Rate Of ReturnAccording to "unreliable sources," Qwen can now directly place orders on Taobao.
This means that Alibaba's AI is transitioning from a chat interface to a new entry point for e-commerce. What Alibaba is doing is using AI to reconnect payment, logistics, and transactions into a single network. As the starting point of shopping decisions shifts towards AI, by securing this strategic control point, Alibaba's valuation logic could move from a discount to a premium.
$Alibaba(BABA.US)$BABA-W(09988.HK)
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