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- TanatTanat
  ·09-02
  Share your opinion about this news…
  Alibaba's Dual Strategic Breakthrough
  Alibaba's latest financial results demonstrate the success of the tech giant's newest strategy: a "dual breakthrough" in both AI technology revolution and consumer lifestyle scenarios. The company is...
  Alibaba's Dual Strategic Breakthrough
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- TanatTanat
  ·02-20
  $Alibaba(BABA)$ good job
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- TanatTanat
  ·2023-05-23
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  3 Reasons Sea Limited Is a Buy for the Long Haul
  Management has earned investors' trust.
  3 Reasons Sea Limited Is a Buy for the Long Haul
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- TanatTanat
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  ·2023-02-23
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  ·2023-02-04
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  ·2023-02-02
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- TanatTanat
  ·2023-01-09
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  ·2023-01-05
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breakthrough\" in both AI technology revolution and consumer lifestyle scenarios. The company is...","content":"<p>Alibaba's latest financial results demonstrate the success of the tech giant's newest strategy: a \"dual breakthrough\" in both AI technology revolution and consumer lifestyle scenarios. The company is simultaneously pursuing the \"cosmic ambitions\" of artificial general intelligence while reconstructing the \"everyday marketplace\" through expanded traffic entry points.</p>\n<p>Following Alibaba (HK09988, stock price HK$137.1, market cap HK$2.61 trillion) releasing its better-than-expected first quarter fiscal 2026 results (three months ended June 30, 2025), capital markets responded with strong positive feedback. On September 1st, the company's stock opened nearly 15% higher, continued climbing throughout the day, and ultimately closed up 18.5%, reaching its highest level since March.</p>\n<p>The earnings report was indeed impressive: quarterly total revenue reached 247.652 billion yuan, up 2% year-over-year; net profit hit 42.382 billion yuan, surging 76% year-over-year. However, capital markets look beyond current performance to future growth expectations. The core logic behind Alibaba's stock surge lies in its successful \"dual breakthrough\" in two major directions: the \"cosmic ambitions\" of \"AI + Cloud\" and the \"everyday marketplace\" enhanced by Taobao Flash Purchase. This strategic positioning both responds to technological revolution trends and anchors consumer demand, creating a dual engine for growth.</p>\n<p>This strategic clarity stems from the influence of Alibaba's key figure, Jack Ma. Although this employee (code-named \"Feng Qingyang\") stepped down as chairman in September 2019 and left the board in September 2020, he remains a crucial player in Alibaba's strategic decisions. Since his \"return to the arena\" earlier this year, Alibaba's stock chart has shown strong upward momentum.</p>\n<p>At Alibaba Cloud's new fiscal year kickoff meeting in April, Ma's speech directly articulated Alibaba's strategic core: \"High technology is not just about conquering the starry seas, but also about nurturing everyday life. The responsibility of technology professionals is not to let AI replace humans, but to make AI better understand and serve humanity.\" This statement clearly annotates Alibaba's dual-track strategy of \"hardcore technology + consumer services.\"</p>\n<p>Alibaba's \"cosmic ambitions\" represent a breakthrough anchored in the AI era. In public memory, Alibaba once restructured consumption logic with Taobao and rewrote financial rules with Alipay, sparking discussions about whether it was the \"Jack Ma era\" or \"the era's Jack Ma.\" Now, both public expectations and capital market demands point toward an Alibaba that \"leads innovation through hardcore technology\" - fulfilling what Ma calls \"the responsibility of Alibaba Cloud's resources and technical talent,\" while meeting the deeper strategic requirement for China's tech industry to \"avoid being constrained by others.\"</p>\n<p>To shoulder this responsibility, Alibaba's investment has been massive: over the past four quarters, it has invested more than 100 billion yuan in AI infrastructure and product development; over the next three years, it plans to invest over 380 billion yuan in cloud and AI hardware infrastructure construction. This investment aims not only to build its own \"technological moat\" but also to create a \"Chinese-style technology ecosystem.