The AI race in China is blazing, and the latest earnings from Tencent and Alibaba are lighting up the battlefield. Tencent’s powering ahead with double-digit growth, while Alibaba’s stock stumbled despite a jaw-dropping profit surge. With both giants betting big on artificial intelligence, is now the moment to strap in and invest? Let’s unpack the numbers, dissect their AI strategies, and figure out if your portfolio’s ready for the ride. 🌟 What’s Going Down? China’s tech heavyweights are flexing their muscles, and their earnings tell two very different stories: Tencent: Revenue hit RMB 180.02 billion, up 13% year-over-year. Gross profit climbed 20% to RMB 100.49 billion, and operating profit (Non-IFRS) rose 18% to RMB 69.32 billion. This is a company firing on all cylinders. 💪 Alibaba: Fo

Alibaba ( $Alibaba(BABA)$ ) is making waves after its Q4 2024 earnings, with a massive profit jump grabbing headlines. Despite a slight revenue hiccup, the stock’s hovering around $130, and analysts are buzzing about a potential climb to $180 or beyond. Is this the dip to buy, or should you tread carefully? Let’s dive into the numbers, the catalysts, and what’s at stake for your portfolio. 🔍 What’s Happening? Alibaba dropped its Q4 2024 earnings, and the results were a blockbuster for profits: Revenue: RMB 280.15 billion, up 8% year-over-year, just shy of some analyst expectations of RMB 279.34 billion . Net Income: RMB 48.95 billion, a jaw-dropping 239% increase from last year, fueled by cost efficiencies and strong cloud performance. Cloud Power

🌟🌟🌟As China pushes to assert its dominance on the global AI stage, few rivalries are as closely watched as the contest between Tencent $TENCENT(00700)$  and Alibaba $BABA-W(09988)$ .  While both giants are investing aggressively in AI, their approaches and core strengths differ. Alibaba's recent high profile forays into Generative AI models and cloud based innovations contrast with Tencent's deep rooted integration into China's digital and social fabric. Alibaba's Bold AI Push  Alibaba has been quick to position itself as a frontrunner in the AI revolution.  Its latest strategy includes launching advanced AI models, i

Post-Earnings Dip or Discounted Launchpad? It’s earnings season in China, and two of the country’s biggest tech names just served up sharply contrasting dishes. Tencent’s results were robust—revenue up 13%, gross profit surging 20%, and a margin-rich business model continuing to hum. $BABA-W(09988)$, meanwhile, posted a revenue miss and promptly shed over 5% in market value. But here’s the twist: net profit at Alibaba skyrocketed 279% year-on-year. It’s a tale of two giants at an AI crossroads. So, is it time to back up the truck for Alibaba—or is $TENCENT(00700)$ the smarter bet? In my view, Alibaba’s drop presents a buying opportunity. Two giants diverge at China’s AI-lit innovation crossroads Tencent

$Alibaba(BABA)$ $Apple(AAPL)$ $S&P 500(.SPX)$ $NASDAQ(.IXIC)$ Over the past few months, U.S. White House and congressional officials have been closely examining Apple’s partnership with Alibaba. This collaboration aims to roll out Apple Intelligence in China, with Alibaba playing a pivotal role as a local partner. But with the deal under fire, could this jeopardize Apple’s AI launch? Will iPhone sales in China take another hit this year? And might Alibaba’s stock tumble to $110 as a result? Let’s break it down. 🌏 The Big Picture Apple’s plan to bring its AI-powered features to China hinges on teaming up with Alibaba

Alibaba's Profit Meets Expectations, Yet Stock Price Plunges. What's Wrong? $Alibaba(BABA)$   announced its financial results for the quarter ending March 31, 2025 (corresponding to Q4 of fiscal year 2025) before the U.S. stock market opened. (Note: Alibaba's fiscal year is not synchronized with the calendar year.) Revenue was 236.45 billion yuan, a year-on-year increase of 7%; adjusted net profit was 29.85 billion yuan, a year-on-year increase of 22%; adjusted earnings per ADS were 12.52 yuan, a year-on-year increase of 23%; net cash flow from operating activities was 163.51 billion yuan, a year-on-year decrease of 10%. The earnings report shows profitability in line with expectations, although revenue in

My Thoughts on Alibaba's Revenue Miss I was surprised to see Alibaba miss its fourth-quarter revenue expectations for FY2025, with revenue hitting RMB 236.45 billion compared to the anticipated RMB 237.91 billion. This 5% drop in stock value after the announcement caught my attention, especially given the challenging economic climate in China affecting consumer spending. However, I find the 279% year-on-year surge in net profit to RMB 12.382 billion quite intriguing, suggesting some strong underlying financial adjustments or one-time gains that I need to dig into further. Alibaba My Take on Whether It's a Buying Opportunity at $120 I am considering whether Alibaba's dip to $120 presents a buying opportunity. The company's cloud division showed an 18% revenue increase, driven by growing AI

