Macquarie Capital's Ellie Jiang says this year is a 'reality check' for Alibaba's earnings, signaling near-term headwinds to profitability. She nonetheless views Alibaba as 'probably the best' company to be positioned into the AI front, creating a mixed picture of cautious near-term outlook but positive longer-term AI positioning.
Macquarie Capital's Ellie Jiang says this year is a 'reality check' for Alibaba's earnings, signaling near-term headwinds to profitability. She nonetheless views Alibaba as 'probably the best' company to be positioned into the AI front, creating a mixed picture of cautious near-term outlook but positive longer-term AI positioning.
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mixed
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