Greene: Market Mispricing Alibaba (BABA) After Earnings
Schwab Network · Schwab Network
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Show Notes
Alibaba Group Holding Limited (BABA) is facing near‑term pressure after earnings showed margin strain, but Henry Greene says the market is mispricing the stock. He points to long‑term upside from Alibaba’s cloud and full‑stack A.I. strategy, including the undervalued T‑Head semiconductor unit. Despite capital rotating away from large‑cap China tech, Greene argues fundamentals are improving as China’s macro backdrop stabilizes.
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