Alibaba Cloud growing over 40% would be a major positive signal, especially if AI-related demand continues to scale. I’ll also be watching whether Instant Commerce losses start narrowing, which could give China e-commerce margins some much-needed relief.
My vote: Bullish but within flat range📈. If Alibaba delivers strong Cloud growth and gives investors confidence that AI spending can drive future profits, I think the market could reward the stock even if near-term earnings remain under pressure.
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- NatalieTommy·08-19 17:53TOPIV is already juiced into earnings, so the calls feel way too rich. I care more about whether management gives any concrete timeline on Instant Commerce losses narrowing.1Report
- winzy·08-19 17:53TOPCloud EBITA margin matters more to me than 40% growth. If they can get it back above 5%, bulls finally have something real to lean onLikeReport