Blinkfans
Blinkfans
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avatarBlinkfans
09-21 20:28
$PLTR 20250718 95.0 PUT$  Share for coins 
avatarBlinkfans
09-21 20:21
avatarBlinkfans
09-20 22:20
$KraneShares CSI China Internet ETF(KWEB)$ But as it goes support level 

๐Ÿ‡จ๐Ÿ‡ณ๐Ÿ‡ธ๐Ÿ‡ฌ China & Asia Internet Stocks: Alibaba Isnโ€™t the Whole Story

๐Ÿ”ฅ Alibaba, PDD, Tencent, JD.com & Sea/Shopee โ€” which one is best positioned for the next AI + e-commerce cycle? Iโ€™ve been thinking about the recent debate around Alibaba and Michael Burryโ€™s bearish view. Alibaba is down about 0.7% in the U.S. session in the screenshot, while its Hong Kong shares were slightly higher. But personally, I think focusing only on โ€œIs Alibaba a buy or sell?โ€ misses the bigger picture. ๐Ÿ‘‰ The more interesting question is: What happens to the entire Asian internet sector as companies spend aggressively on AI, compete for online consumers, and try to turn that investment into higher future revenue? Instead of looking at one stock at a time, I want to compare several companies that are exposed to this broader trend: ๐Ÿ‡จ๐Ÿ‡ณ Alibaba โ€” AI + Cloud + E-commerce ๐Ÿ‡จ๐Ÿ‡ณ PDD Hold
๐Ÿ‡จ๐Ÿ‡ณ๐Ÿ‡ธ๐Ÿ‡ฌ China & Asia Internet Stocks: Alibaba Isnโ€™t the Whole Story

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