Chinese concept stocks returning to the home market receive attention again: which companies have not yet returned and what is the scale of Holdings in US investment?
① How large is the scale of USA investors holding Chinese concept stocks? ② Which Chinese concept stock companies have not yet returned?
Is the Market Bullish or Bearish on PDD Holdings?
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Tech giants like Tencent are actively supporting the shift from "export to domestic sales."
Relieve the pressure on foreign trade enterprises.
Express News | 'Temu and Shein Warn of US Price Hikes From Next Week Due to Trump Tariffs' -Earlier Guardian Report
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JPMorgan: The impact of Trump's tariffs on Chinese concept stocks in the Internet sector is limited.
① Analysts at JPMorgan believe that the impact of USA tariffs on Chinese Internet companies (excluding cross-border e-commerce) is limited, with an effect on online consumption potentially less than 0.5%; ② A report by Jinrui Fund points out that the revenue share of Chinese Internet companies in the USA market is less than 2%, primarily serving China's huge consumer market of 1.4 billion people. ③ JPMorgan expects that PDD Holdings will be the most affected by the tariffs, while Tencent and NetEase are more defensive.
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PDD Holdings Options Spot-On: On April 16th, 162.58K Contracts Were Traded, With 1.48 Million Open Interest
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Express News | Shares of US-listed Chinese Companies Are Trading Lower Following a Report Suggesting That US Treasury Secretary Bessent Wants to Pressure Trading Partners to Limit China's Involvement in Their Respective Economies. Hongkong Post Plans to Suspend...