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08-24

Michael Burry should probably just stay away from Alibaba. Every time he buys into BABA, it feels like the stock plunges soon after. Maybe Alibaba shareholders should be more worried when Burry buys than when he sells. 😂

Burry Steps Away from Alibaba, Cites Valuation Concerns and Shifts Focus to JD.com

08-24

This is not a balanced analysis of Alibaba. It sounds like the conclusion was decided first and the arguments were selected afterwards to support it. There is almost no meaningful discussion of Alibaba’s strategy, AI and cloud ambitions, e-commerce restructuring, international businesses, cash generation or shareholder returns. Calling out risks is completely fair, but ignoring the other side of the investment case makes the video look biased rather than analytical. If you want to be bearish on Alibaba, show the numbers and explain why its strategy will fail instead of just recycling negative talking points.

Alibaba Is Betting Big On AI… So Why Is Wall Street Worried?

2025-11-15

this is just what the US wants. they can't win chinese AI, they just smear it. loser mentality...

White House Says Alibaba Is Helping Chinese Military Target US, FT Reports

2022-03-04

$Alibaba(09988)$what has Ukraine war got to impact Alibaba.. As if their whole operation is there.. Markets overreacting

2021-07-08

$Alibaba(BABA)$ fast and furious.. one time pain to bring their message across to the techies.. Very fast the prices will recover (V-shaped)

Go to Tiger App to see more news

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Every time he buys into BABA, it feels like the stock plunges soon after. Maybe Alibaba shareholders should be more worried when Burry buys than when he sells. 😂","listText":"Michael Burry should probably just stay away from Alibaba. Every time he buys into BABA, it feels like the stock plunges soon after. Maybe Alibaba shareholders should be more worried when Burry buys than when he sells. 😂","text":"Michael Burry should probably just stay away from Alibaba. Every time he buys into BABA, it feels like the stock plunges soon after. Maybe Alibaba shareholders should be more worried when Burry buys than when he sells. 😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/600075711496200","repostId":"1172258031","repostType":2,"repost":{"id":"1172258031","kind":"news","weMediaInfo":{"introduction":"Go Trading Go","home_visible":1,"media_name":"Trading Random","id":"1081967000","head_image":"https://community-static.tradeup.com/news/c47c5e15a11ec5cf40edd30d2c7cf544"},"pubTimestamp":1787526464,"share":"https://ttm.financial/m/news/1172258031?lang=en_US&edition=fundamental","pubTime":"2026-08-24 07:07","market":"us","language":"en","title":"Burry Steps Away from Alibaba, Cites Valuation Concerns and Shifts Focus to JD.com","url":"https://stock-news.laohu8.com/highlight/detail?id=1172258031","media":"Trading Random","summary":"Michael Burry has voiced sharp criticism of Alibaba Group Holding Ltd. shares, labeling them as overpriced, and revealed that he has recently liquidated his stake in the Chinese tech behemoth. The...","content":"<html><head></head><body>Michael Burry has voiced sharp criticism of <b>Alibaba Group Holding Ltd.</b> shares, labeling them as overpriced, and revealed that he has recently liquidated his stake in the Chinese tech behemoth. The move is part of his strategy to channel funds into a “large” position in the rival online marketplace <b>JD.com Inc</b>.<br/><br/>“I planned to move most of it back after a month or two. No longer,” Burry stated in a <b>Substack</b> post, elaborating that Alibaba’s stock would need to “fall by half for me to get interested again.”<br/><br/>The remarks from the founder of <b>Scion Capital Management</b>, who gained widespread recognition through <em>The Big Short</em> for his prescient bets against the US housing market before the 2008 global financial crisis, come on the heels of Alibaba’s announcement of a plan to raise roughly HK$80 billion ($10.2 billion) through a share sale intended to finance its artificial intelligence investments. This offering is set to become the largest follow-on share sale by any company in Hong Kong’s history.<br/><br/>“I cannot bless share issuances,” he commented, expressing his expectation that the company’s return on invested capital will likely keep trending downward.<br/><br/>Alibaba reported a <b>75% profit decline</b> for the quarter ending in June, driven by a significant increase in AI-related capital expenditures. This development has further unsettled investors regarding the potential returns from the Chinese tech sector.<br/><br/>The company’s American Depositary Receipts have dropped 18.6% year-to-date, including an 8.6% fall on Friday. Its shares listed in Hong Kong are also down 13.9% so far this year.<br/><br/>Earlier in April, Burry had disclosed his acquisition of stakes in both JD and Alibaba, while also adding to his put options against Nvidia. 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The move is part of his strategy to channel funds into a “large” position in the rival online marketplace <b>JD.com Inc</b>.<br/><br/>“I planned to move most of it back after a month or two. No longer,” Burry stated in a <b>Substack</b> post, elaborating that Alibaba’s stock would need to “fall by half for me to get interested again.”<br/><br/>The remarks from the founder of <b>Scion Capital Management</b>, who gained widespread recognition through <em>The Big Short</em> for his prescient bets against the US housing market before the 2008 global financial crisis, come on the heels of Alibaba’s announcement of a plan to raise roughly HK$80 billion ($10.2 billion) through a share sale intended to finance its artificial intelligence investments. This offering is set to become the largest follow-on share sale by any company in Hong Kong’s history.<br/><br/>“I cannot bless share issuances,” he commented, expressing his expectation that the company’s return on invested capital will likely keep trending downward.