$拼多多(PDD)$_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。

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

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。。。

发表看法

4

4

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":385035342,"tweetId":"385035342","gmtCreate":1613488148986,"gmtModify":1613488148986,"author":{"id":3440424192976849,"authorId":3440424192976849,"authorIdStr":"3440424192976849","name":"Super_Musk","avatar":"https://static.tigerbbs.com/269a66996b61a9f6e213ce7308fcff6f","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":86,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p><a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>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？</p><p>不要说梦想，梦想王<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>营收也有300亿美元。</p></body></html>","htmlText":"<html><head></head><body><p><a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>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？</p><p>不要说梦想，梦想王<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>营收也有300亿美元。</p></body></html>","text":"$拼多多(PDD)$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。","highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/385035342","repostId":0,"isVote":1,"tweetType":1,"viewCount":3301,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["TSLA","PDD"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":162,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":3584366,"gmtCreate":1613502879169,"gmtModify":1613502879169,"authorId":3552808233310409,"author":{"id":3552808233310409,"authorId":3552808233310409,"name":"未见花满楼","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":385035342,"type":1,"supId":0,"prevId":0,"content":"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]","text":"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]","html":"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]","likeSize":0,"commentSize":2,"subComments":[{"id":3594220,"gmtCreate":1613586392020,"gmtModify":1613586392020,"authorId":3552808233310409,"author":{"id":3552808233310409,"authorId":3552808233310409,"name":"未见花满楼","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3440424192976849,"repliedAuthor":{"id":3440424192976849,"authorId":3440424192976849,"name":"Super_Musk","avatar":"https://static.tigerbbs.com/269a66996b61a9f6e213ce7308fcff6f","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":385035342,"type":1,"supId":3584366,"prevId":3585625,"content":"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","text":"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","html":"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"},{"id":3585625,"gmtCreate":1613521774228,"gmtModify":1613521774228,"authorId":3440424192976849,"author":{"id":3440424192976849,"authorId":3440424192976849,"name":"Super_Musk","avatar":"https://static.tigerbbs.com/269a66996b61a9f6e213ce7308fcff6f","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":385035342,"type":1,"supId":3584366,"prevId":0,"content":"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。<br>\n梦想而言，pdd还是差太多。","text":"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。<br>\n梦想而言，pdd还是差太多。","html":"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。<br>\n梦想而言，pdd还是差太多。"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":3584339,"gmtCreate":1613502540841,"gmtModify":1613502540841,"authorId":3552808233310409,"author":{"id":3552808233310409,"authorId":3552808233310409,"name":"未见花满楼","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":385035342,"type":1,"supId":0,"prevId":0,"content":"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。。。","text":"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。。。","html":"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。。。","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/385035342"}