• WendyOnePWendyOneP
      ·2025-03-20
      $Alibaba(BABA)$ Alibaba stands to benefit from China’s policy support and growing AI integration. Improved consumer sentiment and cost efficiency could drive earnings recovery. If revenue growth accelerates and regulatory pressure eases, $170 is achievable. Key risks include geopolitical tension and macro weakness. My view: bullish with a target of $160–$170 if fundamentals improve.
      49.65K14
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    • JimmyHuaJimmyHua
      ·2025-03-19
      $Alibaba(BABA)$ Alibaba’s rally reflects optimism around AI integration and Beijing’s pro-growth measures. Strength in e-commerce and cloud segments supports earnings recovery. However, regulatory uncertainty and global slowdown risks remain headwinds. If AI monetization accelerates and policy support holds, $170 looks achievable. Watch for volume and margin improvements as key signals.
      5.39K5
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    • lucasLlucasL
      ·2025-03-18
      $Alibaba(BABA)$ $BABA-W(09988)$   Based on yesterday night's trading. It seems to be big boys holding the price high while distributing out their shares. My guess is that it is poised for a huge drop rather than a gap up. As such I sold off half my shares at $146.2 yesterday. Also sold 4 x call options $146, with $2.6 premium. I could be terribly wrong here.... but hey that's the fun of trading.
      4.35K2
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    • JimmyHuaJimmyHua
      ·2025-03-18
      $Alibaba(BABA)$ If everyone is betting on a $BABA breakout, be cautious. A break above $150 could trigger a short squeeze, but watch for the volume—it's the real tell. Are the smart money players loading up, or is it just retail chasing the hype? Follow the liquidity, not the headlines.
      5.18K3
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    • WendyOnePWendyOneP
      ·2025-03-18
      $Alibaba(BABA)$ If $BABA breaks $150 here convincingly, $168.43 gap fill gonna be here faster than you can say
      3.66K1
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    • MrzorroMrzorro
      ·2025-03-18
      Alibaba's Options Volume Jump Over Palantir's $Alibaba(BABA)$  's options volume jumped above  $Palantir Technologies Inc.(PLTR)$  's, landing the Chinese ecommerce giant in the six most active stock options, as online retail sales in the Asian country expanded in the first two months of the year. Shares of Alibaba jumped Monday by as much as 5.1% to $148.24, their highest intraday level since November 2021. The rally came after data from the National Bureau of Statistics showed China's online retail sales rose 7.3% in January to February to about 2.28 trillion yuan ($315 billion). Online sales of physical goods rose 5% to 1.86 trillion yu
      3.43K2
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    • XiaoLaLaXiaoLaLa
      ·2025-03-18
      $Alibaba(BABA)$   Holding for the next 30 years 🚀
      3.10KComment
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    • SporeshareSporeshare
      ·2025-03-18
      $BABA-W(09988)$    Alibaba Group- US BaBa today is up 5.75 to 146.88 looks rather bullish. Tomorrow HK side likely gap up and rises higher. Alibaba Group likely rise up to retest 144.00. Pls dyodd. 6th March 2025: Alibaba Group (9988.HK) - Chart wise, bullish mode. With US side overnight up 11.18 or 8.16 percent to close well at 141.03, HK side likely gap up! She may rise up to test the recent high of 140.90. A nice breakout smoothly we may see her rising up further towards 150 than 160 and above. Pls dyodd.  https://sporeshare.blogspot.com/2025/03/alibaba-group-us-baba-today-is-up-575.html
      3.34K4
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    • 沃伦老巴沃伦老巴
      ·2025-03-18
      Alibaba tongyi qwen that work with apple is much awesome. Deepseek is just the starting point. Even baidu has their LLM more superior than openai

      Nvidia's AI Conference Is Opportunity to Reassure on Outlook -- Market Talk

      0952 GMT - Nvidia's artificial-intelligence conference this week is an opportunity for the tech giant to allay concerns about the outlook and demand for AI chips, XTB research director Kathleen Brooks writes in a note to clients. Chinese AI company DeepSeek rattled markets in January after it developed a model that it said nearly matched American rivals despite using inferior chips, casting doubt on the need to spend huge sums on advanced gear provided by Nvidia and other tech giants. Brooks says Nvidia now has a chance to fight back at the weeklong AI event in San Jose, Calif., known as GTC. The event will feature a keynote speech from Chief Executive Jensen Huang. Nvidia shares are up 0.9% premarket at $122.79.
