---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/40729894.md"
description: "$Alibaba(BABA.US)Below my personal expectations, but why did the stock start rising after a financial report that everyone thought was terrible was announced?1 Stock price isn't just about looking at profits; it's about future expectations. The investment in Qianwen's food delivery red packets has been stopped, and regulatory requirements are for platforms not to harm each other, so next quarter's profits are bound to recover.2 The impact on cloud AI revenue was greater from April to June, so the feedback in the August financial report is expected to be even better. The big AI chip pie has been drawn.3 The financial report didn't have too many unexpected shocks; in other words, the reduction in profits to invest in AI was already priced in long ago."
datetime: "2026-05-13T13:58:55.000Z"
locales:
  - [en](https://longbridge.com/en/topics/40729894.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/40729894.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/40729894.md)
author: "[温哥华的小雨](https://longbridge.com/en/profiles/1936932.md)"
---

# $Alibaba(BABA.US)Below my personal expectations, b…


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## Comments (9)

- **地球往事 · 2026-05-13T18:01:40.000Z**: Bro, please give an analysis on the IPO application.
- **balance_shell · 2026-05-13T14:16:35.000Z**: Not investing in takeout coupons is the right way.
- **Anderan7 · 2026-05-13T14:16:28.000Z · 👍 1**: The implied volatility is already at 80%, it's all emotions.
- **半山外賣仔 · 2026-05-13T14:02:57.000Z · 👍 1**: It feels like the market has expectations for the T-Head chip.
- **雀雀报喜事 · 2026-05-13T14:01:50.000Z · 👍 1**: 🤔The company has drawn a big pie, doesn't it? The 'Pingtouge' (Hulk) aims to achieve full self-research in semiconductors in the future. Comparing itself to overseas chip companies with 50% or even 80% profit margins, management believes that Alibaba's profit margin still has room to grow (even tho
- **狂飙Jun · 2026-05-13T14:01:23.000Z**: Have you hit any IPOs recently?
  - **温哥华的小雨** (2026-05-13T14:17:09.000Z): All hit. The returns from IPO applications are relatively certain.
  - **狂飙Jun** (2026-05-13T14:17:43.000Z): Damn, I got them all. Unbelievable. Xiao Yu
  - **jim xie** (2026-05-13T15:07:20.000Z): How can I win every time? Why can't I win even once?