$拼多多(PDD)$_老虎社区_美港股上老虎

像拼多多这样的牛股算账特别简单，只要他在国内稳住美元利润，三年内temu海外再造一个国内利润市场规模的业务；如果三年不分红，三年利息和投资收益100亿美元。但如果到时候不巧赶上美元利率下降，管理层可能就会把现金储备用来回购了。

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？】

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