---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/38898414.md"
description: "$Alibaba(BABA.US) My view on this remains unchanged.I think that in China, it's very difficult to make money just from AI itself. Rationally speaking, given that Alibaba has its e-commerce cash cow, for Qianwen to add to its valuation, it would need to bring in a larger user base than Taobao, or be more profitable than Taobao, or significantly increase the share of high-margin cloud services. Currently, all three of these seem unlikely (personal feeling, not much data to support, more of a common-sense deduction based on past facts).Therefore, with 150 as the baseline for a reasonable valuation, I would sell call options to reduce costs if the price rises more than 10% above that."
datetime: "2026-02-26T02:37:11.000Z"
locales:
  - [en](https://longbridge.com/en/topics/38898414.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/38898414.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/38898414.md)
author: "[冷燃爱哔哔](https://longbridge.com/en/profiles/9614826.md)"
---

> Supported Languages: [简体中文](https://longbridge.com/zh-CN/topics/38898414.md) | [繁體中文](https://longbridge.com/zh-HK/topics/38898414.md)


# $Alibaba(BABA.US) My view on this remains unchange…


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