Looking longer term, Alibaba may be transitioning from growth stock to value-tech hybrid. Revenue growth is not explosive anymore, but valuation remains relatively compressed compared to global peers.
The company is focusing on refining its business structure, improving capital allocation, and investing in AI infrastructure through cloud. If management succeeds, earnings stability could improve even without high top-line growth.
For long-term investors, the debate is whether China macro risks justify the current discount, or if the downside is already largely priced in.
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