      Nvidia's AI Conference Is Opportunity to Reassure on Outlook -- Market Talk
      2.91KComment
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    • BarcodeBarcode
      ·2025-03-18
      $GRANITESHARES 2X LONG BABA DAILY ETF(BABX)$ $Alibaba(BABA)$ $3X BABA(BAB3.UK)$🇨🇳🔥🌐⚒️ Alibaba’s Algorithmic Dominion Expands, $BABX as My Conduit into a Predictive Matrix ⚒️🌐 Tiger Traders, on 18 March 2025 (NZ time), I’ve anchored into $BABX, the 2x Long BABA ETF, at $34.91, now up 0.76%, as Alibaba ($BABA) commands $147.78, a 66% YTD titan outmuscling OKTA, TEM, SMCI, and PDD. This isn’t a transient blip, it’s a coded reconfiguration of market geometry, beckoning a trader’s precision scalpel. 📈 The Structural Lattice $BABA has obliterated 52 week highs, propelled by StockConnect’s record inflows and China’s consumption renaissance. Its new AI model, rivallin
      6.19K34
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    • 東方不败東方不败
      ·2025-03-17
      $Alibaba(BABA)$  ‌Next PitStop $170 $$
      3.00KComment
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    • Jo BetsyJo Betsy
      ·2025-03-17
      $Alibaba(BABA)$ Alibaba (BABA): The Patience Game80—that’s where conviction met opportunity. 6/10 of a position locked in, not for a quick trade, not for a fleeting bounce, but for the long haul.A company like Alibaba doesn’t need you to time the perfect entry. It needs you to stay, to believe, to hold when others hesitate.
      2.86KComment
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    • Fenger1188Fenger1188
      ·2025-03-17
      $Alibaba(BABA)$ Alibaba Group Holdings Ltd ADR (NYSE:BABA) has unveiled an updated version of its artificial intelligence (AI) assistant, Quark, which is powered by the company’s advanced Qwen-based reasoning model. Quark is the first application within Alibaba’s general user-facing businesses to fully utilize its proprietary foundation models, representing a significant step in Alibaba’s AI strategy.
      4.57K2
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    • Alva RobinsonAlva Robinson
      ·2025-03-17
      $PDD Holdings Inc(PDD)$ There's no stock more interesting than Pinduoduo. There are still so many prejudices and disagreements. This company is full of disputes and controversies from top to bottom! Every disagreement is a source of MONEY! It's a big bet on perception, and some people are destined to make a fortune!That being said, Wall Street may not understand the advantages of domestic business, nor may it understand Temu. It's hard to compare it with Amazon. So PDD's own alpha still needs time. It might have to wait until cash is up to its neck.
      2.54KComment
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    • BarcodeBarcode
      ·2025-03-17
      $Alibaba(BABA)$ $GRANITESHARES 2X LONG BABA DAILY ETF(BABX)$ 🇨🇳 I’ve Spotted $BABA’s Breakout, 97M Shares, $176 Target! 🎯🔥🚀 Picture this, while most traders were distracted by noise, I uncovered a freight train of momentum barreling through Alibaba’s stock! 🌏 Mainland Chinese investors have poured into $BABA via StockConnect, scooping up a net 97 million shares last week, driving their ownership of Hong Kong traded shares (9988) to a record 7.76% by 14Mar24, 🇳🇿NZ Time. That’s a bolder stake than Yum China’s 4.30%, but far from Shenzhen Hepalink’s 43.80%, yet with Alibaba’s colossal $335.2B market cap, this move is a megaphone of mainland conviction. This could be the vote of confidence traders need t
      8.96K41
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    • TerrorfredxTerrorfredx
      ·2025-03-17
      $Alibaba(BABA)$ partner with apple and alot of good thinks happening. Still undervalue
      3.80K1
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    • TigerObserverTigerObserver
      ·2025-03-17

      Weekly: Can the Fed and Nvidia’s GTC lift markets out of oversold territory?

