---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/39527477.md"
description: "$Alibaba(BABA.US) After reviewing my portfolio for the quarter, I feel the biggest expectation gap is still here. I'm betting on the food delivery war winding down and cloud services achieving rapid growth by leveraging the OpenClaw-to-C trend."
datetime: "2026-03-25T18:22:47.000Z"
locales:
  - [en](https://longbridge.com/en/topics/39527477.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/39527477.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/39527477.md)
author: "[POOD](https://longbridge.com/en/profiles/7692096.md)"
---

# $Alibaba(BABA.US) After reviewing my portfolio for…


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