风格边界
10-21
有地缘政治风险折价,没办法的事情,而且temu也大概率不会单独披露的。
@核桃的单车:
$拼多多(PDD)$ 多多这个forward PE真让人心动 美股观察仓的票看了一圈,比多多便宜的没有多多有想象力,比多多有想象力的在几个重要metics并没有大幅度优于多多的前提下forward pe普便是多多的几十倍,加仓加仓
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