Core Viewpoint - The article highlights a significant surge in traffic and transaction volume for Chinese e-commerce platforms, particularly DHgate and Taobao, driven by recent U.S. tariff policies and consumer demand for cost-effective products [1][3][8]. Group 1: DHgate Performance - DHgate has experienced explosive growth, with transaction volume increasing over 100% across 97 countries, and daily new registered buyers growing nearly 20 times since April 15 [5][6]. - The app's iOS downloads peaked with an 18-fold increase compared to April 12, while Android downloads surged by 16 times, leading to a top 3 ranking in the U.S. free app store [4][6]. - Key product categories showing significant growth include home appliances (962%), outdoor equipment (195%), and hair products (671%) [5]. Group 2: Taobao Performance - Taobao has also seen a dramatic increase in downloads, ranking first in 16 countries and within the top ten in 123 countries, with overseas downloads rising from over 100,000 to 326,000 in just three days [7]. - The app's download growth in North America and Europe reached 483% and 439%, respectively, indicating strong international interest [7]. Group 3: Market Trends and Future Outlook - The article questions whether the current surge in traffic for DHgate and Taobao can be sustained, noting that while short-term spikes may be temporary, the demand for high-value products among U.S. consumers is noteworthy [8]. - The potential discontinuation of the T86 customs exemption may impact long-term logistics cost advantages for DHgate, but the overall trend suggests a continued growth in cross-border e-commerce due to rising inflation and cost pressures in the U.S. retail sector [8]. - Competitors like Temu and Shein are also adjusting prices due to increased operational costs from tariffs, indicating that while prices may rise, the demand for affordable products may persist [9].