Alibaba Cloud Revenue Growth Seen Above 50% in Sept Quarter, Broker Says

Bullish · $BABA · $9988.HK

What Happened

A Chinese broker published a pre-earnings update on Alibaba's September 2026 quarter, highlighting cloud revenue growth above 50%, narrowing e-commerce EBITA gaps, and reduced losses in instant retail and AI model/applications.

Bottom Line

Alibaba's cloud momentum and narrowing e-commerce losses point to a bullish near-term earnings outlook, according to the broker.

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