ARK Back in China! Can Fresh Confidence Signal a New Cycle?

ARK’s first investment in Alibaba dates back to 2014, shortly after the company’s IPO. However, since September 2021, public filings have shown no record of ARK holding or voting in Alibaba — coinciding with China’s regulatory crackdown on the internet sector. This latest repurchase of Alibaba shares is therefore seen as a strong signal of ARK’s return to the Chinese tech sector. Recently, ARK has been gradually rebuilding its positions in Chinese tech names, having already repurchased Baidu earlier.

avatarnerdbull1669
2025-10-10

Can BABA Live Up To Analysts Price Target Expectations? Let's See

$Alibaba(BABA)$ stock price rises after Citibank analyst raised its price target multiple times in 2025, but we saw BABA lost 4.11% on 09 Oct and further 2.19% on 10 Oct 24-hours trading. So I think we need to understand these questions, are investors losing confidence, given the recent ~4.1% drop on 9 Oct and ~2.2% drop on 10 Oct (24-hour) in BABA? Does Alibaba have a moat and enough upside to reach the ~$218 + price targets (e.g., from Citibank raising the target) given the risks? What Is Positive / Support For The Upside Thesis Citi recently raised their target for BABA to US$217 from US$187, while reiterating a Buy rating. They cited stronger cloud / data-centre capex assumptions as a driver. Alibaba is often assessed as a “wide moat” company.
Can BABA Live Up To Analysts Price Target Expectations? Let's See

【CN Asset Pick】15 How Hong Kong’s Stablecoin Could Reinvent the HKD as a Safe-Haven Tool

As we move into the second half of 2025, Hong Kong’s financial spotlight has quietly shifted toward the convergence of digital assets and traditional finance. According to The South China Morning Post, southbound capital inflows through Stock Connect surged past HKD 866.8 billion in the first 7 months of the year—already exceeding the full-year total of 2024 by more than 7 percent. Meanwhile, the Hong Kong dollar briefly strengthened to 7.79 against the U.S. dollar, an unexpected move that forced the HKMA to step in once again to defend its currency peg.Money is flowing back, exchange-rate volatility is rising, and one message is clear: Hong Kong is entering a new era of financial-infrastructure reform. And right in the middle of this transformation, a new player is quietly emerging—the Ho
【CN Asset Pick】15 How Hong Kong’s Stablecoin Could Reinvent the HKD as a Safe-Haven Tool
avatarBarcode
2025-10-09
$SSE Comp(000001.SH)$ $JD.com(JD)$ $Alibaba(BABA)$ 🚀📊🐉 Shanghai Breakout Sparks Squeeze Watch 🚀📊🐉 I’m watching the Shanghai Composite Index (000001) punch out of a multi-week consolidation zone with a clean breakout above horizontal resistance. I’m seeing the kind of squeeze structure that can pull capital across multiple sectors and geographies. I’m treating this as a potential macro ignition point that could reshape near-term global flows. I’m tracking how China’s A-share market is reacting to renewed policy support, liquidity tailwinds, and improving risk appetite. A decisive break like this has historically triggered strong rallies in financials, commoditi
avatarMickey082024
2025-10-13

China Stocks Bleed as Tariff Fears Rise — Is Alibaba the One to Catch?

$Alibaba(BABA)$ $BABA-W(09988)$ After six straight sessions of relentless selling, Alibaba Group Holding Ltd. (NYSE: BABA) has once again found itself in the market’s crosshairs — this time, caught in the crossfire of renewed U.S.-China tensions. The stock plunged nearly 7% intraday, briefly touching the $160 level before paring some losses. What began as a fragile rebound in Chinese equities quickly reversed course as investors digested a new round of harsh trade rhetoric from former President Donald Trump, who pledged sweeping tariffs and tougher trade enforcement on China if re-elected. This sudden resurgence of geopolitical risk has reignited old fears that Chinese tech giants, already battling regul
China Stocks Bleed as Tariff Fears Rise — Is Alibaba the One to Catch?
avatarOptionsAura
2025-10-15