\"</p>\n<p>The latest financial results validate this investment: Alibaba Cloud's quarterly revenue grew 26% year-over-year to 33.398 billion yuan, reaching a three-year high. More importantly, Alibaba Cloud's AI revenue now accounts for over 20% of external commercial revenue. This represents not distant \"cosmic ambitions\" but a technological breakthrough synchronized with the AI era, showing tangible results.</p>\n<p>If \"cosmic ambitions\" represent Alibaba's sprint toward the future, then the \"everyday marketplace\" represents its commitment to rooting in consumer services and reshaping the e-commerce ecosystem. Today's e-commerce landscape is no longer dominated by a single player: Pinduoduo has torn open the market with low prices, Douyin (TikTok) has restructured consumption habits through traffic, and Meituan has jumped beyond food delivery to aggressively enter instant retail. Traditional e-commerce models urgently need reshaping, and Alibaba must find new traffic anchors and ecosystem support points.</p>\n<p>This year's \"food delivery war\" among Meituan, JD.com, and Ele.me essentially represents a transformation to \"reshape the e-commerce ecosystem\": competing for instant retail entry points, promoting the integration of \"far-field e-commerce,\" \"near-field retail,\" and \"local services,\" and accelerating digitalization of local lifestyle services. The core of competition ultimately returns to supply chain efficiency, user experience, and ecosystem synergy capabilities - precisely where Alibaba can leverage its strengths.</p>\n<p>To this end, Alibaba has conducted clear business integration: merging Ele.me with Taobao Flash Purchase and placing them alongside Fliggy under Alibaba China E-commerce Group, creating a deeply integrated \"e-commerce + local lifestyle\" mega-consumer platform. Simultaneously, it has invested heavily to activate the ecosystem, launching \"Ele.me's 10+ billion yuan subsidy\" in late April and announcing in July that Taobao Flash Purchase would directly subsidize consumers and merchants with 50 billion yuan over the next 12 months.</p>\n<p>The \"money burning\" has not been in vain: according to reports, Ele.me's market share in food delivery surged from 13% to 28% in the second quarter, making it the biggest winner in the current \"delivery war.\" Financial data is even more telling - despite quarterly sales and marketing expenses surging year-over-year to 53.2 billion yuan, instant retail business revenue reached 14.784 billion yuan, up 12% year-over-year. Taobao Flash Purchase's monthly active users exceeded 300 million, representing 200% growth compared to pre-April levels.</p>\n<p>More importantly, this growth has formed a \"virtuous cycle growth flywheel\": high-frequency local lifestyle services from Taobao Flash Purchase effectively drive relatively low-frequency e-commerce consumption, then leverage Alibaba's technical capabilities to enhance user experience, ultimately feeding back into core e-commerce business. This represents the \"ecosystem synergy effect\" Alibaba pursues and is key to maintaining its \"everyday marketplace\" position in the consumer services arena.</p>\n<p>Looking back at the underlying logic of Alibaba's better-than-expected earnings and stock surge, it essentially represents a victory for \"technology + consumption\" dual-wheel drive. As Alibaba CEO Eddie Wu stated: \"The technology platform centered on AI + Cloud and the mega-consumer platform integrating shopping and lifestyle services represent two major historic strategic opportunities for Alibaba Group.\"</p>\n<p>These two opportunities are not isolated but complementary and mutually reinforcing: the \"cosmic ambitions\" of \"AI + Cloud\" provide technical support for the \"everyday marketplace\" - using AI to optimize supply chain efficiency and cloud services to enhance user experience. Meanwhile, Taobao Flash Purchase's \"everyday marketplace\" provides application scenarios and commercial closed loops for \"cosmic ambitions\" - bringing hardcore technology to specific consumer needs.</p>\n<p>While seemingly pointing in different directions, these two strategies ultimately converge and empower each other. For Alibaba, finding balance and support between \"cosmic ambitions\" and \"everyday marketplace\" is not only the underlying logic of this stock surge but also the solid foundation for navigating industry cycles and achieving long-term development.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba's Dual Strategic Breakthrough</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba's Dual Strategic Breakthrough\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1039043262\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Deep News </p>\n<p class=\"h-time\">2025-09-01 22:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Alibaba's latest financial results demonstrate the success of the tech giant's newest strategy: a \"dual breakthrough\" in both AI technology revolution and consumer lifestyle scenarios. The company is simultaneously pursuing the \"cosmic ambitions\" of artificial general intelligence while reconstructing the \"everyday marketplace\" through expanded traffic entry points.