🌟🌟🌟In China's digital economy, 1 company stands out  - $BABA-W(09988)$ . Alibaba is the company that survives storms because it builds infrastructure, not trends.  Cloud growth, international e-commerce accelerating, logistics growing stronger, AI chips and infrastructure quietly taking root. Alibaba's  new chapter won't be explosive but it will be enduring. Alibaba is undervalued and oversold.  It is a great time

For long term yes!! Like saving for future

I started buying Alibaba after many positive sentiments. 

Alibaba & Tencent miss: can AI serve as the next growth engine? Short answer: yes — but the path is very different for each company, and monetisation is still the key uncertainty. What happened Both Alibaba and Tencent saw market reactions despite heavy AI investments. Alibaba missed expectations due to weak e-commerce and rising costs, while Tencent performed better operationally but was still sold off. The market is clearly shifting from “AI hype” to “show me actual returns.” Alibaba: high-risk, high-reward AI transition Alibaba is pivoting hard into AI through its cloud business. AI-related cloud revenue is growing quickly, and management is positioning it as a long-term core driver. However, there are trade-offs: - Core e-commerce is slowing - Heavy AI investment is pressuring marg

Alibaba Earnings Review: Cloud Segment Fails to Offset Pressure from Other Businesses $Alibaba(BABA)$   Group announced revenue and profit figures lower than market expectations, reflecting the pressure from its e-commerce business and investments in other innovative businesses. Core Financial Indicators - Revenue was RMB 284.84 billion, up 1.67% year over year, compared with the estimate of RMB 289.73 billion. - Net income plummeted by 66.65% year-on-year to RMB 16.32 billion, indicating continuing pressure of China e-commerce business on profitability. - Non-GAAP diluted earnings per ADS was RMB7.09 (US$1.01), a decrease of 67% year-over-year.  Business Segment Breakdown Alibaba China E-commerce Grou

🌟🌟🌟 $BABA-W(09988)$ & $TENCENT(00700)$ reported earnings that were solid in fundamentals but immediately overshadowed by one word: CAPEX. Yet when you look past the headlines, a clearer story emerges - both companies are strengthening their foundations for the next decade , not stumbling. Would I buy the dip? Yes since I believe in China's long term digital & AI infrastructure.  Tencent & Alibaba are companies with real cash flow & real moats.    Their valuations are so much lower than their US peers. Tencent & Alibaba are not companies in decline.  They are companies choosing to invest when others hesitate. Could they drop further?  Yes in the short t

China's AI Growing Pains 🌟🌟🌟The market is currently reeling from a brutal "vibe check" on China's Tech Giants.  $BABA-W(09988)$  and $TENCENT(00700)$  have collectively shed around USD 84 billion in market value in 24 hours.  While both of these Chinese tech giants are pouring billions into AI as the next frontier, investors are starting to ask a very expensive question : Where is the money? Why The Selloff?  The "Paper Panic" Breakdown  Profitability vs Promises: Investors are losing patience with the lack of near term visibility in AI monetisation. The Alibaba Slump: Despite Cloud revenue accelerating by 36%, A

Both $TENCENT(00700)$ and $BABA-W(09988)$ shares tumble following their latest earnings releases mostly due to the adverse investment climate because of geopolitical reasons. The AI business momentum is accelerating with no fundamental reversal in sight. Buy the dips of these two giants as their downsides maybe limited. Do research and invest carefully and do each trade with due diligence. Good luck to all Tiger friends. Thanks @Tiger_SG @TigerStars @Tiger_comments @icycrystal @1PC

The two main drags were: Quick Commerce (Ele.me and instant retail) with continued widening losses, and the "All Others" segment posting a RMB 9.8bn loss that deteriorated further quarter-on-quarter. Morgan Stanley's response was "unchanged thesis" — core investment case intact — but near-term EPS estimates were revised lower, making the overall tone a modest negative revision.

Morgan Stanley's report is a mix of highlights and controversy. Cloud is the standout — revenue grew 36% YoY, with external revenue accelerating to 35%, and AI-related revenue delivering triple-digit growth for 10 consecutive quarters, validating Alibaba Cloud's competitiveness in AI infrastructure.

No need to rush in since market sentiment is filled with much fear lately. Wait for a while.

This week’s pullback in $TENCENT(00700)$ and $Alibaba(09988)$ feels more like a reset in expectations than a breakdown in fundamentals. I see the selloff driven mainly by concerns over rising AI capex, while their core businesses—Tencent’s gaming and ads, and Alibaba’s AI-driven cloud—remain strong. That said, near-term risks are real. Both companies are ramping up investments, which will pressure earnings growth, and Alibaba’s weaker profitability plus losses in its “All Others” segment are a concern. Tencent’s lower buybacks also reduce downside support, so I expect volatility to continue as the market digests overcapex fears. From a valuation standpoint, the dip is becoming more attractive. Tenc

As of March 20, 2026, both $Alibaba(BABA)$ Alibaba and $TENCENT(00700)$ Tencent have released their latest earnings (Q4 2025/FY 2025), and the market reaction has been telling. While both face headwinds in their legacy businesses—e-commerce for Alibaba and a mix of gaming/ads for Tencent—their AI trajectories are diverging into two distinct models: Infrastructure (Alibaba) vs. Ecosystem Integration (Tencent). AI as the New Growth Engine: Fact or Friction? For both companies, AI is no longer a "future" project; it is actively offsetting the stagnation in their core segments. However, the "miss" in expectations primarily stems from the massive costs required to fuel this engine. Alibaba: AI is the volume d

Your framing is accurate. Both Alibaba Group and Tencent are entering a capex-heavy AI phase, and the market is struggling to price the transition. --- 1) Can Alibaba Cloud price hikes offset margin pressure? Short answer: partially, but not immediately. Why price increases help: 37% cloud growth suggests AI-driven demand is real, not just cyclical Enterprise AI workloads (training + inference) are less price-sensitive Higher-value services (AI, data, security) → structurally better margins But the constraint: AI infra (GPUs, data centres) is front-loaded capex Depreciation + energy costs hit before revenue fully scales China cloud competition (Huawei, state players) caps aggressive pricing 👉 Net effect: Price hikes can slow margin erosion, but unlikely to “fix” next-quarter profits. --- 2

Looks good profit percentages are high 

Aiming to buy when it touch $100.

BABA very bullish on stock buying mor at these prices price target $220