$BABA-SW (09988.HK)$ Go read the transcript for earnings, co...
$BABA-SW (09988.HK)$ Go read the transcript for earnings, concentrate on the Q&A section. To me, management knows what they are doing, they are sticking to the plans. thry commented international commerce will breakeven in 1-2years. AI cloud is growing at triple digits, whenever they up 1 server its fully taken up, which explains why they so heavily invest in their cloud, doubling what they soend every year. They implied their cloud will see double digit growth in the next few quarters.
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