China growth and global non-US Internet equities

Blue Lotus Research Institute

Blue Lotus Research is a Hong Kong Type 4 Licensed investment advisory firm focusing on Chinese growth equities and global non-US Internet equities

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China/Asia TMT

Shawn Yang

Thematic (Sector/Industry)

<ul>
<li>Recently, many Chinese sellers on Amazon have reported a  decline in their store's performance, including order volume and profits.</li>
<li>According to their feedback, the adjustment of Amazon's advertising rules, the use of AI, and competition from platforms like Temu are likely important reasons for this decline.</li>
<li>We suggest the trend could be interpreted as something unfavorable for Amazon but beneficial for Temu/PDD.</li>
</ul>


Recently, many Chinese sellers on Amazon have reported a  decline in their store's performance, including order volume and profits.
According to their feedback, the adjustment of Amazon's advertising rules, the use of AI, and competition from platforms like Temu are likely important reasons for this decline.
We suggest the trend could be interpreted as something unfavorable for Amazon but beneficial for Temu/PDD.


Amazonの最新の変更に関する中国の販売業者による最近の議論の概要