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Today's Featured Story Cathie Wood Buys Alibaba and Baidu: Momentum or More Value Ahead?Written by Gabriel Osorio-Mazilli. Published 9/29/2025. 
Key Points - Cathie Wood started multi-million dollar stakes in Chinese technology stocks, with momentum behind them and further growth to be priced in.
- China's technology expansion and artificial intelligence footprint could send these stocks into new territory.
- Wall Street analysts and other institutions share this bullish view for Alibaba and Baidu.
Following other investors' purchases can sometimes pay off—provided there's a solid fundamental rationale. Recently, Cathie Wood, manager of the Ark Innovation ETF (NYSEARCA: ARKK), expanded her focus beyond the U.S. technology sector, allocating a few million dollars into undervalued blue-chip names in China's economic powerhouse. Her attention zeroed in on shares of Alibaba Group (NYSE: BABA) and Baidu Inc. (NASDAQ: BIDU). Both companies are ramping up their presence in the global artificial intelligence race and boast diversified business models supported by one of the world's fastest-growing middle classes. Jeff Brown recently traveled to a ghost town in the middle of an American desert…
To investigate what could be the biggest technology story of this decade.
In short, he believes what he's holding in his hand is the key to the $100 trillion AI boom…
And only one company here in the U.S. can mine this obscure metal. Click here to get the details on this virtual monopoly. These catalysts have sparked significant rallies over the past month. Chinese equities have outperformed both the S&P 500 and the Nasdaq-100, underscoring momentum and the conviction of large investors like Cathie Wood. The key question now is whether this anticipated growth is already priced in or if retail investors can help fuel another leg higher. What's Driving Future Gains in Chinese Equities? Just a few quarters ago, investors were overlooking a key signal: dividend yields on the iShares MSCI China ETF (NASDAQ: MCHI) exceeded both Chinese 10-year government bonds and U.S. 10-year Treasuries. Normally, when equity yields surpass government debt, it attracts substantial capital inflows. That dynamic helped funnel billions into Chinese blue-chip shares despite U.S.-China trade tensions. After recent rallies, that yield advantage has evaporated as stock prices climbed, pushing yields below bond levels. Going forward, upside will depend less on yield spreads and more on company-specific catalysts—especially in the artificial intelligence space, where many of these firms already have a head start. Alibaba's Quiet Expansion Alibaba is often viewed simply as an e-commerce giant, but a significant growth driver is quietly expanding behind the scenes: its network of data centers. The company has been rolling out facilities across Asia and the Middle East, capturing data in fast-growing markets where rising disposable incomes fuel consumption and information generation. This positions Alibaba to monetize data at scale—mirroring the model pioneered by Amazon.com Inc. (NASDAQ: AMZN). In addition to commerce and data services, Alibaba is reportedly entering semiconductor development. Trade restrictions have prompted Chinese tech firms to fill the domestic chip gap, and Alibaba plans to leverage its resources to help close that shortfall. This strategic push is one reason Wall Street analysts have raised their price targets on Alibaba, even as the stock approaches 52-week highs. Bank of America's Joyce Ju reiterated a Buy rating with a $195 price target—13.5% above current levels and above the consensus of $172.81. Yet Ju's target remains well below the stock's all-time high of just over $310, reached in 2021. Baidu's Pivotal Role in This Race Baidu provides the essential infrastructure for China's cloud computing and data services. Often likened to Alphabet Inc. (NASDAQ: GOOGL) in the U.S., Baidu anchors China's digital ecosystem. Recognizing this synergy, Cathie Wood has increased her exposure to the stock. After a one-month rally of 44.4%, some investors worry about a plateau, but the momentum so far has attracted buying rather than profit-taking. Both Ark Invest and Primecap Management boosted their Baidu positions this quarter—Ark by 1.4%, bringing its stake to $1 billion, or 3.5% of the company's market value. Continued advances in AI and expanding market share suggest further upside that retail investors may capitalize on in the coming quarters. As Alibaba and Baidu pivot deeper into artificial intelligence and data services, their strong fundamentals, growth prospects, and institutional backing could pave the way for sustained gains. For investors seeking opportunities beyond domestic tech, these catalysts may offer compelling entry points into Chinese equities over the next several quarters.
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