correction territory, while the Dow dropped more than 3%—marking its worst week since March 2023. Even Friday’s rally wasn’t enough to offset the damage.Monday’s selloff was particularly severe. The Nasdaq plunged 4% in its worst session since September 2022, while the S&P 500 fell below its critical 200-day moving average. Meanwhile, the small-cap Russell 2000 edged closer to bear market territory, now nearly 20% off its highs.February’s Consumer Price Index (CPI) came in slightly cooler than expected. Both headline and core CPI rose 0.2% month-over-month, coming in just below Wall Street forecasts. On an annual basis, headline inflation sto
      4.79KComment
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      Weekly: Can the Fed and Nvidia’s GTC lift markets out of oversold territory?
    • BarcodeBarcode
      ·2025-03-18
      $GRANITESHARES 2X LONG BABA DAILY ETF(BABX)$ $Alibaba(BABA)$ $3X BABA(BAB3.UK)$🇨🇳🔥🌐⚒️ Alibaba’s Algorithmic Dominion Expands, $BABX as My Conduit into a Predictive Matrix ⚒️🌐 Tiger Traders, on 18 March 2025 (NZ time), I’ve anchored into $BABX, the 2x Long BABA ETF, at $34.91, now up 0.76%, as Alibaba ($BABA) commands $147.78, a 66% YTD titan outmuscling OKTA, TEM, SMCI, and PDD. This isn’t a transient blip, it’s a coded reconfiguration of market geometry, beckoning a trader’s precision scalpel. 📈 The Structural Lattice $BABA has obliterated 52 week highs, propelled by StockConnect’s record inflows and China’s consumption renaissance. Its new AI model, rivallin
      6.11K34
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    • BarcodeBarcode
      ·2025-03-17
      $Alibaba(BABA)$ $GRANITESHARES 2X LONG BABA DAILY ETF(BABX)$ 🇨🇳 I’ve Spotted $BABA’s Breakout, 97M Shares, $176 Target! 🎯🔥🚀 Picture this, while most traders were distracted by noise, I uncovered a freight train of momentum barreling through Alibaba’s stock! 🌏 Mainland Chinese investors have poured into $BABA via StockConnect, scooping up a net 97 million shares last week, driving their ownership of Hong Kong traded shares (9988) to a record 7.76% by 14Mar24, 🇳🇿NZ Time. That’s a bolder stake than Yum China’s 4.30%, but far from Shenzhen Hepalink’s 43.80%, yet with Alibaba’s colossal $335.2B market cap, this move is a megaphone of mainland conviction. This could be the vote of confidence traders need t
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    • MrzorroMrzorro
      ·2025-03-06
      Alibaba Joins Nvidia, Tesla in Most Active Options After China's Tech Pledge $Alibaba(BABA)$   landed in the 10 most active options Wednesday, joining the elite line up led by $NVIDIA Corp(NVDA)$   and Tesla as investors poured more money into the Chinese tech giant. The company's American depositary receipts advanced 8.6% to close at $141.03 on Wednesday, marking their biggest daily gain since late September. That came after China pledged to bolster technologies from artificial intelligence and quantum computing, spurring a rally across the domestic industry. Total options volume reached 497,370 contracts, landing Alibaba i
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    • MrzorroMrzorro
      ·2025-03-18
      Alibaba's Options Volume Jump Over Palantir's $Alibaba(BABA)$  's options volume jumped above  $Palantir Technologies Inc.(PLTR)$  's, landing the Chinese ecommerce giant in the six most active stock options, as online retail sales in the Asian country expanded in the first two months of the year. Shares of Alibaba jumped Monday by as much as 5.1% to $148.24, their highest intraday level since November 2021. The rally came after data from the National Bureau of Statistics showed China's online retail sales rose 7.3% in January to February to about 2.28 trillion yuan ($315 billion). Online sales of physical goods rose 5% to 1.86 trillion yu
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    • BullarooBullaroo
      ·2025-02-21

      Alibaba’s Roaring Comeback: Can AI Sustain the Surge, or Are We Headed for a Dip?

