Alibaba's Savior Is Not Chinese Stimulus, But An Impending Global AI Partnership [Seeking Alpha]
Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA)
Last alibaba group holding limited american depositary shares each representing eight ordinary share earnings: 2/13 06:45 am
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Source: Seeking Alpha
MA AAPL AMZN MSFT CRM CRM:CA AMZN:CA GOOG:CA AAPL:CA MA:CA MSFT:CA NVDA:CA Livy Investment Research 9.76K Follower s Follow Summary China's recent stimulus package has been a saving grace for depressed valuations in big Chinese tech firms. Yet uncertainties remain on the gains' durability, and at this time they've been relinquished. However, we believe Alibaba's recent upsurge, driven primarily by economic stimulus pervasively applicable to its Chinese peers, continues to underappreciate impending company-specific catalysts. The market's elevated interest in China's recent macroeconomic developments has essentially overshadowed Alibaba's recent slew of global partnerships forged — including the one with AI darling Nvidia. The latest developments, which follow the recent completion of Alibaba's antitrust probe, could potentially be paving the way to a larger AI partnership on the global scale that remains overlooked. maybefalse Despite the absence of OpenAI's ChatG
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News
- FLCH ETF: Surging Chinese Stocks Could Drive More Upside Ahead [Yahoo! Finance]Yahoo! Finance
- China-linked stocks climb on bevy of stimulus measures [Yahoo! Finance]Yahoo! Finance
- Alibaba, Tencent rally as Beijing stimulus plans push China's tech stocks to 13-month high [CNBC]CNBC
- China's Tech Stocks Surge: What Top Investors Know That You Don't [Yahoo! Finance]Yahoo! Finance
- Israel concealed explosives inside batteries of pagers sold to Hezbollah, Lebanese officials say [CNN]CNN
BABA
Earnings
- 8/15/24 - Beat
BABA
Sec Filings
- 9/27/24 - Form 6-K
- 9/20/24 - Form 6-K
- 9/13/24 - Form 6-K
- BABA's page on the SEC website