Rate Of Return
Total Assets$Alibaba(BABA.US)
Alibaba went absolutely crazy tonight!
Despite an 84% year-on-year decline in EBITA due to AI investments.
However, the stock price instead opened low, rose high, and surged strongly, hitting a high of $1456 during the session! A gain of nearly 10%!
Why?
1. The profit decline is temporary
2. AI is the real confidence behind the surge
🏗️ Hardcore Infrastructure:
T-head's self-developed GPU chips have entered mass production, with a cumulative delivery of 470,000 units. Over 60% of the computing power is serving external paying customers.
📱 Application Rollout:
The Qwen large model is fully integrated into Taobao and Tmall. Applications like the AI shopping assistant and the enterprise-level intelligent agent "Wukong" are flourishing. AI-related annualized revenue has exceeded 35.8 billion yuan!
Citi directly listed Alibaba as the "Top China AI Investment Pick"!
Because everyone understands:
The profit drop is just growing pains. The technological moat brought by AI is the core engine driving the stock price surge!
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