Replying to @Barcode:Lots of u

Replying to @Barcode:Lots of upside potential especially with buy backs. I need to learn more about Asian markets before O fully comment. Cheers for the tag BC 🤑🍀😎//@Barcode:🪙🪙🪙 What’s your TwoCents’ worth? Don’t hold back, I’m expecting insights so sharp they could outtrade Tencent itself. Let’s see if your two cents can grow into a full ten. Happy Friday! Cheers, BC 🍀🍀🍀 @NightMorph

Alibaba Q2 Preview: Can Cloud and AI Outshine Profit Pressures?

Analysts expect Alibaba’s Q2 total revenue to grow 5% year-over-year, with its cloud business achieving over 20% growth. However, the company’s overall profitability is likely to come under significant pressure due to the ¥50 billion Taobao flash sale subsidy program. Key areas of focus will be the growth momentum in cloud and AI, the profit impact of the food delivery price war, the effectiveness of new business integrations, and whether AIDC can turn profitable as scheduled.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":391147724845344,"tweetId":"391147724845344","gmtCreate":1736501275813,"gmtModify":1736501279414,"author":{"id":4159738213464392,"idStr":"4159738213464392","authorId":4159738213464392,"authorIdStr":"4159738213464392","name":"NightMorph","avatar":"https://community-static.tradeup.com/news/d93c136b82813e124328166429a89e1e","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.01.04","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":121,"starInvestorFlag":false},"themes":[{"themeId":"58a417302b2f4b39a124f7b466c9840d","categoryId":"7cf744760f454845a1870a05ea4e151d","name":"Alibaba Q2 Preview: Can Cloud and AI Outshine Profit Pressures?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":58a417302b2f4b39a124f7b466c9840d}&rnconfig={\"headerBarHidden\": true}","description":"Analysts expect Alibaba’s Q2 total revenue to grow 5% year-over-year, with its cloud business achieving over 20% growth. However, the company’s overall profitability is likely to come under significant pressure due to the ¥50 billion Taobao flash sale subsidy program. Key areas of focus will be the growth momentum in cloud and AI, the profit impact of the food delivery price war, the effectiveness of new business integrations, and whether AIDC can turn profitable as scheduled.","image":"https://community-static.tradeup.com/news/8ec9a4c6e97810e2a10e5d6974d24c59"}],"images":[],"coverImages":[],"html":"<html><head></head><body>Replying to <a href=\"https://ttm.financial/U/4171900329979952\">@Barcode</a>:Lots of upside potential especially with buy backs. I need to learn more about Asian markets before O fully comment. Cheers for the tag BC 🤑🍀😎//<a href=\"https://ttm.financial/U/4171900329979952\">@Barcode</a>:🪙🪙🪙 What’s your TwoCents’ worth? Don’t hold back, I’m expecting insights so sharp they could outtrade Tencent itself. Let’s see if your two cents can grow into a full ten. Happy Friday!  Cheers, BC 🍀🍀🍀<a href=\"https://ttm.financial/U/4159738213464392\"> @NightMorph </a></body></html>","htmlText":"<html><head></head><body>Replying to <a href=\"https://ttm.financial/U/4171900329979952\">@Barcode</a>:Lots of upside potential especially with buy backs. I need to learn more about Asian markets before O fully comment. Cheers for the tag BC 🤑🍀😎//<a href=\"https://ttm.financial/U/4171900329979952\">@Barcode</a>:🪙🪙🪙 What’s your TwoCents’ worth? Don’t hold back, I’m expecting insights so sharp they could outtrade Tencent itself. Let’s see if your two cents can grow into a full ten. Happy Friday!  Cheers, BC 🍀🍀🍀<a href=\"https://ttm.financial/U/4159738213464392\"> @NightMorph </a></body></html>","text":"Replying to @Barcode:Lots of upside potential especially with buy backs. I need to learn more about Asian markets before O fully comment. Cheers for the tag BC 🤑🍀😎//@Barcode:🪙🪙🪙 What’s your TwoCents’ worth? Don’t hold back, I’m expecting insights so sharp they could outtrade Tencent itself. Let’s see if your two cents can grow into a full ten. Happy Friday! Cheers, BC 🍀🍀🍀 @NightMorph","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":1,"favoriteSize":0,"link":"https://ttm.financial/post/391147724845344","repostId":0,"isVote":1,"tweetType":1,"viewCount":1594,"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":333,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/391147724845344"}