      Last Week's RecapThe US Market - stocks sink into correctionWall Street endured a brutal week, with the S&P 500 and Nasdaq both slipping into correction territory, while the Dow dropped more than 3%—marking its worst week since March 2023. Even Friday’s rally wasn’t enough to offset the damage.Monday’s selloff was particularly severe. The Nasdaq plunged 4% in its worst session since September 2022, while the S&P 500 fell below its critical 200-day moving average. Meanwhile, the small-cap Russell 2000 edged closer to bear market territory, now nearly 20% off its highs.February’s Consumer Price Index (CPI) came in slightly cooler than expected. Both headline and core CPI rose 0.2% month-over-month, coming in just below Wall Street forecasts. On an annual basis, headline inflation sto
      4.84KComment
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      Weekly: Can the Fed and Nvidia’s GTC lift markets out of oversold territory?
    • Alva RobinsonAlva Robinson
      ·2025-03-14
      $PDD Holdings Inc(PDD)$ Temu has 45 million MAU in Europe, while Amazon has 110 million. It seems there is really a twofold potential, but the breakthrough in Europe might be even more significant than in the US.In Europe, it all comes down to three key countries: the UK, Germany, and France. Their overall consumption level is not as robust as that in the US. Moreover, with three different languages in these three countries, the friction cost for regional e-commerce operations is quite high.The gross margin for a business with 100 million users would definitely vary between the US and Europe. Additionally, the marginal cost of initial marketing in Europe would be higher. If Pinduoduo is going to pursue this, it must believ
      2.50KComment
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    • Karen ChristopherKaren Christopher
      ·2025-03-14
      $PDD Holdings Inc(PDD)$ It's hard to leave Pinduoduo without placing an order. While Douyin offers a similar experience, its primary focus is content. Plus, when Douyin recommends a product I'm interested in, I still check Pinduoduo for price comparisons before making a purchase.
      2.74KComment
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    • WendyOnePWendyOneP
      ·2025-03-13
      $Alibaba(BABA)$ Is BABA still value?I’ve been following numerous discussions about Alibaba ($BABA) from when the stock was trading around $80. At the time, there was significant debate on this sub about its valuation, with a prevailing consensus that the market was undervaluing the company. However, I hesitated to invest then—a decision I now regret.Moving forward, I’d like to revisit the question: At its current price of $139, does $BABA still present a compelling opportunity? While I don’t believe the company’s fundamentals have deteriorated significantly, external risks like escalating trade tensions (tariffs and retaliatory measures) and broader macroeconomic uncertainty loom large. How are others weighing these facto
      2.40K1
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    • TigerObserverTigerObserver
      ·2025-03-17

      Weekly: Can the Fed and Nvidia’s GTC lift markets out of oversold territory?

      Last Week's RecapThe US Market - stocks sink into correctionWall Street endured a brutal week, with the S&P 500 and Nasdaq both slipping into correction territory, while the Dow dropped more than 3%—marking its worst week since March 2023. Even Friday’s rally wasn’t enough to offset the damage.Monday’s selloff was particularly severe. The Nasdaq plunged 4% in its worst session since September 2022, while the S&P 500 fell below its critical 200-day moving average. Meanwhile, the small-cap Russell 2000 edged closer to bear market territory, now nearly 20% off its highs.February’s Consumer Price Index (CPI) came in slightly cooler than expected. Both headline and core CPI rose 0.2% month-over-month, coming in just below Wall Street forecasts. On an annual basis, headline inflation sto
      4.84KComment
      Report
      Weekly: Can the Fed and Nvidia’s GTC lift markets out of oversold territory?
