Ma Yun takes the lead in charging, and Ali can be expected to reverse

Looking at it now, no good news is as good as the founders directly spending money to increase their holdings. Those few falling Chinese securities really should learn from Ma Yun and Cai Chongxin's momentum. Now it's OK. Throughout the rebound in China's securities market, there is a shadow of Ma Yun's increase in holdings this time, giving the market not that much confidence.$Alibaba (BABA.US)$$BABA-W (09988.HK)$

On January 23, according to a 13F document on the US Securities Regulatory Commission website, Blue Pool, the Cai Chongxin family fund, increased its Alibaba stock holdings worth 150 million US dollars. Also, according to the “New York Times” financial section DealBook quoting sources, Alibaba Group founder Ma Yun also significantly increased his Alibaba stock holdings during the same period.

In fact, even if Ma Yun did not increase his holdings, Ali's market value was “mistaken” quite a bit. According to Alibaba's 2024 semi-annual report released earlier, Ali's realized revenue was 458.946 billion yuan, an increase of 11% over the previous year, and net profit of 62,038 billion yuan, an increase of 2748% over the previous year, and a net profit margin of 14%.

To be fair, with so many businesses being incubated internally and facing a lot of external competition, Ali is still able to reap a net profit margin of 14%, which is already a pretty good performance. Even if progress in improving the general environment is poor, if there are further business spin-offs and listings such as Cainiao in the future, this is a good sign for the company's performance.

Furthermore, AI technology stocks in the US have all recently risen to new highs. Nvidia, AMD, ASML (Asmail), Microsoft, etc., and even after Fu Sheng of Cheetah Mobile in China just gave a lecture on the AI course at the beginning of the year, the stock price soared 7 points the next day. However, people have too little confidence in Ali. Alibaba Cloud or Tongyi Qian Qian Qian and DingTalk, which one has no value?

The fundamentals itself are excellent. Coupled with the founder and management's sincerity in the acquisition, this has reversed the expectations of Ali, which was at the bottom.

140K Views