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$Alibaba (BABA.US)$
1: There is no need to think about Ali's first-quarter earnings report; there must have been some copying of expectations. However, core capital flow businesses such as Tmall and Taobao will definitely not work because consumption has not increased. When it comes to clothing, there will be a slight improvement, but there will always be no big improvement.
2: It won't exceed expectations because Alibaba Cloud's core business will definitely not go up. Well, what can go up is the local lifestyle business and the rookie business. The time before I let go was pretty good.
3: Technological attributes. This is a big model business. In fact, Ali has been around for a long time, like AIGC. Thousands of people have thousands of faces, automatic image generation, etc. The big model hasn't been opened this time, and the closed beta is probably fearful of being misused by people like Baidu, so that's not good. But it's definitely based on chatgpt 3.5, so I finally saw the results.
4. I think the most painful thing is the gross profit margin, which will be very low. Because of Taobao and Alibaba Cloud all lowered prices, they are seizing the stock market.
In summary, Ali won't go up all of a sudden. This calculation weight suppresses votes, and it won't be that fast. Wait quietly for recovery in the second quarter. Buy Ali quietly waiting for the new location. 75 or so
1: There is no need to think about Ali's first-quarter earnings report; there must have been some copying of expectations. However, core capital flow businesses such as Tmall and Taobao will definitely not work because consumption has not increased. When it comes to clothing, there will be a slight improvement, but there will always be no big improvement.
2: It won't exceed expectations because Alibaba Cloud's core business will definitely not go up. Well, what can go up is the local lifestyle business and the rookie business. The time before I let go was pretty good.
3: Technological attributes. This is a big model business. In fact, Ali has been around for a long time, like AIGC. Thousands of people have thousands of faces, automatic image generation, etc. The big model hasn't been opened this time, and the closed beta is probably fearful of being misused by people like Baidu, so that's not good. But it's definitely based on chatgpt 3.5, so I finally saw the results.
4. I think the most painful thing is the gross profit margin, which will be very low. Because of Taobao and Alibaba Cloud all lowered prices, they are seizing the stock market.
In summary, Ali won't go up all of a sudden. This calculation weight suppresses votes, and it won't be that fast. Wait quietly for recovery in the second quarter. Buy Ali quietly waiting for the new location. 75 or so
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