</p>\n<p>Following Alibaba (HK09988, stock price HK$137.1, market cap HK$2.61 trillion) releasing its better-than-expected first quarter fiscal 2026 results (three months ended June 30, 2025), capital markets responded with strong positive feedback. On September 1st, the company's stock opened nearly 15% higher, continued climbing throughout the day, and ultimately closed up 18.5%, reaching its highest level since March.</p>\n<p>The earnings report was indeed impressive: quarterly total revenue reached 247.652 billion yuan, up 2% year-over-year; net profit hit 42.382 billion yuan, surging 76% year-over-year. However, capital markets look beyond current performance to future growth expectations. The core logic behind Alibaba's stock surge lies in its successful \"dual breakthrough\" in two major directions: the \"cosmic ambitions\" of \"AI + Cloud\" and the \"everyday marketplace\" enhanced by Taobao Flash Purchase. This strategic positioning both responds to technological revolution trends and anchors consumer demand, creating a dual engine for growth.</p>\n<p>This strategic clarity stems from the influence of Alibaba's key figure, Jack Ma. Although this employee (code-named \"Feng Qingyang\") stepped down as chairman in September 2019 and left the board in September 2020, he remains a crucial player in Alibaba's strategic decisions. Since his \"return to the arena\" earlier this year, Alibaba's stock chart has shown strong upward momentum.</p>\n<p>At Alibaba Cloud's new fiscal year kickoff meeting in April, Ma's speech directly articulated Alibaba's strategic core: \"High technology is not just about conquering the starry seas, but also about nurturing everyday life. The responsibility of technology professionals is not to let AI replace humans, but to make AI better understand and serve humanity.\" This statement clearly annotates Alibaba's dual-track strategy of \"hardcore technology + consumer services.\"</p>\n<p>Alibaba's \"cosmic ambitions\" represent a breakthrough anchored in the AI era. In public memory, Alibaba once restructured consumption logic with Taobao and rewrote financial rules with Alipay, sparking discussions about whether it was the \"Jack Ma era\" or \"the era's Jack Ma.\" Now, both public expectations and capital market demands point toward an Alibaba that \"leads innovation through hardcore technology\" - fulfilling what Ma calls \"the responsibility of Alibaba Cloud's resources and technical talent,\" while meeting the deeper strategic requirement for China's tech industry to \"avoid being constrained by others.\"</p>\n<p>To shoulder this responsibility, Alibaba's investment has been massive: over the past four quarters, it has invested more than 100 billion yuan in AI infrastructure and product development; over the next three years, it plans to invest over 380 billion yuan in cloud and AI hardware infrastructure construction. This investment aims not only to build its own \"technological moat\" but also to create a \"Chinese-style technology ecosystem.\"</p>\n<p>The latest financial results validate this investment: Alibaba Cloud's quarterly revenue grew 26% year-over-year to 33.398 billion yuan, reaching a three-year high. More importantly, Alibaba Cloud's AI revenue now accounts for over 20% of external commercial revenue. This represents not distant \"cosmic ambitions\" but a technological breakthrough synchronized with the AI era, showing tangible results.</p>\n<p>If \"cosmic ambitions\" represent Alibaba's sprint toward the future, then the \"everyday marketplace\" represents its commitment to rooting in consumer services and reshaping the e-commerce ecosystem. Today's e-commerce landscape is no longer dominated by a single player: Pinduoduo has torn open the market with low prices, Douyin (TikTok) has restructured consumption habits through traffic, and Meituan has jumped beyond food delivery to aggressively enter instant retail. Traditional e-commerce models urgently need reshaping, and Alibaba must find new traffic anchors and ecosystem support points.</p>\n<p>This year's \"food delivery war\" among Meituan, JD.com, and Ele.me essentially represents a transformation to \"reshape the e-commerce ecosystem\": competing for instant retail entry points, promoting the integration of \"far-field e-commerce,\" \"near-field retail,\" and \"local services,\" and accelerating digitalization of local lifestyle services. The core of competition ultimately returns to supply chain efficiency, user experience, and ecosystem synergy capabilities - precisely where Alibaba can leverage its strengths.