Browsing Tag
Alibaba Group Holding
2 posts
PDD Holdings ($PDD) posts a double miss and unveils RMB 100bn supply chain reset as Temu margins erode
PDD Holdings missed Q1 estimates and pledged RMB 100B to supply chain and brand investment, triggering a 10% drop and a wave of analyst downgrades on Temu and Pinduoduo. Read more.
Huawei’s new semiconductor bet could test whether export controls are enough
Huawei’s new chip architecture could reshape China’s AI hardware race. Find out what it means for NVIDIA, TSMC and export controls today!