<br/><br/>Alibaba reported a <b>75% profit decline</b> for the quarter ending in June, driven by a significant increase in AI-related capital expenditures. This development has further unsettled investors regarding the potential returns from the Chinese tech sector.<br/><br/>The company’s American Depositary Receipts have dropped 18.6% year-to-date, including an 8.6% fall on Friday. Its shares listed in Hong Kong are also down 13.9% so far this year.<br/><br/>Earlier in April, Burry had disclosed his acquisition of stakes in both JD and Alibaba, while also adding to his put options against Nvidia. On Sunday, the Chinese firm separately confirmed the pricing of its HK$80 billion placement of new shares in Hong Kong at HK$112.70 per share, a discount to its Friday closing price of HK$123 on the Hong Kong market.\n</body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JD":"京东","KJD":"2倍做多JD ETF-KraneShares","BABC":"Corgi BABA 2x Daily ETF","BABW":"Roundhill BABA WeeklyPay ETF","KBAB":"2倍做多BABA ETF-KraneShares","BBYY":"GraniteShares YieldBOOST BABA ETF","BABO":"BABA期权收益策略ETF-YieldMax","09988":"阿里巴巴-W","BABX":"2倍做多BABA ETF-GraniteShares","BABA":"阿里巴巴","09618":"京东集团-SW","BABU":"Direxion Daily BABA Bull 2X ETF"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172258031","content_text":"Michael Burry has voiced sharp criticism of Alibaba Group Holding Ltd. shares, labeling them as overpriced, and revealed that he has recently liquidated his stake in the Chinese tech behemoth. The move is part of his strategy to channel funds into a “large” position in the rival online marketplace JD.com Inc.“I planned to move most of it back after a month or two. No longer,” Burry stated in a Substack post, elaborating that Alibaba’s stock would need to “fall by half for me to get interested again.”The remarks from the founder of Scion Capital Management, who gained widespread recognition through The Big Short for his prescient bets against the US housing market before the 2008 global financial crisis, come on the heels of Alibaba’s announcement of a plan to raise roughly HK$80 billion ($10.2 billion) through a share sale intended to finance its artificial intelligence investments. This offering is set to become the largest follow-on share sale by any company in Hong Kong’s history.“I cannot bless share issuances,” he commented, expressing his expectation that the company’s return on invested capital will likely keep trending downward.Alibaba reported a 75% profit decline for the quarter ending in June, driven by a significant increase in AI-related capital expenditures. This development has further unsettled investors regarding the potential returns from the Chinese tech sector.The company’s American Depositary Receipts have dropped 18.6% year-to-date, including an 8.6% fall on Friday. Its shares listed in Hong Kong are also down 13.9% so far this year.Earlier in April, Burry had disclosed his acquisition of stakes in both JD and Alibaba, while also adding to his put options against Nvidia. On Sunday, the Chinese firm separately confirmed the pricing of its HK$80 billion placement of new shares in Hong Kong at HK$112.70 per share, a discount to its Friday closing price of HK$123 on the Hong Kong market.","news_type":1,"symbols_score_info":{"BABO":0.6,"BABU":0.6,"KJD":0.6,"BABW":0.6,"JD":2,"09618":2,"KBAB":0.6,"BABA":2,"BABC":0.6,"09988":2,"BABX":0.6,"BBYY":0.6}},"isVote":1,"tweetType":1,"viewCount":113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":600081572008624,"gmtCreate":1787544216331,"gmtModify":1787544219580,"author":{"id":"3574885972376051","authorId":"3574885972376051","name":"ValueMonk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574885972376051","idStr":"3574885972376051"},"themes":[],"title":"","htmlText":"This is not a balanced analysis of Alibaba. It sounds like the conclusion was decided first and the arguments were selected afterwards to support it. There is almost no meaningful discussion of Alibaba’s strategy, AI and cloud ambitions, e-commerce restructuring, international businesses, cash generation or shareholder returns. Calling out risks is completely fair, but ignoring the other side of the investment case makes the video look biased rather than analytical. If you want to be bearish on Alibaba, show the numbers and explain why its strategy will fail instead of just recycling negative talking points.","listText":"This is not a balanced analysis of Alibaba. It sounds like the conclusion was decided first and the arguments were selected afterwards to support it. There is almost no meaningful discussion of Alibaba’s strategy, AI and cloud ambitions, e-commerce restructuring, international businesses, cash generation or shareholder returns. Calling out risks is completely fair, but ignoring the other side of the investment case makes the video look biased rather than analytical. If you want to be bearish on Alibaba, show the numbers and explain why its strategy will fail instead of just recycling negative talking points.","text":"This is not a balanced analysis of Alibaba. It sounds like the conclusion was decided first and the arguments were selected afterwards to support it. There is almost no meaningful discussion of Alibaba’s strategy, AI and cloud ambitions, e-commerce restructuring, international businesses, cash generation or shareholder returns. Calling out risks is completely fair, but ignoring the other side of the investment case makes the video look biased rather than analytical. If you want to be bearish on Alibaba, show the numbers and explain why its strategy will fail instead of just recycling negative talking points.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/600081572008624","repostId":"1121402480","repostType":2,"repost":{"id":"1121402480","kind":"video","weMediaInfo":{"introduction":"News Roundup: Tesla, NVIDIA & Other Bellwether Stocks","home_visible":1,"media_name":"Bellwether Stocks Movement","id":"1006566612","head_image":"https://community-static.tradeup.com/news/e78d47e84d6acfa800707e519dc4c88c"},"pubTimestamp":1787541871,"share":"https://ttm.financial/m/news/1121402480?lang=en_US&edition=fundamental","pubTime":"2026-08-24 11:24","market":"fut","language":"en","title":"Alibaba Is Betting Big On AI… So Why Is Wall Street Worried?","url":"https://stock-news.laohu8.com/highlight/detail?id=1121402480","media":"Bellwether Stocks Movement","summary":"","content":"<html><head></head><body></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba Is Betting Big On AI… So Why Is Wall Street Worried?