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BABA StockPro$Alibaba(BABA.US)The swing trading of BABA is still quite clear, which is of course related to the recovery of U.S. stocks as well. Overall expectations shouldn't be too high. With a cost basis of over 120, if it can reach 150-160 in the short term, I'll definitely take profits. The earnings report might be released in May, keep an eye on ATH revenue.
$Alibaba(BABA.US)
In the past 1-2 weeks, additional positions in the underlying stock were added within the 120-130 range. This portion of the added positions will be held for a short-to-medium term investment of 1-2 quarters, with the main logic as follows:
1 The massive success of Openclaw has led to a significant increase in MAAS platform revenue, which will be reflected in the Q4 earnings report announced in May-June, and will be even more evident in the Q1 report in August-September.
2 Reduced losses and improved profitability resulting from the subsiding food delivery war.
3 The remaining nearly $30 billion in buyback quota will increase after the stock price continues to fall.
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