The tech world is buzzing with controversy as Apple and Alibaba's highly anticipated AI collaboration comes under scrutiny. What was once hailed as a strategic alliance to revolutionize artificial intelligence is now at the center of political and regulatory fire. The question on everyone’s mind: Will Alibaba be the one to pay the price? The Deal That Shook the Market Earlier this year, Apple and Alibaba announced an AI partnership aimed at integrating Alibaba's robust cloud infrastructure with Apple's cutting-edge machine learning capabilities. The deal was expected to create seamless experiences for consumers, pushing innovations in voice recognition, smart devices, and automated services to new heights. But not long after the ink dried, the global political climate took a sharp turn. US

$JD.com(JD)$ Q1 results overall exceeded expectations, but growth relies on policy dividends and new business investment increases uncertainty.High shareholder returns provide a safety cushion, but need to be wary of takeaway & logistics drag.Neutral rating, awaiting clearer medium to long term guidance. $JD-SW(09618)$ $JD LOGISTICS(02618)$ Performance and Market FeedbackCore performance overviewKey Operating MetricsSelf-operated e-commerce growth driven:E-commerce products (home appliances/3C): revenue +17% yoy (~50% share), benefiting from the "national subsidy" policy stimulus.General merchandise (supermarket category): revenue +15% yoy, cross-selling effe

After the Hong Kong market closed on May 14, $TENCENT(00700)$ released its Q1 2025 financial report.Following a previous quarter where Tencent significantly outperformed market expectations, with steady growth in both gaming and advertising, the company — like other Chinese tech giants — has re-entered an investment cycle. Thanks to excellent cash flow, it continues its aggressive share repurchase program while simultaneously increasing its AI investments.Since this report came just two months after the previous one — during a period impacted by tariff concerns — the market has started to reprice high-quality, non-U.S. assets. As a result, investor expectations ahead of Tencent’s Q1 release were very optimistic. Even without share buybacks, Ten

China’s tech giants—Tencent, Alibaba, and JD.com—are gearing up to drop their latest earnings, and the market’s buzzing with anticipation. Can these juggernauts turn innovation into profit? From AI-driven ads to cloud dominance and food delivery dreams, each company’s got a unique play. Let’s dive into what’s cooking and pick the stock with the hottest profit potential. Tencent( $TENCENT(00700)$ ): AI Ads on the Rise Tencent’s stealing the show with its AI-powered advertising push. The spotlight’s on WeChat, where AI is juicing up search ads and tweaking algorithms to skyrocket click-through rates. With a rock-solid grip on gaming and social media, Tencent’s got the firepower to turn these upgrades into serious cash. The big question: Can AI deli

$JD-SW(09618)$ releases Q1 earnings and jumped 4%.Its revenue and profit beat expectations, core retail profitability improved, new businesses including food delivery grow by 18.1%Revenue: RMB 301.1 billion, a year-on-year increase of 15.8%Operating Profit: RMB 10.5 billion (approx. USD 1.5 billion), compared to RMB 7.7 billion in the same period last yearAdjusted EBITDA: RMB 13.7 billion, up 27% YoY, exceeding the forecast of RMB 12.64 billion$TENCENT(00700)$ and $BABA-W(09988)$ are scheduled to announce their financial results today and tomorrow, respectively. The report forecasts Tencent Group’s Q1 revenue to grow 10% YoY, and group EBIT to grow 16%. Alibab

I find the recent scrutiny surrounding Apple's $Apple(AAPL)$  AI partnership with Alibaba $Alibaba(09988)$   quite concerning, especially given the potential impact on iPhone sales in China. The post highlights how U.S. White House and congressional officials have been reviewing this deal, as Apple plans to integrate its Apple Intelligence features with Alibaba's technology in China.  This collaboration is critical for Apple, considering China accounts for a significant portion of its revenue, and I worry that this scrutiny could delay the launch of these AI features. If the launch is hindered, I fear it might exacerbate th

Tencent's robust Q1 2025 performance, marked by a 13% year-over-year revenue increase to RMB 180.02 billion and a 20% rise in gross profit to RMB 100.49 billion, underscores its strong position in the Chinese tech landscape. The company's operating profit (Non-IFRS) also grew by 18% year-over-year, reaching RMB 69.32 billion.  As Alibaba prepares to release its earnings, investor attention is focused on its cloud computing and AI initiatives, as well as its core e-commerce performance. Analysts anticipate that Alibaba will report revenue of approximately RMB 239.63 billion (USD 33.28 billion), reflecting an 8% year-over-year growth, and net income of RMB 21.07 billion (USD 2.93 billion), a substantial increase from the previous year's figures.   Alibaba's strategic pivot tow