    • BarcodeBarcode
      ·2025-03-18
      $GRANITESHARES 2X LONG BABA DAILY ETF(BABX)$ $Alibaba(BABA)$ $3X BABA(BAB3.UK)$🇨🇳🔥🌐⚒️ Alibaba’s Algorithmic Dominion Expands, $BABX as My Conduit into a Predictive Matrix ⚒️🌐 Tiger Traders, on 18 March 2025 (NZ time), I’ve anchored into $BABX, the 2x Long BABA ETF, at $34.91, now up 0.76%, as Alibaba ($BABA) commands $147.78, a 66% YTD titan outmuscling OKTA, TEM, SMCI, and PDD. This isn’t a transient blip, it’s a coded reconfiguration of market geometry, beckoning a trader’s precision scalpel. 📈 The Structural Lattice $BABA has obliterated 52 week highs, propelled by StockConnect’s record inflows and China’s consumption renaissance. Its new AI model, rivallin
      6.19K34
      Report
    • WendyOnePWendyOneP
      ·2025-03-20
      $Alibaba(BABA)$ Alibaba stands to benefit from China’s policy support and growing AI integration. Improved consumer sentiment and cost efficiency could drive earnings recovery. If revenue growth accelerates and regulatory pressure eases, $170 is achievable. Key risks include geopolitical tension and macro weakness. My view: bullish with a target of $160–$170 if fundamentals improve.
      49.65K14
      Report
    • BarcodeBarcode
      ·2025-03-17
      $Alibaba(BABA)$ $GRANITESHARES 2X LONG BABA DAILY ETF(BABX)$ 🇨🇳 I’ve Spotted $BABA’s Breakout, 97M Shares, $176 Target! 🎯🔥🚀 Picture this, while most traders were distracted by noise, I uncovered a freight train of momentum barreling through Alibaba’s stock! 🌏 Mainland Chinese investors have poured into $BABA via StockConnect, scooping up a net 97 million shares last week, driving their ownership of Hong Kong traded shares (9988) to a record 7.76% by 14Mar24, 🇳🇿NZ Time. That’s a bolder stake than Yum China’s 4.30%, but far from Shenzhen Hepalink’s 43.80%, yet with Alibaba’s colossal $335.2B market cap, this move is a megaphone of mainland conviction. This could be the vote of confidence traders need t
      8.96K41
      Report
    • MrzorroMrzorro
      ·2025-03-06
      Alibaba Joins Nvidia, Tesla in Most Active Options After China's Tech Pledge $Alibaba(BABA)$   landed in the 10 most active options Wednesday, joining the elite line up led by $NVIDIA Corp(NVDA)$   and Tesla as investors poured more money into the Chinese tech giant. The company's American depositary receipts advanced 8.6% to close at $141.03 on Wednesday, marking their biggest daily gain since late September. That came after China pledged to bolster technologies from artificial intelligence and quantum computing, spurring a rally across the domestic industry. Total options volume reached 497,370 contracts, landing Alibaba i
      2.21K4
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    • JimmyHuaJimmyHua
      ·2025-03-19
      $Alibaba(BABA)$ Alibaba’s rally reflects optimism around AI integration and Beijing’s pro-growth measures. Strength in e-commerce and cloud segments supports earnings recovery. However, regulatory uncertainty and global slowdown risks remain headwinds. If AI monetization accelerates and policy support holds, $170 looks achievable. Watch for volume and margin improvements as key signals.
