Today I talked with a friend about a very interesting topic.


If you had to buy the dip in Tencent or Alibaba, which one would you choose?
Tencent has fallen from its peak of 700 at the beginning of this year to around 450.
However, Tencent's core business is very stable and still growing rapidly, just lagging behind in AI.
Alibaba has dropped from its peak of 300 to 132, mainly due to a money-burning war and AI eating into profits.
The offline market has shifted from a 2/8 split with Meituan to a 5/5 split.
AI is also showing more progress compared to Tencent.
Are you betting that Tencent still leads the era now? Or betting that Alibaba might surpass Tencent in the future?
View Original
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
  • Reward
  • Comment
  • Repost
  • Share
Comment
Add a comment
Add a comment
No comments
  • Pinned