@longrivercm · Long PDD

Everyone is asking whether Alibaba (Taobao/Tmall) and $JD are reclaiming market share from Pinduoduo. The answer is nuanced: domestic growth is maturing, but PDD's low-cost C2M DNA remains unassailable. Q2 2026 Online Marketing Services (ad revenue) came in at RMB 57.6B—up just

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Since the call±0#51 → #51

#51 of 214 rankedThe analyst's rank today

Medium · 0.84Confidence

Wed, Oct 14Tweeted

Thu, Oct 15 closeCounted from

not in the basket todayBasket

Rank per close

#51

Oct 15