$Alibaba(BABA)$ $拼多多 (PDD.US)$
Overseas investors have been worried about potential sanctions against us if Trump comes to power, while domestic investors believe the market has already priced in these factors. This is a major reason for the divergence between overseas and domestic perspectives. The 6 trillion matter hasn’t actually fallen below expectations. Ahead, there are still cards to play, like property buybacks and capital replenishment for commercial banks, and even a consumption and retirement card. The process moves step by step, with each card played in turn. After all, the other side hasn’t played their hand yet.
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