Alibaba Stock — Is BABA the Cheapest AI Play in the World Right Now?

Описание: Is Alibaba (NYSE: BABA) the most misunderstood stock in the market right now? While the headlines scream "profit collapse" and "Pentagon blacklist," the real story underneath is very different — and the price today may be pricing in almost nothing for its fast-growing AI cloud empire.

In this deep dive, we break down everything you need to know before buying or selling BABA:

00:00 The 15-second verdict & our 72/100 score
01:18 Business fundamentals — how Alibaba actually makes money
03:04 Market positioning — two battlefields: retail vs. cloud
04:48 The moat — why competitors can't easily win
06:42 Financial overview — revenue flat, profit down ~18% (here's the truth)
08:19 Cash flow — the RMB 126B bet on AI infrastructure
09:59 Balance sheet — how strong is the foundation?
11:37 Growth potential — the AI cloud inflection
15:22 Risks — regulation, the Pentagon list & the delivery price war
17:02 Management & ownership — a founder-aligned team
18:36 Valuation — is ~$107 too expensive, or a gift?
20:21 Scenario analysis — bear, base & bull price targets
22:07 Final scorecard — our 5-dimension verdict


Disclaimer: This video represents personal opinions and analysis for informational and educational purposes only. It is NOT investment advice, a recommendation, or an offer to buy or sell any security. Always do your own research and consult a licensed financial advisor before investing.


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