[Gstalk]

Valued at a market cap of $300 billion, Alibaba (BABA) stock has returned more than 56% in the past 12 months. A key driver of Alibaba stock in 2025 is the company's Qwen AI model, which has outperformed competitors like GPT-4o, establishing the e-commerce giant as a leading artificial intelligence (AI) infrastructure provider in China.

Moreover, a transformative partnership with Apple (AAPL), which will use Alibaba's AI models for iPhone services in China, has boosted investor confidence.

https://www.barchart.com/story/news/3237...for-may-15

[sgbuffett]

There are several engines in Alibaba

1. Cloud and AI. Cloud powered Google, Amazon growth for last 10yrs. This trend is only starting in China. Alibaba is the biggest non government player

2.Fintech. payment systems Alibaba is the biggest. Groeth is going international esp in global south this is to take share from visa and mastercard.

3. E commerce. Alibaba is number one...while chusna is saturated there is growth im developing countries.

[forum456]

also many investors with losses in alibaba are waiting to sell  and global investors are not buying.

can have rally but limited upside

[theold]

Some bought recently as per Trump's stock call. The profit is above 60% for Alibaba. One of the few counters above 50%.

[Zannn]

There are several engines in Alibaba

1. Cloud and AI. Cloud powered Google, Amazon growth for last 10yrs. This trend is only starting in China. Alibaba is the biggest non government player

2.Fintech. payment systems Alibaba is the biggest. Groeth is going international esp in global south this is to take share from visa and mastercard.

3. E commerce. Alibaba is number one...while chusna is saturated there is growth im developing countries.

As usual, stock profit take after result

[klat]

BABA vs. PDD: Which Chinese E-Commerce Giant is a Stronger Pick?

Conclusion

While both companies offer strong investment cases, Alibaba emerges as the more compelling choice for investors seeking exposure to Chinese e-commerce and AI. Its diversified business model, strategic AI investments, improving cloud growth, and attractive valuation provide a more balanced risk-reward profile. Alibaba's substantial financial resources and disciplined capital allocation, combined with its renewed focus on core businesses and ecosystem development, position it well for long-term sustainable growth. As China's economy continues to stabilize and AI adoption accelerates, BABA offers investors a stronger opportunity to capitalize on these trends with potentially greater upside and lower execution risk than PDD. BABA currently carries a Zacks Rank #2 (Buy), whereas PDD has a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.