$Alibaba(BABA)$
Sure, Taobao is leading downloads, but that doesn’t fully shield Alibaba. The trade war brings broader economic uncertainty, which can impact consumer sentiment and slow spending. On top of that, Alibaba still faces regulatory pressure and geopolitical tensions that limit its global expansion.
Cloud growth could slow, and investor confidence could wobble under ongoing US-China friction. Download rankings don’t guarantee profits.
Until macro risks ease, I’m cautious about Alibaba’s upside.
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