$拼多多(PDD)$_老虎社区_美港股上老虎

2021-12-08

$拼多多(PDD)$半年没见，没想到跌倒最低51，我怎么说来这，3月底我说pdd只值五六十最多，一帮人嘲讽，当时还是100多不少。不过现在我觉得估值逻辑又变了，pdd估计还要跌，毕竟阿里现在17倍的pe都不稳，那pdd何来自信保持在这个估值水平醒来，现在的逻辑，互联网零售还是零食，就像互联网金融，以前叫fintech，现在是techfin，现在美国应该会逐步开始裁员潮，经济下行会比预计的要快，国内已经动降准了，说明小微企业真的活不下去了，有兴趣可以看看李迅雷的报告，预估国内失业率20%，未来中美股市都不会太好，港股本身估值逻辑就不一样，港股更多的按照自由现金流而非股利贴现、因此中概股转港股，估值应该会普遍缩水，中概股核心问题不是中美摩擦，而是互联网逻辑的改变。

我们半年以后再见，看看股市如何？目前，我已经清仓大半年

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

梅川洼子
2021-12-08
梅川洼子
段永平这几天不是抄底拼多多了？要是不是底，那岂不是他也被套?
- 透明人gf:
  人家玩的跟普通人玩的不一样，就举个简单例子，年初高领重仓教育股，偷偷套现，有多少人跟着高领重仓的
刀哥拉丝
2021-12-08
刀哥拉丝
通胀都这么严重了还敢降准，真的不知道怎么想的。
- 刀哥拉丝回复透明人gf:
  你看看cpi，看看工业采购物价指数，可不是不严重的样子。
- 透明人gf:
  通胀国内并不严重，那是在美国，国内是有通缩压力
弹力绳22
2021-12-08
弹力绳22
李迅雷的报告中预估国内失业率20%了？那要是真的还真的有点严重。
- 烦哦:
  不是中央电视台说稳中向好吗？？？？？？
德迈metro
2021-12-08
德迈metro
中概股要是真的能从香港退市，那香港真的是发达了。
灌饼高手00
2021-12-08
灌饼高手00
这回降准还真的不是因为中小微企业活不下去，而是因为恒大。
玉米地里吃亏
2021-12-08
玉米地里吃亏
选择中美联手把中概股往香港赶，国内的监管，美国的问责法案。

发表看法

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