I think you misunderstood what they were saying... That it's possible the domestic customers that make up the majority of Alibaba revenue may decrease their spending on the platform if their own incomes rely on exports.
as a chinese, we barely rely on export as you may already aware of. domestic economy doesn't change even a bit during trade war. simply because we are LARGE in many perpective. the cost of renting the house or buy one are on a up-hill. you may felt we should be affected, but the fact is that we use your tech(computer engineering) and change our life without much expense of research and development.
i work in engineering and math so my eco-knowledge is limited. yes it seems we need to boast to keep economy grows and that's what domestic gov do. i am in age 22 and i was in euro 2 years ago, i been to shanghai, hang zhou, and if i may i could judge we haven't been really hurt. personally when i was little i can't afford whole day air-conditioner open, and i so couldn't i drive to anywhere far, but these days my family economy status didn't improve considerablely but appreantly they are cheap
