ARKK Investment Tracker position change: Decreased position in Alibaba by 8,118 shares, the number of shares held decreased 2.21% compared to the previous period and now represents 0.77% of the total position.
ARKK Investment Tracker position change: Decreased position in Alibaba by 1,782 shares, the number of shares held decreased 0.48% compared to the previous period and now represents 0.77% of the total position.
The Sleeping Giant Awakens: Is Baidu the Ultimate AI Flywheel?
🌟🌟🌟It is official - the "Google of China" is no longer just a search engine. $BIDU-SW(09888)$ $Baidu(BIDU)$ is a full stack AI powerhouse. Following a massive 9% surge at the end of 2025, Baidu has kicked off in 2026 by proving it has the vision to rival the best of Silicon Valley. The "Google Style" AI Loop Yes, Baidu is effectively building its own Google style AI Flywheel. By launching an integrated Cloud + AI solution that spans from custom Kunlun chips to ERNIE foundation models, Baidu is creating a self sustaining ecosystem where every layer feeds the next. The Backbone: Baidu's new infrastructure for
Steady Compounding, Quiet Confidence: My 2025 Investment Reflection
Portfolio 2025 Performance - Total Profit: SGD 86,000 (an 18% gain) - Dividends Received (YTD): SGD 26,000 Looking ahead, I anticipate a more moderate return in 2026—approximately 10% total, split evenly between 5% from dividends and 5% from capital appreciation. Strategy & Context: Riding the Fed Cycle The attached performance chart begins in January 2022—the start of my deliberate, full-cycle investment campaign. The core idea was simple yet disciplined: capitalize on the U.S. Federal Reserve’s interest rate hike and subsequent cut cycle. When the Fed began aggressively raising rates, dividend-paying stocks—particularly in Singapore and Hong Kong—declined in price. At the time, I didn’t know the hikes would be "higher for longer," but that very unc
Alibaba Group Holding Ltd provides technology infrastructure and marketing platforms. The Company operates through seven segments. China Commerce segment includes China retail commerce businesses such as Taobao, Tmall and Freshippo, among others, and wholesale business. International Commerce segment includes international retail and wholesale commerce businesses such as Lazada and AliExpress. Local Consumer Services segment includes location-based businesses such as Ele.me, Amap, Fliggy and others. Cainiao segment includes domestic and international one-stop-shop logistics services and supply chain management solutions. Cloud segment provides public and hybrid cloud services like Alibaba Cloud and DingTalk for domestic and foreign enterprises. Digital Media and Entertainment segment includes Youku, Quark and Alibaba Pictures, other content and distribution platforms and online games business. Innovation Initiatives and Others segment include Damo Academy, Tmall Genie and others.
2025-10-31
Employee Stock Ownership
Form S-8 - Securities to be offered to employees in employee benefit plans