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BABA
NYSENext earningsNov 19AnalystsStrong Buy41+70%Consumer Discretionary · Broadline Retail
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Alibaba is the structural Chinese AI infra + e-commerce read - Taobao/Tmall cashflow funds an accelerating cloud + Qwen LLM buildout while the stock prints at a steep discount to US hyperscaler peers. FY25 cloud revenue growth re-accelerated to mid-teens y/y after a 2-year flat patch, driven by AI-related external revenue (triple-digit growth six quarters running).
Capex guidance was raised to 380B RMB over 3 years (FY26-FY28) - the largest cloud + AI commitment ever made by a private Chinese entity.
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Long-form analysis touching BABA
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Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.