$Alibaba(BABA)$ I think we nee

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$Alibaba(BABA)$ I think we need to understand why PDD's outlook is very bleak. It is because PDD is starting to lose market share to Alibaba and JD. Alibaba has been investing heavily in AI so as to improve on its customer acquisition and customer experience and it is showing to work. PDD is way behind on this aspect. Further more, Alibaba has diversified into other business segments, such as DATA centers and AI, which PDD lacking behind. Objectively, BABA is a different company compared to PDD. so bleak outlook from PDD should not constitute to a heavy drop in share price of Alibaba

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gogoooCn
·11-26
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So can we just long BABA and short $PDD Holdings Inc(PDD)$ ? To construct a pair trade…
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- gogoooCnReplying toLio23:
  thx
  11-28
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- Lio23:
  This is a comparison between BABA’s business and PDD’s business and which companies are more equipped to weather storms and new trends. Plus, I don’t like shorting companies.
  11-27
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Sonsonkok
·11-24
Great article, would you like to share it?
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Fern29
·11-23
Great article, would you like to share it?
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