Hello everyone, I am Youdu. $Alibaba (BABA.US)$ $BABA-W (09988.HK)$
The following content is compiled based on the in-depth report on Alibaba Cloud released by Goldman Sachs on March 17, 2025. - YouTube
The core points from the original text have been distilled, along with original images, to help everyone better understand the analysis logic and data support.
I hope this interpretative article is helpful for everyone!
Release Date: March 17, 2025Key Point: Goldman Sachs analyzed Alibaba Group (BABA)'s capital expenditure targets, the growth prospects of Alibaba Cloud, and the latest developments in AI models in their most recent report.
The report assessed the potential returns of Alibaba Cloud against the backdrop of constrained AI Hardware supply, predicting its revenue and profit margins for the coming years, while exploring the landscape of China's public cloud market and Alibaba Cloud's leadership position.
Additionally, the report focused on breakthroughs in China's AI models and the trend of investors shifting their attention from infrastructure to AI applications and agents. Finally, Goldman Sachs updated its valuation of Alibaba Cloud and maintained a 'Buy' rating on Alibaba.
Key debates and analysis
1. How to understand Alibaba's capital expenditure targets for AI Server/compute power and the risks associated with chip supply?
Goldman Sachs estimates that about 80% of Alibaba's three-year capital expenditure target (120-130 billion yuan per year) will be used for AI servers, while the remainder will be allocated to general servers, land, buildings, and other infrastructure. The report mentions...

$Alibaba (BABA.US)$ landed in the six most active options Thursday, joining the elite line up led by $NVIDIA (NVDA.US)$ and Tesla as investors poured more money into the Chinese tech giant.
The company’s American depositary receipts fell Thursday, after jumping 8.6% a day earlier, when it closed at $141.03, marking their biggest daily gain since late September. The stock is struggling to hold on to its gai...

$Alibaba (BABA.US)$ $Wilmar Intl (F34.SG)$ $HAIDILAO (06862.HK)$
China's government is determined to boost domestic consumption vigorously. consumer stocks are going to the moon 🚀🚀🚀🚀

$Alibaba (BABA.US)$ Blackrock owns more than 5% is real? Anyone has the source?

$Alibaba (BABA.US)$ confidence lost on thos stock

$Alibaba (BABA.US)$
SMASH DOWN NOW 😡😡

$Hang Seng Index (800000.HK)$ $Hang Seng TECH Index (800700.HK)$
Press briefing on China's fiscal policy and economy is scheduled for October 11 at 10:00 PM ET /October 12 at 10:00 AM SGT/October 12 at 1:00 PM AEDT. Subscribe to join the live NOW!
Finance Minister Lan Foan will discuss the topic of "Enhancing Counter-cyclical Adjustment of Fiscal Policy and Promoting High-quality Economic Development" and will be available to answer questions from ...