The unwise cash burning at ins

The unwise cash burning at instant commerce makes no sense and clearly is a blunder. Alibaba needs to stop this shareholders value destruction and move to focus on AI opportunity instead of contributing to the deflationary problem in China. How unfortunate for the shareholders to keep losing equity from unnecessary competition.

Alibaba to Exceed Planned AI Spending and Says Margin Is Secondary

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Alibaba needs to stop this shareholders value destruction and move to focus on AI opportunity instead of contributing to the deflationary problem in China. How unfortunate for the shareholders to keep losing equity from unnecessary competition.&nbsp;</p></body></html>","htmlText":"<html><head></head><body><p>The unwise cash burning at instant commerce makes no sense and clearly is a blunder. Alibaba needs to stop this shareholders value destruction and move to focus on AI opportunity instead of contributing to the deflationary problem in China. How unfortunate for the shareholders to keep losing equity from unnecessary competition.&nbsp;</p></body></html>","text":"The unwise cash burning at instant commerce makes no sense and clearly is a blunder. Alibaba needs to stop this shareholders value destruction and move to focus on AI opportunity instead of contributing to the deflationary problem in China. How unfortunate for the shareholders to keep losing equity from unnecessary competition.","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/563764550332768","repostId":1124531958,"repostType":2,"repost":{"id":"1124531958","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1778680028,"share":"https://ttm.financial/m/news/1124531958?lang=en_US&edition=fundamental","pubTime":"2026-05-13 21:47","market":"us","language":"en","title":"Alibaba to Exceed Planned AI Spending and Says Margin Is Secondary","url":"https://stock-news.laohu8.com/highlight/detail?id=1124531958","media":"Reuters","summary":"Alibaba's profits were pressured by growing investments in AI and cloud infrastructure.","content":"<html><head></head><body><p>May 13 (Reuters) - China&#39;s <a href=\"https://laohu8.com/S/BABA\">Alibaba</a>, will exceed its planned investment of 380 billion yuan ($55.96 billion) on AI over three years, it said on Wednesday, after reporting quarterly results squeezed by high levels of spending.</p><p>It did not give detail of any new target to replace the existing one that was announced early last year.</p><p>In the quarter to March, the company&#39;s profits came under pressure from investment in AI and cloud infrastructure, as well as ongoing spending on the quick commerce segment that covers deliveries made within 60 minutes.</p><p>Adjusted earnings per ⁠American Depository Share of 0.62 yuan fell short of analyst estimates of 5.79 yuan and U.S.-listed shares of the company were up more than 3% in morning trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/24d76a9de1aa9e238a401f9259e7c2c6\" tg-width=\"540\" tg-height=\"134\"/></p><p>&#34;We aim to maintain growth that is faster than the market average in order to gain larger market share and firmly cement our absolute market leadership position... those are the primary objectives, and margin is still secondary,&#34; CEO Eddie Wu told analysts on a post-earnings call.</p><p>He added he expected higher gross margins for Alibaba Cloud in the next one to two quarters.</p><h2 id=\"id_1254876714\" style=\"text-align: start;\">SURGE IN AI DEMAND</h2><p>Like other tech giants, Alibaba has benefited from soaring business demand for artificial intelligence. Revenue from Alibaba&#39;s Cloud Intelligence Group rose 38% to 41.63 billion yuan ($6.13 billion) from a year ago, in line with estimates.</p><p>In addition to big bets on AI assistants, Alibaba has also increased the capability of its chatbot Qwen, which ‌allows users ⁠to shop at its online Taobao and Tmall marketplaces, talking with an agent from the Qwen chat window instead of navigating a range of product listings.</p><p>The company earlier this year separated its AI businesses from its cloud computing arm and tasked Wu with leading the &#34;Alibaba Token Hub&#34; group, as it races to make its AI segment profitable.