和着泪关灯吃面
03-20
我开仓了
$拼多多(PDD)$
,
市场对pdd太严苛了。才12倍PE, 营收24%，净利17%增长，还要什么自行车呀。盘前逢低补了一点点原来卖出的仓位。
PDD
03-20 10:30
US
拼多多
方向
价格
已实现盈亏
买入
开仓
115.58
+3.67%
持有中
拼多多
掘金交易单：你关注了哪些厉害的“宝藏投资者”？
欢迎来到【交易分享】功能专区。在这里，你能看到老虎社区众多“大神”的订单分享，挖掘意想不到的交易机会，也欢迎虎友们互相推荐、安利自己发现的“宝藏投资者”哦！
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。
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小老虎666
03-20
小老虎666
我猜是国补影响，部分用户回流淘宝京东。国补结束，又会回到pdd
无本e
:
回归主业了，把内部部门缩减了
嘴边肥肉
:
国补近几年会年年有的
momo258
03-20
momo258
缺乏ai,又撞上逆全球化。
一见青橙
:
人找货模式要啥ai。
论运营效率整个地球上都找不到比pdd更高的电商了，未来的全球第一电商竟然只有12倍pe，真他喵的离谱。
小小笨笨
03-21
小小笨笨
画饼能力不太行，不搞ai不搞技术创新就很难溢价
创之巅
03-21
创之巅
阿里利润增长3%叫超出预期，二十倍估值。
robinwpy
03-20
robinwpy
信者得救
华哥520
03-20
华哥520
还有关税
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