Cloud Revenue GrowthCloud revenue is projected to grow at an 11% CAGR, driven by increasing demand for public cloud services and AI-related products.
E-commerce RecoveryTaobao and Tmall's GMV are recovering, recording double-digit growth in the recent Double-11 promotion, indicating a positive trend in their core e-commerce business.
International Commerce GrowthAlibaba's international commerce platforms are expected to record a 23% CAGR, highlighting strong growth potential for AliExpress, Lazada, and Trendyol.