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba Is Betting Big On AI… So Why Is Wall Street Worried?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1006566612\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/e78d47e84d6acfa800707e519dc4c88c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Bellwether Stocks Movement </p>\n<p class=\"h-time\">2026-08-24 11:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b649f25535420d208300689d164d98d1","relate_stocks":{"BBYY":"GraniteShares YieldBOOST BABA ETF","BABO":"BABA期权收益策略ETF-YieldMax","BABX":"2倍做多BABA ETF-GraniteShares","KBAB":"2倍做多BABA ETF-KraneShares","BABU":"Direxion Daily BABA Bull 2X ETF","BABC":"Corgi BABA 2x Daily ETF","09988":"阿里巴巴-W","BABA":"阿里巴巴","BABW":"Roundhill BABA WeeklyPay ETF"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121402480","news_type":1,"symbols_score_info":{"BABX":0.6,"BBYY":0.6,"BABW":0.6,"09988":2,"BABC":0.6,"BABO":0.6,"KBAB":0.6,"BABA":2,"BABU":0.6}},"isVote":1,"tweetType":1,"viewCount":84,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":500364969877920,"gmtCreate":1763201125901,"gmtModify":1763207496255,"author":{"id":"3574885972376051","authorId":"3574885972376051","name":"ValueMonk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574885972376051","idStr":"3574885972376051"},"themes":[],"title":"","htmlText":"this is just what the US wants. they can't win chinese AI, they just smear it. loser mentality...","listText":"this is just what the US wants. they can't win chinese AI, they just smear it. loser mentality...","text":"this is just what the US wants. they can't win chinese AI, they just smear it. loser mentality...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/500364969877920","repostId":"2583689840","repostType":2,"repost":{"id":"2583689840","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1763163072,"share":"https://ttm.financial/m/news/2583689840?lang=en_US&edition=fundamental","pubTime":"2025-11-15 07:31","market":"fut","language":"en","title":"White House Says Alibaba Is Helping Chinese Military Target US, FT Reports","url":"https://stock-news.laohu8.com/highlight/detail?id=2583689840","media":"Reuters","summary":"UPDATE 2-White House says Alibaba is helping Chinese military target US, FT reportsAdds comments by Chinese embassy, White House declines to comment, paragraphs 7-9WASHINGTON, Nov 14 (Reuters) - Washi","content":"<html><head></head><body><p>WASHINGTON, Nov 14 (Reuters) - Washington has accused online marketplace company Alibaba 9988.HK of providing technological support for Chinese military operations against targets in the United States, the Financial Times said on Friday, citing a White House memo.</p><p>The national security memo includes declassified top-secret intelligence on how the Chinese group supplies the People&#39;s Liberation Army with capabilities that the White House believes threaten U.S. security, the FT reported.</p><p>The report did not specify which capabilities or operations were involved, or whether the U.S. was seeking to respond in any way.</p><p>Alibaba BABA.N shares traded in the U.S. were down 4% on Friday after the news.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8b17c8477d0d01765cb870140329a469\" tg-width=\"846\" tg-height=\"828\"/></p><p>&#34;The assertions and innuendos in the article are completely false,&#34; Alibaba said in a statement.</p><p>&#34;We question the motivation behind the anonymous leak, which the FT admits that they cannot verify. This malicious PR operation clearly came from a rogue voice looking to undermine President Trump’s recent trade deal with China.&#34;</p><p>The Chinese embassy in Washington denied the report, and said China opposes and cracks down on all forms of cyberattacks in accordance with law.</p><p>&#34;Without valid evidence, the US jumped to an unwarranted conclusion and made groundless accusations against China. It is extremely irresponsible and is a complete distortion of facts. China firmly opposes this,&#34; embassy spokesperson Liu Pengyu said in a statement.</p><p>The White House declined to comment.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>White House Says Alibaba Is Helping Chinese Military Target US, FT Reports</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhite House Says Alibaba Is Helping Chinese Military Target US, FT Reports\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2025-11-15 07:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>WASHINGTON, Nov 14 (Reuters) - Washington has accused online marketplace company Alibaba 9988.HK of providing technological support for Chinese military operations against targets in the United States, the Financial Times said on Friday, citing a White House memo.</p><p>The national security memo includes declassified top-secret intelligence on how the Chinese group supplies the People&#39;s Liberation Army with capabilities that the White House believes threaten U.S. security, the FT reported.</p><p>The report did not specify which capabilities or operations were involved, or whether the U.S. was seeking to respond in any way.</p><p>Alibaba BABA.N shares traded in the U.S. were down 4% on Friday after the news.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8b17c8477d0d01765cb870140329a469\" tg-width=\"846\" tg-height=\"828\"/></p><p>&#34;The assertions and innuendos in the article are completely false,&#34; Alibaba said in a statement.</p><p>&#34;We question the motivation behind the anonymous leak, which the FT admits that they cannot verify. This malicious PR operation clearly came from a rogue voice looking to undermine President Trump’s recent trade deal with China.&#34;</p><p>The Chinese embassy in Washington denied the report, and said China opposes and cracks down on all forms of cyberattacks in accordance with law.</p><p>&#34;Without valid evidence, the US jumped to an unwarranted conclusion and made groundless accusations against China. It is extremely irresponsible and is a complete distortion of facts. China firmly opposes this,&#34; embassy spokesperson Liu Pengyu said in a statement.