《5 Stocks to BUY in September | Investor Weekly Playbook》
阿里巴巴因估值和云/AI增长而值得买入；由于地缘政治风险，其规模小于美国大型科技股。
这让我们来到第四只股票，那就是阿里巴巴，股票代码 BABA。我知道这只股票会让一些投资者感到担忧和不安。它涉及中国、地缘政治风险、政府干预、消费疲软。这些风险确实存在，我没有忽视它们。但这也是估值机会存在的原因。
And that leads us to stock number four, which is going to be Alibaba. Stock ticker BABA. And I know this stock is going to give some investors some concern and make them feel uncomfortable. It's China, geopolitical risk, government intervention, consumer weakness. There are legitimate risks here. I'm not ignoring them. But that's also why the valuation opportunity exists.
阿里巴巴让我们接触到几个主要主题：中国电子商务、云计算、人工智能、国际商务以及改善股东回报。我认为投资者有时忘记的是，中国不需要突然成为世界上最强大或增长最快的经济体，阿里巴巴才能成功。