$拼多多(PDD)$_老虎社区_美港股上老虎 - 老虎社区

美股投资客

$拼多多(PDD)$ 和 $英伟达(NVDA)$ ，两家业绩都很炸裂，但一家是在开拓新的赛道，引领一个新兴行业，早年像微软、苹果、亚马逊，前几年是特斯拉，最近两年是英伟达，另外一家属于内卷，改变蛋糕的分法，获得更多的份额

一个是创造财富，一个是转移财富，不同角度对比，自然有不同结论，创造财富的市值正在赶超苹果，转移财富的也在电商赛道追赶着阿里

TEMU获大摩看好！$140的拼多多你会上车吗？

大摩测算Temu的全球扩张潜力：2030年GMV达1300亿美元，欧洲和拉美将是主力。Temu的全球扩张战略正处于关键时期，其市场潜力和盈利前景令人瞩目。摩根士丹利认为，该平台最快有望在2025年实现盈利，且GMV增长潜力巨大，2030年有望达到1300亿美元。【拼多多回调到多少价位你会上车？】

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

火火兔爸
05-23
火火兔爸
一个是带领其他人开创新天地，一个是走别人的路让别人无路可走
- 美股投资客:
  都很厉害了
xiaomaodiaoy
05-23
xiaomaodiaoy
拼夕夕是垃圾
- 美股投资客:
  temu还是值得期待的
火火兔爸
05-23
火火兔爸
明白人

发表看法

5

4

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