$拼多多(PDD)$_老虎社区_美港股上老虎 - 老虎社区

$拼多多(PDD)$ 祛魅了，管理层两次看空上方压力太明显

@话题虎：该出手时就出手！领跌中概的BABA&PDD，抄底哪一家？

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class=\"teditor-emoji\">[美金]</span></span></strong></p><p><strong>评论区分享你的观点或操作策略，一起瓜分1000虎币奖励！🎁🎁</strong></p></body></html>","htmlText":"<html><head></head><body><p>中概好像又回到了人见人嫌的处境，9.17那段暴涨，就这样一去不复返了，<span style=\"color:#169179;\" class=\"color-mark\">就算中概Q3的财报整体业绩还不错，股价还是遭受了市场的毒打，近一个月，阿里巴巴和拼多多领跌一众中概，分别跌超12%，17%。。</span><span class=\"teditor-emoji\">[丢脸]</span><span class=\"teditor-emoji\">[丢脸]</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4da2f6e46a2d423894e38c410140c210\" tg-width=\"1164\" tg-height=\"1099\"></p><p></p><p>分开来看，拼多多连续两个季度的业绩，<span style=\"color:#169179;\" class=\"color-mark\">市场都不太满意，电商“卷王”强大的变现能力放缓了，股价又回到了$100区间（跌得比Q2合理，主要得益于这次领导层电话会的“谨言慎行”）</span>，这次电话会拼多多也是承认自己没有抓住下半年的政府补贴红利，落后京东、阿里一大截。不过拼多多增长数据还是遥遥领先的~ <a data-mention-id=\"PDD\" class=\"teditor-mention\" data-mention-name=\"拼多多\" href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> </p><p></p><p>而近年来饱受拼多多、抖音等竞争对手蚕食的阿里巴巴，今年也开始回购了，另外上周四阿里发表声明称集团将进一步重组，且任命蒋凡担任阿里巴巴电商事业群首席执行官。<span style=\"color:#169179;\" class=\"color-mark\">蒋凡的回归，也表明了阿里在电商业务转防御为进攻的表现。</span> <a data-mention-id=\"BABA\" class=\"teditor-mention\" data-mention-name=\"阿里巴巴\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>  <a data-mention-id=\"09988\" class=\"teditor-mention\" data-mention-name=\"阿里巴巴-W\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-W(09988)$</a> </p><p></p><p><strong><span style=\"color:#E67E23;\" class=\"color-mark\">这一个月以来阿里和拼多多确实跌得有点狠了，大家是否准备出手了呢？抄底哪一家，胜算比较大？<span class=\"teditor-emoji\">[美金]</span></span></strong></p><p><strong>评论区分享你的观点或操作策略，一起瓜分1000虎币奖励！🎁🎁</strong></p></body></html>","text":"中概好像又回到了人见人嫌的处境，9.17那段暴涨，就这样一去不复返了，就算中概Q3的财报整体业绩还不错，股价还是遭受了市场的毒打，近一个月，阿里巴巴和拼多多领跌一众中概，分别跌超12%，17%。。[丢脸][丢脸] 分开来看，拼多多连续两个季度的业绩，市场都不太满意，电商“卷王”强大的变现能力放缓了，股价又回到了$100区间（跌得比Q2合理，主要得益于这次领导层电话会的“谨言慎行”），这次电话会拼多多也是承认自己没有抓住下半年的政府补贴红利，落后京东、阿里一大截。不过拼多多增长数据还是遥遥领先的~ $拼多多(PDD)$ 而近年来饱受拼多多、抖音等竞争对手蚕食的阿里巴巴，今年也开始回购了，另外上周四阿里发表声明称集团将进一步重组，且任命蒋凡担任阿里巴巴电商事业群首席执行官。蒋凡的回归，也表明了阿里在电商业务转防御为进攻的表现。 $阿里巴巴(BABA)$ 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