</p>\n<p>To this end, Alibaba has conducted clear business integration: merging Ele.me with Taobao Flash Purchase and placing them alongside Fliggy under Alibaba China E-commerce Group, creating a deeply integrated \"e-commerce + local lifestyle\" mega-consumer platform. Simultaneously, it has invested heavily to activate the ecosystem, launching \"Ele.me's 10+ billion yuan subsidy\" in late April and announcing in July that Taobao Flash Purchase would directly subsidize consumers and merchants with 50 billion yuan over the next 12 months.</p>\n<p>The \"money burning\" has not been in vain: according to reports, Ele.me's market share in food delivery surged from 13% to 28% in the second quarter, making it the biggest winner in the current \"delivery war.\" Financial data is even more telling - despite quarterly sales and marketing expenses surging year-over-year to 53.2 billion yuan, instant retail business revenue reached 14.784 billion yuan, up 12% year-over-year. Taobao Flash Purchase's monthly active users exceeded 300 million, representing 200% growth compared to pre-April levels.</p>\n<p>More importantly, this growth has formed a \"virtuous cycle growth flywheel\": high-frequency local lifestyle services from Taobao Flash Purchase effectively drive relatively low-frequency e-commerce consumption, then leverage Alibaba's technical capabilities to enhance user experience, ultimately feeding back into core e-commerce business. This represents the \"ecosystem synergy effect\" Alibaba pursues and is key to maintaining its \"everyday marketplace\" position in the consumer services arena.</p>\n<p>Looking back at the underlying logic of Alibaba's better-than-expected earnings and stock surge, it essentially represents a victory for \"technology + consumption\" dual-wheel drive. As Alibaba CEO Eddie Wu stated: \"The technology platform centered on AI + Cloud and the mega-consumer platform integrating shopping and lifestyle services represent two major historic strategic opportunities for Alibaba Group.\"</p>\n<p>These two opportunities are not isolated but complementary and mutually reinforcing: the \"cosmic ambitions\" of \"AI + Cloud\" provide technical support for the \"everyday marketplace\" - using AI to optimize supply chain efficiency and cloud services to enhance user experience. Meanwhile, Taobao Flash Purchase's \"everyday marketplace\" provides application scenarios and commercial closed loops for \"cosmic ambitions\" - bringing hardcore technology to specific consumer needs.</p>\n<p>While seemingly pointing in different directions, these two strategies ultimately converge and empower each other. For Alibaba, finding balance and support between \"cosmic ambitions\" and \"everyday marketplace\" is not only the underlying logic of this stock surge but also the solid foundation for navigating industry cycles and achieving long-term development.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0651946864.USD":"贝莱德新兴市场股票收益A2","LU2226246903.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT4\" (HKD) ACC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU1152091754.HKD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" (HKD) INC","BK4565":"NFT概念","BABA":"阿里巴巴","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","LU0328353924.USD":"UBS (LUX) EQUITY SICAV - GLOBAL EMERGING MARKETS OPPORTUNITY (USD) \"P\" (USD) ACC","LU1048588211.SGD":"Blackrock Asian Dragon A2 SGD-H","LU1051768304.USD":"贝莱德新兴市场股票收益A6","BK4607":"DeepSeek概念股","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU1688375341.USD":"贝莱德中国灵活股票基金","LU0072462343.USD":"贝莱德亚洲巨龙基金","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","LU1008478684.HKD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (HKD) ACC","LU0072913022.USD":"UBS (LUX) EQUITY FUND -  GREATER CHINA \"P\" (USD) ACC","BK4220":"综合零售","BK4524":"宅经济概念","LU0797268264.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (HKD) ACC","LU1051769294.HKD":"BGF EMERGING MARKETS EQUITY INCOME \"A6\"(HKDHDG) INC","BK4581":"高盛持仓","BK4554":"元宇宙及AR概念","LU1515016050.SGD":"Blackrock Emerging Markets Equity Income A6 SGD-H","BK4543":"AI","BK4527":"明星科技股","LU0880133367.SGD":"UBS (LUX) EQUITY FUND CHINA OPPORTUNITY USD \"P\" (SGD) ACC","BK4531":"中概回港概念","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","BK4526":"热门中概股","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","LU0918141705.