When will Baba's investment in AI be reflected in valuation?
$Alibaba(BABA.US$ Looking back at a news report published on June 16: “UBS wealth management and Investment Director's Office (CIO) expressed institutional views on AI investment opportunities, stating that AI topics are not limited to the US market. China's leading tech companies are also investing heavily in AI, and their current valuations are still near the level before the launch of ChatGPT. It is anticipated that China will eventually develop an AI ecosystem different from other regions, which will bring significant monetization potential.”
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William888 OP : When this day arrives, Baba's stock price will take off. At that time, Baba will no longer be the damn retailer Munger hates.
102559790 : baba CEO says double digit growth of alicloud in 2H WY24. so Not before Oct 24
Thelord William888 OP : Ali chicken white harms Munger to death