Everything Money 对 $BABA 的判断变化

频道资料 →本频道有 2 位标注的说话人:Michael Burry、Morning Star共 1 条
2026-10-05看涨
《Every Stock I'm Buying Right Now Before 2026 Ends (7 Unthinkable Prices)》
BABA 具备长期潜力,未来 10-20 年有望成为中国市场的主导者,其重要性超过对负自由现金流和稀释的短期担忧。

现在,各位,第四支箭是阿里巴巴。各位,阿里巴巴的股票在下跌,而我在买入。当它反弹时,我因每股140美元的备兑期权合约而失去了它。我现在甚至不知道它的价格,但每当它下跌时我就开始重新买入。

它目前的价格是每股105美元。所以,我很幸运,因为我过早地失去了这些股票;它从130、135或140一路涨到190,我说:“哦,天哪,我是不是错过了这家公司?”

Now, guys, the fourth arrow is Alibaba. Guys, Alibaba's stock was falling and I was buying it. When it rebounded, I lost it due to covered option contracts at a price of $140 per share.

I don't even know its price now, but I started repurchasing it whenever it went down. Its current price is $105 per share. So, I was lucky because I lost the stocks prematurely; It went up from 130, 135, or 140 all the way to 190, and I said, "Oh my God, have I lost this company?"