Workflow
China tech stocks split opinions as investors weigh risks and opportunity
BABABABA(US:BABA) Youtube·2025-10-20 13:15

Hey, good morning Frank. Yeah, BU I mean it's a obviously it's very inexpensive. Its core e-commerce uh search business really ad revenue has really really contracted because of the issues that Ununice articulated the knock-on effects of the housing crisis on consumer confidence and domestic consumption has weighed on advertisers including BU at the same time its AIdriven cloud business is up to 20% of revenue.Uh it's accelerating very very quickly. I think it grew about 27% year-over-year in Q2. So, so BU ...