BABA Q4 Revenue Hits $32.6B, Cloud Sees 18% Growth Amid AI Boom
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Express News | Alibaba Reports 7% Revenue Growth, Non-GAAP Net Income Up 22%
Earnings Scheduled For May 15, 2025
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The main highlight of Alibaba's performance tonight: the growth rate of Alibaba Cloud will determine the stock price.
Morgan Stanley believes that the revenue growth of Alibaba Cloud will be a key catalyst for Alibaba's stock price, which is expected to grow by 17-20% in the baseline scenario, leading to a stock price increase of 1-3% to $133-136.
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Bridgewater's Q1 Hold Positions reflect a "risk aversion principle": heavily buying Alibaba while cutting positions in the S&P and entering the Gold ETF.
In the first quarter of this year, Bridgewater cut its largest Hold Positions, the SPDR S&P 500 ETF, by nearly 60%; Alibaba received full support from Bridgewater to increase its positions, becoming the largest heavily weighted stock; Baidu, PDD Holdings, JD.com, and other representatives of Assets in China were also bought or established positions by Bridgewater.
JD.com Gains Traction In Retail, Delivery As Analyst Flags Margin Risks
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JD.com Analyst Ratings
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Baidu Q1 2025 earnings conference call
China's best AI "enabler": Alibaba with a dynamic PE of 12 times.
Morgan Stanley stated that Alibaba Cloud is the only major Cloud Computing Service provider in China offering significant GPU capacity to external clients, with anticipated revenue growth accelerating to 25% in the fiscal year 2026, directly benefiting from the explosive growth in AI inference demand. Meanwhile, as an early adopter of AI, its market share in e-commerce may stabilize and it could open up new markets in instant retail.
China's autonomous driving is accelerating overseas! Baidu's "Luobo Kuai Pao" targets Japan and Swiss Franc.
① According to exclusive information from informed sources, Baidu's autonomous driving mobility service "Luo Bo Kuai Pao" intends to enter the Japanese market. Additionally, Switzerland and Turkey are also on the overseas planning list. ② Several autonomous driving companies, including Pony.ai and WeRide, are also expanding into overseas markets, mainly focusing on exploration in Europe, the Middle East, and Asia.
JD.com Clocks Strong Q1 Retail And Logistics Growth Fueled By Cash Burn