What are the downsides of Alibaba?


So, I keep looking at Alibaba(NYSE: BABA) since last week in the same way that I looked at Alphabet a month ago: a little bad news about cloud computing, but generally profits are up. Price has fallen by 9% which is about the same as their whole cloud income. Which seems like an exaggeration.

So is there anything else I'm missing, because it feels like a dip panic that could get turned around when sanity is restored in a few weeks


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