文章核心观点 - 公司的使命是帮助投资者增加财富,同时让投资过程充满乐趣 [1] - 公司采取投资于有价值创造的公司,同时做空那些不重视客户和资源利用的公司的策略,以帮助投资者实现可持续的长期财务成功 [1] 公司概况 - 公司与Twenty Alpha有关联 [1] - 分析师拥有BABA的长期有利头寸 [1] - 分析师自己撰写本文,表达自己的观点,未收到任何报酬 [1] 行业概况 - Seeking Alpha不是持牌证券交易商、经纪商或投资顾问,其分析师是第三方作者,既有专业投资者也有个人投资者,可能未经任何机构或监管机构的认证 [2] - Seeking Alpha表示过往业绩不能保证未来结果,不会对任何投资的适合性提供建议或意见 [2]

KEY TAKEAWAYSChina-focused exchange-traded funds (ETFs) and U.S. listed-Chinese stocks surged Tuesday, buoyed by Beijing's broad stimulus package to boost the country's sluggish economy.The $4.4 billion iShares MSCI China ETF (MCHI) and the iShares China Large-Cap ETF (FXI), with roughly $4 billion in assets were both up around 6%.The measures included cuts in a key short-term interest rate and lower rates on existing mortgages amid an economic slowdown driven by a housing market slump.China also lowered th ...

The famous ‘Big Short’ investor Michael Burry might soon have a lot to celebrate as his biggest holding, Alibaba (NYSE: BABA) is either already in the green in its entirety, or at break-even levels.To be precise, Burry has, for a time, been in the green on the bulk of his 155,000 BABA shares but the initial batch of 50,000 has been somewhat controversial. Indeed, as the original Alibaba stock was acquired during the third quarter of 2023, it could have been bought for as little as $83 or for more than $100. ...

Alibaba Group Holdings Ltd. BABA BABAF is revving up its engines, courtesy of a new partnership with Nvidia Corp NVDA that promises to take autonomous driving to the next level.By integrating Alibaba's Qwen large language models (LLMs) with Nvidia's Drive AGX Orin platform, this collaboration not only enhances in-car AI capabilities but also showcases Alibaba's strategic maneuvering amid U.S. sanctions on advanced semiconductor chips.In a display of synergy, Alibaba Cloud's partnership with Nvidia aims to e ...

Shares of Alibaba Group Holding Ltd. (BABA, Financial) seem to have begun a bottoming out process after trading near lows between $55 and $80 for some time. Nevertheless, now at $85, shares are still down 72.40% from their peak in 2020, when shares were $308 per share.While we would expect a company with this kind of price action to have seen its fundamentals crumble, we believe the opposite is happening with Alibaba, as we see great future prospects as the underlying fundamentals have recently stabilized. ...

Alibaba Group Holding (NYSE: BABA ) ( OTCPK:BABAF ) made the rounds on social media again Friday, as filings revealed that the company had repurchased $275 million worth of stock that week. The filings revealed that BABA’s buybacks continued apaceAnalyst’s Disclosure: I/we have a beneficial long position in the shares of BABA, PDD either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than fr ...

Alibaba Group Holding Ltd - ADR (NYSE:BABA) and semiconductor giant Nvidia (NVDA) recently announced they are collaborating on an advanced autonomous-driving solution for Chinese automakers using artificial intelligence (AI). Below, we will take a look at how BABA is reacting, and check on its China-based peers Baidu Inc (NASDAQ:BIDU) and JD.Com Inc (NASDAQ:JD).BABA is up 2.1% to trade at $90.12 at last check, and earlier hit a fresh 52-week high of $91.14, breaking above a ceiling at the $86 level. The 40- ...

AI has been a bright spot for the company.It's been tough going for Alibaba Group (BABA -0.23%), with its stock cut in half over the past five years. The company has had to deal with a long period of COVID lockdown restrictions, a sluggish Chinese economy following the lifting of lockdown restrictions, and intensified competition in its largest segment, e-commerce.However, one bright spot the company has been seeing is in the area of artificial intelligence (AI). Alibaba is now looking to make a bigger push ...

公司概况 - 作者是一名26岁的意大利人,在2023年获得了工商管理学位 [1] - 作者对金融市场产生兴趣是在5年前,最初接触到了交易视频 [1] - 作者后来意识到交易不是自己的方向,转而投入到基本面分析中 [1] - 作者主要投资于股票和ETF,偏好美国公司,但也会分析欧洲和中国公司 [1] - 作者年轻,投资都有长期眼光,并且常常采取相反的观点 [1] - 作者最感兴趣的领域包括银行业和宏观经济 [1] 行业分析 - 作者认为银行业是理解一个经济体健康状况的关键 [1]

Alibaba’s release of over 100 open-source artificial intelligence models and text-to-video technology signals its growing focus on AI for digital commerce.The Chinese tech company’s expansion in generative AI aims to provide businesses with new tools for customer engagement and content creation in online retail and marketing. The move could democratize access to advanced AI tools, particularly benefiting small- to medium-sized businesses (SMBs).“Large tech incumbents, whether Alibaba or Meta, are playing th ...