Alibaba Turns Its Focus To Attract Established Players on Amazon to Its E-Commerce Platform AliExpress
BABABABA(US:BABA) Yahoo Finance·2025-10-03 19:58

Core Insights - Alibaba Group Holding Limited (NYSE:BABA) is recognized as one of the Top 10 Long-Term Stocks to Invest In according to David Tepper [1] - The company is focusing on expanding its e-commerce platform AliExpress to attract established brands from Amazon [2][3] Group 1: E-commerce Strategy - AliExpress aims to enhance its platform by offering lower shipping fees and taking smaller cuts of sales compared to Amazon [2] - The initiative targets major markets such as Europe and Latin America, with plans to onboard more leading brands [2] - Alibaba is also looking to leverage brands from its domestic platform T-Mall to strengthen its international presence [2] Group 2: Cloud and AI Focus - Citi analyst Alicia Yap raised the price target on BABA, citing expectations of increased cloud revenue and capital expenditure due to rising AI demand [4] - Alibaba is positioned as one of the "5-6 global super cloud platforms with full-stack AI services" [4] - The company operates through seven segments, including Cloud, which is a significant area of growth alongside e-commerce [4]