$Alibaba(BABA)$ 's fundamentals remain strong, with the two-sided network effect in e-commerce ensuring its lasting competitiveness. Meanwhile, Tongyi’s open-source ecosystem is further solidifying its technological moat—it now boasts the world’s largest open-source model family and China’s biggest open-source model community, “Mota.” With such a solid foundation, Alibaba’s long-term value is undeniable.
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