      As I sit here on February 21, 2025, reflecting on Alibaba Group Holding Limited’s ( $Alibaba(BABA)$ ) latest earnings report and the jaw-dropping around 9% surge in BABA stock during the regular trading session on February 20—peaking at over 14% earlier—I’m both exhilarated and cautious. The buzz on social media is electric, with posts like “Alibaba Beats & Soars 15%! Time to Revalue and Load Up Now?” dominating timelines after the company reported Q3 2025 fiscal year revenue of 280.15 billion yuan ($38.4 billion), up from 260.35 billion yuan last year. Net income soared to 48.945 billion yuan ($6.72 billion), crushing expectations of 40.6 billion yuan. Is this the catalyst for a revaluation that propels Alibaba to new highs, or are we riding
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      Alibaba’s Roaring Comeback: Can AI Sustain the Surge, or Are We Headed for a Dip?
    • Value_investingValue_investing
      ·2025-02-20

      Alibaba's Stellar Earnings Ignite Chinese Tech Rally!

      Just now, Alibaba has released its fiscal Q3 report for FY2025, covering the fourth quarter of last year. The results have beaten analyst expectations across the board.Alibaba’s stock shot up 10% before the U.S. market opened, and Chinese stocks are buzzing tonight!So, what makes Alibaba’s earnings report so exciting? Is this the moment for a full stock rebound? Revenue Beats ExpectationsIn Q3 of FY2025, Alibaba generated 280.15 billion RMB in revenue, up 7.6% YoY, beating the expected 277.37 billion RMB. This marks the highest growth rate in a year.But that’s just the start. Breaking it down by segments:1.Taobao & Tmall (Alibaba’s core e-commerce platforms) brought in 136.09 billion RMB, up 5.4% YoY, the highest growth in five quarters, surpassing the expected 131.72 billion RMB.Break
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      Alibaba's Stellar Earnings Ignite Chinese Tech Rally!
    • MaverickWealthBuilderMaverickWealthBuilder
      ·2025-02-21

      BIG TECH WEEKLY | Comparing Giants: Alibaba vs. Amazon | Nvidia Pre-Earning Volatility

      Big-Tech’s PerformanceWeekly macro storyline:U.S. stocks are relatively flat: Trump continues to point fingers on the "Russia-Ukraine" issue while further utilizing tariffs to scare the world, but the market is not surprised; the U.S. dollar continues to fall, U.S. stocks are hovering at new highs, and U.S. bonds are instead ushering in incremental volume due to the Fed's minutes message.Changes in non-U.S. regions gradually become the main line: China's AI main line caused by stock trading congestion; Japan's CPI exceeded expectations caused by the yen appreciation; and Europe will usher in the German election, the market is confusing; gold continues to new highs, Goldman Sachs target price raised to 3100U.S. stocks big technology, in addition to Apple's painless remedy for Greater China
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      BIG TECH WEEKLY | Comparing Giants: Alibaba vs. Amazon | Nvidia Pre-Earning Volatility
    • ShenGuangShenGuang
      ·2025-02-26

      Why Alibaba Was Shaky Despite Strong Top Segment Earnings Performance

      China's Amazon equivalent (and a lot more), Alibaba Group Holding Limited ($Alibaba(BABA)$) is dual listed as an "American Depositary Share" in U.S. bourses and as a stock ($BABA-W(09988)$) in the Hong Kong Stock Exchange (HKEX). The company's earnings release on the 20th of February marked the first three quarters ("9M") for its Fiscal Year 2025 (FY 2025). The resulting effect on the two tickers is fascinating: on the 20th, the U.S. ticker rose by 8% while the HKEX ticker fell by 3% over the previous day's close. On the 21st, both tickers rose by 6% and 15% respectively. On the 22nd, they fell by 10% and 2% respectively.  This form of performance imputed on a high-conviction mega-stock clearly
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      Why Alibaba Was Shaky Despite Strong Top Segment Earnings Performance
    • Mickey082024Mickey082024
      ·2025-02-26

      Baba is Moving, Are You In?

