1. French watchdog identified illicit sales on six online platforms, including Shein. 2. Regulatory scrutiny could impact international e-commerce companies like BABA.
While increased regulation on platforms may affect BABA, similar past events led to minimal impact.
The mention of regulatory scrutiny can create a cautious sentiment but lacks direct connection to BABA's current business model.
The current regulatory scrutiny may lead to immediate operational adjustments but isn't likely to alter long-term fundamentals significantly.