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Here’s What Citi Thinks About PDD Holdings Inc. (PDD)
Yahoo Finance· 2026-02-10 11:41
Group 1 - PDD Holdings Inc. (NASDAQ:PDD) is considered one of the best e-commerce stocks to buy currently, with Citi adjusting its price target to $142 from $170 while maintaining a Neutral rating ahead of the fiscal Q4 report [1] - Citi noted that slowing domestic retail sales are offsetting a recovery in U.S. traffic for Temu, and expects increased expenses to impact PDD's profitability in 2026 [1] - The State Taxation Administration of Shanghai fined PDD Holdings Inc. Rmb 100,000 for failing to complete rectification on time, but Citi views this fine as "smaller-than-feared," which may alleviate some pressure on the stock [2] Group 2 - Citi placed a "downside 30-day catalyst watch" on PDD Holdings Inc. while maintaining a Buy rating with a $170 price target, citing concerns over a deepening investigation by Chinese regulators [3] - The company operates a range of businesses, including the popular online commerce platform Pinduoduo and the fast-growing e-commerce marketplace Temu, supported by a solid logistics and fulfillment network [4]
Wall Street's Hidden Value Play? Amazon's Chinese Rival Ranks Top 10% On Key Score After Recent Pullback
Benzinga· 2026-02-09 13:02
Value Score Surges Amid Price PullbackAccording to recent Benzinga Edge Stock Rankings, the company’s value score has surged to 89.66, placing it in the top 10% of stocks globally based on its relative worth.This jump to the 90th percentile comes as the stock faces a challenging start to the year, currently trading down approximately 9.09% year-to-date.The proprietary value metric is a percentile-ranked composite that evaluates a stock's price against fundamental measures like assets, earnings, and sales. P ...
“笃行求真”:何元翔如何跻身中国顶尖对冲基金之列
财富FORTUNE· 2026-02-06 13:06
复利的力量至今仍然是他投资哲学的核心,也是他面试新人时常问的一个问题:"如果以12%的复利增 长10年,你的资金大约会翻3倍。但若以12%的复利持续100年,你预计可以赚多少?"答案是84,000 倍,这通常远超大多数人的预估。"很多人的思维过于线性,无法理解其中的数学威力。"何元翔坦言。 如今,作为中国股票"老虎基金弟子"系资产管理公司——三塔资本(Triata Capital)的创始人及首席投 资官,何元翔为全球机构客户管理着超过14亿美元的资产,客户范围涵盖家族办公室到主权财富基金。 公司的独特优势在于其基本面驱动的自下而上策略,该策略将深入的实地研究与专有的另类数据相结 合,并辅以一套内部开发的人工智能工具。三塔资本的总部设在香港和深圳,其旗舰基金表现强劲, 2024年净回报率为19.4%,2025年净回报率为67.5%。自成立以来,三塔资本的基金年化回报率为 16.8%,而同期MSCI中国指数的年化回报率为0.3%。鉴于公司的持续成功,自创立三塔以来,何元翔 受邀在全球众多会议上发表演讲,并荣膺多项表彰公司卓越业绩的奖项,其中包括2025年HFM亚太业 绩大奖的"最佳中国股票基金"和2025年亚洲投 ...
PDD Holdings Inc. (PDD)’s Global Expansion Supports Its Long-Term Growth Story
Yahoo Finance· 2026-02-05 15:40
We recently published an article titled 12 High Growth E-commerce Stocks To Buy.  On January 28, Citi analyst Alicia Yap lowered the firm’s price target on PDD Holdings Inc. (NASDAQ:PDD) to $142 from $170 while maintaining a Neutral rating ahead of the company’s Q4 earnings report. The firm expects moderating domestic retail sales to weigh on results, partially offset by a recovery in Temu’s U.S. traffic, and warns that rising operating expenses could pressure PDD’s profitability into 2026. PDD’s abilit ...
