---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000772270.md"
description: "$BABA-W(09988.HK)$Alibaba(BABA.US)Recent weeks, I have been taking a deeper look at Alibaba to better understand what the company is transforming since its IPO on 14 September 2014.Below infographic summaries my research and key takeaways.I believe many investors still associate Alibaba primarily with Taobao and Tmall. They are not able to tell how many business or company are they associating with. However, I found that  the company has evolved into something much bigger: an integrated technology ecosystem built around commerce, cloud computing, AI, semiconductors, digital finance and strategic investments.What I found particularly interesting is how Alibaba is building a vertically integrated AI stack. Commerce continues to generate strong cash flow, which supports investment in Alibaba Cloud, Qwen large language models, T-Head Semiconductor, DAMO Academy, AI infrastructure and a growing portfolio of technology companies. Each business reinforces the others, creating a powerful ecosystem rather than a collection of standalone businesses.Beside that, Ant Group is also undergoing a significant transformation. Beyond Alipay, it is investing heavily in AI-powered finance and digital healthcare, positioning itself for the next phase of growth while expanding internationally.The biggest takeaway is that Alibaba is no longer simply an e-commerce company, I believe everyone knows about it. Alibaba is positioning itself as one of China’s leading AI and cloud infrastructure companies, supported by a diverse portfolio of strategic assets and investments as shown in the infographic.At today’s share price, I personally believe Alibaba offers an attractive long-term opportunity for investors who are looking beyond near-term market sentiment and focusing on the company’s future earnings potential and AI strategy.Above statement is my own personal and investment view. Not financial advice. Conduct your own DD😉.I welcome any thoughts and let’s discuss👇"
datetime: "2026-07-02T03:09:55.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000772270.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000772270.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000772270.md)
author: "[Fattycat](https://longbridge.com/en/profiles/19854884.md)"
generator: "portal-rs"
---

# $BABA-W(09988.HK)$Alibaba(BABA.US)Recent weeks, I …


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## Comments (3)

- **WPChen · 2026-07-02T11:29:55.000Z**: Thank you for sharing your insights. I got a better idea of Alibaba now
  - **Jasper** (2026-07-03T03:00:05.000Z): glad it helped. the cloud re-rate is still early imo, most still price it like the old retail biz.
- **Jasper · 2026-07-02T03:50:43.000Z · 👍 1**: most ppl still stuck on the taobao/tmall image of baba, but the cloud n AI arm is where the re-rate is imo. what stood out most in your dig?


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