      $Alibaba(BABA)$ $BABA-W(09988)$ Over the past month, Alibaba's stock price has risen by more than 65%. When a company with a market capitalization in the hundreds of billions sees such a significant increase in a short time, it’s evident that institutional investors are beginning to take an interest. This surge is driven by multiple catalysts affecting not just Alibaba but also China as a whole. In this video, we'll examine the institutional investors who are backing the stock, the catalysts unfolding in China, and Alibaba's latest earnings report. If you enjoy this articles, please drop a like below and share. Earning Overview In the third quarter of fiscal year 2025, Alibaba Group reported strong finan
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      Baba is Moving, Are You In?
    • Alva RobinsonAlva Robinson
      ·2025-03-14
      $PDD Holdings Inc(PDD)$ Temu has 45 million MAU in Europe, while Amazon has 110 million. It seems there is really a twofold potential, but the breakthrough in Europe might be even more significant than in the US.In Europe, it all comes down to three key countries: the UK, Germany, and France. Their overall consumption level is not as robust as that in the US. Moreover, with three different languages in these three countries, the friction cost for regional e-commerce operations is quite high.The gross margin for a business with 100 million users would definitely vary between the US and Europe. Additionally, the marginal cost of initial marketing in Europe would be higher. If Pinduoduo is going to pursue this, it must believ
      2.45KComment
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    • SpidersSpiders
      ·2025-02-20

      Alibaba Beats & Soars! Time to Revalue and Load Up Now?

      Alibaba (BABA) has just delivered an impressive Q3 FY2025 earnings report, posting revenue of 280.15 billion yuan, marking a solid increase from 260.35 billion yuan in the same period last year. This strong double-digit growth signals resilience in Alibaba’s business amid ongoing macroeconomic uncertainties. Despite the stellar performance, I personally won’t be loading up right now—and here’s why. The stock just hit a 52-week high today, and the price has already surged over 8% in a single session. To me, this feels like a prime opportunity to lock in profits rather than buy at elevated levels. In fact, I just sold my position on Moomoo at $141. Alibaba (BABA) Key Factors to Consider: Earnings Beat & Growth Trajectory Alibaba’s revenue growth reflects the company’s ability to navigate
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      Alibaba Beats & Soars! Time to Revalue and Load Up Now?
    • MrzorroMrzorro
      ·2025-02-18
      Alibaba, NVIDIA Earnings Loom: DeepSeek's Impact Echoes in Options Market Signal? With the release of DeepSeek's R1 model, the long-believed AI logic in the market has gradually shifted from a focus on computing power accumulation to software applications. NVIDIA was once severely hit, with its market value shrinking by more than one-sixth.  In parallel, the voices of re-evaluating Chinese tech stocks have been growing louder. Bank of America and Deutsche Bank have successively expressed bullish views on Chinese assets, and tech companies led by Alibaba have once again become the focus of investors' attention. Alibaba $Alibaba(BABA)$   will release its financial report before the market opens on Februa
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    • MaverickWealthBuilderMaverickWealthBuilder
      ·2025-02-17

      China's Tech Revaluation: Are Investors Overhyped?

      The Hong Kong stock market has been strong, with $HSTECH(HSTECH)$ and $HSI(HSI)$ rising significantly after the Chinese New Year, outperforming $SHANGHAI SHENZHEN 300 INDEX(399300)$ This round of market and the September-October marketSimilaritiesDrivers: Both rounds were driven by sentiment.The September round was driven by a rapid shift in aggregate policy and expectations, which triggered high market sentiment and drove the Hang Seng Index sharply higher;This round, on the other hand, it was DeepSeek-induced sentiment on technology and China asset revaluation that drove the market upward.Funding Characteristics:In terms of fund flows, southward funds in the
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      China's Tech Revaluation: Are Investors Overhyped?
    • MrzorroMrzorro
      ·2025-02-21
      Alibaba Earnings Analysis: Can Alibaba Sustain Its AI-Driven Growth Momentum After Blowout Quarter? $Alibaba(BABA)$   delivered a robust fiscal third-quarter performance, beating market expectations and igniting optimism about its pivot to AI and cloud computing. The Chinese tech giant's revenue rose 8% year-over-year to ¥280.2 billion ($38.4 billion), while adjusted earnings climbed ¥51.1 billion. Shares surged 11% in post-earnings, extending their year-to-date rally to nearly 60%.  However, the critical question remains: Can Alibaba's strategic bets on AI and cloud computing translate into sustainable growth amid fierce competition and macroeconomic headwinds? Key Highlights: AI Fuels Cloud Revival,
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    • Rod HarteRod Harte
      ·2025-03-11

