拼多多清掉，这笔投资基本上到了兑现时候，换入高通。

简单爱简单

02-02

$高通(QCOM)$ 拼多多清掉，这笔投资基本上到了兑现时候，换入高通。

1.高通周期低谷已经验证了，现在股息加回购65亿/年，股价处于低位

2.预计明年高通利润100亿美元以上，拼多多国内主站利润800亿人民币，TEMU明年亏损估计超过今年，最终利润肯定是低于高通的。25年不太好估计，只能说二者市值会有相逢的一天。

3.高通的电脑端CPU突破，边缘端AI应用开启，现在是难得的、周期底、产业底，还能展望长期逻辑的时间点

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

倪文珍
02-05
倪文珍
已阅
plaispool
02-05
plaispool
已阅
超越666888
02-05
超越666888
阅
竺正明
02-05
竺正明
888
梓坚
02-05
梓坚
👍👍
学思践悟
02-04
学思践悟
4

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