See ya next season of P & D. $UP Fintech (TIGR.US)$

$UP Fintech (TIGR.US)$ Will it go straight to 6 tomorrow.

Run
$Lion-OCBC Sec HSTECH S$ (HST.SG)$

$Alibaba (BABA.US)$ I am still waiting at 136. Post market trying to hold 142.

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...

$UP Fintech (TIGR.US)$ Whats your target price this week?

$NVIDIA (NVDA.US)$
Jensen Huang, Founder and CEO of Nvidia, will deliver the keynote at GTC 2025. This event, scheduled for March 18 at 1:00 PM ET / March 19 at 1:00 AM SGT / March 19 at 4:00 AM AEST, will cover groundbreaking advancements in AI, digital twins, cloud technologies, and sustainable computing.
Huang's keynote will provide a visionary roadmap of Nvidia's role in shaping the AI-driven world. Subscribe to join the live NOW!
NVIDIA Stock Predicti...