---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/33654866.md"
description: "$BABA-W(09988.HK)This doesn't make sense. The management team has returned, AI has seen significant growth, and food delivery is booming, much stronger than Meituan. Investment banks have given better price targets, so there's no reason for it not to rise."
datetime: "2025-09-05T01:57:26.000Z"
locales:
  - [en](https://longbridge.com/en/topics/33654866.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/33654866.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/33654866.md)
author: "[新用户_2PABL77](https://longbridge.com/en/profiles/19641207.md)"
---

# $BABA-W(09988.HK)This doesn't make sense. The mana…


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## Comments (4)

- **止水观心 · 2025-09-05T02:00:49.000Z**: Food delivery burns money, AI burns even more money.
  - **新用户_2PABL77** (2025-09-05T02:32:38.000Z): But Jiang Fan and Jack Ma have very clear thinking, and they are not short of money. Jiang Fan's performance guidance is also outstanding. His abilities are remarkable.
  - **新用户_2PABL77** (2025-09-05T02:33:08.000Z): Alibaba used marketing and advertising expenses to compete with Meituan.
  - **止水观心** (2025-09-05T02:50:11.000Z): Is it an expense? Is takeout a loss? 🥲