老Know
08-30 00:10
$拼多多(PDD)$
已上车,长期主义更值得珍惜
拼多多反弹近5%!现在是上车时机吗?
拼多多财报后累计跌36%,周四反弹近5%。高盛坚定看好拼多多:Q2增速依旧最快之一,低于10倍的PE已反映忧虑,Temu都没给估值。高盛力挺拼多多,认为市盈率低于10倍已反映国内竞争加剧和Temu地缘的担忧,且Temu增长势头持续,对其给予买入评级且12个月目标价定为184美元。【你会在多少价位上车拼多多?你是看多or看空派?】
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