$Alibaba(BABA)$ I think we nee

2024-11-22

$Alibaba(BABA)$ 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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Comments

gogoooCn
2024-11-26
gogoooCn
那么我们可以做多巴巴并做空吗$PDD Holdings Inc(PDD)$？构建配对交易……
- gogoooCnReplyLio23:
  thx
- Lio23:
  这是阿里巴巴业务和拼多多业务之间的比较，以及哪些公司更有能力应对风暴和新趋势。另外，我不喜欢做空公司。
Sonsonkok
2024-11-24
Sonsonkok
Great article, would you like to share it?
Fern29
2024-11-23
Fern29
Great article, would you like to share it?

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