To The Moon

$PDD Holdings Inc(PDD)$ My only concern about Pinduoduo (PDD) is that Trump might issue another threat of delisting Chinese concept stocks from the US stock market... Is there any possibility of that happening? Currently, Pinduoduo is probably the only major internet company that hasn't been listed on the Hong Kong stock market.

$Alibaba(BABA)$ The share prices of Alibaba and Tencent listed on the Hong Kong stock market shouldn't drop much. Alibaba and Tencent have been repurchasing their stocks here. Moreover, their valuations are not high either. Those who hold US stocks or US stock indexes are really in trouble. Most of the stocks listed in the Hong Kong stock market are not a cause for worry.

$PDD Holdings Inc(PDD)$ Pinduoduo (PDD) is expected to generate a profit of 250 billion yuan in the next five years and have 470 billion yuan in cash on its books. This company is the most underestimated and questioned among the giants. Buying is about what you see, and holding is about continuously tracking the process. Up to now, all the decisions made by Pinduoduo in its operation are correct!

$Alibaba(BABA)$ Alibaba has established three major production bases in Shenzhen, China, Hai Phong, Vietnam, and North Carolina, the United States, and has built a global production and supply chain network. Currently, the products of the Vietnamese factory are mainly sold to the United States, and the products of the Shenzhen factory are mainly sold to Europe and other regions. Only the digital intelligent energy products that need to meet the subsidy requirements of NEVI and BABA are produced in the U.S. factory. In addition, compared with other competitors in the overseas market, the company's products still have a certain cost-performance advantage. Moreover, the company is continuously optimizing its business process

$PDD Holdings Inc(PDD)$ Personally, I think Pinduoduo is relatively less affected by tariff sanctions. Most of the products sold on Temu are white-label small commodities, and the impact on U.S. employment is not as great as imagined. However, if administrative measures are taken to restrict the development of Temu, it will be very difficult for the United States to control inflation. Without getting rid of the stickiness of inflation, it is difficult for Trump to persuade the Federal Reserve to cut interest rates. Then, when restricting Temu becomes a lose-lose situation, whether Trump will try to use administrative means to forcibly acquire the shares of Temu in the United States has also become the next point of content

$Alibaba(BABA)$ During the bull market's powerful main upward trend, the cost of high-quality and scarce shares is a thousand times more important than how many times the shares are traded! Never try to make short-term profits from Alibaba. Don't even think about it. For the remaining time of this year, in terms of valuation and growth potential, Alibaba should at least reach HK$200!

$PDD Holdings Inc(PDD)$ Currently, the market's expectations for loose liquidity are rising. And the leading internet companies that the $ChinaAMC CSI Overseas China Internet Index (LOF) A (F164906)$ has heavily invested in are now enjoying favorable policy winds. Meituan's food delivery business has seen its market share break through 70%, marking the start of a profit inflection point, and Pinduoduo's Temu is accelerating its overseas expansion. From a technical perspective, if it can hold steady at the support level of 1.25 yuan today, it can be regarded as a signal of a short-term reversal of market sentiment, and one can try to take a small long position.

$Alibaba(BABA)$ I just studied the Chan's Theory. According to the theory, the current five - minute - level downward trend has been completed, which has simultaneously led to the formation of a daily - level upward central pivot. In terms of the trend, there should be an upward exit segment. We can expect at least a range of 150 - 170. If it's weak, it may reach 150; if it's strong, it may reach 170. If it reaches 170, there will be even more room for upward movement.

$PDD Holdings Inc(PDD)$ After observing the situation in the first quarter, our family has also started to delay consumption. We lack confidence. There will still be many expenses in the future, but the income from working is decreasing. It's time to improve my financial management skills and expand my side - hustle income. I've made a plan and will start doing self - media work on Xiaohongshu in the second quarter. It can be predicted that Pinduoduo (PDD) will soon become the most outstanding stock among Chinese concept stocks again. What's worth investing in the future? Invest in your own health. Just like in the stock market, not losing money is also a kind of progress.

$Alibaba(BABA)$ In the AI era, open - source large - language models are reshaping cloud demand, and Alibaba is well - positioned. In the short term, the open - sourcing of DeepSeek - R1 has brought about "parity" for large - language models, and also led to an overflow of short - term computing power demand. The high traffic of large - language models has boosted the demand for cloud invocations. In the medium - to - long term, Internet clouds will compete in three dimensions: "cloud computing + large - language models + application scenarios". It is believed that PaaS capabilities will be the decisive factor for cloud providers in the AI era, triggering new growth curves and competitive landscapes for them. As the cloud