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AM\" (HKD) INC","09988":"阿里巴巴-W","LU0918141887.USD":"安联亚洲实际收益股票基金","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","LU1235294995.USD":"FIDELITY GLOBAL TECHNOLOGY \"A\" (USDHDG) ACC","BK4503":"景林资产持仓","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC","LU1769817096.USD":"UBS (LUX) EQUITY SICAV - GLOBAL EMERG MARKETS OPPO \"P\" (USD) INC","BK4122":"互联网与直销零售","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0106959298.USD":"UBS (LUX) EQUITY FUND - EMERGING MARKETS SUSTAINABLE LEADERS (USD) \"P\" (USD) ACC","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","BK4502":"阿里概念","BK4575":"芯片概念","IE00BFMHRM44.USD":"NEUBERGER BERMAN GLOBAL EQUITY MEGATRENDS \"A\" (USD) ACC","LU1769817179.HKD":"UBS (LUX) EQUITY SICAV - GLOBAL EMERG MARKETS OPPO \"P\" (HKD) INC","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU0821914370.USD":"贝莱德亚洲成长领袖A2","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","LU1282648689.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AMG\" (USD) INC","BK4587":"ChatGPT概念","BK4558":"双十一","LU1046422090.SGD":"Fidelity Pacific A-SGD","LU1152091168.USD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" INC","BK4505":"高瓴资本持仓","LU0651947912.USD":"BGF EMERGING MARKETS EQUITY INCOME \"A5G\" (USD) INC","LU0251143458.SGD":"Fidelity Emerging Markets A-SGD","BK4535":"淡马锡持仓","LU1046421795.USD":"富达环球科技A-ACC","BK4504":"桥水持仓","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","BK4538":"云计算","BK4579":"人工智能","BK4614":"Manus概念股","LU0067412154.USD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (USD) ACC","LU0047713382.USD":"BGF EMERGING MARKETS \"A2\" ACC","BK4588":"碎股","LU0501845795.SGD":"瑞银大中华区股票基金P Acc SGD","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","BK4548":"巴美列捷福持仓"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144350350","content_text":"Alibaba's latest financial results demonstrate the success of the tech giant's newest strategy: a \"dual breakthrough\" in both AI technology revolution and consumer lifestyle scenarios. The company is simultaneously pursuing the \"cosmic ambitions\" of artificial general intelligence while reconstructing the \"everyday marketplace\" through expanded traffic entry points.\nFollowing Alibaba (HK09988, stock price HK$137.1, market cap HK$2.61 trillion) releasing its better-than-expected first quarter fiscal 2026 results (three months ended June 30, 2025), capital markets responded with strong positive feedback. On September 1st, the company's stock opened nearly 15% higher, continued climbing throughout the day, and ultimately closed up 18.5%, reaching its highest level since March.\nThe earnings report was indeed impressive: quarterly total revenue reached 247.652 billion yuan, up 2% year-over-year; net profit hit 42.382 billion yuan, surging 76% year-over-year. However, capital markets look beyond current performance to future growth expectations. The core logic behind Alibaba's stock surge lies in its successful \"dual breakthrough\" in two major directions: the \"cosmic ambitions\" of \"AI + Cloud\" and the \"everyday marketplace\" enhanced by Taobao Flash Purchase. This strategic positioning both responds to technological revolution trends and anchors consumer demand, creating a dual engine for growth.\nThis strategic clarity stems from the influence of Alibaba's key figure, Jack Ma. Although this employee (code-named \"Feng Qingyang\") stepped down as chairman in September 2019 and left the board in September 2020, he remains a crucial player in Alibaba's strategic decisions. Since his \"return to the arena\" earlier this year, Alibaba's stock chart has shown strong upward momentum.\nAt Alibaba Cloud's new fiscal year kickoff meeting in April, Ma's speech directly articulated Alibaba's strategic core: \"High technology is not just about conquering the starry seas, but also about nurturing everyday life. The responsibility of technology professionals is not to let AI replace humans, but to make AI better understand and serve humanity.\" This statement clearly annotates Alibaba's dual-track strategy of \"hardcore technology + consumer services.\"\nAlibaba's \"cosmic ambitions\" represent a breakthrough anchored in the AI era. In public memory, Alibaba once restructured consumption logic with Taobao and rewrote financial rules with Alipay, sparking discussions about whether it was the \"Jack Ma era\" or \"the era's Jack Ma.\" Now, both public expectations and capital market demands point toward an Alibaba that \"leads innovation through hardcore technology\" - fulfilling what Ma calls \"the responsibility of Alibaba Cloud's resources and technical talent,\" while meeting the deeper strategic requirement for China's tech industry to \"avoid being constrained by others.\"\nTo shoulder this responsibility, Alibaba's investment has been massive: over the past four quarters, it has invested more than 100 billion yuan in AI infrastructure and product development; over the next three years, it plans to invest over 380 billion yuan in cloud and AI hardware infrastructure construction. This investment aims not only to build its own \"technological moat\" but also to create a \"Chinese-style technology ecosystem.