</p><p>The White House declined to comment.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"89988":"阿里巴巴-WR","LU0143863784.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"DU\" (USD) ACC","IE00B5MMRT66.SGD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (SGDHDG) ACC","LU0132412106.USD":"abrdn SICAV I - EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0561508036.HKD":"ALLIANZ CHINA EQUITY \"A\" (HKD) INC","LU0821914370.USD":"贝莱德亚洲成长领袖A2","LU1769817179.HKD":"UBS (LUX) EQUITY SICAV - GLOBAL EMERG MARKETS OPPO \"P\" (HKD) INC","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","LU0228367735.SGD":"Eastspring Investments - Asian Equity Fund AS SGD","LU1880398554.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) INC","LU0117841782.USD":"JPM GREATER CHINA \"A\" (USD) INC","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","LU0181495838.USD":"施罗德新兴亚洲A Acc","BK4534":"瑞士信贷持仓","LU0261950983.USD":"FIDELITY ASIAN SPECIAL SITUATIONS \"A\" ACC","LU0672654166.SGD":"FTIF - Templeton Asian Growth A (acc) SGD-H1","SG9999000459.SGD":"Aberdeen Standard Pacific Equity SGD","LU0051755006.USD":"摩根大通中国A (dist)","LU2097829019.USD":"AZ EQUITY - BORLETTI GLOBAL LIFESTYLE \"AI\" (USD) ACC","LU1981816686.USD":"EASTSPRING INV ASIAN MULTI FACTOR EQUITY \"A\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0244354667.USD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" ACC","09988":"阿里巴巴-W","LU1251922891.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) ACC","LU0577902454.USD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (USD) ACC","LU1282651048.USD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"AMG\" (USD) INC","LU0543330483.HKD":"TEMPLETON ASIAN GROWTH \"A\" (HKD) ACC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0828237510.HKD":"SCHRODER ISF BIC (BRAZ IN CH)\"A\" (HKD) ACC","LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","LU0214875030.USD":"HSBC GIF BRIC EQUITY \"M2C\" (USD) ACC","LU0061477393.USD":"CT (LUX) I ASIA EQUITY INCOME \"AU\" (USD) ACC","BK4535":"淡马锡持仓","LU0047713382.USD":"BGF EMERGING MARKETS \"A2\" ACC","BK1502":"双十一","BABA":"阿里巴巴","LU1504937902.USD":"CT (LUX) I ASIAN EQUITY INCOME \"DUP\" (EUR) INC","BK4538":"云计算","LU0553294199.USD":"BGF GLOBAL EQUITY INCOME \"A5G\" (USD) INC","LU2476274308.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (USD) ACC","HBBD.SI":"Alibaba HK SDR 5to1","BK1501":"阿里概念股","LU0052750758.USD":"富兰克林中国基金A Acc","LU0348784397.USD":"ALLIANZ ORIENTAL INCOME \"A\" (USD) ACC","LU0545039389.USD":"BGF GLOBAL EQUITY INCOME \"A2\" ACC","LU0128522744.USD":"TEMPLETON EMERGING MARKETS \"A\" ACC"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20251114:nL1N3WQ0Y4:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2583689840","content_text":"WASHINGTON, Nov 14 (Reuters) - Washington has accused online marketplace company Alibaba 9988.HK of providing technological support for Chinese military operations against targets in the United States, the Financial Times said on Friday, citing a White House memo.The national security memo includes declassified top-secret intelligence on how the Chinese group supplies the People's Liberation Army with capabilities that the White House believes threaten U.S. security, the FT reported.The report did not specify which capabilities or operations were involved, or whether the U.S. was seeking to respond in any way.Alibaba BABA.N shares traded in the U.S. were down 4% on Friday after the news.\"The assertions and innuendos in the article are completely false,\" Alibaba said in a statement.\"We question the motivation behind the anonymous leak, which the FT admits that they cannot verify. This malicious PR operation clearly came from a rogue voice looking to undermine President Trump’s recent trade deal with China.\"The Chinese embassy in Washington denied the report, and said China opposes and cracks down on all forms of cyberattacks in accordance with law.\"Without valid evidence, the US jumped to an unwarranted conclusion and made groundless accusations against China. It is extremely irresponsible and is a complete distortion of facts. China firmly opposes this,\" embassy spokesperson Liu Pengyu said in a statement.The White House declined to comment.","news_type":1,"symbols_score_info":{"89988":0.6,"09988":2.1,"HBBD.SI":0.6,"BABA":2.1,"ALBmain":0.6}},"isVote":1,"tweetType":1,"viewCount":2381,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9031089824,"gmtCreate":1646385214605,"gmtModify":1676534124496,"author":{"id":"3574885972376051","authorId":"3574885972376051","name":"ValueMonk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574885972376051","idStr":"3574885972376051"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$</a>what has Ukraine war got to impact Alibaba.. As if their whole operation is there.. Markets overreacting&nbsp;","listText":"<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$</a>what has Ukraine war got to impact Alibaba.. As if their whole operation is there.. Markets overreacting&nbsp;","text":"$Alibaba(09988)$what has Ukraine war got to impact Alibaba.. As if their whole operation is there.. Markets overreacting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9031089824","isVote":1,"tweetType":1,"viewCount":4068,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":143042416,"gmtCreate":1625753697635,"gmtModify":1703747916055,"author":{"id":"3574885972376051","authorId":"3574885972376051","name":"ValueMonk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574885972376051","idStr":"3574885972376051"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>&nbsp;fast and furious.. one time pain to bring their message across to the techies.. Very fast the prices will recover (V-shaped)&nbsp;","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>&nbsp;fast and furious.. one time pain to bring their message across to the techies.. Very fast the prices will recover (V-shaped)&nbsp;","text":"$Alibaba(BABA)$ fast and furious.. one time pain to bring their message across to the techies.. Very fast the prices will recover (V-shaped)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/143042416","isVote":1,"tweetType":1,"viewCount":2733,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":600081572008624,"gmtCreate":1787544216331,"gmtModify":1787544219580,"author":{"id":"3574885972376051","authorId":"3574885972376051","name":"ValueMonk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574885972376051","idStr":"3574885972376051"},"themes":[],"title":"","htmlText":"This is not a balanced analysis of Alibaba. It sounds like the conclusion was decided first and the arguments were selected afterwards to support it. There is almost no meaningful discussion of Alibaba’s strategy, AI and cloud ambitions, e-commerce restructuring, international businesses, cash generation or shareholder returns. Calling out risks is completely fair, but ignoring the other side of the investment case makes the video look biased rather than analytical. If you want to be bearish on Alibaba, show the numbers and explain why its strategy will fail instead of just recycling negative talking points.","listText":"This is not a balanced analysis of Alibaba. It sounds like the conclusion was decided first and the arguments were selected afterwards to support it. There is almost no meaningful discussion of Alibaba’s strategy, AI and cloud ambitions, e-commerce restructuring, international businesses, cash generation or shareholder returns. Calling out risks is completely fair, but ignoring the other side of the investment case makes the video look biased rather than analytical. If you want to be bearish on Alibaba, show the numbers and explain why its strategy will fail instead of just recycling negative talking points.","text":"This is not a balanced analysis of Alibaba. It sounds like the conclusion was decided first and the arguments were selected afterwards to support it. There is almost no meaningful discussion of Alibaba’s strategy, AI and cloud ambitions, e-commerce restructuring, international businesses, cash generation or shareholder returns. Calling out risks is completely fair, but ignoring the other side of the investment case makes the video look biased rather than analytical. If you want to be bearish on Alibaba, show the numbers and explain why its strategy will fail instead of just recycling negative talking points.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/600081572008624","repostId":"1121402480","repostType":2,"repost":{"id":"1121402480","kind":"video","weMediaInfo":{"introduction":"News Roundup: Tesla, NVIDIA & Other Bellwether Stocks","home_visible":1,"media_name":"Bellwether Stocks Movement","id":"1006566612","head_image":"https://community-static.tradeup.com/news/e78d47e84d6acfa800707e519dc4c88c"},"pubTimestamp":1787541871,"share":"https://ttm.financial/m/news/1121402480?lang=en_US&edition=fundamental","pubTime":"2026-08-24 11:24","market":"fut","language":"en","title":"Alibaba Is Betting Big On AI… So Why Is Wall Street Worried?","url":"https://stock-news.laohu8.com/highlight/detail?id=1121402480","media":"Bellwether Stocks Movement","summary":"","content":"<html><head></head><body></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba Is Betting Big On AI… So Why Is Wall Street Worried?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba Is Betting Big On AI… So Why Is Wall Street Worried?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1006566612\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/e78d47e84d6acfa800707e519dc4c88c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Bellwether Stocks Movement </p>\n<p class=\"h-time\">2026-08-24 11:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b649f25535420d208300689d164d98d1","relate_stocks":{"BBYY":"GraniteShares YieldBOOST BABA ETF","BABO":"BABA期权收益策略ETF-YieldMax","BABX":"2倍做多BABA ETF-GraniteShares","KBAB":"2倍做多BABA ETF-KraneShares","BABU":"Direxion Daily BABA Bull 2X ETF","BABC":"Corgi BABA 2x Daily ETF","09988":"阿里巴巴-W","BABA":"阿里巴巴","BABW":"Roundhill BABA WeeklyPay ETF"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121402480","news_type":1,"symbols_score_info":{"BABX":0.6,"BBYY":0.6,"BABW":0.6,"09988":2,"BABC":0.6,"BABO":0.6,"KBAB":0.6,"BABA":2,"BABU":0.6}},"isVote":1,"tweetType":1,"viewCount":84,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9031089824,"gmtCreate":1646385214605,"gmtModify":1676534124496,"author":{"id":"3574885972376051","authorId":"3574885972376051","name":"ValueMonk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574885972376051","idStr":"3574885972376051"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$</a>what has Ukraine war got to impact Alibaba.. As if their whole operation is there.. Markets overreacting&nbsp;","listText":"<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$</a>what has Ukraine war got to impact Alibaba.. As if their whole operation is there.. Markets overreacting&nbsp;","text":"$Alibaba(09988)$what has Ukraine war got to impact Alibaba.. As if their whole operation is there.. Markets overreacting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9031089824","isVote":1,"tweetType":1,"viewCount":4068,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":600075711496200,"gmtCreate":1787544490637,"gmtModify":1787546119477,"author":{"id":"3574885972376051","authorId":"3574885972376051","name":"ValueMonk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574885972376051","idStr":"3574885972376051"},"themes":[],"title":"","htmlText":"Michael Burry should probably just stay away from Alibaba. Every time he buys into BABA, it feels like the stock plunges soon after. Maybe Alibaba shareholders should be more worried when Burry buys than when he sells. 😂","listText":"Michael Burry should probably just stay away from Alibaba. Every time he buys into BABA, it feels like the stock plunges soon after. Maybe Alibaba shareholders should be more worried when Burry buys than when he sells. 