$拼多多(PDD)$_老虎社区_美港股上老虎 - 老虎社区

$拼多多(PDD)$ 会不会有大问题？

PDD股价较之于1月份的高点已经跌去近30%.

3月6日 FT发表了一个25分钟的视频.

大概内容是说PDD 1. 缺乏透明度 2. 公司架构复杂 3.公司和高管有前科 4.内部管理高度秘密化.(整理的全部视频内容p3)

其他信息,前段时间的pdd 敬业风波也证明了这家公司内部管理的严格性🤐

公司的不透明，业务的爆炸增长，对Temu的闭口不言…这些因素指向了一个可能，pdd会不会有不可言说的问题？是财务造假还是真的牛逼？

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

花式
03-09
花式
拼多多财报公布了没
- AXe:
  三月十八号出。
- Jingle666:
  一般三月底呀
- 咖啡糖回复三千波比:
  上一次财报是什么时候
- 三千波比:
  没有呀，就是迟迟不公布才这么吓人，一般是有会提前一个月公布财报日期，但现在都还没公布大概率是有问题
WGJJS
03-09
WGJJS
拼多多不用担心业绩，它加速扩张对美国企业的挤压导致它们游说国会打压，才是风险
花式
03-09
花式
会不会这次财报不好，投资商提前跑了？