\"\nThe latest financial results validate this investment: Alibaba Cloud's quarterly revenue grew 26% year-over-year to 33.398 billion yuan, reaching a three-year high. More importantly, Alibaba Cloud's AI revenue now accounts for over 20% of external commercial revenue. This represents not distant \"cosmic ambitions\" but a technological breakthrough synchronized with the AI era, showing tangible results.\nIf \"cosmic ambitions\" represent Alibaba's sprint toward the future, then the \"everyday marketplace\" represents its commitment to rooting in consumer services and reshaping the e-commerce ecosystem. Today's e-commerce landscape is no longer dominated by a single player: Pinduoduo has torn open the market with low prices, Douyin (TikTok) has restructured consumption habits through traffic, and Meituan has jumped beyond food delivery to aggressively enter instant retail. Traditional e-commerce models urgently need reshaping, and Alibaba must find new traffic anchors and ecosystem support points.\nThis year's \"food delivery war\" among Meituan, JD.com, and Ele.me essentially represents a transformation to \"reshape the e-commerce ecosystem\": competing for instant retail entry points, promoting the integration of \"far-field e-commerce,\" \"near-field retail,\" and \"local services,\" and accelerating digitalization of local lifestyle services. The core of competition ultimately returns to supply chain efficiency, user experience, and ecosystem synergy capabilities - precisely where Alibaba can leverage its strengths.\nTo this end, Alibaba has conducted clear business integration: merging Ele.me with Taobao Flash Purchase and placing them alongside Fliggy under Alibaba China E-commerce Group, creating a deeply integrated \"e-commerce + local lifestyle\" mega-consumer platform. Simultaneously, it has invested heavily to activate the ecosystem, launching \"Ele.me's 10+ billion yuan subsidy\" in late April and announcing in July that Taobao Flash Purchase would directly subsidize consumers and merchants with 50 billion yuan over the next 12 months.\nThe \"money burning\" has not been in vain: according to reports, Ele.me's market share in food delivery surged from 13% to 28% in the second quarter, making it the biggest winner in the current \"delivery war.\" Financial data is even more telling - despite quarterly sales and marketing expenses surging year-over-year to 53.2 billion yuan, instant retail business revenue reached 14.784 billion yuan, up 12% year-over-year. Taobao Flash Purchase's monthly active users exceeded 300 million, representing 200% growth compared to pre-April levels.\nMore importantly, this growth has formed a \"virtuous cycle growth flywheel\": high-frequency local lifestyle services from Taobao Flash Purchase effectively drive relatively low-frequency e-commerce consumption, then leverage Alibaba's technical capabilities to enhance user experience, ultimately feeding back into core e-commerce business. This represents the \"ecosystem synergy effect\" Alibaba pursues and is key to maintaining its \"everyday marketplace\" position in the consumer services arena.\nLooking back at the underlying logic of Alibaba's better-than-expected earnings and stock surge, it essentially represents a victory for \"technology + consumption\" dual-wheel drive. As Alibaba CEO Eddie Wu stated: \"The technology platform centered on AI + Cloud and the mega-consumer platform integrating shopping and lifestyle services represent two major historic strategic opportunities for Alibaba Group.\"\nThese two opportunities are not isolated but complementary and mutually reinforcing: the \"cosmic ambitions\" of \"AI + Cloud\" provide technical support for the \"everyday marketplace\" - using AI to optimize supply chain efficiency and cloud services to enhance user experience. Meanwhile, Taobao Flash Purchase's \"everyday marketplace\" provides application scenarios and commercial closed loops for \"cosmic ambitions\" - bringing hardcore technology to specific consumer needs.\nWhile seemingly pointing in different directions, these two strategies ultimately converge and empower each other. For Alibaba, finding balance and support between \"cosmic ambitions\" and \"everyday marketplace\" is not only the underlying logic of this stock surge but also the solid foundation for navigating industry cycles and achieving long-term development.","news_type":1,"symbols_score_info":{"09988":1,"ALBmain":1,"BABA":1}},"isVote":1,"tweetType":1,"viewCount":191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":405647812223176,"gmtCreate":1740063099103,"gmtModify":1740063102617,"author":{"id":"3573128689619177","authorId":"3573128689619177","name":"Tanat","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3573128689619177","idStr":"3573128689619177"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a><v-v data-views=\"1\"></v-v> good