$PDD Holdings Inc(PDD)$ Pinduo

Pinduoduo (PDD) stands out as the more attractive option compared to Tencent’s divergence. PDD’s low valuation and rapid growth in e-commerce, particularly in lower-tier cities, offer strong upside potential. Unlike Tencent, which faces regulatory pressures and a saturated gaming market, PDD is capitalizing on China’s evolving consumption trends. The company’s focus on user engagement and innovative business model provides a solid foundation for sustained growth. At its current valuation, PDD looks like a compelling buy.

Alibaba: A Hold Till $150 or Take Profit After Super Boost?

Although food delivery is expected to weigh on profits, Alibaba delivered a positive surprise: the company has developed a new AI chip to fill the gap left by Nvidia in the Chinese market. The stock jumps 10%! FCF recorded a net outflow of RMB 18.815 billion, mainly reflecting increased spending on cloud infrastructure and investment in “Taobao Flash Sales.” ----------- Can AI become Alibaba’s next growth driver? Do you have confidence in Alibaba’s performance following this earnings report?

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Comments

Valerie Archibald
03-30
Valerie Archibald
Will be close to $200 before the next earnings call
Merle Ted
03-30
Merle Ted
Amazon has a P/E ratio almost 3 times higher than PDD. I expect that to continue to narrow.
koolgal
03-27
koolgal
Thanks for sharing your valuable insights 🥰🥰🥰
quixy
03-28
quixy
PDD's growth strategy sounds promising