发表看法

7

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":282365428912168,"tweetId":"282365428912168","gmtCreate":1709965362311,"gmtModify":1709966199778,"author":{"id":3542545097404908,"authorId":3542545097404908,"authorIdStr":"3542545097404908","name":"三千波比","avatar":"https://static.tigerbbs.com/25d2b856d6812e44c47b9f795662cdf0","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":6,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-3","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"偶像虎友","description":"加入老虎社区1500天","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.02.29","individualDisplayEnabled":0},"individualDisplayBadges":[],"starInvestorFlag":false},"themes":[],"images":[{"img":"https://static.tigerbbs.com/74e56e04ed97c964af6bd14c6d2df3ed","width":"684","height":"628"},{"img":"https://static.tigerbbs.com/110c0faa30f1c4c7c143f38062296e4c","width":"1179","height":"2556"},{"img":"https://static.tigerbbs.com/3c1128b3306071598fe9314bb4eaf34e","width":"2580","height":"6202"}],"coverImages":[{"img":"https://static.tigerbbs.com/74e56e04ed97c964af6bd14c6d2df3ed","width":"684","height":"628"},{"img":"https://static.tigerbbs.com/110c0faa30f1c4c7c143f38062296e4c","width":"1179","height":"2556"},{"img":"https://static.tigerbbs.com/3c1128b3306071598fe9314bb4eaf34e","width":"2580","height":"6202"}],"html":"<html><head></head><body><a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a> 会不会有大问题？\n<p>PDD股价较之于1月份的高点已经跌去近30%.</p>\n<p>3月6日 FT发表了一个25分钟的视频.</p>\n<p>大概内容是说PDD 1. 缺乏透明度 2. 公司架构复杂 3.公司和高管有前科 4.内部管理高度秘密化.(整理的全部视频内容p3)</p>\n<p>其他信息,前段时间的pdd 敬业风波也证明了这家公司内部管理的严格性🤐</p>\n<p>公司的不透明，业务的爆炸增长，对Temu的闭口不言…这些因素指向了一个可能，pdd会不会有不可言说的问题？是财务造假还是真的牛逼？</p>\n<img src=\"https://static.tigerbbs.com/74e56e04ed97c964af6bd14c6d2df3ed\" tg-width=\"684\" tg-height=\"628\">\n<img src=\"https://static.tigerbbs.com/110c0faa30f1c4c7c143f38062296e4c\" tg-width=\"1179\" tg-height=\"2556\">\n<img src=\"https://static.tigerbbs.com/3c1128b3306071598fe9314bb4eaf34e\" tg-width=\"2580\" tg-height=\"6202\"></body></html>","htmlText":"<html><head></head><body><a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a> 会不会有大问题？\n<p>PDD股价较之于1月份的高点已经跌去近30%.</p>\n<p>3月6日 FT发表了一个25分钟的视频.</p>\n<p>大概内容是说PDD 1. 缺乏透明度 2. 公司架构复杂 3.公司和高管有前科 4.内部管理高度秘密化.(整理的全部视频内容p3)</p>\n<p>其他信息,前段时间的pdd 敬业风波也证明了这家公司内部管理的严格性🤐</p>\n<p>公司的不透明，业务的爆炸增长，对Temu的闭口不言…这些因素指向了一个可能，pdd会不会有不可言说的问题？是财务造假还是真的牛逼？</p>\n<img src=\"https://static.tigerbbs.com/74e56e04ed97c964af6bd14c6d2df3ed\" tg-width=\"684\" tg-height=\"628\">\n<img src=\"https://static.tigerbbs.com/110c0faa30f1c4c7c143f38062296e4c\" tg-width=\"1179\" tg-height=\"2556\">\n<img src=\"https://static.tigerbbs.com/3c1128b3306071598fe9314bb4eaf34e\" tg-width=\"2580\" tg-height=\"6202\"></body></html>","text":"$拼多多(PDD)$ 会不会有大问题？ PDD股价较之于1月份的高点已经跌去近30%. 3月6日 FT发表了一个25分钟的视频. 大概内容是说PDD 1. 缺乏透明度 2. 公司架构复杂 3.公司和高管有前科 4.内部管理高度秘密化.(整理的全部视频内容p3) 其他信息,前段时间的pdd 敬业风波也证明了这家公司内部管理的严格性🤐 公司的不透明，业务的爆炸增长，对Temu的闭口不言…这些因素指向了一个可能，pdd会不会有不可言说的问题？是财务造假还是真的牛逼？","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":7,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/282365428912168","repostId":0,"isVote":1,"tweetType":1,"viewCount":2908,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["PDD"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":380,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":282386694541520,"gmtCreate":1709970573810,"gmtModify":1709970577629,"authorId":3464324161064700,"author":{"id":3464324161064700,"authorId":3464324161064700,"name":"花式","avatar":"https://static.laohu8.com/608828e79384008b6eef411c40b5bfe1","vip":1,"crmLevel":7,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":282365428912168,"type":1,"supId":0,"prevId":0,"content":"拼多多财报公布了没","text":"拼多多财报公布了没","html":"拼多多财报公布了没","likeSize":0,"commentSize":4,"subComments":[{"id":282824848220480,"gmtCreate":1710077500130,"gmtModify":1710077504093,"authorId":3487598394018785,"author":{"id":3487598394018785,"authorId":3487598394018785,"name":"AXe","avatar":"https://static.tigerbbs.com/0f6c899634308ca69c5da73be5740dbe","vip":1,"crmLevel":5,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":282365428912168,"type":1,"supId":282386694541520,"prevId":0,"content":"三月十八号出。","text":"三月十八号出。","html":"三月十八号出。"},{"id":282765760663632,"gmtCreate":1710063114787,"gmtModify":1710063361707,"authorId":3495715807125567,"author":{"id":3495715807125567,"authorId":3495715807125567,"name":"Jingle666","avatar":"https://static.tigerbbs.com/0231a63f7363de60cac0c0335a68fd70","vip":1,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-2","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"资深虎友","description":"加入老虎社区1000天","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1001},"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":282365428912168,"type":1,"supId":282386694541520,"prevId":0,"content":"一般三月底呀","text":"一般三月底呀","html":"一般三月底呀"},{"id":282695468437720,"gmtCreate":1710045833782,"gmtModify":1710045837499,"authorId":3489468218862518,"author":{"id":3489468218862518,"authorId":3489468218862518,"name":"咖啡糖","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3542545097404908,"repliedAuthor":{"id":3542545097404908,"authorId":3542545097404908,"name":"三千波比","avatar":"https://static.tigerbbs.com/25d2b856d6812e44c47b9f795662cdf0","vip":1,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-3","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"偶像虎友","description":"加入老虎社区1500天","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.02.29","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1001},"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":282365428912168,"type":1,"supId":282386694541520,"prevId":282423360815120,"content":"上一次财报是什么时候","text":"上一次财报是什么时候","html":"上一次财报是什么时候"},{"id":282423360815120,"gmtCreate":1709979401076,"gmtModify":1709980077851,"authorId":3542545097404908,"author":{"id":3542545097404908,"authorId":3542545097404908,"name":"三千波比","avatar":"https://static.tigerbbs.com/25d2b856d6812e44c47b9f795662cdf0","vip":1,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-3","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"偶像虎友","description":"加入老虎社区1500天","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.02.29","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1001},"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":282365428912168,"type":1,"supId":282386694541520,"prevId":0,"content":"没有呀，就是迟迟不公布才这么吓人，一般是有会提前一个月公布财报日期，但现在都还没公布大概率是有问题","text":"没有呀，就是迟迟不公布才这么吓人，一般是有会提前一个月公布财报日期，但现在都还没公布大概率是有问题","html":"没有呀，就是迟迟不公布才这么吓人，一般是有会提前一个月公布财报日期，但现在都还没公布大概率是有问题"}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0},{"id":282389865619544,"gmtCreate":1709971222508,"gmtModify":1709971361647,"authorId":3544509774534384,"author":{"id":3544509774534384,"authorId":3544509774534384,"name":"WGJJS","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"currentWearingBadge":{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.29%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"hat":"https://static.tigerbbs.com/ae1f49570794979e009a5efdeb6f4789","crmLevel":7,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":282365428912168,"type":1,"supId":0,"prevId":0,"content":"拼多多不用担心业绩，它加速扩张对美国企业的挤压导致它们游说国会打压，才是风险","text":"拼多多不用担心业绩，它加速扩张对美国企业的挤压导致它们游说国会打压，才是风险","html":"拼多多不用担心业绩，它加速扩张对美国企业的挤压导致它们游说国会打压，才是风险","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":282373854609712,"gmtCreate":1709967318825,"gmtModify":1709967322742,"authorId":3464324161064700,"author":{"id":3464324161064700,"authorId":3464324161064700,"name":"花式","avatar":"https://static.laohu8.com/608828e79384008b6eef411c40b5bfe1","vip":1,"crmLevel":7,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":282365428912168,"type":1,"supId":0,"prevId":0,"content":"会不会这次财报不好，投资商提前跑了？","text":"会不会这次财报不好，投资商提前跑了？","html":"会不会这次财报不好，投资商提前跑了？","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/282365428912168"}