Alibaba Cloud's Growth Accelerates With AI, Analyst Weighs DeepSeek's Rising Competition

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Alibaba Cloud's Growth Accelerates With AI, Analyst Weighs DeepSeek's Rising Competition - Benzinga

Quick Summary:

The analyst noted that Alibaba’s recent share price outperformance versus the sector (since its Qwen2.5 model launches) has been potentially due to the leading benchmark performances of its latest Qwen2.5-Max.

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Investor focus is likely on the value of Alibaba Cloud as China’s largest cloud hyperscaler, where he valued Alibaba Cloud at 3 times revenue versus Amazon.