Alibaba Q1 Earnings Preview: Can Core Commerce And AI Innovation Outshine Geopolitical Risks?

Deepening U.S.-China geopolitical tension – as evidenced through ongoing tariff negotiations and, more recently, regulatory frictions over advanced semiconductor technology access – has been a key overhang on the broader Chinese tech sector. Yet despite the uncertain operating backdrop, Alibaba stock (Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myse ...