$PDD Holdings Inc(PDD)$
To me, Pinduoduo has created a real efficiency gap in e-commerce—why can they offer the same products at lower prices? That’s not just a pricing strategy; it’s a structural advantage. Meanwhile, Alibaba’s efficiency edge in e-commerce has faded, and its declining market share is a clear sign of its moat weakening. Once that kind of trend sets in, it usually lasts for a long time.
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