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PDD
CNBC
195 days

Temu steers users to 'local' products after Trump shuts tax loophole

1. Trump revoked the de minimis tax exemption for goods under $800. 2. Temu is promoting local inventory to compete with Amazon and Walmart. 3. PDD's stock has experienced volatility due to new tariffs and customs changes. 4. Temu's U.S. sales from local sellers rose to 20% by July. 5. The USPS's brief suspension of packages from China caused market instability.

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FAQ

Why Bearish?

The new tariffs and customs challenges could negatively impact PDD's supply chain.

How important is it?

The impact of tariffs on Chinese goods directly affects PDD's operational landscape.

Why Short Term?

Immediate tariff impacts will create volatility, but long-term effects remain uncertain.

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