$拼多多(PDD)$_老虎社区_美港股上老虎

2023-02-22

$拼多多(PDD)$ 市场不冷静=捡便宜的时候

PDD业绩不会有问题，JD没本事往海外卷是极度不自信的表现，价格从来不是JD的优势而且也没可能有优势，两家价格“联盟”后销量并不会受到负影响

大摩报告表示：Temu的美国势头进一步放缓。根据最新数据显示，在Temu购物的家庭数量继续下降（现在比9月23日下降约20%），未来购买意愿也低于我们调查中的大多数其他折扣店/电子零售商。【突遭大摩看空的拼多多跌超8%，你认可大摩的观点吗？跌到多少你会上车？】

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