Blinkfans
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- 🇨🇳🇸🇬 China & Asia Internet Stocks: Alibaba Isn’t the Whole Story
🇨🇳🇸🇬 China & Asia Internet Stocks: Alibaba Isn’t the Whole Story
🔥 Alibaba, PDD, Tencent, JD.com & Sea/Shopee — which one is best positioned for the next AI + e-commerce cycle? I’ve been thinking about the recent debate around Alibaba and Michael Burry’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 “Is Alibaba a buy or sell?” misses the bigger picture. 👉 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: 🇨🇳 Alibaba — AI + Cloud + E-commerce 🇨🇳 PDD Hold