How to handle vertical spread expiration? Practical case analysis

Vertical Spread is a strategy that combines two options with the same strike date and the same type (both call or put), but with different strike prices. By buying and selling two option contracts, investors limit returns and risks, so that profits and losses are fixed within a certain range. According to different directions, vertical spreads can be divided into Bull Call Spread and Bear Call Spread.At expiration, the settlement of the vertical spread follows standard option exercise principles. The system will determine whether each Leg (Leg) is In the Money (In the Money) or Out of the Money (Out of the Money) based on the maturity settlement price of the underlying asset: if the option is Out of the Money, it will automatically be invalidated; If it is in the price, it will be automati
How to handle vertical spread expiration? Practical case analysis
avatarWeChats
2025-10-15
💹 China Stocks Rebound: Alibaba Leads the Charge — Real Rally or Just a Relief Bounce? --- After six brutal sessions in the red, Chinese equities finally caught a breath — and what a rebound it was. Alibaba (BABA) surged nearly 8% on Friday, dragging the broader China ADR basket higher and breaking a streak of relentless selling pressure. For traders watching from the sidelines, this rebound felt like the first green candle after a long night of red. But the big question remains — is this the start of something sustainable, or just a short squeeze disguised as a comeback? --- ⚡ What Sparked the Rebound Last week’s pain trade flipped dramatically as a few catalysts converged at once: 1️⃣ “Trump Taco” détente: Markets reacted to signs that U.S.–China tensions may be cooling after weeks of ta
avatarBarcode
2025-10-02
$Alibaba(BABA)$ $Baidu(BIDU)$ $JD.com(JD)$ 🚀🔥 Alibaba’s $320 Roadmap: Golden Week, Burry, and the New China AI Ecosystem 🔥🚀 I am convinced Alibaba has just re-entered a multi-year expansion cycle, and the market is only beginning to price in the scale of its consumer, AI, and ecosystem dominance. This is no longer about recovery trades; it is about leadership. 📍 Golden Week Data Proves Ecosystem Power $BABA Amap (China’s Google Maps) hit a record 360M daily users on Day 1 of Golden Week 🇨🇳🎉. Its AI assistant processed 2.6B requests, delivered 290M safety alerts, and boosted local restaurants. This isn’t a one-off spike; it’s embedded infrastructure in China’s most
avatarBarcode
2025-10-03

📈🛍️🔮 JD.com harmonic setup eyes $46 as National Day catalysts shift flows from BABA 📈🛍️🔮

$JD.com(JD)$ $Alibaba(BABA)$ $Baidu(BIDU)$ I’m rotating into JD as the harmonic structure points to $46 while consumer patterns favour smaller city retail flows. JD.com climbing off its structural base JD.com ($JD) is trading around $36.10 intraday after lifting from the September floor at 🔵 $32.91. Momentum is aligning with National Day data showing 54.2% of travellers shifting toward small-city destinations, reinforcing JD’s footprint in decentralised consumption. Offline retail is also expanding with 16,400 manufacturer reps embedded across 260+ stores, including JD MALL and JD Electrical Appliance City. Free cash flow anchors the valuation JD produced $6.05B in
📈🛍️🔮 JD.com harmonic setup eyes $46 as National Day catalysts shift flows from BABA 📈🛍️🔮
avatarShyon
2025-10-02
As an investor, I'm intrigued by Alibaba's $Alibaba(BABA)$   $Alibaba(09988)$  recent surge following Citi's decision to hike its price target to $217, especially with the optimistic forecast about a tenfold increase in data center capacity. The bank's raised assumptions for cloud revenue and capital expenditures reinforce my belief in Alibaba's potential, particularly in the cloud computing sector. I've been keeping an eye on this stock for a while, and this news makes me feel more confident about its long-term growth prospects. When it comes to the first question—will I follow Cathie Wood's trade?—I'm a bit hesitant. While I r
avatarkoolgal
2025-10-12