😂","text":"Michael Burry should probably just stay away from Alibaba. Every time he buys into BABA, it feels like the stock plunges soon after. Maybe Alibaba shareholders should be more worried when Burry buys than when he sells. 😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/600075711496200","repostId":"1172258031","repostType":2,"repost":{"id":"1172258031","kind":"news","weMediaInfo":{"introduction":"Go Trading Go","home_visible":1,"media_name":"Trading Random","id":"1081967000","head_image":"https://community-static.tradeup.com/news/c47c5e15a11ec5cf40edd30d2c7cf544"},"pubTimestamp":1787526464,"share":"https://ttm.financial/m/news/1172258031?lang=en_US&edition=fundamental","pubTime":"2026-08-24 07:07","market":"us","language":"en","title":"Burry Steps Away from Alibaba, Cites Valuation Concerns and Shifts Focus to JD.com","url":"https://stock-news.laohu8.com/highlight/detail?id=1172258031","media":"Trading Random","summary":"Michael Burry has voiced sharp criticism of Alibaba Group Holding Ltd. shares, labeling them as overpriced, and revealed that he has recently liquidated his stake in the Chinese tech behemoth. The...","content":"<html><head></head><body>Michael Burry has voiced sharp criticism of <b>Alibaba Group Holding Ltd.</b> shares, labeling them as overpriced, and revealed that he has recently liquidated his stake in the Chinese tech behemoth. The move is part of his strategy to channel funds into a “large” position in the rival online marketplace <b>JD.com Inc</b>.<br/><br/>“I planned to move most of it back after a month or two. No longer,” Burry stated in a <b>Substack</b> post, elaborating that Alibaba’s stock would need to “fall by half for me to get interested again.”<br/><br/>The remarks from the founder of <b>Scion Capital Management</b>, who gained widespread recognition through <em>The Big Short</em> for his prescient bets against the US housing market before the 2008 global financial crisis, come on the heels of Alibaba’s announcement of a plan to raise roughly HK$80 billion ($10.2 billion) through a share sale intended to finance its artificial intelligence investments. This offering is set to become the largest follow-on share sale by any company in Hong Kong’s history.<br/><br/>“I cannot bless share issuances,” he commented, expressing his expectation that the company’s return on invested capital will likely keep trending downward.<br/><br/>Alibaba reported a <b>75% profit decline</b> for the quarter ending in June, driven by a significant increase in AI-related capital expenditures. This development has further unsettled investors regarding the potential returns from the Chinese tech sector.<br/><br/>The company’s American Depositary Receipts have dropped 18.6% year-to-date, including an 8.6% fall on Friday. Its shares listed in Hong Kong are also down 13.9% so far this year.<br/><br/>Earlier in April, Burry had disclosed his acquisition of stakes in both JD and Alibaba, while also adding to his put options against Nvidia. On Sunday, the Chinese firm separately confirmed the pricing of its HK$80 billion placement of new shares in Hong Kong at HK$112.70 per share, a discount to its Friday closing price of HK$123 on the Hong Kong market.\n</body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Burry Steps Away from Alibaba, Cites Valuation Concerns and Shifts Focus to JD.com</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBurry Steps Away from Alibaba, Cites Valuation Concerns and Shifts Focus to JD.com\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1081967000\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/c47c5e15a11ec5cf40edd30d2c7cf544);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Trading Random </p>\n<p class=\"h-time\">2026-08-24 07:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body>Michael Burry has voiced sharp criticism of <b>Alibaba Group Holding Ltd.</b> shares, labeling them as overpriced, and revealed that he has recently liquidated his stake in the Chinese tech behemoth. The move is part of his strategy to channel funds into a “large” position in the rival online marketplace <b>JD.com Inc</b>.<br/><br/>“I planned to move most of it back after a month or two. No longer,” Burry stated in a <b>Substack</b> post, elaborating that Alibaba’s stock would need to “fall by half for me to get interested again.”<br/><br/>The remarks from the founder of <b>Scion Capital Management</b>, who gained widespread recognition through <em>The Big Short</em> for his prescient bets against the US housing market before the 2008 global financial crisis, come on the heels of Alibaba’s announcement of a plan to raise roughly HK$80 billion ($10.2 billion) through a share sale intended to finance its artificial intelligence investments. This offering is set to become the largest follow-on share sale by any company in Hong Kong’s history.<br/><br/>“I cannot bless share issuances,” he commented, expressing his expectation that the company’s return on invested capital will likely keep trending downward.<br/><br/>Alibaba reported a <b>75% profit decline</b> for the quarter ending in June, driven by a significant increase in AI-related capital expenditures. This development has further unsettled investors regarding the potential returns from the Chinese tech sector.<br/><br/>The company’s American Depositary Receipts have dropped 18.6% year-to-date, including an 8.6% fall on Friday. Its shares listed in Hong Kong are also down 13.9% so far this year.<br/><br/>Earlier in April, Burry had disclosed his acquisition of stakes in both JD and Alibaba, while also adding to his put options against Nvidia. On Sunday, the Chinese firm separately confirmed the pricing of its HK$80 billion placement of new shares in Hong Kong at HK$112.70 per share, a discount to its Friday closing price of HK$123 on the Hong Kong market.\n</body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JD":"京东","KJD":"2倍做多JD ETF-KraneShares","BABC":"Corgi BABA 2x Daily ETF","BABW":"Roundhill BABA WeeklyPay ETF","KBAB":"2倍做多BABA ETF-KraneShares","BBYY":"GraniteShares YieldBOOST BABA ETF","BABO":"BABA期权收益策略ETF-YieldMax","09988":"阿里巴巴-W","BABX":"2倍做多BABA ETF-GraniteShares","BABA":"阿里巴巴","09618":"京东集团-SW","BABU":"Direxion Daily BABA Bull 2X ETF"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172258031","content_text":"Michael Burry has voiced sharp criticism of Alibaba Group Holding Ltd. shares, labeling them as overpriced, and revealed that he has recently liquidated his stake in the Chinese tech behemoth. The move is part of his strategy to channel funds into a “large” position in the rival online marketplace JD.com Inc.