Cloud And AI InfrastructureCloud revenues are anticipated to accelerate to double digits driven by demand for public cloud and AI, supported by significant upgrades and investments in AI models and applications.
International Expansion And LogisticsAlibaba's international digital commerce and Cainiao logistics revenues are predicted to grow significantly, signaling strong cross-border commerce expansion.
Stock Buybacks And Shareholder ReturnsAlibaba's repurchase of 52 million ADSs for US$4.1 billion, with US$22 billion remaining, indicates strong shareholder returns and a potential 8% yield from buybacks and dividends.