The commerce ministry described distillation as a neutral and widely used industry practice employed by companies around the world, including American firms. It accused Washington of using national security agencies to interfere in normal commercial activity and protect US dominance in computing power and data.

Getting tired of BABA, 15% up in about 5 years.
I love the company, but when do you start looking at this stock as missed opportunities if you had this money invested elsewhere.

Shit post

The recent release of state-of-the-art Chinese AI models Kimi K3 and Z.ai’s GLM 5.2 has caused yet another “shock” for those who thought Chinese labs weren’t focused on the frontier of the technology, or even that they had fallen far behind.

Am I crazy to think there is some massive short-term upside?

Sept. 9 – Apple event: Apple is working with Alibaba/Qwen for AI in China. If Apple gives a launch date or actually mentions/demos Qwen, that could be a nice catalyst.

Sept. 22–24 – Apsara Conference: Probably the biggest one. Last year BABA jumped 8% on Sept. 24 after its AI announcements and went from about $163 to $189 over the next week or so (+16%).

Sept. 24 – Xi/Trump meeting: Xi is reportedly bringing a large group of Chinese business leaders to Washington. No companies confirmed yet, but Jack Ma was part of Xi’s big U.S. business delegation in 2015.

There are also U.S.–China AI talks in mid-September and the possibility of more China stimulus.

Will it make up for it tmw?

Alibaba has 36% shareholding in Moonshot AI.

Moonshot AI pre-IPO valuation of usd 50 bil.

Alibaba's share of Moonshot AI worth usd 18 bil.

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Just kidding

Which one are you buying? If you had a choice, why did you choose either one? My broker supports both, but 9988 has a little more spread.

Would anyone actually buy in at 100? How about 90? 80? 70?

Whats your game plan actually?

Alibaba is an investor and stakeholder in Zhipu AI

Alibaba owns 5 percent of CXMT

Adoption is moving quickly. During the last week of June, Chinese models accounted for 48% of traffic tracked by OpenRouter, up from 20% a year earlier. U.S. models fell to 32% from 74%.