Stock Watch: PDD Holdings (PDD)
PDD Holdings — the parent of Temu and Pinduoduo — just posted Q2 2025 earnings:
Revenue: 103.98B yuan (~$14.5B), up 7% YoY, beating estimates
Net Profit: 32.7B yuan, slightly down due to higher logistics & marketing spend
EPS: 22.07 yuan per ADS, well above forecasts
🌍 With Temu expanding to 90+ markets and PDD investing in logistics + AI-driven personalization, growth momentum looks strong. However, rising costs and global scrutiny remain challenges.
📊 Stock reacted positively, jumping nearly 12% premarket.
👉 What’s your take — is PDD still a buy for long-term growth, or will margin pressure weigh it down?
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