Analyst
Jefferies
Equibles does not estimate personal net worth.
Thomas Chung is recorded as Analyst at Jefferies. Thomas Chung has spoken on 4 earnings calls across 4 companies, most recently for Trip.com Group Ltd on September 16, 2026. Those appearances were for Trip.com Group Ltd (TCOM), PDD Holdings Inc. (PDD), Sohu.com Ltd (SOHU) and Full Truck Alliance Co. Ltd. (YMM). The companies whose calls Thomas Chung spoke on are classified in the Consumer Cyclical, Communication Services and Technology sectors.
“Could you walk us through the financial implication of your ongoing AI investment? Should investors expect meaningful incremental cutbacks driven by AI initiatives?”
“Please go ahead. 请问管理层这些关税的变动以及海外去源的监管的大环境对平台整体的单量预计会产生多大程度的影响 面对这些政策的逆风 公司接下来的全球化的业务的发展战略会是什么 这个是第一个问题 我第二个问题是 关于上一个季度 公司也宣布了全新的品牌 经营的战略 请观念程序分享一下 最近的一个发展 市场应该如何思考 这个品牌经营上线之后 对公司业务会带来的影响 比如说在经营商品和3P的 商品的侧重 以及在经营商品的定价上 I will translate myself.”
“My question is about the good result that we saw in Q2. I think last earnings call, Charles, you mentioned about the advertising sentiment is just so-so, not great.”
“We have seen a fulfilled order school by 12.3% year on year in Q4 and the growth rate is slowing down. Was this mainly driven by ecosystem governance initiatives?”
Jefferies
Analyst
Transcript header (unverified)
TCOM
Travel Services · Consumer Cyclical
SOHU
Electronic Gaming & Multimedia · Communication Services
