$TENCENT(00700)$ Tencent’s ral

Tencent’s rally is driven by strength in gaming, advertising recovery, and AI integration. Expanding WeChat ecosystem and rising fintech revenues support long-term growth. Pinduoduo’s surge reflects strong domestic and international e-commerce momentum. Growing user base, higher order volumes, and improved margins boost profitability. Tencent’s diversified revenue streams offer stability, while Pinduoduo’s rapid growth drives upside potential. Earnings strength will be key to sustaining momentum for both stocks.

Tencent & PDD Divergence: Is Low Valuation the Best Choice Now?

Tencent fell after beating earnings expectations, while Pinduoduo rose despite missing them. Does this divergence indicate that the market now cares more about valuation? Which of these two companies do you favor?

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Comments

vippy
03-19
vippy
Awesome insights on Tencent's growth!
nizzmo
03-19
nizzmo
Love this insight! Really exciting times ahead!

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Does this divergence indicate that the market now cares more about valuation? Which of these two companies do you favor?\n","image":"https://community-static.tradeup.com/news/8ec9a4c6e97810e2a10e5d6974d24c59"}],"images":[{"img":"https://community-static.tradeup.com/news/a77889c17af1854500c81f7610102a17","width":"474","height":"316"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/a77889c17af1854500c81f7610102a17","width":"474","height":"316"}],"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>Tencent’s rally is driven by strength in gaming, advertising recovery, and AI integration. Expanding WeChat ecosystem and rising fintech revenues support long-term growth. Pinduoduo’s surge reflects strong domestic and international e-commerce momentum. 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[Wow]","text":"Awesome insights on Tencent's growth! [Wow]","html":"Awesome insights on Tencent's growth! [Wow]","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":415162666295712,"commentId":"415162666295712","gmtCreate":1742370111435,"gmtModify":1742377015740,"authorId":3479274685065144,"author":{"id":3479274685065144,"idStr":"3479274685065144","authorId":3479274685065144,"name":"nizzmo","avatar":"https://static.tigerbbs.com/d08ad56d0cf912758e58222fffc1f75b","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":414828271108656,"objectIdStr":"414828271108656","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Love this insight! Really exciting times ahead! [Heart]","text":"Love this insight! Really exciting times ahead! [Heart]","html":"Love this insight! Really exciting times ahead! 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