Alibaba Is Down 27% Even As Cloud Growth Hits 45%—What Is The Market Missing?

Smartkarma

10/05

⬆ Alibaba - Alibaba Group has found itself caught in a selloff that has little to do with a sudden collapse in its underlying business. The company’s...

Continue reading on Smartkarma:- https://www.smartkarma.com/insights/alibaba-is-down-27-even-as-cloud-growth-hits-45-what-is-the-market-missing?utm_source=tiger_community

By Baptista Research, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/baptista-research?utm_source=tiger_community

On Alibaba (BABA):- https://www.smartkarma.com/entities/alibaba-group-holding-ltd?utm_source=tiger_community

免责声明：投资有风险，本文并非投资建议，以上内容不应被视为任何金融产品的购买或出售要约、建议或邀请，作者或其他用户的任何相关讨论、评论或帖子也不应被视为此类内容。本文仅供一般参考，不考虑您的个人投资目标、财务状况或需求。TTM对信息的准确性和完整性不承担任何责任或保证，投资者应自行研究并在投资前寻求专业建议。

热议股票

{"basename":"/hans","ssrTDKData":{"titleTemplate":"%s - 老虎证券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎证券,老虎证券开户,老虎券商,老虎证券官网,老虎证券app,tigertrade老虎证券,股票,炒股,新加坡股票交易平台,投资,投资理财","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.0a0bd8dc.png","ogUrl":"https://www.itiger.com/hans/news/2673084247"},"companyName":"老虎证券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2673084247\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2673084247?lang=zh_CN&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-10-05 19:00","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2673084247","market":"hk","top_or_hot":-1,"title":"Alibaba Is Down 27% Even As Cloud Growth Hits 45%—What Is The Market Missing?","media":"Smartkarma","content":"<html><body><img src=\"https://static-prod.smartkarma.com/insight_cover_images/2453f34b-7cca-46ea-9b64-dacb455b1eda.png\"/>\n<p>⬆  <a href=\"https://laohu8.com/S/BABA\">Alibaba</a> - Alibaba Group has found itself caught in a selloff that has little to do with a sudden collapse in its underlying business. The company’s...</p><br/><p>Continue reading on Smartkarma:- https://www.smartkarma.com/insights/alibaba-is-down-27-even-as-cloud-growth-hits-45-what-is-the-market-missing?utm_source=tiger_community</p><p>By Baptista Research, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/baptista-research?utm_source=tiger_community</p><p>On Alibaba (BABA):- https://www.smartkarma.com/entities/alibaba-group-holding-ltd?utm_source=tiger_community</p></body></html>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba Is Down 27% Even As Cloud Growth Hits 45%—What Is The Market Missing?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba Is Down 27% Even As Cloud Growth Hits 45%—What Is The Market Missing?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1009381084\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/bb92df7ff435380d798b36afa44a5c07);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Smartkarma </p>\n<p class=\"h-time\">2026-10-05 19:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><img src=\"https://static-prod.smartkarma.com/insight_cover_images/2453f34b-7cca-46ea-9b64-dacb455b1eda.png\"/>\n<p>⬆  <a href=\"https://laohu8.com/S/BABA\">Alibaba</a> - Alibaba Group has found itself caught in a selloff that has little to do with a sudden collapse in its underlying business. The company’s...</p><br/><p>Continue reading on Smartkarma:- https://www.smartkarma.com/insights/alibaba-is-down-27-even-as-cloud-growth-hits-45-what-is-the-market-missing?utm_source=tiger_community</p><p>By Baptista Research, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/baptista-research?utm_source=tiger_community</p><p>On Alibaba (BABA):- https://www.smartkarma.com/entities/alibaba-group-holding-ltd?utm_source=tiger_community</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IE00B0JY6N72.USD","symbol_name":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","start_time":0,"source_url":"https://www.smartkarma.com/home/private-investor-solutions/","article_id":"2673084247","we_media_id":"1009381084","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2673084247","pubTimestamp":1791198036,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Smartkarma","introduction":"Smartkarma","home_visible":1,"id":"1009381084","head_image":"https://static.tigerbbs.com/bb92df7ff435380d798b36afa44a5c07"},"summary":"utm_source=tiger_community","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","LU1235294995.USD":"FIDELITY GLOBAL TECHNOLOGY \"A\" (USDHDG) ACC","LU1769817096.USD":"UBS (LUX) EQUITY SICAV - GLOBAL EMERG MARKETS OPPO \"P\" (USD) INC","BK4535":"淡马锡持仓","IE00BFMHRM44.USD":"NEUBERGER BERMAN GLOBAL EQUITY MEGATRENDS \"A\" (USD) ACC","ONLN":"ProShares Online Retail ETF","LU1282648689.