Alibaba Group Holding Limited
BABAleaderAlibaba is China's largest e-commerce and cloud computing company, comparable to a combination of Amazon + AWS. It faces regulatory pressure from the Chinese government since 2020 and geopolitical restrictions limiting its US investor base, creating persistent valuation discount.
Produits et revenus
Part de revenus par produit
Répartition du chiffre d'affaires ($130B)
Données statiques (chargement des finances en temps réel…)
Composition des segments et principaux clients
Détails du produit
China's dominant domestic consumer marketplace. Taobao is C2C; Tmall is B2C for branded goods. Combined GMV ~$900B.
China's largest cloud computing provider (~37% share), now expanding internationally with AI workloads.
Cross-border and international e-commerce platforms.
Cainiao delivery network, Ele.me food delivery, Youku streaming, and Amap navigation.
Relations dans la chaîne d'approvisionnement
Contexte macro et de marché
프리미엄 vs 가성비 양극화 — 고소득 소비 견조, 중간층 압박 심화
미국 소매판매 증감 (MoM)
소비자신뢰지수 (Conference)
명품 시장 성장률 (글로벌)
전자상거래 침투율
Prochains catalyseurs
Signaux institutionnels
| Institution | Action | Valeur | Trimestre | Date de dépôt |
|---|---|---|---|---|
| BlackRock | reducing | $3M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $58M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $3M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $6M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $8M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $67M | 2024.06 | 2024-08-13↑ |
| State Street | reducing | $69M | 2025.12 | 2026-02-13↓ |
| Wellington Management | accumulating | $86M | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $2M | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $2M | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $6M | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $404K | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $22M | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $3M | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $27M | 2025.12 | 2026-02-17↑ |
| Third Point LLC | new position | $121M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $985M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | reducing | $116M | 2025.12 | 2026-02-17↓ |
| FMR (Fidelity) | reducing | $42M | 2025.12 | 2026-02-17↓ |
| FMR (Fidelity) | reducing | $16M | 2025.12 | 2026-02-17↓ |
| FMR (Fidelity) | reducing | $346M | 2025.12 | 2026-02-17↓ |
Actualités récentes
Analyse IA
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Informations sur l'entreprise
Aperçu du secteur — 소비재 (경기민감)
Actualités du secteur프리미엄 vs 가성비 양극화 — 고소득 소비 견조, 중간층 압박 심화
미국 소매판매 증감 (MoM)
소비자신뢰지수 (Conference)
명품 시장 성장률 (글로벌)
전자상거래 침투율
Thèmes clés
- •소비 양극화 — Amazon/LVMH 프리미엄 수요 vs Dollar General 가성비
- •AI 개인화 추천 → 전환율 개선 — AMZN·JD 수혜
- •중국 소비 회복 기대감 — LVMH·RMS 매출 반등 베팅
Prochains catalyseurs
- ◆Amazon·Tesla Q1 실적 (2026.04~05)
- ◆중국 5.4월 소매판매 데이터