$PDD Holdings Inc(PDD)$ I think if US gov ban Temu it will help PDD instead of hurt it. Temu contributed revenue but the profit is about 10B CNY lost due to the current promotion phase. PDD’s profit is 130% from China market which it already defeat Alibaba and become dominant.

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  • cozyzi
    ·04-11
    Wah, your analysis on $PDD Holdings Inc(PDD)$ is quite on point lah!
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  • Tom Chow
    ·04-11
    good
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  • KSR
    ·04-11
    👍
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