$PDD Holdings Inc(PDD)$ The pe

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$PDD Holdings Inc(PDD)$ The pessimistic expectations implied by PDD's current market value (PE 10.7x) over-reflect short-term disturbances, and its underlying logic remains unchanged - technology-driven low-price moat, structural dividends from the sinking market, and strategic determination of management. Once the national subsidy is reduced and TEMU loss reduction is realized, valuation repair and profit double-click will open up long-term upside space.

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