Alibaba, the Risks of Deepening of $ 100 billion route as the Meadow War is heated

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A combat stretching in China’s food delivery market, the Alibaba Group Holding LTD did not yield any results in the $ 100 billion market value, profit and investor confidence.

His Hong Kong-Line Shares increased the loss of 28% to 28% over Thursday and China’s technology in a measure of peers. Rivals JD.com Inc and Meituan, “Participate”, the destructive hyper competition, the devastating hyper competition, made similar measures as a result of similar measures.

At least four brokers, including Goldman Sachs Group Inc and HSBC Holdings PLC, reduced the average price targets average, because the final stage of the final stage of the year continues to grow.

“It can take longer than expected,” Luo Jing, Group of Value Partners in Hong Kong Ltd. “Players are financially stronger with the previous round, more money and better cash flow positions.”

Alibaban’s Food Delivery Strategy has taken over 80% of 80% of 80% more than 80% after this year, more than 80% of DeepSeek-Led AI Boom. The company combined the delivery unit in the main work of CD.com, and increased subsidies entry to the space in February.

This is an expensive struggle. Nomura Holdings Inc. About $ 4 billion, about $ 4 billion, Alibaba, Meituan and JD.com were set on about $ 4 billion in discounts in the quarter of June alone. Alibaba sees the intensity and scale of the coupon war.

Sector Leader Meituan has switched to “attack” mode with Alibaba on Saturday, JD.com announced a new promotion scheme this week. Excessive acts of companies have criticized the government on the warnings about the potential of the industry, as well as the sector, driver health and food safety.

Alibaba, Goldman Sachs, according to Goldman Sachs, in the next June may continue to lose 41 billion yuan ($ 5.7 billion) in 12 months.

“It reduces the price targets for registering the recording of aggressive investment, instance, institutional investment, institutional investment,” Charlene Liu “, including Charlene Liu.

The consensus estimates of 12-month-old Alibaba’s 12-month-long progress decreased by about 6% since early May. Analysts are still excessively, Hong Kong stocks or sells or sold in Hong Kong shares. The fund also remains cheap at a price with less than 11 times.

In terms of USPoot risks, UOB Kay Hian Holdings Ltd. Analytical Julia Pan notes that the government may be step If the market takes a heavy blow and margins, the price contest is more squeezed to curb. Alibaba’s current assessment is small enough to trigger some dipping purchase.

Stoke up to 3.5% between a large rally in Hong Kong.

However, investors can stay carefully until the end of steep discounts, especially limiting more profit discounts and investments in a comprehensive AI.

“Nicholas Chui, which has become a situation that has decided to gain a market share of certain companies to gain a market share,” said Nicholas Chui, Franklin Templeton portfolio manager Nicholas Chui. “As a qualifying selector, we would prevent these shares.”

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