@koolgal @Shyon @rL @HelenJanet @Aqa @SPACE ROCKET @GoodLife99 @LMSunshine @Universe宇宙
anything is possible. however, need to be careful as bubble may "burst" at some point.
first quarter, Chinese companies delivered an impressive performance, outpacing the broader U.S. market. $Alibaba(BABA)$ surged over 55% in a single quarter. According to the latest filings, Bridgewater Associates significantly increased its holdings in Chinese tech giants, with Alibaba (BABA) and $Baidu(BIDU)$ among its top picks.
Can Tencent’s “pragmatic AI” strategy of enhancing existing revenue lines outperform Alibaba’s heavy AI infrastructure bets in the next 2–3 years?
Is the market underestimating Alibaba’s long-term transformation into a tech infrastructure giant?
With heavy CapEx commitments from both companies, which stock better balances AI ambition and financial discipline?
leave your comments to win tiger coins~
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