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AMG\" (USD) INC","LU1769817179.HKD":"UBS (LUX) EQUITY SICAV - GLOBAL EMERG MARKETS OPPO \"P\" (HKD) INC","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","BK4538":"云计算","BK4548":"巴美列捷福持仓","LU0047713382.USD":"BGF EMERGING MARKETS \"A2\" ACC","LU1051769294.HKD":"BGF EMERGING MARKETS EQUITY INCOME \"A6\"(HKDHDG) INC","LU1152091754.HKD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" (HKD) INC","LU2226246903.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT4\" (HKD) ACC","LU1048588211.SGD":"Blackrock Asian Dragon A2 SGD-H","BK4554":"元宇宙及AR概念","LU0072462343.USD":"贝莱德亚洲巨龙基金","LU0072913022.USD":"UBS (LUX) EQUITY FUND -  GREATER CHINA \"P\" (USD) ACC","KBAB":"2倍做多BABA ETF-KraneShares","BK4585":"ETF&股票定投概念","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","BK4558":"双十一","BK4587":"ChatGPT概念","LU0918141705.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AM\" (HKD) INC","LU0106959298.USD":"UBS (LUX) EQUITY FUND - EMERGING MARKETS SUSTAINABLE LEADERS (USD) \"P\" (USD) ACC","LU0821914370.USD":"贝莱德亚洲成长领袖A2","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU0651947912.USD":"BGF EMERGING MARKETS EQUITY INCOME \"A5G\" (USD) INC","BK4588":"碎股","BK4565":"NFT概念","LU0328353924.USD":"UBS (LUX) EQUITY SICAV - GLOBAL EMERGING MARKETS OPPORTUNITY (USD) \"P\" (USD) ACC","LU0949170772.SGD":"Blackrock Global Equity Income A6 SGD-H","LU1003077747.HKD":"BGF GLOBAL EQUITY INCOME \"A6\" (HKDHDG) INC","IE00BF5LJ272.USD":"Legg Mason Martin Currie - Global Emerging Markets A Acc USD","LU0553294199.USD":"BGF GLOBAL EQUITY INCOME \"A5G\" (USD) INC","LU0880133367.SGD":"UBS (LUX) EQUITY FUND CHINA OPPORTUNITY USD \"P\" (SGD) ACC","BK4503":"景林资产持仓","DRAG":"中国龙ETF-Roundhill","LU0918141887.USD":"安联亚洲实际收益股票基金","BK4502":"阿里概念","LU0738911758.USD":"Blackrock Global Equity Income A6 USD","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC","BK4505":"高瓴资本持仓","BK4504":"桥水持仓","BABC":"Corgi BABA 2x Daily ETF","LU0251143458.SGD":"Fidelity Emerging Markets A-SGD","LU1046421795.USD":"富达环球科技A-ACC","BABO":"BABA期权收益策略ETF-YieldMax","BABU":"Direxion Daily BABA Bull 2X ETF","BABA":"阿里巴巴","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","BK4607":"DeepSeek概念股","BABW":"Roundhill BABA WeeklyPay ETF","LU0651946864.USD":"贝莱德新兴市场股票收益A2","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","BK4220":"综合零售","BK4524":"宅经济概念","LU1051768304.USD":"贝莱德新兴市场股票收益A6","CLIX":"ProShares Long Online/Short Stores ETF","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","BABX":"2倍做多BABA ETF-GraniteShares","BK4527":"明星科技股","LU1008478684.HKD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (HKD) ACC","BK4526":"热门中概股","LU1515016050.SGD":"Blackrock Emerging Markets Equity Income A6 SGD-H","LU0456842615.SGD":"JPMorgan Funds - Emerging Markets Equity A (acc) SGD","LU0661504455.SGD":"Blackrock Global Equity Income A5 SGD-H","BK4122":"互联网与直销零售","BK4575":"芯片概念","LU0545039389.USD":"BGF GLOBAL EQUITY INCOME \"A2\" ACC","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","LU1046422090.SGD":"Fidelity Pacific A-SGD","LU1152091168.USD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" INC","BK4614":"Manus概念股","BK4579":"人工智能","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","LU0067412154.USD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (USD) ACC","LU0501845795.SGD":"瑞银大中华区股票基金P Acc SGD","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","BK4581":"高盛持仓","LU1688375341.USD":"贝莱德中国灵活股票基金","BK4543":"AI","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","BK4531":"中概回港概念","LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","LU0797268264.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (HKD) ACC","BK4534":"瑞士信贷持仓","09988":"阿里巴巴-W","BBYY":"GraniteShares YieldBOOST BABA ETF","BK4533":"AQR资本管理(全球第二大对冲基金)"},"translate_title":"尽管云增长达到 45%，但阿里巴巴-SW仍下降了 27%——市场缺少什么？","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/80b203a42dc1b46b0ec4c5e5f5d03edb","symbols_score_info":{"09988":1.96,"DRAG":0.6,"CLIX":0.6,"KBAB":0.6,"BABO":0.6,"BABU":0.6,"ONLN":0.6,"BBYY":0.6,"BABX":0.6,"BABW":0.6,"BABA":1.96,"ALBmain":0.71,"BABC":0.6},"content_text":"⬆  Alibaba - Alibaba Group has found itself caught in a selloff that has little to do with a sudden collapse in its underlying business. The company’s...Continue reading on Smartkarma:- https://www.smartkarma.com/insights/alibaba-is-down-27-even-as-cloud-growth-hits-45-what-is-the-market-missing?utm_source=tiger_communityBy Baptista Research, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/baptista-research?utm_source=tiger_communityOn Alibaba (BABA):- https://www.smartkarma.com/entities/alibaba-group-holding-ltd?utm_source=tiger_community","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"}}}