Alibaba’s rally has been nothi

Alibaba’s rally has been nothing short of impressive, doubling on the back of strong performance in AI, cloud, and food delivery. With institutions now lifting their price target to $190, the debate sharpens: is it time to take profits, or ride the momentum?

1️⃣ At $170, cautious investors may want to lock in gains. At $190, the upside narrows but aligns with institutional targets.

2️⃣ Alibaba’s self-developed chips could be a game-changer for China’s AI and semiconductor ecosystem, reducing reliance on Nvidia and strengthening domestic capabilities.

3️⃣ With solid traction across multiple growth engines, even a pullback toward $150 may present a compelling entry for long-term believers.

Personally, I see Alibaba’s chip innovation as a structural advantage that can drive sustainable growth, not just a short-term rally.

ARK Back in China! Can Fresh Confidence Signal a New Cycle?

ARK’s first investment in Alibaba dates back to 2014, shortly after the company’s IPO. However, since September 2021, public filings have shown no record of ARK holding or voting in Alibaba — coinciding with China’s regulatory crackdown on the internet sector. This latest repurchase of Alibaba shares is therefore seen as a strong signal of ARK’s return to the Chinese tech sector. Recently, ARK has been gradually rebuilding its positions in Chinese tech names, having already repurchased Baidu earlier.

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