$拼多多(PDD)$_老虎社区_美港股上老虎

2023-06-21

$拼多多(PDD)$ 最近PDD发生两件比较大的利空。一是竟品重组，二是免税停止风险。前者短期有震动力，中长期不看嘴皮子看疗效；后者Temu本来就不是PDD主要利润来源，本无大碍，而且即便收税以多多的运营能力Temu成本优势依然在。倒车接人，95站台见，不构成投资建议。

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