有个大新闻：美国又开_老虎社区_美港股上老虎 - 老虎社区

美股研报站

有个大新闻：美国又开始搞事情，拜登向国会提议，要解决小额包裹免征关税的问题。主要是针对拼多多（PDD）旗下的电商平台Temu，这个平台把中国生产的各种小商品低价卖到美国。按照美国的规定，如果包裹价值低于800美金，一般是免关税的，毕竟打开包裹、检查商品、征税，成本太高，不划算。

但现在Temu越做越大，美国政府有点慌了，拜登也不得不“下手”了，试图改变这种免税的规则。PDD管理层早有察觉，半年度业绩会上也已经对海外市场表现出谨慎态度，强调竞争加剧和不确定性，这也导致了此前股价一波大跌。

不过，从今天的表现来看，PDD的股价跌幅不大，看来市场已经把这事儿消化掉了，算是利空落地。接下来，PDD在应对海外市场上的政策变化时，可能会更加小心和灵活。[笑哭]

$拼多多(PDD)$

大家觉得这个政策对拼多多股价有影响吗？(最多投1个)

没有影响(1 票)
股价会下跌(7 票)
基本面稳健，继续上涨(9 票)
不好说(1 票)

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

我们需要你的真知灼见来填补这片空白

发表看法

1

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":349511596503376,"tweetId":"349511596503376","gmtCreate":1726357877470,"gmtModify":1726361808944,"author":{"id":3518548457739306,"idStr":"3518548457739306","authorId":3518548457739306,"authorIdStr":"3518548457739306","name":"美股研报站","avatar":"https://static.tigerbbs.com/1ff9ff7276e2899acb5e4a28c3d3f886","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":0,"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":"2022.08.06","exceedPercentage":"93.35%","individualDisplayEnabled":0},"individualDisplayBadges":[{"badgeId":"3f8f4b8c193b4343a88817ce07587dbd-1","templateUuid":"3f8f4b8c193b4343a88817ce07587dbd","name":"星级创作者","description":"社区优质创作者：发表过3篇及以上精华帖，且30天内发表过至少一篇精华帖并参与过评论","bigImgUrl":"https://static.tigerbbs.com/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://static.tigerbbs.com/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://www.laohu8.com/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.11.05","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"}}],"fanSize":248,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><p>有个大新闻：美国又开始搞事情，拜登向国会提议，要解决小额包裹免征关税的问题。主要是针对拼多多（PDD）旗下的电商平台Temu，这个平台把中国生产的各种小商品低价卖到美国。按照美国的规定，如果包裹价值低于800美金，一般是免关税的，毕竟打开包裹、检查商品、征税，成本太高，不划算。</p>\n<p>但现在Temu越做越大，美国政府有点慌了，拜登也不得不“下手”了，试图改变这种免税的规则。PDD管理层早有察觉，半年度业绩会上也已经对海外市场表现出谨慎态度，强调竞争加剧和不确定性，这也导致了此前股价一波大跌。</p>\n<p>不过，从今天的表现来看，PDD的股价跌幅不大，看来市场已经把这事儿消化掉了，算是利空落地。接下来，PDD在应对海外市场上的政策变化时，可能会更加小心和灵活。<span>[笑哭]&nbsp;</span>&nbsp;</p>\n<p><a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a>&nbsp;</p>\n<p><br></p></body></html>","htmlText":"<html><head></head><body><p>有个大新闻：美国又开始搞事情，拜登向国会提议，要解决小额包裹免征关税的问题。主要是针对拼多多（PDD）旗下的电商平台Temu，这个平台把中国生产的各种小商品低价卖到美国。按照美国的规定，如果包裹价值低于800美金，一般是免关税的，毕竟打开包裹、检查商品、征税，成本太高，不划算。</p>\n<p>但现在Temu越做越大，美国政府有点慌了，拜登也不得不“下手”了，试图改变这种免税的规则。PDD管理层早有察觉，半年度业绩会上也已经对海外市场表现出谨慎态度，强调竞争加剧和不确定性，这也导致了此前股价一波大跌。</p>\n<p>不过，从今天的表现来看，PDD的股价跌幅不大，看来市场已经把这事儿消化掉了，算是利空落地。接下来，PDD在应对海外市场上的政策变化时，可能会更加小心和灵活。<span>[笑哭]&nbsp;</span>&nbsp;</p>\n<p><a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a>&nbsp;</p>\n<p><br></p></body></html>","text":"有个大新闻：美国又开始搞事情，拜登向国会提议，要解决小额包裹免征关税的问题。主要是针对拼多多（PDD）旗下的电商平台Temu，这个平台把中国生产的各种小商品低价卖到美国。按照美国的规定，如果包裹价值低于800美金，一般是免关税的，毕竟打开包裹、检查商品、征税，成本太高，不划算。 但现在Temu越做越大，美国政府有点慌了，拜登也不得不“下手”了，试图改变这种免税的规则。PDD管理层早有察觉，半年度业绩会上也已经对海外市场表现出谨慎态度，强调竞争加剧和不确定性，这也导致了此前股价一波大跌。 不过，从今天的表现来看，PDD的股价跌幅不大，看来市场已经把这事儿消化掉了，算是利空落地。接下来，PDD在应对海外市场上的政策变化时，可能会更加小心和灵活。[笑哭] $拼多多(PDD)$","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/349511596503376","repostId":0,"isVote":2,"tweetType":1,"viewCount":630,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"vote":{"id":3451,"gmtCreate":1726357877468,"gmtModify":1726357877468,"gmtBegin":1726357877468,"gmtEnd":1726962605722,"objectId":349511596503376,"type":1,"upper":1,"title":"大家觉得这个政策对拼多多股价有影响吗？","introduction":"大家觉得这个政策对拼多多股价有影响吗？","totalSize":18,"choices":[{"id":12305,"gmtCreate":1726357877468,"gmtModify":1726357877468,"voteId":3451,"sort":1,"name":"没有影响","userSize":1,"voted":false},{"id":12306,"gmtCreate":1726357877468,"gmtModify":1726357877468,"voteId":3451,"sort":2,"name":"股价会下跌","userSize":7,"voted":false},{"id":12307,"gmtCreate":1726357877468,"gmtModify":1726357877468,"voteId":3451,"sort":3,"name":"基本面稳健，继续上涨","userSize":9,"voted":false},{"id":12308,"gmtCreate":1726357877468,"gmtModify":1726357877468,"voteId":3451,"sort":4,"name":"不好说","userSize":1,"voted":false}]},"symbols":["PDD"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":606,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/349511596503376"}