$Alibaba (BABA.US)$ Taobao is indeed not as good as pdd hold...
$Alibaba (BABA.US)$ Taobao is indeed not as good as pdd holdings now. PDD's free shipping and return with shipping fee are very powerful. In addition, it seems that Douyin's group buying has also taken away a lot of Taobao's business.
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s45yen : Pdd so expensive now.. I think many profit taking and shorting at the same time. better run soon.. Baba so cheap.. wah lau
KiKiKoKo s45yen : 如果pdd成为国际电商巨头，那现在并不贵
s45yen KiKiKoKo : means it's expensive now unless it becomes the giant.. but think it awaken the sleeping beauty.. and Baba is already a giant but so cheap.. the disparity is too wide, people rush to buy pdd.. prices are too steep already, unles a while back I might have considered at 70+.. multiplied by more than 2 times.. I think Baba just needed a challenger to change and perform better, just like how they took down eBay via taobao.. the time has come when its leading position is taken away..
嘟嘟0514 OP s45yen : $PDD Holdings (PDD.US)$ 的确是很贵了。 留了个底仓看它能涨到哪。
现在在慢慢建仓$Alibaba (BABA.US)$ 不过现在主力资金更青睐拼多多。