Alibaba $Alibaba(09988)$ $Alibaba(BABA)$ is in transition. Cloud & AI are the key growth drivers, but heavy investment in instant retail and market share defense is weighing on profits, making near-term performance less predictable. If its AI monetization starts to show traction, Alibaba could surprise on the upside, but the risk is still higher compared to Tencent.
I’m betting on Tencent for stable short-term results, while keeping a close eye on Alibaba for signs that its AI & cloud investments are paying off. It’s a trade-off between near-term predictability & long-term potential.
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- 1PC·03-19 21:17TOPNice Sharing 😁 Tencent might be a surprise 🫢 short term play ▶️ [Chuckle]. @DiAngel @Aqa @Barcode @Shernice軒嬣 2000 @koolgal @JC8881Report