Financial Markets Around World

Are you interested in club-talking about financial markets and stocks here?

  • Yes

    Votes: 32 86.5%

  • No

    Votes: 5 13.5%
  • Total voters
    37
  • Poll closed .
M

Michael90

Junior Member
Registered Member
4Runner said:
TCEHY is on its way to $1T market cap.
BABA is on its way to $500B market cap.
BIDU is on its way to $50B market cap.

When will they actually get there? I guess around time the rumor of 5nm indigenous line is materialized. CeeCeePee has just mandated that AI is a national sport just like Mahjong. The only difference is that AI is street legal while Mahjong is home-only legal.
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Im surprised the gap between tencent and alibaba is so big. For me Alibaba looks even more promising than tencent giving their edge on new technology/industries like AI, cloud etc.
 
4Runner

4Runner

Senior Member
Registered Member
Michael90 said:
Im surprised the gap between tencent and alibaba is so big. For me Alibaba looks even more promising than tencent giving their edge on new technology/industries like AI, cloud etc.
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I think Tencent is evaluated like hyperscalers. Alibaba needs to scale out its cloud business and to scale up its AI business. In the long run, Alibaba is more of high tech than Tencent. The trick for Alibaba is to show numbers in quarterly results. I think it will take 2 or 3 years for BABA to catch up in valuation.
 
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