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For Your Education and Enjoyment 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.
Chasing the buying patterns of others can sometimes pay off, provided investors have sound fundamentals and their own rationale for the trade. Recently, Cathie Wood of the Ark Innovation ETF (NYSEARCA: ARKK) expanded her focus beyond the U.S. technology sector, putting a few million dollars into some of Asia's largest blue chips. She targeted shares of Alibaba Group (NYSE: BABA) and Baidu Inc. (NASDAQ: BIDU), which are increasing their involvement in the global artificial intelligence race and benefit from a diversified business model supported by one of the world's fastest-growing middle classes. These drivers have resonated with the market, as reflected in the stocks' strong rallies over the past month. Both Alibaba and Baidu have outperformed the S&P 500 and Nasdaq-100 indexes, highlighting where momentum lies and why large investors like Cathie Wood are focusing on these names. The key question now is whether this anticipated growth is already priced in or if there's sufficient upside for retail investors to fuel another leg of the rally. What's Driving Future Gains in Chinese Equities? Until a few quarters ago, investors overlooked a key signal: dividend yields on the iShares MSCI China ETF (NASDAQ: MCHI) exceeded both the Chinese 10-year government bond and the U.S. 10-year Treasury. When an equity index out-yields government bonds, it typically sparks heavy buying. That helped drive billions into Chinese blue-chip stocks despite ongoing U.S.-China trade tensions. Now, that yield advantage has faded as stock prices rallied, bringing yields back below government-bond levels. Future upside will depend less on yield spreads and more on company-specific developments—especially in the artificial intelligence space, where many of these firms are already well positioned. Alibaba's Quiet Expansion Most investors view Alibaba as a bulk e-commerce platform for Chinese goods, but its true growth engine lies behind the scenes. One of these engines is its network of data centers, which Alibaba has been expanding across Asia and the Middle East. Gathering data in these fast-growing economies positions Alibaba to monetize consumer activity as disposable incomes rise—a play that has proven lucrative for companies such as Amazon.com Inc. (NASDAQ: AMZN), which pioneered this model. Beyond commerce and data management, Alibaba is reportedly entering semiconductor development in response to Chinese government calls for domestic tech firms to fill gaps created by trade restrictions. This initiative underscores Alibaba's critical role in China's tech development and has led several Wall Street analysts to raise their price targets despite shares trading near 52-week highs. Bank of America's Joyce Ju, for example, reiterated a Buy rating and set a $195 per share price target. Ju's target exceeds the consensus of $172.81 per share and implies a 13.5% upside from current levels. Still, this bullish outlook sits well below Alibaba's all-time high of just over $310 per share, hit in 2021. Baidu's Pivotal Role in This Race Alibaba's expansion in cloud computing and data centers relies on robust infrastructure, where Baidu plays a pivotal role in China's digital footprint growth. Investors often liken Baidu to Alphabet Inc. (NASDAQ: GOOGL), a cornerstone of the U.S. tech ecosystem. Given this parallel and the growth ahead, Cathie Wood's exposure to Baidu aligns with her strategy. Following a 44.4% one-month rally, some investors worry shares may be overextended. However, this kind of momentum often attracts further buying rather than profit-taking, as evidenced by both Cathie Wood and Primecap Management boosting their Baidu positions this quarter. While the stake increase of 1.4% may seem modest, the dollar value of their position now tops $1 billion, accounting for 3.5% of the company's market cap. As Baidu's technology advances and market share grow, these developments could attract additional investor interest—providing a tailwind that retail investors may also benefit from in upcoming quarters.
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