Speculation in cryptocurrencies, stocks, and futures theories are interconnected.

Many people have liquidated their Alibaba stocks, but have overlooked a key fact: Alibaba Cloud has long been one of the most mature and competitive AI infrastructures in the country.


With the support of Tongyi Qianwen and ultra-large-scale data centers, Alibaba has transformed from an e-commerce company into a true provider of underlying AI computing power and large model services.


Indeed, Alibaba made mistakes in capital expansion over the past decade, spreading its investments too broadly, but this round of cycles has marked the end of the expansion story.

Among all the investable AI stocks in the country, Alibaba is the one that is the most severely underestimated. From a financial perspective, investing in Alibaba is currently much more stable than investing in Bitcoin.

It is not an exaggeration to say that Alibaba's large models are leading the industry in China, with certain competitors even resorting to plagiarism.


My previous criticisms of Alibaba stemmed from its indiscriminate capital expansion, which is now very stable. It also has a mainline business that can face the next decade.

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