“I planned to move most of it back after a month or two. No longer,” Burry stated in a Substack post, elaborating that Alibaba’s stock would need to “fall by half for me to get interested again.”The remarks from the founder of Scion Capital Management, who gained widespread recognition through The Big Short for his prescient bets against the US housing market before the 2008 global financial crisis, come on the heels of Alibaba’s announcement of a plan to raise roughly HK$80 billion ($10.2 billion) through a share sale intended to finance its artificial intelligence investments. This offering is set to become the largest follow-on share sale by any company in Hong Kong’s history.“I cannot bless share issuances,” he commented, expressing his expectation that the company’s return on invested capital will likely keep trending downward.Alibaba reported a 75% profit decline for the quarter ending in June, driven by a significant increase in AI-related capital expenditures. This development has further unsettled investors regarding the potential returns from the Chinese tech sector.The company’s American Depositary Receipts have dropped 18.6% year-to-date, including an 8.6% fall on Friday. Its shares listed in Hong Kong are also down 13.9% so far this year.Earlier in April, Burry had disclosed his acquisition of stakes in both JD and Alibaba, while also adding to his put options against Nvidia. On Sunday, the Chinese firm separately confirmed the pricing of its HK$80 billion placement of new shares in Hong Kong at HK$112.70 per share, a discount to its Friday closing price of HK$123 on the Hong Kong market.","news_type":1,"symbols_score_info":{"BABO":0.6,"BABU":0.6,"KJD":0.6,"BABW":0.6,"JD":2,"09618":2,"KBAB":0.6,"BABA":2,"BABC":0.6,"09988":2,"BABX":0.6,"BBYY":0.6}},"isVote":1,"tweetType":1,"viewCount":113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":143042416,"gmtCreate":1625753697635,"gmtModify":1703747916055,"author":{"id":"3574885972376051","authorId":"3574885972376051","name":"ValueMonk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574885972376051","idStr":"3574885972376051"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>&nbsp;fast and furious.. one time pain to bring their message across to the techies.. Very fast the prices will recover (V-shaped)&nbsp;","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>&nbsp;fast and furious.. one time pain to bring their message across to the techies.. Very fast the prices will recover (V-shaped)&nbsp;","text":"$Alibaba(BABA)$ fast and furious.. one time pain to bring their message across to the techies.. Very fast the prices will recover (V-shaped)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/143042416","isVote":1,"tweetType":1,"viewCount":2733,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":500364969877920,"gmtCreate":1763201125901,"gmtModify":1763207496255,"author":{"id":"3574885972376051","authorId":"3574885972376051","name":"ValueMonk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574885972376051","idStr":"3574885972376051"},"themes":[],"title":"","htmlText":"this is just what the US wants. they can't win chinese AI, they just smear it. loser mentality...","listText":"this is just what the US wants. they can't win chinese AI, they just smear it. loser mentality...","text":"this is just what the US wants. they can't win chinese AI, they just smear it. loser mentality...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/500364969877920","repostId":"2583689840","repostType":2,"repost":{"id":"2583689840","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1763163072,"share":"https://ttm.financial/m/news/2583689840?lang=en_US&edition=fundamental","pubTime":"2025-11-15 07:31","market":"fut","language":"en","title":"White House Says Alibaba Is Helping Chinese Military Target US, FT Reports","url":"https://stock-news.laohu8.com/highlight/detail?id=2583689840","media":"Reuters","summary":"UPDATE 2-White House says Alibaba is helping Chinese military target US, FT reportsAdds comments by Chinese embassy, White House declines to comment, paragraphs 7-9WASHINGTON, Nov 14 (Reuters) - Washi","content":"<html><head></head><body><p>WASHINGTON, Nov 14 (Reuters) - Washington has accused online marketplace company Alibaba 9988.HK of providing technological support for Chinese military operations against targets in the United States, the Financial Times said on Friday, citing a White House memo.</p><p>The national security memo includes declassified top-secret intelligence on how the Chinese group supplies the People&#39;s Liberation Army with capabilities that the White House believes threaten U.S. security, the FT reported.</p><p>The report did not specify which capabilities or operations were involved, or whether the U.S. was seeking to respond in any way.</p><p>Alibaba BABA.N shares traded in the U.S. were down 4% on Friday after the news.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8b17c8477d0d01765cb870140329a469\" tg-width=\"846\" tg-height=\"828\"/></p><p>&#34;The assertions and innuendos in the article are completely false,&#34; Alibaba said in a statement.</p><p>&#34;We question the motivation behind the anonymous leak, which the FT admits that they cannot verify. This malicious PR operation clearly came from a rogue voice looking to undermine President Trump’s recent trade deal with China.&#34;</p><p>The Chinese embassy in Washington denied the report, and said China opposes and cracks down on all forms of cyberattacks in accordance with law.</p><p>&#34;Without valid evidence, the US jumped to an unwarranted conclusion and made groundless accusations against China. It is extremely irresponsible and is a complete distortion of facts. China firmly opposes this,&#34; embassy spokesperson Liu Pengyu said in a statement.</p><p>The White House declined to comment.