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Wang Xiao, partner at Qicheng Capital: In the era of consumer market stock, "competing on price" and "competing on value" are both important | Direct hit on the new consumption power conference.
1. Online retail has differentiated from shelf e-commerce to a type represented by pdd holdings, focusing on individual products and price mechanisms, as well as content e-commerce represented by Douyin. Both forms of e-commerce achieve precise matching of supply and demand through efficient algorithms and mechanisms. 2. In a market environment of stagnant or even declining volume, companies need to shift from opportunity-driven to capability-driven, from growth-first to efficiency-first, and from scale-oriented to value-oriented.
PDD Holdings Options Spot-On: On November 27th, 88,633 Contracts Were Traded, With 1.47 Million Open Interest
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How are two Chinese e-commerce platforms competing to be the top player in the usa during Black Friday?
① Temu and Shein invested heavily in online marketing during the traditional Western shopping season of "Black Friday," intensifying market competition; ② Sales for Temu and Shein in the first half of November grew by 18% and 16% respectively, successfully squeezing the market share of traditional retailers such as amazon; ③ Experts point out that retailers relying on search advertising have to rethink their strategies to survive.
U.S. stocks closed: The Dow and S&P reached all-time highs, while general motors plunged nearly 9%.
① Most technology giants rose, only Tesla fell; ② Eli Lilly and Co rose by 4.5%, as Biden proposed health insurance coverage for weight loss drugs; ③ The Chinese concept stock Jinlong Index fell by 0.8%, Nio fell by 7.7%; ④ Apple proposed to increase investment by 0.1 billion US dollars to seek to lift the sales ban, but was rejected by the Indonesian government.
PDD Holdings Options Spot-On: On November 26th, 64,800 Contracts Were Traded, With 1.46 Million Open Interest
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US stocks closed: The Dow Jones rose nearly 1% to a new high, while nvidia and Tesla fell sharply against the trend.
① The nasdaq china golden dragon index rose by 0.44%; ② bitcoin fell back, microstrategy dropped more than 4%; ③ international oil prices plummeted, conocophillips fell by 5%; ④ California plans to introduce electric autos purchase subsidies, with Tesla being excluded.
PDD Holdings Options Spot-On: On November 25th, 83,781 Contracts Were Traded, With 1.59 Million Open Interest
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Trump's tariffs are worrying! NRF: Could shrink usa consumers' spending power by $78 billion annually
① The National Retail Federation reports that the tariffs proposed by Trump could cost usa consumers between 46 billion and 78 billion dollars each year. ② Tariffs will lead to price increases on outfits, toys, furniture, and other products, which will ultimately be passed on to consumers by retailers; ③ Wall Street investment banks have pointed out that the imposition of high tariffs could severely impact economic growth, and retailers may collectively raise prices.