$拼多多(PDD)$_老虎社区_美港股上老虎 - 老虎社区

三藏大法师

$拼多多(PDD)$ 毛利率超过60%，净利率30%，增长速度是两位数，市盈率才10出头，账上还躺着一千多亿现金。这么性价比高的公司我还真没见过第二家，结果竟然还能跌

拼多多Q3营利放缓！$100你会上车吗？

拼多多Q3营收993.5亿元，归母净利润同比增61%；电话会：增长放缓是必然的，相对于同行的劣势将会在一段时间内显著存在。拼多多大跌10%，后市你还看好吗？再一次来到$100，多少价位的拼多多你会上车？】

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

Yifelse
11-21 20:40
Yifelse
股价反应的是未来的预期，PDD自己把未来预期订得很糟糕，也不分红，股价怎么可能涨。股价上涨是大家觉得他明年一定更好，现在管理层明确告诉你了明年十有八九不行，谁还会买呢。
- 搞钱才重要回复Yifelse:
  一个要全世界的钱和人为他的dream服务。一个怕成为第二个🐴bb，肯定不一样啊。
  
  一个远远不够，一个就想偷摸摸的够了
- Yifelse回复搞钱才重要:
  马斯克把特斯拉的预期都拉到天上去了，大家照样愿意买账。PDD现在已经没有故事可讲，往后新政府上台后全是阻力，所以现在的股价很公允。
- 搞钱才重要回复搞钱才重要:
  村里的领导，一直把预期告诉大家很高，有人相信吗
- 搞钱才重要回复搞钱才重要:
  国内把预期说太满，容易被搞
- 搞钱才重要:
  也是实话，把预期降低
junge
11:26
junge
都惧怕做首富，只好疯狂打压自己市值
- 三藏大法师:
  搞不懂
金牛座的克瑞斯
00:54
金牛座的克瑞斯
主要是没见过这样开业绩说明会的
西北股神
11-21 20:37
西北股神
架不住自己捅自己，这种没格局的公司远离

发表看法

10

5

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