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Jul 7 at 01:56 PM
High analyst targets reflect belief in undervaluation and the AI/cloud growth story of $Alibaba(BABA.US), strong prior momentum in cloud/external revenue and AI products. The ban on foreign tools + focus on own models (Qwen, Qoder, robotics) could accelerate self-reliance: a long-term positive amid China policy support. Legal wins like the temporary ban lift reduce immediate pressure.
Persistent geopolitical risks (Pentagon list, US-China AI/tech war), potential further restrictions, and weak China consumption like the soft 618 data, pressure e-commerce margins. Heavy AI investments continue weighing on near-term profits.
$Alibaba(BABA.US)has priced in a lot of bad news and appears oversold to some observers. A rebound is plausible if AI execution delivers, China macro stabilizes, or tensions de-escalate, but elevated risks mean it could stay range-bound or dip on new headlines. Patient investors see huge upside in the AI bet despite near-term pain.
@Captain's Treasure
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