$Alibaba(BABA)$ I don’t believe Alibaba is going to collapse, and I also don’t think $PDD Holdings Inc(PDD)$ or TikTok will completely disrupt its e-commerce dominance. Each of these platforms has its own niche, and they can coexist.
Sure, PDD and TikTok are gaining traction and attracting users, but Alibaba has a strong brand, extensive logistics, and a massive customer base. They all have their own unique offerings, which means there’s enough space in the market for everyone to have their share.
Competition can be healthy; it drives improvement and innovation. I see it more as a way for Alibaba to evolve and adapt rather than facing an existential threat.
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