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>White House Says Alibaba Is Helping Chinese Military Target US, FT Reports</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhite House Says Alibaba Is Helping Chinese Military Target US, FT Reports\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2025-11-15 07:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>WASHINGTON, Nov 14 (Reuters) - Washington has accused online marketplace company Alibaba 9988.HK of providing technological support for Chinese military operations against targets in the United States, the Financial Times said on Friday, citing a White House memo.</p><p>The national security memo includes declassified top-secret intelligence on how the Chinese group supplies the People&#39;s Liberation Army with capabilities that the White House believes threaten U.S. security, the FT reported.</p><p>The report did not specify which capabilities or operations were involved, or whether the U.S. was seeking to respond in any way.</p><p>Alibaba BABA.N shares traded in the U.S. were down 4% on Friday after the news.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8b17c8477d0d01765cb870140329a469\" tg-width=\"846\" tg-height=\"828\"/></p><p>&#34;The assertions and innuendos in the article are completely false,&#34; Alibaba said in a statement.</p><p>&#34;We question the motivation behind the anonymous leak, which the FT admits that they cannot verify. This malicious PR operation clearly came from a rogue voice looking to undermine President Trump’s recent trade deal with China.&#34;</p><p>The Chinese embassy in Washington denied the report, and said China opposes and cracks down on all forms of cyberattacks in accordance with law.</p><p>&#34;Without valid evidence, the US jumped to an unwarranted conclusion and made groundless accusations against China. It is extremely irresponsible and is a complete distortion of facts. China firmly opposes this,&#34; embassy spokesperson Liu Pengyu said in a statement.</p><p>The White House declined to comment.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"89988":"阿里巴巴-WR","LU0143863784.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"DU\" (USD) ACC","IE00B5MMRT66.SGD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (SGDHDG) ACC","LU0132412106.USD":"abrdn SICAV I - EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0561508036.HKD":"ALLIANZ CHINA EQUITY \"A\" (HKD) INC","LU0821914370.USD":"贝莱德亚洲成长领袖A2","LU1769817179.HKD":"UBS (LUX) EQUITY SICAV - GLOBAL EMERG MARKETS OPPO \"P\" (HKD) INC","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","LU0228367735.SGD":"Eastspring Investments - Asian Equity Fund AS SGD","LU1880398554.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) INC","LU0117841782.USD":"JPM GREATER CHINA \"A\" (USD) INC","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","LU0181495838.USD":"施罗德新兴亚洲A Acc","BK4534":"瑞士信贷持仓","LU0261950983.USD":"FIDELITY ASIAN SPECIAL SITUATIONS \"A\" ACC","LU0672654166.SGD":"FTIF - Templeton Asian Growth A (acc) SGD-H1","SG9999000459.SGD":"Aberdeen Standard Pacific Equity SGD","LU0051755006.USD":"摩根大通中国A (dist)","LU2097829019.USD":"AZ EQUITY - BORLETTI GLOBAL LIFESTYLE \"AI\" (USD) ACC","LU1981816686.USD":"EASTSPRING INV ASIAN MULTI FACTOR EQUITY \"A\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0244354667.USD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" ACC","09988":"阿里巴巴-W","LU1251922891.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) ACC","LU0577902454.USD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (USD) ACC","LU1282651048.USD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"AMG\" (USD) INC","LU0543330483.HKD":"TEMPLETON ASIAN GROWTH \"A\" (HKD) ACC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0828237510.HKD":"SCHRODER ISF BIC (BRAZ IN CH)\"A\" (HKD) ACC","LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","LU0214875030.USD":"HSBC GIF BRIC EQUITY \"M2C\" (USD) ACC","LU0061477393.USD":"CT (LUX) I ASIA EQUITY INCOME \"AU\" (USD) ACC","BK4535":"淡马锡持仓","LU0047713382.USD":"BGF EMERGING MARKETS \"A2\" ACC","BK1502":"双十一","BABA":"阿里巴巴","LU1504937902.USD":"CT (LUX) I ASIAN EQUITY INCOME \"DUP\" (EUR) INC","BK4538":"云计算","LU0553294199.USD":"BGF GLOBAL EQUITY INCOME \"A5G\" (USD) INC","LU2476274308.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (USD) ACC","HBBD.SI":"Alibaba HK SDR 5to1","BK1501":"阿里概念股","LU0052750758.USD":"富兰克林中国基金A Acc","LU0348784397.USD":"ALLIANZ ORIENTAL INCOME \"A\" (USD) ACC","LU0545039389.USD":"BGF GLOBAL EQUITY INCOME \"A2\" ACC","LU0128522744.USD":"TEMPLETON EMERGING MARKETS \"A\" ACC"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20251114:nL1N3WQ0Y4:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2583689840","content_text":"WASHINGTON, Nov 14 (Reuters) - Washington has accused online marketplace company Alibaba 9988.HK of providing technological support for Chinese military operations against targets in the United States, the Financial Times said on Friday, citing a White House memo.The national security memo includes declassified top-secret intelligence on how the Chinese group supplies the People's Liberation Army with capabilities that the White House believes threaten U.S. security, the FT reported.The report did not specify which capabilities or operations were involved, or whether the U.S. was seeking to respond in any way.Alibaba BABA.N shares traded in the U.S. were down 4% on Friday after the news.\"The assertions and innuendos in the article are completely false,\" Alibaba said in a statement.\"We question the motivation behind the anonymous leak, which the FT admits that they cannot verify. This malicious PR operation clearly came from a rogue voice looking to undermine President Trump’s recent trade deal with China.\"The Chinese embassy in Washington denied the report, and said China opposes and cracks down on all forms of cyberattacks in accordance with law.\"Without valid evidence, the US jumped to an unwarranted conclusion and made groundless accusations against China. It is extremely irresponsible and is a complete distortion of facts. China firmly opposes this,\" embassy spokesperson Liu Pengyu said in a statement.The White House declined to comment.","news_type":1,"symbols_score_info":{"89988":0.6,"09988":2.1,"HBBD.SI":0.6,"BABA":2.1,"ALBmain":0.6}},"isVote":1,"tweetType":1,"viewCount":2381,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}