#BABA
Conclusion: Alibaba continues to hold. In the short term, 190 is the target. The stock valuation is seriously undervalued—Alibaba is the China version of Google!
The stock price has been hovering below 130. Its market cap is only 2.36 trillion. The market’s valuation logic still treats it as an e-commerce company. But Alibaba is no longer an e-commerce company. Now Alibaba is “selling tokens + AI cloud service infrastructure.” Alibaba’s AI valuation anchor has shifted. Alibaba is one of only two AI full-stack companies in the world— the other is Google. Given the scarcity of this kind of AI full stack capability—from computing power, chips, and models to applications— the market is just waiting for prices to readjust. With the e-commerce core business stabilizing, losses from flash delivery narrowing, Alibaba Cloud exploding, and AI commercialization gradually taking hold, once the market reacts, you won’t be able to buy Alibaba again at 120.
Conclusion: Alibaba continues to hold. In the short term, 190 is the target. The stock valuation is seriously undervalued—Alibaba is the China version of Google!
The stock price has been hovering below 130. Its market cap is only 2.36 trillion. The market’s valuation logic still treats it as an e-commerce company. But Alibaba is no longer an e-commerce company. Now Alibaba is “selling tokens + AI cloud service infrastructure.” Alibaba’s AI valuation anchor has shifted. Alibaba is one of only two AI full-stack companies in the world— the other is Google. Given the scarcity of this kind of AI full stack capability—from computing power, chips, and models to applications— the market is just waiting for prices to readjust. With the e-commerce core business stabilizing, losses from flash delivery narrowing, Alibaba Cloud exploding, and AI commercialization gradually taking hold, once the market reacts, you won’t be able to buy Alibaba again at 120.