Temu加入日本《产品安全誓约》
日经中文网· 2026-02-05 03:10
Group 1 - Temu has joined the "Product Safety Pledge" initiated by the Japanese Consumer Affairs Agency, marking the first time a company founded in China has participated in this initiative [2][4] - The "Product Safety Pledge," established in 2023, requires companies to provide information to consumers and take measures such as recalling unsafe products [4] - Temu will require merchants to submit certification documents before listing products and will closely cooperate with Japanese regulatory authorities to take down products that violate safety standards [4]
PDD Holdings Inc. (PDD): A Bull Case Theory
Yahoo Finance· 2026-02-04 01:54
We came across a bullish thesis on PDD Holdings Inc. on Bullseye Research’s Substack by Bullseye Investing. In this article, we will summarize the bulls’ thesis on PDD. PDD Holdings Inc.'s share was trading at $103.45 as of February 2nd. PDD’s trailing and forward P/E were 10.36 and 8.17 respectively according to Yahoo Finance. Maplebear (CART) Transforms Online Grocery Shopping with AI-Powered Smart Shop Stanisic Vladimir/Shutterstock.com PDD Holdings Inc., a multinational commerce group that owns and  ...
下沉与出海:拼多多双线夺路闯关
3 6 Ke· 2026-02-04 01:43
一半是海水,一半是火焰。 谁能想到,曾让全网一边骂 "砍一刀" 烦到想卸载、一边又为 9.9 元包邮真香上头的拼多多,如今正上演最撕裂的 "冰与火之歌"? 国内主站这块昔日高速狂奔的 "现金牛",彻底迈入 "贤者时间",广告收入增速罕见滑向个位数,烧钱换增长的野路子被果断叫停,转而精打细算守存 量。 而海外战场则是另一番 "极限闯关" 的惨烈景象,在合规铁拳和本土巨头的双重绞杀下,硬生生在夹缝里抠新活法。 一边是精耕细作的存量保卫战,一边是九死一生的全球化突围赛,拼多多的未来,全押在了 "守成" 的算计与 "开拓" 的孤勇之间,这场平衡术,玩得比谁 都惊险。 后"百亿补贴"时代的增长失速 拼多多2025年Q3季度的财报将这家曾经以"砍一刀"和极致低价席卷全国的电商平台置于战略转型的强光之下,暴露出其在增长失速和结构重塑之间的深 层博弈。 (图源:拼多多2025年Q3季度财报) 本季度总收入1082.8亿元,同比增长9%,虽然比第二季度有所回升,但是这一增速已经彻底进入了个位数的区间,标志着平台从过去依赖规模扩张和流 量红利的增长模式,正式转向以效率优先和结构性调整的新阶段。 | | | For the thr ...
Citi Lowers PT on PDD Holdings to $142, Keeps Neutral Rating Ahead of Q4 2025 Earnings
Yahoo Finance· 2026-01-30 18:04
PDD Holdings Inc. (NASDAQ:PDD) is one of the Top 15 Chinese Companies on US Exchanges. On January 28, TheFly reported that Citi lowered the price target on PDD Holdings Inc. (NASDAQ:PDD) from $170 to $142, keeping a Neutral rating on the stock. The price target still implies more than 35% upside as of January 28. Citi Lowers PT on PDD Holdings to $142, Keeps Neutral Rating Ahead of Q4 2025 Earnings Of the 44 analysts covering PDD, 68% rate the stock Buy, 30% Hold, and 2% Sell. The median price target of ...
China Internet Regulation Poses New Risks for PDD Holdings (PDD)
Yahoo Finance· 2026-01-30 07:07
PDD Holdings Inc. (NASDAQ:PDD) ranks among the best high growth Chinese stocks to buy. Morgan Stanley reaffirmed an Overweight rating on PDD Holdings Inc. (NASDAQ:PDD) on January 15, with a $148 price target, though it removed the company from its Top Pick list due to growing regulatory worries and market uncertainty for the Chinese internet sector. Source:Pixabay The firm pointed to the General Office of Anti-Monopoly and Anti-Unfair Competition Commission’s recent probe into food delivery platforms, a ...
Is PDD Holdings (PDD) One of the Most Profitable Cheap Stocks to Invest In?
Yahoo Finance· 2026-01-28 17:17
PDD Holdings Inc. (NASDAQ:PDD) is one of the 11 Most Profitable Cheap Stocks to Invest In Now. On January 15, Morgan Stanley reaffirmed its Overweight rating on PDD Holdings Inc. (NASDAQ:PDD) with a $148 price target but removed the stock from its Top Pick list because of rising regulatory risks and broader market uncertainty affecting Chinese internet companies. Morgan Stanley pointed out that “the investigation into food delivery platforms launched by The General Office of Anti-Monopoly and Anti-Unfair ...