2026-01-03 01:27:18

It's hard to disagree. The valuation gap on Chinese tech stocks is striking. Take Alibaba—trading with a P/E around 20x while Nvidia commands over 45x P/E multiples. That spread doesn't tell the full story though. Chinese companies are grinding it out in brutally competitive markets that force relentless innovation and operational efficiency. The international comparison isn't apples-to-apples when you factor in the domestic competitive pressure these firms navigate daily.

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ForkMonger

· 3h ago

nah, this valuation arbitrage thing reeks of cope honestly. sure alibaba operates in a cutthroat market, but that's... not exactly a feature, it's a bug in the governance structure. nvidia's multiple reflects actual moat defensibility—something china's regulatory attack vectors keep eroding. the margin of disruption is way too wide there.

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VCsSuckMyLiquidity

· 3h ago

NGL, Chinese tech stocks are really severely undervalued... Alibaba's 20x valuation compared to Huang Renxun's 45x, the gap is ridiculously huge.

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SerLiquidated