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 contention. However, currently, the valuation of Temu is negative, and in any case, it cannot be regarded as a negative factor.
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