Cloud RevenueCloud revenue is expected to generate steady growth, supported by increasing demand for public cloud and AI-related products.
International CommerceInternational commerce is a key growth engine for Alibaba, with platforms like AliExpress and Lazada contributing significantly to revenue.
Market PositionAlibaba announced the addition of WeChat Pay capabilities for Taobao/Tmall stores, helping it gain more users, especially from lower tier cities.