</p><p>It has said it is targeting more than $100 billion in combined external revenue from its AI and cloud divisions over the ⁠next five years.</p><p>AI-related products account for 30% of external customer revenue for the Cloud division, Alibaba said.</p><p>Excluding one-time items, Alibaba&#39;s net income for the quarter dropped 99.7% and adjusted EBITA decreased 84%, which Alibaba attributed to the investment in its technology businesses as well as in quick commerce.</p><p>Alibaba reported revenue of 122.22 ⁠billion yuan ($18 billion) in its China e-commerce business, which includes the highly competitive quick commerce segment, exceeding estimates of 119.85 billion yuan.</p><p>Executives said they were confident the &#34;unit economics for quick commerce will turn positive by the end of fiscal year &#39;27&#34;.</p><p>Already, Alibaba said its quick commerce investments had ⁠helped to drive customer acquisition, enhance user engagement and had increased transactions and improved monetisation for e-commerce overall in the quarter.</p><p>Total revenue was 243.38 billion yuan for the quarter ended March 31, slightly missing an LSEG consensus estimate of 247.22 billion yuan.</p><p>($1 = 6.7908 Chinese yuan renminbi)</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba to Exceed Planned AI Spending and Says Margin Is Secondary\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2026-05-13 21:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>May 13 (Reuters) - China&#39;s <a href=\"https://laohu8.com/S/BABA\">Alibaba</a>, will exceed its planned investment of 380 billion yuan ($55.96 billion) on AI over three years, it said on Wednesday, after reporting quarterly results squeezed by high levels of spending.</p><p>It did not give detail of any new target to replace the existing one that was announced early last year.</p><p>In the quarter to March, the company&#39;s profits came under pressure from investment in AI and cloud infrastructure, as well as ongoing spending on the quick commerce segment that covers deliveries made within 60 minutes.</p><p>Adjusted earnings per ⁠American Depository Share of 0.62 yuan fell short of analyst estimates of 5.79 yuan and U.S.-listed shares of the company were up more than 3% in morning trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/24d76a9de1aa9e238a401f9259e7c2c6\" tg-width=\"540\" tg-height=\"134\"/></p><p>&#34;We aim to maintain growth that is faster than the market average in order to gain larger market share and firmly cement our absolute market leadership position... those are the primary objectives, and margin is still secondary,&#34; CEO Eddie Wu told analysts on a post-earnings call.</p><p>He added he expected higher gross margins for Alibaba Cloud in the next one to two quarters.</p><h2 id=\"id_1254876714\" style=\"text-align: start;\">SURGE IN AI DEMAND</h2><p>Like other tech giants, Alibaba has benefited from soaring business demand for artificial intelligence. Revenue from Alibaba&#39;s Cloud Intelligence Group rose 38% to 41.63 billion yuan ($6.13 billion) from a year ago, in line with estimates.</p><p>In addition to big bets on AI assistants, Alibaba has also increased the capability of its chatbot Qwen, which ‌allows users ⁠to shop at its online Taobao and Tmall marketplaces, talking with an agent from the Qwen chat window instead of navigating a range of product listings.</p><p>The company earlier this year separated its AI businesses from its cloud computing arm and tasked Wu with leading the &#34;Alibaba Token Hub&#34; group, as it races to make its AI segment profitable.</p><p>It has said it is targeting more than $100 billion in combined external revenue from its AI and cloud divisions over the ⁠next five years.</p><p>AI-related products account for 30% of external customer revenue for the Cloud division, Alibaba said.</p><p>Excluding one-time items, Alibaba&#39;s net income for the quarter dropped 99.7% and adjusted EBITA decreased 84%, which Alibaba attributed to the investment in its technology businesses as well as in quick commerce.</p><p>Alibaba reported revenue of 122.22 ⁠billion yuan ($18 billion) in its China e-commerce business, which includes the highly competitive quick commerce segment, exceeding estimates of 119.85 billion yuan.