Hints and tips:
Related Special Reports
...TSMC, Alibaba and Baidu did not respond to requests for comment....
...june.yoon@ft.com...
...“Alibaba traffic is definitely declining,” he said, noting he would focus on increasing sales on JD.com and overseas this coming year....
...Alibaba has previously said that it would invest in a new $1bn tech fund founded by Zhang....
...Read a transcript of this episode on FT.com...
...PDD overtaking Alibaba “was a real wake-up call for Alibaba”, said one person close to management. “People were really upset, but now Alibaba is thinking how do we deal with this,” they added....
...elaine.moore@ft.com...
...Alibaba and JD.com rose 5.4 per cent and 4.8 per cent, respectively. Mainland Chinese utility operator ENN Energy and local lender Hang Seng bank were also among the strongest performers....
...Alibaba Cloud has distributed the majority of its advanced GPUs to business units within the Alibaba Group, said two employees of the cloud business....
...Long-term holders are more or less back where they started (I have included Alibaba’s ecommerce rival JD.com in the chart below; the fact that the two track one another is important)....
...sujeet.indap@ft.com...
...robin.harding@ft.com...
...Shares of Alibaba are down 30 per cent from their January peak. JD.com’s have halved. The moves reflect concerns about slowing growth and the accelerating shift of shoppers to streaming platforms....
...Also, we go long Alibaba and short commercial real estate....
...In the battle for Chinese ecommerce, Alibaba is struggling to knock Temu from the top spot. Fix-and-flip private equity is coming around to the merits of buy and hold....
...eleanor.olcott@ft.com...
...pan.yuk@ft.com...
...nathalie.thomas@ft.com...
...Email us: robert.armstrong@ft.com and ethan.wu@ft.com. The Mag 7 value trade Market pundits often talk about the Magnificent Seven big tech stocks as a homogeneous entity. This is a mistake....
...You can email Ethan at ethan.wu@ft.com. Read a transcript of this episode on FT.com...
...PDD’s physical footprint is also minuscule, a striking contrast with Amazon, JD.com and Alibaba, where control of logistics was long seen as a competitive advantage; a way to ensure speed, capacity and satisfactory...
International Edition