Alibaba at USD 160: Conviction in the Crossfire

🌟🌟🌟Trump has just reignited the trade war with a 100% tariff blitz on China.  The market recoiled.  Alibaba $Alibaba(BABA)$  $BABA-W(09988)$  plunged 8.4% to USD 159.01 on Friday.  But beneath the panic lies a paradox : Trump's TACO Trade theatrics maybe noise.  However Alibaba's AI Cloud and ECommerce empire are the signal. The TACO Trade : Trump Always Chickens Out: Wall Street coined it: TACO = Trump Always Chickens Out.  His Tariff tantrums trigger selloffs, only to be reversed when he softens or exempts key sectors like electronics. Investors now play the TACO Trade like poker : Buy the dip, bet on the&n
Alibaba at USD 160: Conviction in the Crossfire
avatarhighhand
2025-10-12
I'm not interested in $Alibaba(09988)$  or $Alibaba(BABA)$   However if I were interested and wanted to buy or add, I would look use the moving average as support to buy. For HK BABA, it's at the 20ma about $165 now. You can add if you die die must buy BaBa now but I would rather wait till it hits the 50ma at $140 which coincides with a previous swing high. That makes it a stronger support. For US BaBa, it's between 20ma and 50ma. This most likely means it's going to fall to 50 ma at $145. This price also coincides with a previous swing high.  Therefore, checking both HK BABA and US Baba... 50ma is a good price to buy.
$BABA-W(09988)$  InSight : I am evaluating the share price of the company with great confidence of my trust in the brilliance of the founder and CEO of the company. Their competency are world class.  The value per share of the company under US200 is way too cheap based on the trajectory of its future earning. It should be easily be more than US1000 in the near future. I am more inclined to think that AI bubble ( if there is one ) and the threat of tariffs should not affect its profitability and value.  In fact restriction of supply of rare earth to the world will benefit greatly for the Chinese AI and chip production companies.  For its production will not face disruption. 
avatarKong111
2025-10-14
For sure the Dip on Friday is a correction. And double down for it as the opportunity to buy the dip during Trump headwind . Uptrend still maintain MA above 34DMA support. Institution buying send the strong renounce Monday follow by some retailer TP/SL, I saw rebounce  tail . I  saw  no sweeze on Monday market.... Trump sent wave has shock the Market, but Trump Taco ease the risk, it's double edge  swart ,  be aware he is playing a flip-flop card on tariff..
avatarAnthony CY Tan
2025-10-02
I lean toward holding, but cautiously. Here’s why: • The AI/cloud bet is real and large. Alibaba is placing a lot of chips on this being its next engine. • The Citi upgrade demonstrates institutional confidence, not just speculative hype. • While valuation is stretched in some views, some models and analyst views still see upside. Nevertheless,  • I wouldn’t hold with blind faith. • Set clear stop-loss levels or trailing exits in case sentiment shifts. • i will consider lightening my position as it approaches Citi’s target or other resistance zones (e.g. around $200+).
avatarvc888
2025-10-11
Alibaba is rated a buy, driven by strong AI ambitions and expanding leadership in China's cloud and semiconductor sectors. Alibaba's June quarter showed 10% of comparable revenue growth, indicating a clear business turnaround. Cloud Intelligence Group revenues surged 26% YoY, with AI-related product revenue maintaining triple-digit growth for the eighth consecutive quarter. Despite short-term profitability declines due to investments, Alibaba's technicals and valuation suggest further upside as it positions itself as an AI superpower.
$BABA-W(09988)$  We never know with the trade war on going, US may delist Alibaba from the US market. It may be wise to invest in Hong Kong market just in case and get to buy more shares 
ARKF Investment Tracker position change: Decreased position in Alibaba by 285 shares, the number of shares held decreased 0.59% compared to the previous period and now represents 0.73% of the total position.
avatarBlinkfans
2025-10-11

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avatarOptionspuppy
2025-10-11

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2025-10-12

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