BABA's Agentic A.I. Positioning, State of Chinese Tech Stocks
Schwab Network · Schwab Network
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Show Notes
Alibaba (BABA) shares are down after earnings, something Derek Yan believes is due to investors' overestimated growth expectations for its Cloud segment. Derek discusses the company's agentic A.I. outlook as well as the costs associated with powering the applications within China's internet companies. Derek also makes the case for Chinese tech stocks as a value-play with U.S.-China trade tensions cooling.
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