$PDD Holdings Inc(PDD)$I planned to use the cash position to buy half of the shares, about 100,000 yuan worth of free cash flow ETFs, and just let them be. But I was so clumsy that I accidentally used margin trading to buy half of the position. I hope there won't be any unexpected problems.
$PDD Holdings Inc(PDD)$JD.com is the online version of a general merchandise store, Taobao is the online version of a small commodities city, and Pinduoduo (PDD) is the online version of a street stall. Their target customer groups are different.
$Alibaba(BABA)$The ban on the sale of NVIDIA's graphics cards is regarded as a negative factor, but my opinion is exactly the opposite. In fact, it is beneficial to Alibaba Cloud. Previously, anyone with money could buy graphics cards. Now, it is instead advantageous for those who have hoarded a large number of graphics cards before, cloud service providers that have the real strength to be compatible with graphics cards of different brands, and those that can design their own chips. In other words, Alibaba Cloud will accelerate the expansion of its market share.
$PDD Holdings Inc(PDD)$In the past two years, I have basically done my online shopping on Meituan. Only when I can't find what I want on Meituan will I turn to other platforms. It saves me a lot of trouble. For example, I don't have to unwrap the express carton or throw away the garbage. Moreover, the goods can be delivered within half an hour, which saves me the trouble of communicating with the courier on the phone when I'm not at home. And most importantly, I feel that the cost - effectiveness is very high. For example, I have a deep impression on the price of cola. The chilled cola delivered to my home by Meituan within half an hour is often cheaper than that on other online shopping platforms in the market.
$Alibaba(BABA)$Facing the new demands of AI large model training and inference, based on the self-developed "Apsara + CIPU" architecture, the AI cloud computing infrastructure has been comprehensively upgraded; the full-lifecycle MCP (Model Context Protocol) service has been launched, which greatly reduces the development threshold of AI Agents; the "Flourishing Flowers Plan" has been released, and in the next three years, it will jointly explore business opportunities worth tens of billions of yuan with AI ecosystem partners... Recently, Alibaba Cloud held the AI Potential Conference in Beijing and announced a series of major plans to accelerate the implementation of AI applications in the enterprise market and promote
$PDD Holdings Inc(PDD)$The number of Pinduoduo merchants has reached 14.2 million. Whoever says the economy is bad just fails to grasp the new trends and is still stuck in the old ones. The old trends are likely to be phased out... Buying into new trends essentially means investing in Chinese concept stocks. No one understands new trends better than Chinese concept stocks.
$Alibaba(BABA)$Today, I bought more Tencent and Alibaba stocks, 420 shares of Tencent and 100 shares of Alibaba. The prices were incredibly cheap, and I just regret not having more money. For these two enterprises, no matter how you invest, you're likely to make a profit. Emotional fluctuations often lead to irrational surges and slumps in the market. What I need to do is the opposite. The more it drops, the more I buy; the more it rises, the more I sell. Only by twisting my own human nature can I overcome the "inhumane market". The capital market is a bloody battlefield. There's no gunsmoke, but every day is a bloody battle.
$Direxion Daily TSLA Bull 2X Shares(TSLL)$ This morning, I used the funds from selling my Tesla $Tesla Motors(TSLA)$ options a few days ago to buy TSLL. I truly believe that going against the crowd is the way to achieve higher returns than most people.
$PDD Holdings Inc(PDD)$Tariffs are a rudimentary version of value - added tax. Both share the common characteristic of being indirect taxes, with low tax pain perception. On one hand, Trump explicitly cuts taxes for voters, but on the other hand, he uses tariffs to recoup the money, which can be considered quite shrewd.Tariffs are a relatively inefficient form of taxation. Take the countless overseas packages of Pinduoduo (PDD) as an example. If no one takes the initiative to file tax returns, these tariffs cannot be effectively collected.If Trump doesn't ban Temu, then tariffs would be a huge boon for Temu. Because Walmart and Costco can't avoid paying tariffs, while Temu can.If one wants to improve the efficiency of tar
$Alibaba(BABA)$Go long on China and keep increasing positions!!! This is a war without gunsmoke. From the US releasing positive news during yesterday's trading session to breaking through tariffs of various countries one by one, all are aimed at stopping the decline of US stocks. Indeed, their goal has been achieved. Before the market opened, our official media also kept releasing positive news. This is a national war, an all - around war. The trade war and the financial war, with the capital market being an important battlefield. I have no reason to be bearish on China. Today, I will continue to increase my positions!