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The stock jumps 10%!\nFCF recorded a net outflow of RMB 18.815 billion, mainly reflecting increased spending on cloud infrastructure and investment in “Taobao Flash Sales.”\n-----------\nCan AI become Alibaba’s next growth driver? Do you have confidence in Alibaba’s performance following this earnings report?\n","image":"https://community-static.tradeup.com/news/8ec9a4c6e97810e2a10e5d6974d24c59"}],"images":[{"img":"https://community-static.tradeup.com/news/9018272aa5156ffbd16f88137e4a3609","width":"474","height":"281"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/9018272aa5156ffbd16f88137e4a3609","width":"474","height":"281"}],"html":"<html><head></head><body> <a data-mention-id=\"PDD\" class=\"teditor-mention\" data-mention-name=\"PDD Holdings Inc\" href=\"https://ttm.financial/S/PDD\">$PDD Holdings Inc(PDD)$</a> <v-v data-views=\"1\"></v-v>Pinduoduo (PDD) stands out as the more attractive option compared to Tencent’s divergence. PDD’s low valuation and rapid growth in e-commerce, particularly in lower-tier cities, offer strong upside potential. Unlike Tencent, which faces regulatory pressures and a saturated gaming market, PDD is capitalizing on China’s evolving consumption trends. The company’s focus on user engagement and innovative business model provides a solid foundation for sustained growth. At its current valuation, PDD looks like a compelling buy.<img src=\"https://community-static.tradeup.com/news/9018272aa5156ffbd16f88137e4a3609\" tg-width=\"474\" tg-height=\"281\"></body></html>","htmlText":"<html><head></head><body> <a data-mention-id=\"PDD\" class=\"teditor-mention\" data-mention-name=\"PDD Holdings Inc\" href=\"https://ttm.financial/S/PDD\">$PDD Holdings Inc(PDD)$</a> <v-v data-views=\"1\"></v-v>Pinduoduo (PDD) stands out as the more attractive option compared to Tencent’s divergence. PDD’s low valuation and rapid growth in e-commerce, particularly in lower-tier cities, offer strong upside potential. Unlike Tencent, which faces regulatory pressures and a saturated gaming market, PDD is capitalizing on China’s evolving consumption trends. The company’s focus on user engagement and innovative business model provides a solid foundation for sustained growth. At its current valuation, PDD looks like a compelling buy.<img src=\"https://community-static.tradeup.com/news/9018272aa5156ffbd16f88137e4a3609\" tg-width=\"474\" tg-height=\"281\"></body></html>","text":"$PDD Holdings Inc(PDD)$ Pinduoduo (PDD) stands out as the more attractive option compared to Tencent’s divergence. PDD’s low valuation and rapid growth in e-commerce, particularly in lower-tier cities, offer strong upside potential. Unlike Tencent, which faces regulatory pressures and a saturated gaming market, PDD is capitalizing on China’s evolving consumption trends. The company’s focus on user engagement and innovative business model provides a solid foundation for sustained growth. At its current valuation, PDD looks like a compelling buy.","highlighted":1,"essential":1,"paper":1,"likeSize":56,"commentSize":4,"repostSize":3,"favoriteSize":0,"link":"https://ttm.financial/post/417846301991352","repostId":0,"isVote":1,"tweetType":1,"viewCount":2059,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["PDD"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":473,"optionInvolvedFlag":true,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":418984012829056,"commentId":"418984012829056","gmtCreate":1743298814799,"gmtModify":1743298819709,"authorId":10000000000010988,"author":{"id":10000000000010988,"idStr":"10000000000010989","authorId":10000000000010988,"name":"Valerie Archibald","avatar":"https://static.tigerbbs.com/390bb094fc9bb64af7414f37cde534ff","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":417846301991352,"objectIdStr":"417846301991352","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Will be close to $200 before the next earnings call","text":"Will be close to $200 before the next earnings call","html":"Will be close to $200 before the next earnings call","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":418984043684240,"commentId":"418984043684240","gmtCreate":1743298902326,"gmtModify":1743298907086,"authorId":10000000000010990,"author":{"id":10000000000010990,"idStr":"10000000000010990","authorId":10000000000010990,"name":"Merle Ted","avatar":"https://static.tigerbbs.com/d0681550b13e51a8ffa4c08327616955","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":417846301991352,"objectIdStr":"417846301991352","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Amazon has a P/E ratio almost 3 times higher than PDD. I expect that to continue to narrow.","text":"Amazon has a P/E ratio almost 3 times higher than PDD. I expect that to continue to narrow.","html":"Amazon has a P/E ratio almost 3 times higher than PDD. I expect that to continue to narrow.","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":418050657259680,"commentId":"418050657259680","gmtCreate":1743057452305,"gmtModify":1743057457010,"authorId":3559581955535845,"author":{"id":3559581955535845,"idStr":"3559581955535845","authorId":3559581955535845,"name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","vip":2,"currentWearingBadge":{"badgeId":"c4ee29b388ff41cc8462b3b7ea00d1e2-1","templateUuid":"c4ee29b388ff41cc8462b3b7ea00d1e2","name":"Monthly Top Contributor","description":"Top 3 Contributors with the most and best Editor's Picks every month","bigImgUrl":"https://static.tigerbbs.com/b0cad6192443c33dca826a001250fbd4","smallImgUrl":"https://static.tigerbbs.com/5ccd98c646815ce7610b0df338e060cc","redirectLinkEnabled":0,"redirectLink":"https://ttm.financial/TW/9000980585","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.04.02","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":2003},"hat":"https://static.tigerbbs.com/0a8758340a08196056f8bc1e54805193","crmLevel":12,"crmLevelSwitch":1,"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.12.17","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"},"individualDisplaySort":1,"categoryType":2007}]},"repliedAuthorId":0,"objectId":417846301991352,"objectIdStr":"417846301991352","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Thanks for sharing your valuable insights 🥰🥰🥰","text":"Thanks for sharing your valuable insights 🥰🥰🥰","html":"Thanks for sharing your valuable insights 🥰🥰🥰","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":418327078187400,"commentId":"418327078187400","gmtCreate":1743129973253,"gmtModify":1743161480561,"authorId":3479274804998780,"author":{"id":3479274804998780,"idStr":"3479274804998780","authorId":3479274804998780,"name":"quixy","avatar":"https://static.tigerbbs.com/5db4d62c071dcb2907bb17a6acb6ce29","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":417846301991352,"objectIdStr":"417846301991352","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"PDD's growth strategy sounds promising","text":"PDD's growth strategy sounds promising","html":"PDD's growth strategy sounds promising","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/417846301991352"}