Is Alibaba Stock a Buy or a Sell as Trump Singles Out China for Tariffs?

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Is Alibaba Stock a Buy or a Sell as Trump Singles Out China for Tariffs?

Barchart04-11

U.S. stocks soared yesterday, April 9, as President Donald Trump rolled back some import tariffs. However, while exporters from most countries took a sigh of relief as steep “reciprocal” tariffs were ...

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AcidIce
·04-12
Alibaba is just too powerful to stop. It's damn freaking under valued. Singapore easily got 4000 group ship groups buying reasonably priced items from Alibaba to send to Singapore monthly. And more unknown are doing the same. Stock price can only go up.
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Cosmograph
·04-11
$BABA-W(09988)$ Still undervalued. Tariff or not...
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JSQ
·04-11
Tariffs war won't last long. Nobody win. Donald duck head will go under the sand
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BQCS
·04-11
Wrote so much, but missed the main point of how a trade war between China and US could potentially impact Baba
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Netfalcon
·04-11
Short term - more pain as the news gets absorbed, once China hits back on the 145% tariffs, but mid to long term rosy.
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However, while exporters from most countries took a sigh of relief as steep “reciprocal” tariffs were ...</p>\n\n<a href=\"https://www.barchart.com/story/news/31829498/is-alibaba-stock-a-buy-or-a-sell-as-trump-singles-out-china-for-tariffs\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"09988","symbol_name":"阿里巴巴-W","start_time":0,"source_url":"https://www.barchart.com/story/news/31829498/is-alibaba-stock-a-buy-or-a-sell-as-trump-singles-out-china-for-tariffs","article_id":"1122292400","we_media_id":null,"thumbnails":[],"rights":{"source":"barchart_highlight","url":"https://www.barchart.com/story/news/31829498/is-alibaba-stock-a-buy-or-a-sell-as-trump-singles-out-china-for-tariffs","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=1122292400","pubTimestamp":1744340539,"columns":[],"sourceInfo":{"source_id":"barchart_highlight","name":"Barchart"},"weMediaInfo":null,"summary":"U.S. stocks soared yesterday, April 9, as President Donald Trump rolled back some import tariffs. 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In a previous article, I noted that taking some profits off the table in Alibaba would be prudent after its breathtaking rally in recent months. In this article, we’ll explore whether BABA shares are worth your money now amidst the steep tariffs.Chinese Stocks Rebounded After the Stimulus While Chinese stocks were literally untouchable for many foreign investors as recently as a year ago, the market started warming up to them after September 2024. China began unveiling a flurry of stimulus measures to support its economy and reattract investment.However, more powerful than the stimulus, Chinese President Xi Jinping’s meeting with Chinese entrepreneurs including Alibaba’s co-founder Jack Ma in February 2025 helped improve the sentiment toward Chinese shares.Ma and Alibaba became the face of China’s tech crackdown, so the meeting was quite an about-turn for the country’s political leadership and a clear sign that the world’s second-largest economy was backing its private sector amid the structural economic slowdown.Alibaba to Benefit from the Revival in Chinese ConsumptionAmid Trump’s tariffs, China might announce further stimulus steps to support its economy. The country has already taken measures to revive domestic consumption, benefiting names like Alibaba, which is the largest e-commerce company in the country.Moreover, Alibaba has emerged as a key player in the artificial intelligence (AI) space. Chinese companies offering goods at prices that most, if not all, Western manufacturers cannot match, is not really news. However, they are taking their price advantage to the services industry, as is visible in AI and autonomous driving. Ever since DeepSeek shook the market with its low-cost AI model, several Chinese companies including Alibaba have announced cheap AI models that give competitors from U.S. tech giants a tough fight in terms of features while being offered at a fraction of the cost.AI should drive Alibaba's next leg of growth as the company expands its prowess. Over the medium to long term, listing its fintech subsidiary Ant Financial would also help Alibaba unlock value. For context, that IPO was halted by China in 2020, apparently to target Ma. By meeting private entrepreneurs including Ma in February, the Chinese president has signaled that the crackdown on private tech companies is now in the rearview. With Alibaba now back in the “good books” of the Chinese government, its regulatory woes appear over.Should You Buy BABA Stock?Regulatory challenges took a toll on Alibaba’s valuations and the stock traded at depressed single-digit price-earnings (P/E) multiples. While the valuation multiples