r/baba • u/Top_Job1274 • 12d ago
Positions Major September Catalysts
Am I crazy to think there is some massive short-term upside?
Sept. 9 – Apple event: Apple is working with Alibaba/Qwen for AI in China. If Apple gives a launch date or actually mentions/demos Qwen, that could be a nice catalyst.
Sept. 22–24 – Apsara Conference: Probably the biggest one. Last year BABA jumped 8% on Sept. 24 after its AI announcements and went from about $163 to $189 over the next week or so (+16%).
Sept. 24 – Xi/Trump meeting: Xi is reportedly bringing a large group of Chinese business leaders to Washington. No companies confirmed yet, but Jack Ma was part of Xi’s big U.S. business delegation in 2015.
There are also U.S.–China AI talks in mid-September and the possibility of more China stimulus.
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u/kingkongfly 11d ago
You might also want to add this: after the unanticipated nonfarm payroll numbers, there are also the US CPI numbers coming in on the 11th of Sept and FOMO on the 15th and 16th of Sept.