job&nbsp;","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a><v-v data-views=\"1\"></v-v> good job&nbsp;","text":"$Alibaba(BABA)$ good job","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/405647812223176","isVote":1,"tweetType":1,"viewCount":835,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970459319,"gmtCreate":1684853256532,"gmtModify":1684853262609,"author":{"id":"3573128689619177","authorId":"3573128689619177","name":"Tanat","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3573128689619177","idStr":"3573128689619177"},"themes":[],"htmlText":"Long&nbsp;","listText":"Long&nbsp;","text":"Long","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970459319","repostId":"2337959393","repostType":2,"repost":{"id":"2337959393","kind":"highlight","pubTimestamp":1684849783,"share":"https://ttm.financial/m/news/2337959393?lang=en_US&edition=fundamental","pubTime":"2023-05-23 21:49","market":"us","language":"en","title":"3 Reasons Sea Limited Is a Buy for the Long Haul","url":"https://stock-news.laohu8.com/highlight/detail?id=2337959393","media":"Motley Fool","summary":"Management has earned investors' trust.","content":"<div>\n<p>KEY POINTSInvestors sold off Sea Limited after its first-quarter earnings, but they're missing the big picture.Its most important divisions actually did very well.The company is now profitable after ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/05/23/3-reasons-sea-limited-is-a-buy-for-the-long-haul/\">Source Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Reasons Sea Limited Is a Buy for the Long Haul</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Reasons Sea Limited Is a Buy for the Long Haul\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-23 21:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/05/23/3-reasons-sea-limited-is-a-buy-for-the-long-haul/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSInvestors sold off Sea Limited after its first-quarter earnings, but they're missing the big picture.Its most important divisions actually did very well.The company is now profitable after ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/05/23/3-reasons-sea-limited-is-a-buy-for-the-long-haul/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://www.fool.com/investing/2023/05/23/3-reasons-sea-limited-is-a-buy-for-the-long-haul/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2337959393","content_text":"KEY POINTSInvestors sold off Sea Limited after its first-quarter earnings, but they're missing the big picture.Its most important divisions actually did very well.The company is now profitable after aggressive cost cuts over the past year.Sea Limited investors have been on a wild ride this year, with the stock rising more than 60% in 2023 up until last week's earnings report, after which the stock promptly dropped nearly 20%.While a slight miss on the bottom line might have been the excuse short-term investors needed to take some profits, Sea Limited actually delivered some impressive results when looking under the hood at its most important e-commerce and fintech segments. Still down some 80% from its 2021 highs, Sea's shares look interesting on this recent dip.In fact, there aren't one but several good reasons to scoop up Sea shares for the long haul at these prices.1. Proven execution in three different businessesOne of the keys to identifying stocks with outsized, long-term potential is to identify an all-star management team. Sea's CEO Forrest Li and his team have clearly proven themselves as such.Sea started merely as a video game publisher for third-party games in Southeast Asian countries in 2009. But in 2017, it launched its first in-house developed game Free Fire, which went on to become a global hit and attract 150 million players by 2021. In 2014 and 2015, Sea launched its digital-financial services SeaMoney and then its e-commerce platform Shopee. In just seven short years, Shopee now leads in e-commerce in six major Southeast Asian countries and is growing fast in Brazil, where it launched in 2019. Meanwhile, the company's digital-financial services have taken off and is now Sea's highest-growing segment.Being able to execute at the top of not one but three fairly different industries is a testament to management's prowess, especially when you think about the difficulties of serving e-commerce to emerging markets. For instance, Indonesia is a country of 10,000 islands and had been too complicated for third-party logistics services to cover. However, on the recent conference call, Sea's management noted that 95% of the country is now covered by Shopee's own logistics services.Overtaking established leaders and solving customer problems in emerging markets is no easy feat; based on its track record of doing this repeatedly, Sea's management should have earned the trust of investors by now.2. AdaptabilityOf