icycrystal
05-16

 @koolgal @Shyon @rL @HelenJanet @Aqa @SPACE ROCKET @GoodLife99 @LMSunshine @Universe宇宙





anything is possible. however, need to be careful as bubble may "burst" at some point.



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.



Can Tencent’s “pragmatic AI” strategy of enhancing existing revenue lines outperform Alibaba’s heavy AI infrastructure bets in the next 2–3 years?



Is the market underestimating Alibaba’s long-term transformation into a tech infrastructure giant?



With heavy CapEx commitments from both companies, which stock better balances AI ambition and financial discipline?



leave your comments to win tiger coins~

Apple and Alibaba’s AI Deal Under Fire: Will Alibaba Pay the Price?
Over the past few months, U.S. White House and congressional officials have been reviewing Apple’s AI partnership with Alibaba, as Apple plans to bring its Apple Intelligence to China, with Alibaba being one of its key partners. ------------------ Will this scrutiny hinder the launch of Apple AI in China? If so, will iPhone sales in China continue to struggle this year? And could Alibaba’s stock drop to $110 as a result?
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.

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