What is the speaker's outlook on the macroeconomic recovery and its effect on Alibaba?
Blue Lotus' Yang on China Tech
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The transcript discusses the impact of COVID-19 on the market, focusing on Alibaba's recovery and valuation. It highlights the competition from JD and PDD, and provides growth projections for the ecommerce sector. The discussion also covers regulatory changes affecting tech companies like Tencent, suggesting a gradual easing of restrictions.
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How does the speaker describe the current state of regulatory crackdowns in the tech sector?
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What signs indicate a potential easing of regulations in the tech industry?
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