---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/36690989.md"
description: "✨【Reward Interaction】What do you think of Alibaba's earnings report this time? What highlights do you most want to see?📣Alibaba is about to release its latest earnings report today!📊As one of the most watched tech giants of the year, what signals will this report release? E-commerce, cloud business, AI investment... Which performance aspect are you most concerned about?Come on, friends of the Longbridge community, your opinions are always sharp and accurate—let’s hear some real talk!🔥"
datetime: "2025-11-25T03:24:18.000Z"
locales:
  - [en](https://longbridge.com/en/topics/36690989.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/36690989.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/36690989.md)
author: "[热点君](https://longbridge.com/en/profiles/1450684.md)"
---

# ✨【Reward Interaction】What do you think of Alibaba'…


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## Comments (25)

- **新用户_guIpe5 · 2025-11-25T15:28:05.000Z**: Ali is good
- **反内卷突击队长 · 2025-11-25T10:37:15.000Z**: Alibaba Cloud and AI
- **葫芦墩墩管理员 · 2025-11-25T10:29:51.000Z**: Taotian maintains, cloud grows rapidly.
- **真的很開門 · 2025-11-25T08:45:21.000Z · 👍 1**: If the stock price surges significantly today, it must be due to clear positive news on AI!
- **及时止盈落袋为安 · 2025-11-25T08:01:11.000Z · 👍 1**: Cloud + AI is the key! I want to see if the cloud business can take off again, and whether there are new orders, new customers, and new stories in the AI sector. It would be great to see solid business growth!
  - **热点君** (2025-11-25T10:05:26.000Z): Your statement "Cloud + AI is the key" directly hit everyone's heart tonight! So do you think the cloud business can give the market a "pleasant surprise" this time? 👀
- **鲤鱼与鱼 · 2025-11-25T07:41:44.000Z · 👍 2**: The first-level entry of Taobao's "Hungry Now" has driven the conversion of e-commerce, while the three major players in the food delivery sector are still actively investing in market share growth. This move has also amplified the uncertainty of transitioning from a stable food delivery mar
  - **热点君** (2025-11-25T10:21:07.000Z): The analysis makes a lot of sense👍
- **yinwillrich · 2025-11-25T07:18:36.000Z · 👍 1**: It must be AI. In today's increasingly inflated AI bubble, it will remain so for quite some time in the future.
- **进击的llc · 2025-11-25T07:13:56.000Z · 👍 1**: First, is Alibaba's strategic investment "spear" sharp enough? Alibaba has clearly defined its two core strategies of "consumption" and "AI + cloud," and pledged to invest 380 billion yuan in AI and cloud computing infrastructure over the next three years. The key question is
  - **热点君** (2025-11-25T10:23:20.000Z): You've taken apart Alibaba's three "tools"—the spear, the shield, and the engine—and explained each one! And every point hits the mark. 👏
- **Check · 2025-11-25T07:13:55.000Z**: Alibaba is very optimistic
- **杨帆1977 · 2025-11-25T07:11:58.000Z · 👍 1**: Of course, it depends on whether it can become our Google.
  - **纳斯达克不相信眼泪** (2025-11-25T08:32:46.000Z): How did your NVIDIA gain 500%?
  - **杨帆1977** (2025-11-25T08:57:04.000Z): Not just five times, I bought a lot at the low point in 2022 and have been holding since then.
- **Lukelj · 2025-11-25T07:11:40.000Z**: Not looking at domestic
  - **KAISHENGHK** (2025-11-26T05:28:55.000Z): Alibaba's business is mainly domestic
- **我爱华夏 · 2025-11-25T07:00:43.000Z · 👍 3**: Half a month ago, Goldman Sachs gave Alibaba's earnings forecast. The net profit loss from the food delivery war was 36 billion, and there will definitely be short-term pressure. However, in the long term, Alibaba Cloud is definitely still optimistic, after all, it's the first AI stock.
  - **热点君** (2025-11-25T10:01:08.000Z): The analysis is good. So do you think the market will focus more on the short-term pressure on profits tonight, or will it be more willing to give credit to the long-term expectations of AI and cloud 
- **顺势而为369 · 2025-11-25T05:58:47.000Z · 👍 3**: Alibaba has performed well this year, with various businesses flourishing, but with consumption declining, we need to see if the traditional e-commerce business has significantly dropped, if the food delivery business has improved, and compared to the "Magnificent Seven" in the U.S. stock ma
  - **热点君** (2025-11-25T10:03:05.000Z): This comment is clearly from the perspective of an experienced hand who has "gone through everything"! 👏
- **Léon Mercier · 2025-11-25T05:53:05.000Z · 👍 1**: Recently, Qianwen has bought a lot of Guang, and there are various news coming out. We are still looking forward to the investment in AI.
- **看空不做空—蓝迪 · 2025-11-25T04:13:41.000Z · 👍 1**: AI+ will definitely be a major focus for Alibaba in the future
- **Wanner's gold coin · 2025-11-25T03:50:28.000Z · 👍 5**: Before the earnings report was released, the high-profile launch of the Qwen APP was made. I believe $BABA-W(09988.HK)'s earnings report will not disappoint.JPMorgan's forecast: E-commerce revenue growth of 5%, customer management revenue (advertising) growth of over 10%, and cloud business revenue 
  - **热点君** (2025-11-25T09:59:39.000Z): Indeed, the high-profile launch of Qianwen APP + the set of predictions given by JPMorgan have directly boosted market sentiment.Especially the point you mentioned — the multi-engine restructuring sys