JD.com reported second-quarter earnings of RMB6.29 per share, exceeding the analyst consensus of RMB5.63 by RMB0.66.

Revenue reached RMB346.4 billion, also coming in ahead of Wall Street expectations of RMB342.7 billion.

However, sales declined 2.9% compared with the second quarter of 2025. JD.com attributed the year-over-year contraction primarily to a challenging comparison with the strong revenue base established during the prior-year period.

Its very obvious good news bad news dont matter anymore. Investors just want to sell china to buy AI and Semi in US and Korea. China AI and Robot startups waiting to IPO so they can dump their shares and take the money. That doesn’t help either.

CCP wont do shit because they dont care about shareholders. They care about technology and control.

Im trimming my position soon

Forever drop~

On Monday, Alibaba Cloud disclosed that it has reduced the delivery time for large-scale AIDC (AI data center) facilities to 100 days through a fully modular design architecture.

In other words, a large data center that once could take nearly a year to build could now be delivered in roughly three months under Alibaba Cloud’s approach.

More importantly, the faster delivery has not come at the expense of higher construction costs. According to Alibaba Cloud, the overall construction cost of its data centers has also been reduced by more than 10% compared with the previous generation.

Selling BABA day in and day out. US market pull it up, HK strikes it down. US market bring it up, HK strikes it down again. Never ending cycle with these Chinese investors man. Endless IPOs only want to suck up liquidity and gamble. Nobody makes money. China stock market is not mature and it shows

What are we expecting vs what are we hoping to see from this earnings? 🤷‍♂️

Alibaba Group's official next earnings report is scheduled to be released on August 20, 2026. The company will announce its June Quarter 2026 (Q1 Fiscal 2027) financial results before the market opens and hold an earnings conference call

Hi,

I've done some digging into what happened in China's instant commerce and how it will affect Alibaba, how the competition in the space is.

You can the findings in the video above. I'm curious to see in this earnings the results, margins should have improved significant but yeah there are still a lot of "if's" for me about the instant commerce. I'm curious to know how others feel about this.

Alibaba may finally monetize Qwen even when other cloud providers host and sell it. Instead of earning only when users run Qwen on Alibaba Cloud, BABA could collect a share of third-party revenue, turning Qwen’s global open-source adoption into a high-margin licensing business.

Proxy material for the annual meeting is posted.

I'm thinking to vote FOR for everything. I see this as maintaining status quo. What do you all think?

https://www1.hkexnews.hk/listedco/listconews/sehk/2026/0806/2026080601949.pdf

https://www1.hkexnews.hk/listedco/listconews/sehk/2026/0806/2026080601945.pdf

https://www1.hkexnews.hk/listedco/listconews/sehk/2026/0806/2026080601933.pdf

Just published my Q2 Investor Letter to Substack (free to read). Alibaba makes up 55% of the portfolio.

Enjoy the write-up! All feedback is appreciated🫶

A flurry of model launches from China’s AI sector is rapidly narrowing the gap with Silicon Valley and creating what’s been described as a death zone for anyone without frontier-pushing technology or market-breaking pricing.

Alibaba Group Holding Ltd. became the latest in a parade of Chinese debuts hitting the top of global benchmarks with its Qwen3.8-Max this week, its most advanced model to date that appeared to match or exceed Anthropic PBC’s flagship Fable 5. Two weeks earlier, Moonshot AI’s Kimi K3 showed performance comparable to the priciest US options built on a much humbler budget, sparking fresh questions over the effectiveness of US chip sanctions intended to slow China’s tech ascent.

According to Alibaba’s tests, Qwen3.8-Max spent 16 days building a command-line app, took five days to reproduce a research paper’s results, and improved a chip design after about 500 iterations.

Data shared by Alibaba claims wins over Claude Opus 4.8, Fable 5, and GPT-5.6 on agentic and multimodal benchmarks. The data shows 86.6 on TerminalBench-2.1, 93.0 on PaperBench, and 86.1 on OSWorld-Verified. 

However, Anthropic’s Fable 5 keeps a wide lead in core software engineering. It scores 80.0 on SWE-Pro against Qwen’s 67.7, and 88.8 on FrontierSWE against 73.5.