[Giveaway] Cloud is surging, profits are getting hammered. Which side will you bet on for Alibaba's earnings report?

Last quarter, $BABA-W(09988.HK) and $Alibaba(BABA.US) incurred an operating loss of $848mn, whereas the same segment was profitable at $28.465bn a year ago.

The losses stem not from the core business itself, but from strategic investments in technology, instant retail, and user experience. In the same earnings report, Alibaba Cloud's revenue from external customers surged 40%, with AI product revenue posting triple-digit growth for 11 consecutive quarters.

For the latest Q2 FY2024 earnings on August 20 💰, market expectations were sharply divided: top line growth was forecast at ~15%, while EPS was expected to contract 30% YoY. Options pricing already implied a ±7% move on the reporting day. The stock has been volatile all year, hitting a high of $181 in January before slumping to $91.99 in June.

Live stream link:Alibaba (BABA.US, 09988.HK) Fiscal Year 2027 Q1 Earnings Conference Call

Speak your mind in the comments🎤: Can the cloud division sustain its valuation? Will profits rebound as subsidies fade? When will the heavy AI spend start paying off? Pick one topic and dive deep!

🎁 Smart Bets｜We've handpicked 5 of the most compelling analyses. We value reasoning over conclusions—whether bullish or bearish, top picks get featured → Winners receive $15 HKD stock cash vouchers

👀Trade Showcase King｜Share your trade tickets. Posts with strong insights have a better chance to win. We'll draw 5 winners, each receiving one Code Cup

💃 Since you're here｜Post a comment of 30+ characters sharing your own judgment. Everyone gets a share → 188 Task Coins

📋 Event Rules

1️⃣ Event Period: Now until 24:00 on August 21

2️⃣ Each user ID is limited to one prize per activity category

3️⃣ Prize eligibility and winners are determined by operational assessment. We encourage authentic content; reposts, spam, violations, and AI-generated content will be excluded

4️⃣ Prizes will be distributed within 15 working days after the event concludes

5️⃣ Longbridge reserves the final right of interpretation. Bullish or bearish views represent personal opinions only and do not constitute investment advice