2026 Q2 -tulosraportti
81 päivää sitten
‧1 t 9 min
1,98 USD/osake
Viimeisin osinko
0,65%Tuotto/v
Tarjoustasot
Määrä
Osto
102
Myynti
Määrä
100
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
158,09VWAP
Alin
152,86VaihtoMäärä
1 009,6 15 460 830
VWAP
Ylin
158,09Alin
152,86VaihtoMäärä
1 009,6 15 460 830
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 19.2. | 5 päivää |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 25.11.2025 | ||
2026 Q1 -tulosraportti 29.8.2025 | ||
2025 Q4 -tulosraportti 15.5.2025 | ||
2025 Q3 -tulosraportti 20.2.2025 | ||
2025 Q2 -tulosraportti 15.11.2024 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·10 t sittenAlibaba is one of the most capital-heavy and strategic AI players in China, with plans to spend trillions of kroner over the coming years in technological capacity and AI development. Investments of 53 billion USD primarily go to AI infrastructure and cloud. That provides a good position and will likely lead to future stock price increases.
15 t sitten15 t sittenProperty prices continue their slide - at an annualised rate of -6%. Slightly lower for new builds and vice versa. The pressure is mounting on the administration. Without significant policy support, a growth rate of 4.5-5% is increasingly difficult, when the property market drag is ~-1% annually. Expect continued weakness for Chinese corporations until things are resolved. Feel free to follow me for market updates regarding China - I'll post the relevant information here until nn decides to do some lifting on its own.- 1 päivä sitten · Muokattu1 päivä sitten · MuokattuAn update regarding my "word of caution ⚠️" post: -the share price is -9% down -economic data is unchanged -aggressive AI launches from all major Chinese tech companies as they scramble for additional revenue New rumour: -Xi + TACO will meet in April 2026 for bilateral discussions. No real outcomes are to be expected, so the uncertainty will persist -word of mouth is spreading regarding a potential flat tariff on all Chinese goods in the European market It is getting increasingly clear that uncertainty is mounting, which will hurt Alibaba's margins in a time where liquidity is exceedingly squeezed due to the AI investment cycle. Expect a weak Q1 2026 quarterly report in addition to the Q4 2025. Full legal disclaimer: This is neither a buy nor a sell recommendation. I hold a minor position in Alibaba as of the time of writing. Remember to do your own due diligence. Investing is not without risk.
·1 päivä sittenYou've surely issued warning ⚠️ posts since New Year? Up 10 % since then 🤷♂️
10 t sitten10 t sittenAlibaba's latest AI accelerator, the PPU (also referred to as the Zhenwu 810E), is designed to directly challenge Nvidia’s dominance in the Chinese market. Performance vs. Nvidia: Benchmarks presented in state-media (CCTV) indicate the PPU is on par with Nvidia’s H20—the most powerful chip Nvidia is currently permitted to sell in China. Technical Specs: It features 96 GB of HBM2e memory and a chip-to-chip bandwidth of 700 GB/s, which matches the H20's memory and exceeds the older Nvidia A800's bandwidth. Cost Efficiency: The PPU’s Bill of Materials (BOM) cost is reportedly 40% lower than the Nvidia H20, allowing Alibaba Cloud to reduce public cloud inference prices by up to 50%. Deployment: Over 16,000 PPU cards have already been deployed in a single $390 million data center project for China Unicom. The XRing O1 is Xiaomi's first self-designed 3nm flagship mobile processor, positioning it as one of only four companies globally (with Apple, Qualcomm, and MediaTek) to mass-produce 3nm chips. ChangXin Memory Technologies (CXMT): China’s leading DRAM manufacturer. It is currently the world’s fourth-largest DRAM maker, holding approximately 11.1% to 13.9% of global capacity as of 2026. - ·2 päivää sittenCPI rose only 0.2% y/y in January 2026. Factory prices continue to fall, but by now negligibly. Overall, the picture is unchanged since last time - pressured domestic market and decelerating wage development - before consumer sales are revealed. It should be added, however, that market expectations are very low.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
2026 Q2 -tulosraportti
81 päivää sitten
‧1 t 9 min
1,98 USD/osake
Viimeisin osinko
0,65%Tuotto/v
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·10 t sittenAlibaba is one of the most capital-heavy and strategic AI players in China, with plans to spend trillions of kroner over the coming years in technological capacity and AI development. Investments of 53 billion USD primarily go to AI infrastructure and cloud. That provides a good position and will likely lead to future stock price increases.
