The thesis slowly unfolds... Slowly.
Hard to see when Chinese consumers would start to spend more and at what pace; but AI is a state driven effort to be used in “every aspect of life and production” - BABA is definitely a big part of it.
Sure is a more constant narrative than Chinese consumption. But having both at the same time short term would be a really, really bullish narrative
Hard to see when Chinese consumers would start to spend more and at what pace; but AI is a state driven effort to be used in “every aspect of life and production” - BABA is definitely a big part of it.
Sure is a more constant narrative than Chinese consumption. But having both at the same time short term would be a really, really bullish narrative