---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000467270.md"
description: "Feels like $Alibaba(BABA.US)  narrative slowly shifting from old-school e-commerce to AI cloud story already. Recent results showed cloud growth driven by AI demand, but profits still pressured due to heavy investment"
datetime: "2026-02-12T07:33:52.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000467270.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000467270.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000467270.md)
author: "[AllIn Call](https://longbridge.com/en/profiles/16656594.md)"
generator: "portal-rs"
---

# Feels like $Alibaba(BABA.US)  narrative slowly shi…


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---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**