Bullish

Alibaba AI Revenue Grows Triple-Digits for 11 Quarters, CXMT Holdings Surge

12:12

Analyst KawzInvests labels Alibaba undervalued, citing 40% YoY cloud growth and 11 quarters of triple-digit AI revenue. CXMT stake value now exceeds $20B.

Woofun AI reports that market analyst KawzInvests characterizes Alibaba (BABA) as undervalued, highlighting a 40% year-on-year increase in Alibaba Cloud's external revenue during the previous quarter. The analyst emphasizes that AI product revenue has maintained triple-digit growth for 11 consecutive quarters.

Furthermore, Alibaba's approximately 5% stake in CXMT, initially acquired for around 7.6 billion yuan, is now valued at over $20 billion, reflecting significant appreciation in the holding's worth.

WOOFUN AI

Impact Assessment · Quick Read

Sustained triple-digit AI revenue growth signals strong monetization of Alibaba's cloud infrastructure, potentially re-rating valuation multiples if momentum persists. The substantial unrealized gain on the CXTY stake provides a significant balance sheet buffer, though it remains illiquid. Investors may view these metrics as evidence of underlying tech strength despite broader market skepticism.

Generated by WOOFUN AI · For reference only, not investment advice