UBS: Alibaba-W (09988.HK) short-term sentiment is negative; related impact may be overestimated.

Zhitong Finance APP has learned that UBS released a research report stating that short-term market sentiment toward Alibaba-W (09988.HK) is negative, but the bank believes the related impact may be overestimated. Reasons include that Alibaba Cloud has the largest deployed computing capacity in China, its self-developed "T-Head" chips can serve as a supplement, and if supply tightens, there is room for price increases.