- 15 t sitten15 t sittenProperty prices continue their slide - at an annualised rate of -6%. Slightly lower for new builds and vice versa. The pressure is mounting on the administration. Without significant policy support, a growth rate of 4.5-5% is increasingly difficult, when the property market drag is ~-1% annually. Expect continued weakness for Chinese corporations until things are resolved. Feel free to follow me for market updates regarding China - I'll post the relevant information here until nn decides to do some lifting on its own.
- 1 päivä sitten · Muokattu1 päivä sitten · MuokattuAn update regarding my "word of caution ⚠️" post: -the share price is -9% down -economic data is unchanged -aggressive AI launches from all major Chinese tech companies as they scramble for additional revenue New rumour: -Xi + TACO will meet in April 2026 for bilateral discussions. No real outcomes are to be expected, so the uncertainty will persist -word of mouth is spreading regarding a potential flat tariff on all Chinese goods in the European market It is getting increasingly clear that uncertainty is mounting, which will hurt Alibaba's margins in a time where liquidity is exceedingly squeezed due to the AI investment cycle. Expect a weak Q1 2026 quarterly report in addition to the Q4 2025. Full legal disclaimer: This is neither a buy nor a sell recommendation. I hold a minor position in Alibaba as of the time of writing. Remember to do your own due diligence. Investing is not without risk.·1 päivä sittenYou've surely issued warning ⚠️ posts since New Year? Up 10 % since then 🤷♂️10 t sitten10 t sittenAlibaba's latest AI accelerator, the PPU (also referred to as the Zhenwu 810E), is designed to directly challenge Nvidia’s dominance in the Chinese market. Performance vs. Nvidia: Benchmarks presented in state-media (CCTV) indicate the PPU is on par with Nvidia’s H20—the most powerful chip Nvidia is currently permitted to sell in China. Technical Specs: It features 96 GB of HBM2e memory and a chip-to-chip bandwidth of 700 GB/s, which matches the H20's memory and exceeds the older Nvidia A800's bandwidth. Cost Efficiency: The PPU’s Bill of Materials (BOM) cost is reportedly 40% lower than the Nvidia H20, allowing Alibaba Cloud to reduce public cloud inference prices by up to 50%. Deployment: Over 16,000 PPU cards have already been deployed in a single $390 million data center project for China Unicom. The XRing O1 is Xiaomi's first self-designed 3nm flagship mobile processor, positioning it as one of only four companies globally (with Apple, Qualcomm, and MediaTek) to mass-produce 3nm chips. ChangXin Memory Technologies (CXMT): China’s leading DRAM manufacturer. It is currently the world’s fourth-largest DRAM maker, holding approximately 11.1% to 13.9% of global capacity as of 2026.
- ·2 päivää sittenCPI rose only 0.2% y/y in January 2026. Factory prices continue to fall, but by now negligibly. Overall, the picture is unchanged since last time - pressured domestic market and decelerating wage development - before consumer sales are revealed. It should be added, however, that market expectations are very low.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
102
Myynti
Määrä
100
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
158,09VWAP
Alin
152,86VaihtoMäärä
1 009,6 15 460 830
VWAP
Ylin
158,09Alin
152,86VaihtoMäärä
1 009,6 15 460 830
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 19.2. | 5 päivää |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 25.11.2025 | ||
2026 Q1 -tulosraportti 29.8.2025 | ||
2025 Q4 -tulosraportti 15.5.2025 | ||
2025 Q3 -tulosraportti 20.2.2025 | ||
2025 Q2 -tulosraportti 15.11.2024 |
2026 Q2 -tulosraportti
81 päivää sitten
‧1 t 9 min
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 19.2. | 5 päivää |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 25.11.2025 | ||
2026 Q1 -tulosraportti 29.8.2025 | ||
2025 Q4 -tulosraportti 15.5.2025 | ||
2025 Q3 -tulosraportti 20.2.2025 | ||
2025 Q2 -tulosraportti 15.11.2024 |
1,98 USD/osake
Viimeisin osinko
0,65%Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·10 t sittenAlibaba is one of the most capital-heavy and strategic AI players in China, with plans to spend trillions of kroner over the coming years in technological capacity and AI development. Investments of 53 billion USD primarily go to AI infrastructure and cloud. That provides a good position and will likely lead to future stock price increases.