</p><p>Executives said they were confident the &#34;unit economics for quick commerce will turn positive by the end of fiscal year &#39;27&#34;.</p><p>Already, Alibaba said its quick commerce investments had ⁠helped to drive customer acquisition, enhance user engagement and had increased transactions and improved monetisation for e-commerce overall in the quarter.</p><p>Total revenue was 243.38 billion yuan for the quarter ended March 31, slightly missing an LSEG consensus estimate of 247.22 billion yuan.</p><p>($1 = 6.7908 Chinese yuan renminbi)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BBYY":"GraniteShares YieldBOOST BABA ETF","KBAB":"2倍做多BABA ETF-KraneShares","BABW":"Roundhill BABA WeeklyPay ETF","09988":"阿里巴巴-W","BABO":"BABA期权收益策略ETF-YieldMax","BABX":"2倍做多BABA ETF-GraniteShares","BABU":"Direxion Daily BABA Bull 2X ETF","BABA":"阿里巴巴"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124531958","content_text":"May 13 (Reuters) - China's Alibaba, will exceed its planned investment of 380 billion yuan ($55.96 billion) on AI over three years, it said on Wednesday, after reporting quarterly results squeezed by high levels of spending.It did not give detail of any new target to replace the existing one that was announced early last year.In the quarter to March, the company's profits came under pressure from investment in AI and cloud infrastructure, as well as ongoing spending on the quick commerce segment that covers deliveries made within 60 minutes.Adjusted earnings per ⁠American Depository Share of 0.62 yuan fell short of analyst estimates of 5.79 yuan and U.S.-listed shares of the company were up more than 3% in morning trading.\"We aim to maintain growth that is faster than the market average in order to gain larger market share and firmly cement our absolute market leadership position... those are the primary objectives, and margin is still secondary,\" CEO Eddie Wu told analysts on a post-earnings call.He added he expected higher gross margins for Alibaba Cloud in the next one to two quarters.SURGE IN AI DEMANDLike other tech giants, Alibaba has benefited from soaring business demand for artificial intelligence. Revenue from Alibaba's Cloud Intelligence Group rose 38% to 41.63 billion yuan ($6.13 billion) from a year ago, in line with estimates.In addition to big bets on AI assistants, Alibaba has also increased the capability of its chatbot Qwen, which ‌allows users ⁠to shop at its online Taobao and Tmall marketplaces, talking with an agent from the Qwen chat window instead of navigating a range of product listings.The company earlier this year separated its AI businesses from its cloud computing arm and tasked Wu with leading the \"Alibaba Token Hub\" group, as it races to make its AI segment profitable.It has said it is targeting more than $100 billion in combined external revenue from its AI and cloud divisions over the ⁠next five years.AI-related products account for 30% of external customer revenue for the Cloud division, Alibaba said.Excluding one-time items, Alibaba's net income for the quarter dropped 99.7% and adjusted EBITA decreased 84%, which Alibaba attributed to the investment in its technology businesses as well as in quick commerce.Alibaba reported revenue of 122.22 ⁠billion yuan ($18 billion) in its China e-commerce business, which includes the highly competitive quick commerce segment, exceeding estimates of 119.85 billion yuan.Executives said they were confident the \"unit economics for quick commerce will turn positive by the end of fiscal year '27\".Already, Alibaba said its quick commerce investments had ⁠helped to drive customer acquisition, enhance user engagement and had increased transactions and improved monetisation for e-commerce overall in the quarter.Total revenue was 243.38 billion yuan for the quarter ended March 31, slightly missing an LSEG consensus estimate of 247.22 billion yuan.($1 = 6.7908 Chinese yuan renminbi)","news_type":1,"symbols_score_info":{"BABA":2,"BABU":0.6,"09988":1,"BABO":0.6,"BBYY":0.6,"KBAB":0.6,"BABX":0.6,"BABW":0.6}},"isVote":1,"tweetType":1,"viewCount":61,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":279,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/563764550332768"}