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风吹雨打的石头

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@期权之美：$PDD 20230120 70.0 CALL$ $PDD 20230120 70.0 CALL$ 据晚点LatePost，拼多多2022年GMV预计超过3万亿元；抖音电商GMV接近1.5万亿元。两家公司的GMV相当于阿里国内电商业务的50%以上。心里面是真心看好拼多多的，也是忠实客户，虽然买手机壳比较多。 1，最近冲太猛，快破100刀了，感觉迟早要回调一下，也看到有大行出来吹120+，要出货的样子； 2，估计是年后，2月份出年报，还是看好的，但这之前，应该会有波动。等财报前的一周，再来看看有什么比较划算的，两个月左右的call option. 3，业内都知道temu的数据很好，但投资者和市场怎样理解又是另外一回事，毕竟还是在每个月10亿以上的烧钱阶段。谨慎乐观，长期看好吧。

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