      5.39K5
      Report
    • MrzorroMrzorro
      ·2025-03-18
      Alibaba's Options Volume Jump Over Palantir's $Alibaba(BABA)$  's options volume jumped above  $Palantir Technologies Inc.(PLTR)$  's, landing the Chinese ecommerce giant in the six most active stock options, as online retail sales in the Asian country expanded in the first two months of the year. Shares of Alibaba jumped Monday by as much as 5.1% to $148.24, their highest intraday level since November 2021. The rally came after data from the National Bureau of Statistics showed China's online retail sales rose 7.3% in January to February to about 2.28 trillion yuan ($315 billion). Online sales of physical goods rose 5% to 1.86 trillion yu
      3.43K2
      Report
    • Alva RobinsonAlva Robinson
      ·2025-03-14
      $PDD Holdings Inc(PDD)$ Temu has 45 million MAU in Europe, while Amazon has 110 million. It seems there is really a twofold potential, but the breakthrough in Europe might be even more significant than in the US.In Europe, it all comes down to three key countries: the UK, Germany, and France. Their overall consumption level is not as robust as that in the US. Moreover, with three different languages in these three countries, the friction cost for regional e-commerce operations is quite high.The gross margin for a business with 100 million users would definitely vary between the US and Europe. Additionally, the marginal cost of initial marketing in Europe would be higher. If Pinduoduo is going to pursue this, it must believ
      2.50KComment
      Report
    • Rod HarteRod Harte
      ·2025-03-11

      Positive Outlook for PDD: Strong Growth and Strategic Expansion

      $PDD Holdings Inc(PDD)$ PDD continues to demonstrate solid growth potential in the e-commerce sector. The company's recent earnings reports show a strong performance, particularly with impressive increases in online marketing revenue and transaction commissions. The company has shown resilience and adaptability by diversifying its revenue streams, including the successful launch of its “Temu” cross-border e-commerce platform, which has gained traction in international markets.Pinduoduo’s unique C2M (Consumer-to-Manufacturer) model allows it to maintain competitive pricing while ensuring product quality, which appeals to a broad consumer base. Furthermore, the company's strategic push into higher-end markets with campaigns
      656Comment
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      Positive Outlook for PDD: Strong Growth and Strategic Expansion
    • WendyOnePWendyOneP
      ·2025-03-13
      $Alibaba(BABA)$ Is BABA still value?I’ve been following numerous discussions about Alibaba ($BABA) from when the stock was trading around $80. At the time, there was significant debate on this sub about its valuation, with a prevailing consensus that the market was undervaluing the company. However, I hesitated to invest then—a decision I now regret.Moving forward, I’d like to revisit the question: At its current price of $139, does $BABA still present a compelling opportunity? While I don’t believe the company’s fundamentals have deteriorated significantly, external risks like escalating trade tensions (tariffs and retaliatory measures) and broader macroeconomic uncertainty loom large. How are others weighing these facto
      2.40K1
      Report
    • SporeshareSporeshare
      ·2025-03-18
      $BABA-W(09988)$    Alibaba Group- US BaBa today is up 5.75 to 146.88 looks rather bullish. Tomorrow HK side likely gap up and rises higher. Alibaba Group likely rise up to retest 144.00. Pls dyodd. 6th March 2025: Alibaba Group (9988.HK) - Chart wise, bullish mode. With US side overnight up 11.18 or 8.16 percent to close well at 141.03, HK side likely gap up! She may rise up to test the recent high of 140.90. A nice breakout smoothly we may see her rising up further towards 150 than 160 and above. Pls dyodd.  https://sporeshare.blogspot.com/2025/03/alibaba-group-us-baba-today-is-up-575.html
      3.34K4
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    • JimmyHuaJimmyHua
      ·2025-03-04
      $Alibaba(BABA)$ Alibaba has pulled back after its recent rally, leaving investors wondering—should we buy more or lock in profits? 🔹Why I’m Still Buying:Valuation Remains Attractive:** Despite the rebound, BABA is still trading at a discount compared to historical levels. Fundamentals Are Improving:** Recent earnings and business restructuring show signs of a stronger future. Policy & Market Sentiment:** Regulatory risks seem to be easing, and capital inflows into Chinese stocks are increasing. Short-term volatility is inevitable, but I see this as an opportunity rather than a warning sign. Long-term, Alibaba still has significant growth potential. What’s your move? Adding more or securing gains? 💭📊
      8722
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    • WendyOnePWendyOneP
      ·2025-02-28
      $Alibaba(BABA)$ BABA's management focus on e-commerce and AI-driven cloud computing, demonstrating accelerating growth with AI-related product revenue achieving triple-digit growth for six consecutive quarters. Eddie Wu cited an explosion in demand for inference, which now accounts for 60%-70% of new customer demand, boosting cloud margins. Eddie Wu described near-term explosive growth in AI demand and long-term confidence in GenAI opportunities. Is BABA building nukes? Keep hearing the world explosion explosion explosion.