      Positive Outlook for PDD: Strong Growth and Strategic Expansion

      $PDD Holdings Inc(PDD)$ PDD continues to demonstrate solid growth potential in the e-commerce sector. The company's recent earnings reports show a strong performance, particularly with impressive increases in online marketing revenue and transaction commissions. The company has shown resilience and adaptability by diversifying its revenue streams, including the successful launch of its “Temu” cross-border e-commerce platform, which has gained traction in international markets.Pinduoduo’s unique C2M (Consumer-to-Manufacturer) model allows it to maintain competitive pricing while ensuring product quality, which appeals to a broad consumer base. Furthermore, the company's strategic push into higher-end markets with campaigns
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      Positive Outlook for PDD: Strong Growth and Strategic Expansion
    • SpidersSpiders
      ·2025-02-20

      Alibaba 3-Year High: Expect Earnings Boost or Sell-the-News?

      Alibaba (NYSE: BABA) has been on an impressive rally, closing at $125.79, just shy of its 52-week high of $129.02 and well above its 52-week low of $68.36. Alibaba (BABA) The stock has more than doubled from its 2023 lows, driven by improving investor sentiment, China’s economic recovery, and Alibaba’s AI advancements. However, with earnings around the corner, investors are now faced with a critical decision: Will Alibaba’s earnings fuel another surge? Or will the stock pull back as investors take profits? Let’s break it down. Alibaba’s AI Push: A Competitive Edge? A key catalyst for Alibaba’s recent momentum is its progress in artificial intelligence (AI). In February, a blind test ranking for large language models (LLMs) placed Alibaba’s Tongyi Qianwen 2.5 Max at the top among Chinese mo
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      Alibaba 3-Year High: Expect Earnings Boost or Sell-the-News?
    • HMHHMH
      ·2025-02-17

      Alibaba's Earnings on the Horizon: 3 Bold Options Trades to Make Ahead of the Big Reveal!

      $Alibaba(BABA)$ is scheduled to announce its financial results for the quarter ending December 31, 2024, on February 20, 2025, before the U.S. market opens. Company Guidance and Analyst Forecasts In its Q2 2025 earnings call, Alibaba reported a 5% increase in consolidated revenue to RMB 236.5 billion, with a 9% decline in non-GAAP net income to RMB 36.5 billion. The company highlighted record-high monthly active consumers on Taobao and Tmall, strong international e-commerce growth, and a 7% revenue increase in its cloud segment, driven by AI-related products. Additionally, the International Digital Commerce Group (AIDC) achieved 29% revenue growth, primarily due to cross-border business expansion. The successful completion of a $10 billion share r
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      Alibaba's Earnings on the Horizon: 3 Bold Options Trades to Make Ahead of the Big Reveal!
    • jethrojethro
      ·2025-02-21
      Alibaba's recent strong earnings signal a positive outlook for the company, with analysts predicting continued growth and a potential rebound in stock price. Positive Outlook and Growth Potential Analysts are generally optimistic about Alibaba's future. They cite several factors supporting this view: - Strong Earnings: Alibaba's recent earnings report exceeded expectations, demonstrating resilience and growth despite challenging market conditions. - Focus on Cloud Computing: Alibaba is investing heavily in its cloud computing business, which is a key growth driver. The cloud segment is expected to continue expanding as businesses increasingly adopt cloud-based solutions. - Expanding International Presence: Alibaba is expanding its global footprint, particularly in Southeast Asia and other
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    • WendyOnePWendyOneP
      ·2025-03-20
      $Alibaba(BABA)$ Alibaba stands to benefit from China’s policy support and growing AI integration. Improved consumer sentiment and cost efficiency could drive earnings recovery. If revenue growth accelerates and regulatory pressure eases, $170 is achievable. Key risks include geopolitical tension and macro weakness. My view: bullish with a target of $160–$170 if fundamentals improve.
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