$拼多多(PDD)$_老虎社区_美港股上老虎 - 老虎社区

$拼多多(PDD)$再谈PDD营收，PDD的营收仅有300亿人民币，这还是各种补贴加持，而用户已经快超过淘宝了的情况，它的增量在哪里？

不要说梦想，梦想王$特斯拉(TSLA)$营收也有300亿美元。

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精彩评论

未见花满楼
2021-02-17
未见花满楼
说这么多不是为了论证pdd值这么多，（肯定有泡沫，特斯拉也有），而是说用市梦率估值的股票根本都不看营收，也不看利润，看营收和利润特斯拉两千亿了不得了（已经等于丰田了，丰田年销量超千万台），市梦率这玩意儿跟假药停一样大家一起为梦想窒息 [笑哭]
- 未见花满楼回复Super_Musk:
  从13F报告看pdd机构多，众多明星资本在里面加持，类似A股机构报团茅台的感觉
- Super_Musk:
  梦想王毕竟是行业老大，一个行业的革命，确实做了很多让人惊艳的事情。
  梦想而言，pdd还是差太多。
未见花满楼
2021-02-17
未见花满楼
可是梦想王特斯拉市值近8000亿美金呀，而且刚盈利，还是靠卖积分，剔除卖积分收入还是亏损的，整车毛利率进一步下跌，后续还会跌，因为还要降价，想吹故事靠自动驾驶软件挣钱吧，软件付费用户比例超低，尤其中国市场客户基本不买单（机构研报也确认这点），即使2030年销售一千万台目标在2025年实现，也不值8000亿刀，论营收和利润丰田 BBA 大众福特哪个不碾压特斯拉，特斯拉比它们加起来市值还高。。。

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