That said, I think the market may be overlooking Alibaba’s transformation. Despite a slight revenue miss, its profit surged & the massive investment into AI infrastructure shows a clear pivot toward becoming China’s AWS + OpenAI. Shifting focus from GMV to cloud & foundation models like Tongyi could pay off big if adoption grows.
While Tencent balances ambition & discipline better today, Alibaba’s aggressive push could yield greater long-term rewards. For me, Tencent $TENCENT(00700)$ offers short-term clarity, but I lean toward Alibaba $Alibaba(09988)$ if I’m thinking 3+ years ahead & can stomach higher risk.
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- icycrystal·05-16TOPthanks for sharing1Report