course, operating in dynamic emerging markets and volatile financial markets is never a smooth ride. The massive shift from the pre-pandemic, low-interest environment to a high-inflation, high-rate environment in 2022 to 2023 has proven challenging not only for Sea but many other internet businesses.However, management's ability to adapt and quickly reorient the company over the past 18 months has been nothing short of amazing.In the pre-pandemic and pandemic eras of low interest rates, Sea was able to use its video game profits and publicly raised funds to build out Shopee and SeaMoney into the juggernauts they are today. However, that took lots and lots of cash as Sea was burning through hundreds of millions of dollars every quarter during that time.When the pandemic subsided, video game profits fell, and interest rates spiked, Forrest Li and his team completely changed tactics. They cut staff, passed up their own salaries, and executed vigorous cost cutting, which became the company's mantra, even down to the type of toilet paper used in the office.Looking at the company's headline numbers may understate just how dramatic the change has been as the Garena gaming division's profitability has continued to fall. Yet look at the massive change in profitability in the still-growing Shopee and SeaMoney divisions last quarter:Sea Limited (SE -2.12%) Segment Adjusted EBITDA (millions)Q1 2022Q1 2023Digital entertainment$431.4$230.1E-commerce($742.8)$207.7Digital financial services($124.9)$98.9Other($64.6)($21.9)Unallocated expenses($8.9)($7.6)Total EBITDA($509.9)$507.2Data source: Sea Limited Q1 2023 press release. Chart by author.What's even more remarkable is that this $1 billion improvement in adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) came as the company only grew overall revenue by just $141 million. That just goes to show the depths of Sea's cost cuts, which bodes well for the company's ability to grow efficiently and profitably going forward.3. Good at market timingGiven the massive change in the inflation and rate environment, Sea's share price has been on a roller-coaster ride. The company went public back in 2017 at $15 per share, reached a high of $372.70 in late 2021, crashed to just above $40 last fall, and is now near $70 per share.A stock's equity price isn't only a reflection of buyers and sellers in the market; it can also affect how the company can fund itself. Fortunately, Sea's management appears to also understand this very well, along with an uncanny ability to time the capital markets.As its share price surged higher and higher in 2021, Sea opportunistically raised money with its stock near all-time highs in September of that year, selling shares at $318 per share, along with billions in 0.25% convertible notes. Those funds proved crucial to Sea, giving it a cash cushion and therefore time to execute its turnaround and make it to profitability in the fourth quarter of 2022.Then, as Sea achieved profitability in Q4, and with its stock price near 52-week lows, management repurchased $611 million of those convertible notes at a big discount, as the notes' market price fluctuates with Sea's stock price, leading to a gain of $200 million!Selling high and buying low on its own stock is another way management has created value of shareholders.Proven management with tailwinds at its backWhile there are sure to be bumps along the way, these three factors appear to prove Sea's management team is first-class, with the ability to build and strengthen its three competitively advantaged platforms.Even in the challenged 2022, consulting firm Bain & Co. sees the Southeast Asian economies growing 4% to 5% annually over the next decade, which is a very healthy annualized rate for this large region. This is due to favorable demographics, government policies, and the rapidly digitizing economies in these countries, which should fuel efficient productivity over time.All of those factors should benefit Sea's three digital businesses. With the company trading at just 3 times sales and with rapidly improving profitability, long-term investors shouldn't pass up the chance to buy Sea shares on this post-earnings dip.","news_type":1,"symbols_score_info":{"SE":0.9}},"isVote":1,"tweetType":1,"viewCount":988,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9944863868,"gmtCreate":1681787915354,"gmtModify":1681787917991,"author":{"id":"3573128689619177","authorId":"3573128689619177","name":"Tanat","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3573128689619177","idStr":"3573128689619177"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/02618\">$JD LOGISTICS(02618)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/02618\">$JD LOGISTICS(02618)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$JD 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