Alibaba: The Party Has Started, But You're Not Late Yet
Portfolio Pulse from
Alibaba Group Holding Limited is a strong buy due to growth in Cloud and AI products, supported by Chinese government stimulus and a solid financial position. Taobao and Tmall are rebounding with a 5% YOY revenue increase. Alibaba's Cloud business grew 13% in fiscal Q3, and AI revenues have increased in triple digits for six consecutive quarters.

February 20, 2025 | 2:30 pm
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Alibaba's stock is a strong buy due to significant growth in Cloud and AI sectors, supported by Chinese government stimulus and a solid financial position. Taobao and Tmall are seeing a rebound with a 5% YOY revenue increase.
Alibaba's strong financial performance, particularly in Cloud and AI sectors, is bolstered by Chinese government support. The rebound in Taobao and Tmall with a 5% YOY revenue increase further strengthens its market position, making it a strong buy.
CONFIDENCE 95
IMPORTANCE 90
RELEVANCE 100