03-04-2025, 09:44 PM
Because of Trump tariffs on small parcels a slew of stocks got hit.
PDD and Shein (fast fashion) has alot of good shippednfrom China to US and US is main market so it is hit.
Aliababa has only small volume to US relative to all its sales so the impact is small. JD has fulfilment from many countries.and be resilient against tariffs.
Both JD and Alibaba seems over sold and should recover once investors realise its not significantly impacted.
PDD and Shein (fast fashion) has alot of good shippednfrom China to US and US is main market so it is hit.
Aliababa has only small volume to US relative to all its sales so the impact is small. JD has fulfilment from many countries.and be resilient against tariffs.
Both JD and Alibaba seems over sold and should recover once investors realise its not significantly impacted.
![[Image: dCjJJ1P.jpeg]](https://i.imgur.com/dCjJJ1P.jpeg)