- 15 t sitten15 t sittenProperty prices continue their slide - at an annualised rate of -6%. Slightly lower for new builds and vice versa. The pressure is mounting on the administration. Without significant policy support, a growth rate of 4.5-5% is increasingly difficult, when the property market drag is ~-1% annually. Expect continued weakness for Chinese corporations until things are resolved. Feel free to follow me for market updates regarding China - I'll post the relevant information here until nn decides to do some lifting on its own.
- 1 päivä sitten · Muokattu1 päivä sitten · MuokattuAn update regarding my "word of caution ⚠️" post: -the share price is -9% down -economic data is unchanged -aggressive AI launches from all major Chinese tech companies as they scramble for additional revenue New rumour: -Xi + TACO will meet in April 2026 for bilateral discussions. No real outcomes are to be expected, so the uncertainty will persist -word of mouth is spreading regarding a potential flat tariff on all Chinese goods in the European market It is getting increasingly clear that uncertainty is mounting, which will hurt Alibaba's margins in a time where liquidity is exceedingly squeezed due to the AI investment cycle. Expect a weak Q1 2026 quarterly report in addition to the Q4 2025. Full legal disclaimer: This is neither a buy nor a sell recommendation. I hold a minor position in Alibaba as of the time of writing. Remember to do your own due diligence. Investing is not without risk.·1 päivä sittenYou've surely issued warning ⚠️ posts since New Year? Up 10 % since then 🤷♂️10 t sitten10 t sittenAlibaba's latest AI accelerator, the PPU (also referred to as the Zhenwu 810E), is designed to directly challenge Nvidia’s dominance in the Chinese market. Performance vs. Nvidia: Benchmarks presented in state-media (CCTV) indicate the PPU is on par with Nvidia’s H20—the most powerful chip Nvidia is currently permitted to sell in China. Technical Specs: It features 96 GB of HBM2e memory and a chip-to-chip bandwidth of 700 GB/s, which matches the H20's memory and exceeds the older Nvidia A800's bandwidth. Cost Efficiency: The PPU’s Bill of Materials (BOM) cost is reportedly 40% lower than the Nvidia H20, allowing Alibaba Cloud to reduce public cloud inference prices by up to 50%. Deployment: Over 16,000 PPU cards have already been deployed in a single $390 million data center project for China Unicom. The XRing O1 is Xiaomi's first self-designed 3nm flagship mobile processor, positioning it as one of only four companies globally (with Apple, Qualcomm, and MediaTek) to mass-produce 3nm chips. ChangXin Memory Technologies (CXMT): China’s leading DRAM manufacturer. It is currently the world’s fourth-largest DRAM maker, holding approximately 11.1% to 13.9% of global capacity as of 2026.
- ·2 päivää sittenCPI rose only 0.2% y/y in January 2026. Factory prices continue to fall, but by now negligibly. Overall, the picture is unchanged since last time - pressured domestic market and decelerating wage development - before consumer sales are revealed. It should be added, however, that market expectations are very low.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
102
Myynti
Määrä
100
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
158,09VWAP
Alin
152,86VaihtoMäärä
1 009,6 15 460 830
VWAP
Ylin
158,09Alin
152,86VaihtoMäärä
1 009,6 15 460 830
Välittäjätilasto
Dataa ei löytynyt