柳琰彬
11-21
$拼多多(PDD)$
$MicroStrategy(MSTR)$
2024.11.21今天注定是让我印象深刻的,比特币暴涨,拼多多暴跌,中概港股一如既往被吸干流动性毫无建树。选择拼多多(10月买的长call)对比特币保持疑虑。可能确实我错了吧。对很多人来说,符合逻辑,对我来说超出认知
[微笑]
pdd的预期miss也确实是让人遗憾。谨以此来表达对市场的敬畏,形势比人强。
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