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Posted by
Two Blokes May 15 -
Filed in
Stock
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3 views
Alibaba Group Holding Limited's core China Commerce and Cloud businesses are accelerating, with Cloud revenue up 18% YoY and strong operating income growth. Management is prioritizing heavy reinvestment in Cloud and AI, sacrificing buybacks and short-term free cash flow for long-term leadership and scalability. International Commerce growth is slowing as Alibaba shifts focus to profitability over aggressive expansion, while losses in other segments are narrowing.
