Trump's Tariffs Could Impact Alibaba Stock

RegulationMacro
โดย The Motley Fool·Read original
Summary · why it matters

Alibaba faces limited direct exposure to Trump's tariffs on Chinese goods, but broader policy shifts could pressure its cloud business and domestic merchants. Only about a fifth of AliExpress' gross merchandise volume comes from the United States, insulating the company from the suspension of the de minimis exemption that other cross-border platforms relied on. A more pressing risk is Alibaba's addition to the Department of Defense's list of Chinese Military Companies, which bars it from acquiring high-end data center chips from Nvidia and blocks U.S. entities from using its cloud services. Tariffs may also create macroeconomic headwinds for China's economy, potentially hurting domestic merchants that export via Alibaba.com and dampening consumer and enterprise spending. Despite these challenges, analysts expect Alibaba's revenue and earnings per share to grow at compound annual growth rates of 11% and 20%, respectively, from fiscal 2026 to fiscal 2029.

Impact on stocks 3

Artificial Intelligence▼ · 2 stocks
NVIDIA Corporation
NVDA
▼ NegativeTariffrelevance

Alibaba's addition to DoD list bars Nvidia from selling high-end data center chips to Alibaba

Cloud & Digital Infrastructure▼ · 1 stocks
Alibaba Group Holding Ltd
9988
▼ NegativeTariffrelevance

Alibaba added to DoD Chinese Military Companies list, barring it from acquiring Nvidia chips and blocking U.S. entities from using its cloud services

Theme Impact 1

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