Morgan Stanley's report is a m

Like
Comment
Favorite

Morgan Stanley's report is a mix of highlights and controversy. Cloud is the standout — revenue grew 36% YoY, with external revenue accelerating to 35%, and AI-related revenue delivering triple-digit growth for 10 consecutive quarters, validating Alibaba Cloud's competitiveness in AI infrastructure.

# Alibaba & Tencent Miss: Can AI Serve as New Growth Engine?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Report

Comment

Top
Latest

No comments yet

Most Discussed

{"i18n":{"language":"en_US"},"data":{"magic":2,"id":544807016546920,"tweetId":"544807016546920","gmtCreate":1774020689252,"gmtModify":1774020694090,"author":{"id":4144844151777102,"idStr":"4144844151777102","authorId":4144844151777102,"authorIdStr":"4144844151777102","name":"Cadi Poon","avatar":"https://community-static.tradeup.com/news/c61260ad7946980c4c2c1b47d8284c1e","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":63,"starInvestorFlag":false},"themes":[{"themeId":"895fb1e1297846998649daa3a2941004","categoryId":"7a15628ce2174325bddc6229505e0d70","name":"Alibaba & Tencent Miss: Can AI Serve as New Growth Engine?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":895fb1e1297846998649daa3a2941004}&rnconfig={\"headerBarHidden\": true}","description":"Alibaba is currently engaged in an unprecedented \"cash-for-growth\" strategy. Nevertheless, the silver lining remains in the cloud: Alibaba Cloud’s revenue growth surged to 37%.\nGoldman Sachs and Macquarie noted that Tencent is shifting into a capital-intensive \"catch-up phase,\" and cut price target to $700 amid margin pressure. This move is expected to dilute short-term profits and potentially scale back the size of share buybacks.\nCan Alibaba Cloud’s price increases stem the \"bleeding\" of profit margins in the next quarter? \nIs this a value trap, or simply the darkness before the dawn?","image":"https://community-static.tradeup.com/news/a38bd8e797243d3f11d3f2e07cd2a038"}],"images":[],"coverImages":[],"html":"<html><head></head><body>Morgan Stanley's report is a mix of highlights and controversy. Cloud is the standout — revenue grew 36% YoY, with external revenue accelerating to 35%, and AI-related revenue delivering triple-digit growth for 10 consecutive quarters, validating Alibaba Cloud's competitiveness in AI <u>infrastructure.</u></body></html>","htmlText":"<html><head></head><body>Morgan Stanley's report is a mix of highlights and controversy. Cloud is the standout — revenue grew 36% YoY, with external revenue accelerating to 35%, and AI-related revenue delivering triple-digit growth for 10 consecutive quarters, validating Alibaba Cloud's competitiveness in AI <u>infrastructure.</u></body></html>","text":"Morgan Stanley's report is a mix of highlights and controversy. Cloud is the standout — revenue grew 36% YoY, with external revenue accelerating to 35%, and AI-related revenue delivering triple-digit growth for 10 consecutive quarters, validating Alibaba Cloud's competitiveness in AI infrastructure.","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/544807016546920","repostId":0,"isVote":1,"tweetType":1,"viewCount":3,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["MS"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":259,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}