---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/41367312.md"
description: "$Alibaba(BABA.US) Is there any potential? The model is no different from Oracle's. Buying graphics cards to build large models and renting out computing power, Oracle has risen."
datetime: "2026-06-02T07:00:12.000Z"
locales:
  - [en](https://longbridge.com/en/topics/41367312.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/41367312.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/41367312.md)
author: "[非恐慌性持有](https://longbridge.com/en/profiles/12639616.md)"
---

# $Alibaba(BABA.US) Is there any potential? The mode…


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## Comments (9)

- **lifeandtime · 2026-06-02T07:03:11.000Z**: Completely different. Oracle's leverage is too high. Alibaba's self-developed chips have much lower costs.
  - **韩立的交易员** (2026-06-02T07:13:58.000Z): The audience that buys into it is very different.
  - **非恐慌性持有** (2026-06-02T07:39:33.000Z): It's pretty much the same as those Nasdaq giants that spend money on building models.
  - **lifeandtime** (2026-06-02T07:50:00.000Z): Alibaba's P/E ratio clearly hasn't switched to that of a tech stock yet. The food delivery and e-commerce businesses are a significant drag. It needs verification of an inflection point.