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Posted by
Two Blokes May 26 -
Filed in
Stock
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Alibaba's Q4 FY25 revenue growth missed expectations, but the core e-commerce and cloud segments show resilience and strong long-term potential. AI-driven ad solutions and a focus on high-value users are boosting e-commerce efficiency, though rising costs and subsidies pressure margins. Cloud growth outpaced global peers, but margin compression and capex concerns linger; AI and SaaS initiatives lay the groundwork for future upside.
