$Alibaba(BABA)$ Why I’m still cautious on BABA:
Regulatory pressure isn’t over
The tech crackdown may have slowed, but it hasn’t reversed. Ant Group is still under tight watch, and Alibaba hasn’t regained its old freedom.
US-China tensions are intensifying
From chip bans to tariffs, the macro picture is rough. This isn’t just noise—it’s a direct threat to Alibaba’s overseas ambitions and supply chain dependencies.
Competition is heating up
Pinduoduo (Temu), Douyin e-commerce—they’re all eating into Alibaba’s core market. A popular app doesn’t guarantee market share growth anymore.
HK Stocks Rebound: Can Alibaba Climb Higher?
Alibaba jumped 6% this week, as Taobao topped the App download charts in 16 countries.
Alibaba's valuation remains at a long-term low, with a forward P/E ratio of just 10.32.
In light of the trade war, do you have more confidence in the outlook for Chinese companies?
Would you choose Alibaba on the U.S. market or in Hong Kong?
Can Alibaba return to $130 amid this rebound?
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