Alibaba PT Raised to $190! Hold Longer Given Oracle's AI Guidance?
Alibaba’s stock price has risen for the fourth consecutive day, surging more than 4% intraday to HK$147.9, marking its highest level in nearly four years.
Alibaba is Expanding Territory; Meituan Faces Trouble Out of Nowhere
Today, Amap officially launched the world’s first ranking product based on behavior + credit — the “Amap Street Ranking.”
$Alibaba(BABA)$ sees new opportunities in instant retail through Taobao’s flash sales business. The newly announced “Street Ranking” is clearly aimed at competing with Meituan’s Dianping. In fact, Dianping’s reviews are easily manipulated, and public trust has already declined.
Amap, on the other hand, measures how many people navigate there to eat, how many specifically drive to the restaurant — essentially benchmarking against Google Maps.
Meituan seems to have been caught off guard.
At first, $JD.com(JD)$ insisted on starting a food delivery war, forcing Meituan to join. But after only a short while, JD exited, and now Taobao has joined the battle. The key point is that Alibaba’s latest earnings report shows its profit margins have not been heavily affected.
For Meituan, food delivery is its core business, and its profit margin has plunged by 90%. While Alibaba’s spending in instant retail has indeed weighed on short-term profitability, its overall financial position remains solid.
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More to Expect for $BABA-W(09988)$! Cloud and AI as Dual Growth Engines
$Oracle(ORCL)$’s latest earnings forecast expects FY2026 cloud infrastructure revenue to surge 77% to $18 billion, beating Wall Street expectations.
This projection has fueled optimism for the cloud industry overall, and Alibaba Cloud — as the leading cloud service provider in China — is naturally drawing investor interest.
Alibaba Cloud’s performance has been especially strong, with revenue up 26% year-over-year, hitting a three-year high. More importantly, its AI-related product revenue has achieved triple-digit growth for eight consecutive quarters.
On this momentum, institutions have raised Alibaba’s price targets: Jefferies lifted from $165 to $178, while Barclays went even further, raising from $145 to $190.
Questions
After Alibaba’s consecutive rallies to multi-year highs, does the stock still have room to climb further?
Beyond Alibaba, which other Chinese tech stocks are hitting new highs?
With the food delivery war escalating, is Meituan a bargain worth buying now?
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$阿里巴巴-SW(BABA)$通過淘寶閃購業務看到了即時零售的新機遇。新公佈的“街道排名”顯然是爲了與美團-W的大衆點評。事實上，大衆點評的點評很容易被操縱，公衆信任度早已下降。
其他中国科技股也表现强劲。随着乐观情绪的蔓延，与人工智能和云相关的腾讯控股和百度一直在走高。在经历了多年的表现不佳之后，投资者正在重新转向优质的中国科技公司，这使得这次反弹不仅仅是阿里巴巴-SW。
对于美团-W来说，外卖大战给其核心业务带来了压力。利润率大幅下降，随着京东和阿里巴巴-SW的加入，竞争将依然激烈。如果该股进一步下跌，可能看起来很有吸引力，但目前我会保持谨慎，而不是试图接住掉落的刀。
@Tiger_comments @TigerStars
Give it some time and we will ripe the rewards! PE ratio is still attractive!
BULLISH ON BABA!
Alibaba’s stock still has upside potential with an average analyst price target around $167, implying about 13-25% growth over the next year, supported by strong e-commerce and cloud revenue and ongoing buybacks. Other Chinese tech stocks hitting new highs include Baidu and Xiaomi, driven by AI innovation and favorable policies. Meituan, despite a 97% profit drop due to a fierce food delivery price war, maintains solid revenue growth and market share. Its stock decline may present a long-term buying opportunity, though competition risks remain. Overall, Alibaba shows growth potential, peers are rallying, and Meituan is a riskier but possibly undervalued pick.
联想是一只值得考虑的好股票。
美团-W在购买方面做得很好。
Tencent has also been riding this AI wave and has been hitting new highs. With its WeChat and games, I believe this is a potent combination to help it climb higher.
I don’t think Meituan is worth buying now. Against Alibaba which has a high pile of cash, Meituan might not win this food delivery war. Its profit margin has also dropped tremendously. I don’t think it will drop out of this race entirely given its market share but it will need a significant pivot to remain competitive. There is no loyalty in consumers and they will go for whoever can deliver the best at the cheapest. There is still the overseas market as an alternative for Meituan to capture.
另外现在中国宏观经济／消费者支出放缓，外卖／本地生活服务可能首当其冲受到影响。竞争对手的外卖配送等板块展开激烈补贴 / 促销竞争，这对利润率造成明显压力。净利润大幅下降。综合以上，我觉得不适合买入美团。 @Tiramisu2020