Alibaba delivered decent Q2 re

Alibaba delivered decent Q2 results, with 10% like-for-like Y/Y revenue growth and notable momentum in both e-commerce and cloud segments.

The cloud business saw a 26% year-over-year revenue surge, fueled by AI adoption and aggressive CapEx plans, positioning Alibaba as China's cloud leader.

With CapEx spending set to accelerate in the years ahead, Alibaba's Cloud Intelligence Group could be a major winner for the company.

Alibaba's shares have soared in 2025 amid a rebound in e-commerce and strong cloud-driven growth, yet shares retain upside potential.

Follow $BABA Trend or Bet on an Meituan's Underdog Comeback?

This Wednesday, $MEITUAN-W(03690)$ released its latest earnings report. Profit pressure led to a sharp plunge in its stock price. Just one day later, $Alibaba(BABA)$ reported earnings and jumped 12%. At the earnings call, Meituan CEO Wang Xing said: “In a big competition, being the underdog is the most exciting position to be in. That’s why this is so thrilling.” Will you bet on the underdog or ride the surge? Why underdog? The popular one may have fewer upside potential. Risk-reward ratio may be low. Why the major trend? At least you won’t lose money on Nvidia.

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