expanded as the stock rallied, they have dipped after the recent fall. BABA now trades at a forward P/E multiple of 9.9x, which does not look demanding, especially considering the almost 25% earnings growth the company is expected to post in its fiscal year 2026.","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[{"id":423527115526208,"gmtCreate":1744408305300,"gmtModify":1744415262322,"author":{"id":"3569382039983887","authorId":"3569382039983887","name":"AcidIce","avatar":"https://static.tigerbbs.com/25a5edd325094826cf6e8822874786ab","vip":1,"crmLevel":12,"crmLevelSwitch":1,"authorIdStr":"3569382039983887","idStr":"3569382039983887"},"htmlText":"Alibaba is just too powerful to stop. It's damn freaking under valued. Singapore easily&nbsp;got 4000 group ship&nbsp;groups buying reasonably priced items&nbsp;from Alibaba to send to Singapore monthly. And more unknown are doing the same. Stock price can only go up.","listText":"Alibaba is just too powerful to stop. It's damn freaking under valued. Singapore easily&nbsp;got 4000 group ship&nbsp;groups buying reasonably priced items&nbsp;from Alibaba to send to Singapore monthly. And more unknown are doing the same. Stock price can only go up.","text":"Alibaba is just too powerful to stop. It's damn freaking under valued. Singapore easily got 4000 group ship groups buying reasonably priced items from Alibaba to send to Singapore monthly. And more unknown are doing the same. Stock price can only go up.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/423527115526208","repostId":1122292400,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":423336935989968,"gmtCreate":1744361410474,"gmtModify":1744362571890,"author":{"id":"3561688895444322","authorId":"3561688895444322","name":"Cosmograph","avatar":"https://community-static.tradeup.com/news/5da27652e118329a7cb4c9cea910b77a","vip":1,"crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"3561688895444322","idStr":"3561688895444322"},"htmlText":"<a href=\"https://ttm.financial/S/09988\">$BABA-W(09988)$&nbsp;</a><v-v data-views=\"1\"></v-v> Still undervalued. Tariff or not...","listText":"<a href=\"https://ttm.financial/S/09988\">$BABA-W(09988)$&nbsp;</a><v-v data-views=\"1\"></v-v> Still undervalued. Tariff or not...","text":"$BABA-W(09988)$ Still undervalued. Tariff or not...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/423336935989968","repostId":1122292400,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":423327138202464,"gmtCreate":1744359459777,"gmtModify":1744360281156,"author":{"id":"4108560254165730","authorId":"4108560254165730","name":"JSQ","avatar":"https://community-static.tradeup.com/news/2965c45660d747515159c74bab95f512","vip":1,"hat":"https://static.tigerbbs.com/1c1eed764d9c7ff83dc093fbb9a96bc2","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4108560254165730","idStr":"4108560254165730"},"htmlText":"Tariffs war won't last long.&nbsp; Nobody win. Donald duck head will go under the sand&nbsp;","listText":"Tariffs war won't last long.&nbsp; Nobody win. Donald duck head will go under the sand&nbsp;","text":"Tariffs war won't last long. Nobody win. Donald duck head will go under the sand","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/423327138202464","repostId":1122292400,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":423321100079120,"gmtCreate":1744357811131,"gmtModify":1744358996129,"author":{"id":"3574203876933605","authorId":"3574203876933605","name":"BQCS","avatar":"https://static.tigerbbs.com/26ac9fd05bbe722fed14384109a4c88b","vip":1,"crmLevel":12,"crmLevelSwitch":1,"authorIdStr":"3574203876933605","idStr":"3574203876933605"},"htmlText":"Wrote so much, but missed the main point of how a trade war between China and US could potentially impact Baba","listText":"Wrote so much, but missed the main point of how a trade war between China and US could potentially impact Baba","text":"Wrote so much, but missed the main point of how a trade war between China and US could potentially impact Baba","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/423321100079120","repostId":1122292400,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":423320581263720,"gmtCreate":1744357415647,"gmtModify":1744357892859,"author":{"id":"3582676758474626","authorId":"3582676758474626","name":"Netfalcon","avatar":"https://static.tigerbbs.com/fd17459172be5f069843f61a0eaccd06","vip":1,"crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"3582676758474626","idStr":"3582676758474626"},"htmlText":"Short term - more pain as the news gets absorbed, once China hits back on the 145% tariffs, but mid to long term rosy.&nbsp;","listText":"Short term - more pain as the news gets absorbed, once China hits back on the 145% tariffs, but mid to long term rosy.&nbsp;","text":"Short term - more pain as the news gets absorbed, once China hits back on the 145% tariffs, but mid to long term rosy.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/423320581263720","repostId":1122292400,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":13,"commentSize":5,"repostSize":6,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}