ALIBABA GROUP ADR WKN: A117ME ISIN: US01609W1027 Kürzel: AHLA Forum: Aktien Thema: Hauptdiskussion

Gemini 3.8 Flash ---------> Alibaba Group Holding Limited (KYG017191142) ist zum aktuellen Kurs von 11,80 EUR (94,4 EUR) massiv überbewertet, da das Unternehmen von einem hochprofitablen Cashflow-Generator zu einem kapitalintensiven Infrastruktur-Provider mutiert ist, dessen freier Cashflow im Geschäftsjahr 2026 tief in den negativen Bereich (Abfluss von 46,6 Mrd. RMB) gestürzt ist. Die geopolitische Lage, manifestiert durch die Aufnahme in die "Chinese Military Companies" (CMC) Liste des US-Verteidigungsministeriums am 9. Juni 2026 sowie die globalen Verwerfungen durch den Iran-Krieg, zerstört die internationale Investierbarkeit und rechtfertigt einen extremen Sicherheitsabschlag. Mein finaler, risikoadjustierter Kaufpreis liegt bei 8,12 EUR (64,96 EUR).

Alibaba set to lead $300M investment in UniPat AI, Bloomberg says TheFly Sep 11, 2026, 10:20 AM Alibaba (BABA) is set to lead a $300M investment in UniPat AI, valuing the company at $2.5B, Bloomberg reports. The financing will close soon and drew participation from Tencent (TCEHY) as well as previous backers such as HSG, people familiar with the matter told Bloomberg. Talks are still progressing and the deal’s specific details may still change, the sources added.

Wenn du davon ausgehst, muss du dich fragen lassen, warum du nicht verkaufst um weitere Verluste zu vermeiden.

Transkript des ersten Quartals von Oracle. Eine interessante Lektüre für Skeptiker hinsichtlich der Nachfrage nach Rechenzentren: https://www.benzinga.com/news/26/09/61729962/...

Dann wohl eher shorten

Wüsste nicht, was hier langfristig steigen sollte, außer die Verluste.😅📉

Spenden an xi jinping

es wächst nur weil es fast alles verschenkt. gratis lieferdienst, gratis ki und spenden.

An sich ein gutes unternehmen. Nachteile : ist chinesisch somit indirekt schlechter bewertet/ gemieden in den usa. Taiwan konflikt eines meiner größten sorgen hier zu investieren

Schade ich würde gerne einkaufen aber der Langzeitchart zeigt hier leider nach unten. Hat hier einer eine eigenabalyse gemacht und sieht hier noch etwas steigen?

Vor 6 Jahren....)) d.h er hat um die 220 bis 240euro gekauft und ggf. Seinen EK gesenkt..d.h das wird nix mehr

Um die 96 bis 98 Dollar Einstieg möglich)) Für die ganz mutigen schon jetzt))

Alibaba Drops 2.6% as U.S. Turns AI Distillation Into a Security Threat Khac Phu Nguyen Wed, September 9, 2026 at 8:08 PM GMT Gurufocus Alibaba Group (NYSE:BABA), China's e-commerce and cloud-computing giant, confronted fresh U.S. allegations over large-scale AI-model distillation. Its American depositary shares dropped approximately 2.6% to $109.79 during Wednesday trading as investors weighed the threat of another technology clash between Washington and Beijing. The federal advisory identified six Chinese AI developers and alleged that Alibaba tapped outputs from American models to accelerate development of its Qwen family. Model distillation is widely used across the AI industry, but U.S. agencies described the alleged scale and tactics as malicious. China rejected the claims as unsupported by the facts and the law, according to Reuters. Alibaba Drops 2.6% as U.S. Turns AI Distillation Into a Security Threat The timing is uncomfortable. Alibaba's AI Cloud and Compute Services produced 48.44 billion yuan in quarterly revenue, jumping 45% and representing roughly 18% of total sales. The image adds a valuation twist: the $109.79 share price sits 8.27% below the $119.69 GF Value estimate, suggesting the market is already discounting part of the regulatory risk. The advisory does not prove Alibaba's cloud revenue is under pressure, but tighter access controls, possible sanctions and higher compliance costs could complicate its push to make Qwen a global AI platform.

Alibaba's Accio Cuts AI Costs for E-Commerce Tasks by Over 50% Compared with General-Purpose Agents PR Newswire Wed, September 9, 2026 at 6:00 PM GMT+2 3 min read 'Becoming the Most Cost-Competitive E-Commerce AI Tool for SMEs Worldwide LOS ANGELES, Sept. 9, 2026 /PRNewswire/ -- Alibaba.com today announced results from a 107-task benchmark evaluation showing that Accio, its AI agent platform for commerce, completed a range of e-commerce tasks at more than 50% lower estimated cost than OpenAI's Codex and Anthropic's Claude Code, with comparable completion quality. This makes Accio the most cost-competitive e-commerce AI tool available to small and medium-sized businesses. The company also introduced an expanded Accio that brings research, sourcing, and daily e-commerce operations into one AI workspace for small businesses. "For small businesses, unaffordable AI is useless," said Kuo Zhang, President of Alibaba.com. "Our goal is not simply to make AI more powerful. It is to make commerce AI practical and affordable for even a one-person company." ' https://finance.yahoo.com/technology/ai/articles/alibabas-accio-cuts-ai-costs-160000009.html

Aber es ging doch immer mal wieder gut rauf?

September 4, 2026 7:31 AM Alibaba Cloud Expands Into Brazil With New Data Centers To Drive Latin America AI Growth by Anusuya Lahiri Benzinga Editor Alibaba Group Holding Limited’s (NYSE:BABA) cloud business is expanding deeper into Latin America as the company builds out artificial intelligence infrastructure and local cloud capacity in Brazil. Alibaba Cloud launched its first cloud region in South America, opening two data centers in São Paulo that give Brazilian customers local access to computing, storage, networking, big data and other cloud services. The launch follows Alibaba Cloud’s Mexico region, which opened in February last year, and broadens the company’s regional infrastructure footprint. Alibaba Cloud Expands In Brazil Alibaba Cloud said the new facilities will support low-latency workloads, resilience and local data governance for businesses operating mission-critical applications, China Daily reported on Friday. Allen Guo, general manager of Latin America and vice president of international business at Alibaba Cloud Intelligence, called Brazil a key market for the company’s Latin American expansion. Alibaba Builds Local Partnerships Alibaba Cloud is also expanding its Brazilian partner network. Technology provider Insi is working with Alibaba Cloud to support digital transformation among large and midsize companies. https://www.benzinga.com/markets/tech/26/09/61623955/alibaba-cloud-expands-into-brazil-with-new-data-centers-to-drive-latin-america-ai-growth?mod=mw_quote_news