$TENCENT(00700)$ $PDD Holdings

Tencent’s steady performance contrasts with PDD’s high-growth momentum, creating a valuation gap. Tencent’s lower multiple reflects slower growth but offers stability with its strong cash flow and diversified business. PDD’s premium valuation hinges on rapid expansion, but margin pressure and competition are growing risks. In a volatile market, betting on Tencent’s lower valuation and defensive nature might be the smarter play. Long-term investors may prefer value over momentum here.

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

Mortimer Arthur
03-21
Mortimer Arthur
Tencent should run the next couple of weeks after great earnings.
NoraPoe
03-21
NoraPoe
Smart play

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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/f64ac448e83b8cdadca63e35d68eab34","width":"919","height":"697"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/f64ac448e83b8cdadca63e35d68eab34","width":"919","height":"697"}],"html":"<html><head></head><body> <a data-mention-id=\"00700\" class=\"teditor-mention\" data-mention-name=\"TENCENT\" href=\"https://ttm.financial/S/00700\">$TENCENT(00700)$</a> <v-v data-views=\"1\"></v-v> <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>Tencent’s steady performance contrasts with PDD’s high-growth momentum, creating a valuation gap. Tencent’s lower multiple reflects slower growth but offers stability with its strong cash flow and diversified business. PDD’s premium valuation hinges on rapid expansion, but margin pressure and competition are growing risks. In a volatile market, betting on Tencent’s lower valuation and defensive nature might be the smarter play. Long-term investors may prefer value over momentum here.<img src=\"https://community-static.tradeup.com/news/f64ac448e83b8cdadca63e35d68eab34\" tg-width=\"919\" tg-height=\"697\"></body></html>","htmlText":"<html><head></head><body> <a data-mention-id=\"00700\" class=\"teditor-mention\" data-mention-name=\"TENCENT\" href=\"https://ttm.financial/S/00700\">$TENCENT(00700)$</a> <v-v data-views=\"1\"></v-v> <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>Tencent’s steady performance contrasts with PDD’s high-growth momentum, creating a valuation gap. Tencent’s lower multiple reflects slower growth but offers stability with its strong cash flow and diversified business. PDD’s premium valuation hinges on rapid expansion, but margin pressure and competition are growing risks. In a volatile market, betting on Tencent’s lower valuation and defensive nature might be the smarter play. Long-term investors may prefer value over momentum here.<img src=\"https://community-static.tradeup.com/news/f64ac448e83b8cdadca63e35d68eab34\" tg-width=\"919\" tg-height=\"697\"></body></html>","text":"$TENCENT(00700)$ $PDD Holdings Inc(PDD)$ Tencent’s steady performance contrasts with PDD’s high-growth momentum, creating a valuation gap. Tencent’s lower multiple reflects slower growth but offers stability with its strong cash flow and diversified business. PDD’s premium valuation hinges on rapid expansion, but margin pressure and competition are growing risks. In a volatile market, betting on Tencent’s lower valuation and defensive nature might be the smarter play. 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