{"id":4987,"date":"2025-09-21T02:30:12","date_gmt":"2025-09-21T00:30:12","guid":{"rendered":"https:\/\/www.powertrade.fr\/?p=4987"},"modified":"2025-09-21T02:36:42","modified_gmt":"2025-09-21T00:36:42","slug":"jusquou-alibaba-pourrait-aller","status":"publish","type":"post","link":"https:\/\/www.powertrade.fr\/index.php\/2025\/09\/21\/jusquou-alibaba-pourrait-aller\/","title":{"rendered":"JUSQU’O\u00d9 ALIBABA POURRAIT ALLER ?"},"content":{"rendered":"\n

Le 16 ao\u00fbt 2026 nous avions titr\u00e9: Alibaba une opportunit\u00e9 d\u2019achat incontournable !<\/strong><\/p>\n\n\n\n

Dans cet article nous avions soulign\u00e9 la sous valorisation \u00e9vidente d\u2019Alibaba et pourquoi ce titre \u00e9tait certainement une aubaine\u2026 <\/p>\n\n\n\n

Le titre\u00a0 se n\u00e9gociait \u00e0 un prix par action de 121,26,22 US$ au 15 ao\u00fbt 2025<\/strong> avec un ratio cours\/b\u00e9n\u00e9fices (PER) attractif de 17,90 bien inf\u00e9rieur \u00e0 la moyenne des grandes entreprises technologiques mondiales.\u00a0<\/p>\n\n\n\n

Nous avions soulign\u00e9 que le PER faible refl\u00e9tait une sous-valorisation par rapport \u00e0 ses pairs du  secteur technologique. <\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

La tr\u00e9sorerie massive de 428,09 milliards RMB d\u2019Alibaba et un programme de rachat d\u2019actions de 11,9 milliards US$ en 2025 sur lesquels nous soullignons le mois dernier les catalyseurs fondamentaux puissants.<\/p>\n\n\n\n

Notre \u00e9tude avait conclus que ce titre \u00e9tait sous valoris\u00e9 de mani\u00e8re exessive et que l\u2019analyse technique graphique \u00e9tait prometteuse.<\/p>\n\n\n\n

Les Power-Trader ayant achet\u00e9 comme nous \u00e0 72 US$ auront pu certainement consolider leur ligne apr\u00e8s lecture de cet article.<\/p>\n\n\n\n

Et ceux qui auraient fait leurs devoirs auraient achet\u00e9 Alibaba le lundi 18 ao\u00fbt \u00e0 l\u2019ouverture du march\u00e9 US \u00e0 121,92 US$.<\/p>\n\n\n\n

Le titre c\u2019est adjug\u00e9 ensuite plus de 34 % en un mois donc, bravo \u00e0 tout ceux qui auront tir\u00e9 les m\u00eames conclusions que nous !<\/p>\n\n\n\n

Pour les investisseurs ax\u00e9s sur la valeur, la sous-valorisation d\u2019Alibaba reste encore d\u2019actualit\u00e9 aujourd\u2019hui !<\/p>\n\n\n\n

Pour ceux qui ne l\u2019ont pas encore en portefeuille, m\u00eame apr\u00e8s cette hausse Alibaba m\u00e9rite encore une place de choix dans leurs portefeuilles.<\/p>\n\n\n\n

Les raisons sont multiples mais surtout parce que Alibaba vient de pr\u00e9senter une nouvelle puce d’IA, d\u00e9velopp\u00e9e par sa filiale T-Head, dont les performances sont jug\u00e9es comparables \u00e0 celles de la H20 de Nvidia, selon un rapport de CCTV relay\u00e9 par plusieurs sources. <\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Cette puce, appel\u00e9e PPU (pour \u00ab\u00a0Particle Processing Unit\u00a0\u00bb), est une puce sp\u00e9cifique aux applications d’IA et vise \u00e0 combler le vide laiss\u00e9 par les restrictions am\u00e9ricaines sur les exportations de puces Nvidia avanc\u00e9es vers la Chine. Elle dispose m\u00eame d’une m\u00e9moire plus importante que la H20, ce qui la rend plus puissante pour certaines t\u00e2ches d’IA, bien qu’elle consomme plus d’\u00e9nergie.<\/p>\n\n\n\n

Est-ce qu’Alibaba est en train de rattraper Nvidia ?<\/p>\n\n\n\n

La r\u00e9ponse est nuanc\u00e9e : oui, de mani\u00e8re significative sur le march\u00e9 chinois, mais pas encore \u00e0 l’\u00e9chelle globale.<\/p>\n\n\n\n

Apr\u00e8s une hausse pareil, il est possible que des prises de b\u00e9n\u00e9fices permettent un retracement des cours vers 150 ou 155 $.<\/p>\n\n\n\n

Notre objectif de cours est raisonnablement situ\u00e9 entre 280 et 310 $ sur les 2 ou 3 prochaines ann\u00e9es.<\/p>\n\n\n\n

Disclaimer<\/em> : Les informations fournies dans cet article sont \u00e0 titre informatif et ne constituent pas un conseil en investissement. Les investissements en bourse comportent des risques, et il est recommand\u00e9 de consulter un conseiller financier avant de prendre toute d\u00e9cision.<\/p>\n\n\n\n

Cette analyse Power-Trade n’est pas un conseil en investissement.<\/p>\n\n\n\n

Article \u00e9crit par Patrick GUIBOUD-RIBAD le 21 Septembre 2025<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"

Le 16 ao\u00fbt 2026 nous avions titr\u00e9: Alibaba une opportunit\u00e9 d\u2019achat incontournable ! Dans cet article nous avions soulign\u00e9 la sous valorisation \u00e9vidente d\u2019Alibaba et pourquoi ce titre \u00e9tait certainement une aubaine\u2026  Le titre\u00a0 se n\u00e9gociait \u00e0 un prix par action de 121,26,22 US$ au 15 ao\u00fbt 2025 avec un ratio cours\/b\u00e9n\u00e9fices (PER) attractif de 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