Just look how resilient it is and now china is ahead on the virus curve and it is quite amazing to see how the CSI 300 hardly lost 15% while in US OR Europe we are vastly over 30 %
I believe China will return fast to capacity but damage will be done as demand from clients will not fully return and companies will start an unprecedented ONSHORING exercise
but again BIDU is not concerned by this and the same with BABA , Bidu is at the historic low and will rebound sharply