Rate Of Return$BABA-W(09988.HK) Holding Xiaomi in the left hand and Ali in the right, even the enemies from past lives would be at peace seeing this.
Can't understand it. Xiaomi fell because of a sharp increase in costs for consumer electronics, the phase-out of new energy subsidies for passenger vehicles, and no signs of commercial viability in AI yet. Alibaba has chips when it needs chips, models when it needs models, a platform when it needs a platform, and even a huge amount of free cash flow to subsidize the food delivery war.
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