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Posted by
Two Blokes Mon at 11:00 AM -
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Stock
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Alibaba's CMR and Cloud growth acceleration confirms my bullish thesis that growth inflection has triggered and signals upside potential. The AI Cloud segment could see further growth rebound, driven by elevated AI infrastructure capex, amid rising AI demand and supportive PBOC policies. Despite the chip export ban, the recent de-escalation between the U.S. and China could lift sentiment and help relieve the chip supply shortage.
