Alibaba: A Tech And AI Giant Severely Mispriced As A Retailer

  • Alibaba's AI revenue grew triple-digits for 7 straight quarters, yet trades at just 11.6x P/E. Revenue growth jumped to 18% in Q4 from 13% in Q3, with 300M+ Qwen AI model downloads worldwide. With 33.5% market share, Alibaba dominates China's cloud market, now expanding AI into manufacturing, agriculture, and SMEs.