BERNSTEIN-中国互联网展望

14 April 2025 China Internet China Internet: The adults in the room, and the cymbal-banging monkey Robin Zhu +852 2123 2659 robin.zhu@bernsteinsg.com Charles Gou +852 2123 2618 charles.gou@bernsteinsg.com Min-Joo Kang +852 2123 2644 minjoo.kang@bernsteinsg.com Charlie Peng +81 3 6777 6993 charlie.peng@bernsteinsg.com Yes, tariffs. But fade sentiment extremes (again). Discussions on US trade tariffs and their knock-on impacts have dominated our discussions with investors since Q4 reporting. With the headline ...