---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000537190.md"
description: "☁️ Team Cloud here! Alibaba's cloud segment growing 35% is no joke — especially with AI demand exploding in China. The 380B CapEx plan shows they're serious about competing with Tencent and Baidu in the AI space. E-commerce might be slowing, but cloud margins are way better long term. Already holding some, might add more if price dips after earnings."
datetime: "2026-03-19T09:59:34.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000537190.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000537190.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000537190.md)
author: "[Moose_](https://longbridge.com/en/profiles/16656165.md)"
generator: "portal-rs"
---

# ☁️ Team Cloud here! Alibaba's cloud segment growin…


### Related Stocks

- [00700.HK](https://longbridge.com/en/quote/00700.HK.md)
- [TCEHY.US](https://longbridge.com/en/quote/TCEHY.US.md)
- [TCTZF.US](https://longbridge.com/en/quote/TCTZF.US.md)
- [80700.HK](https://longbridge.com/en/quote/80700.HK.md)
- [09888.HK](https://longbridge.com/en/quote/09888.HK.md)
- [BIDU.US](https://longbridge.com/en/quote/BIDU.US.md)
- [89888.HK](https://longbridge.com/en/quote/89888.HK.md)
- [HTCD.SG](https://longbridge.com/en/quote/HTCD.SG.md)
- [HBUD.SG](https://longbridge.com/en/quote/HBUD.SG.md)
- [ADD.US](https://longbridge.com/en/quote/ADD.US.md)

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