SpaceX
Rate Of ReturnPersonally, I think it's quite the opposite; 0700 is far better than baba. Open-source models haven't reached SOTA level yet, and in terms of large model applications, Tencent's traffic entry points have better conversion prospects.
It's completely oversold, but that doesn't mean an immediate reversal. Where's the short-selling momentum? The truth is unclear...$XTALPI(02228.HK) Things haven't been going well recently, can only lick my own wounds. Swapped Tencent for Alibaba, now Tencent is rising, Alibaba is falling, it's just an awkward look on my face. I can say clearly, Alibaba's Qwen3.7 series is very powerful. Alibaba just lacks the cards, Tencent's AI is a piece of crap. But the market doesn't necessarily reflect the price that way. That's the market.$BABA-W(09988.HK) $TENCENT(00700.HK)
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