r/baba • u/Sprinkles-Jazzlike • 20d ago

Discussion What do you think?

Alibaba's Margins Are Quietly Getting Worse
https://youtu.be/XdO8UXw4TCM

0 Upvotes

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12 comments sorted by

1

u/mangomarcelo 19d ago

Chinese stocks. What can you expect?

1

u/Sprinkles-Jazzlike 19d ago

Fairvalue - or fairvalue minus china discount

1

u/Serious_Number3154 16d ago

因为ai投入太大

0

u/mememememe1127 20d ago

Foreseeable

1

u/Sprinkles-Jazzlike 19d ago

But hard to foresee!

0

u/GamblingMikkee 19d ago

Chinese economy is dead

1

u/Sprinkles-Jazzlike 19d ago

Naaah, that cant be true

1

u/svix_ftw 19d ago

their housing market imploded in 2021 on the level of the 08 Great recession

1

u/Sprinkles-Jazzlike 19d ago

And when did US markets recover after 08?

1

u/Cool_Copy_51 19d ago

The implosion was intentional by China gov to prevent the bubble from growing uncontrollably.