      2.77K1
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    • Alva RobinsonAlva Robinson
      ·2025-03-17
      $PDD Holdings Inc(PDD)$ There's no stock more interesting than Pinduoduo. There are still so many prejudices and disagreements. This company is full of disputes and controversies from top to bottom! Every disagreement is a source of MONEY! It's a big bet on perception, and some people are destined to make a fortune!That being said, Wall Street may not understand the advantages of domestic business, nor may it understand Temu. It's hard to compare it with Amazon. So PDD's own alpha still needs time. It might have to wait until cash is up to its neck.
      2.54KComment
      Report
    • JimmyHuaJimmyHua
      ·2025-03-07
      $Alibaba(BABA)$ Alibaba’s surge reflects renewed confidence in China’s economic recovery and tech sector support. With improving consumer spending, regulatory easing, and strong earnings potential, the upside remains compelling. Despite short-term volatility, long-term growth prospects make it a worthy bet.
      1.44K2
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    • lucasLlucasL
      ·2025-03-18
      $Alibaba(BABA)$ $BABA-W(09988)$   Based on yesterday night's trading. It seems to be big boys holding the price high while distributing out their shares. My guess is that it is poised for a huge drop rather than a gap up. As such I sold off half my shares at $146.2 yesterday. Also sold 4 x call options $146, with $2.6 premium. I could be terribly wrong here.... but hey that's the fun of trading.
      4.35K2
      Report
    • Fenger1188Fenger1188
      ·2025-03-17
      $Alibaba(BABA)$ Alibaba Group Holdings Ltd ADR (NYSE:BABA) has unveiled an updated version of its artificial intelligence (AI) assistant, Quark, which is powered by the company’s advanced Qwen-based reasoning model. Quark is the first application within Alibaba’s general user-facing businesses to fully utilize its proprietary foundation models, representing a significant step in Alibaba’s AI strategy.
      4.57K2
      Report
    • WendyOnePWendyOneP
      ·2025-03-10
      $Alibaba(BABA)$ Major character change. Multiple convincing closes over the weekly 200SMA, major volume pouring in to support the breakout thesis. Looks to be the start of a multi month/year move like US tech in Q1 2023. Easy buy on pullbacks and the foreign asset to own in my opinion.
      2.50K2
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    • JimmyHuaJimmyHua
      ·2025-03-18
      $Alibaba(BABA)$ If everyone is betting on a $BABA breakout, be cautious. A break above $150 could trigger a short squeeze, but watch for the volume—it's the real tell. Are the smart money players loading up, or is it just retail chasing the hype? Follow the liquidity, not the headlines.
      5.18K3
      Report
    • Karen ChristopherKaren Christopher
      ·2025-03-14
      $PDD Holdings Inc(PDD)$ It's hard to leave Pinduoduo without placing an order. While Douyin offers a similar experience, its primary focus is content. Plus, when Douyin recommends a product I'm interested in, I still check Pinduoduo for price comparisons before making a purchase.
      2.74KComment
      Report