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.
Reddit, Rocket Lab, Tesla, Alibaba, And Unitedhealth: Why These 5 Stocks Are On Investors' Radars Today
Tencent's AI arms race is rapidly expanding.
Welcoming a new round of expansion cycle.
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
9 Consumer Discretionary Stocks Whale Activity In Today's Session