$拼多多(PDD)$_老虎社区_美港股上老虎 - 老虎社区

$拼多多(PDD)$想想中国穷人多少，贫富差距多大，加上疫情跟消费降级，就知道做多做空了

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

vanpersie32
2020-05-15
vanpersie32
你知道拼多多很多用户在农村，都封路了，哪来的物流，还有拼多多需要补贴商家，估计会巨亏
- vanpersie32回复Powerdog:
  那q1也是预期啊。
- Powerdog回复vanpersie32:
  市场看预期和趋势不会只看已经发生了的事
- vanpersie32回复Powerdog:
  四月份，不在q1中
- Powerdog回复vanpersie32:
  现在五月份了四月数据都出来了
- Powerdog回复vanpersie32:
  看看刚出的各家四月份数据。都比去年同期增速加速了
vanpersie32
2020-05-15
vanpersie32
另外拼多多主要利润来自广告，那些商家受影响，在广告支出上，会减少，收入少了，支出多了，你说业绩会好看么
社区成长助手
2020-05-15
社区成长助手
终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引
vanpersie32
2020-05-15
vanpersie32
拼多多目前的股价，透支了太多以后的预期，像京东今天财报👌，但是股价不涨一样
vanpersie32
2020-05-15
vanpersie32
q1财报肯定不好看，一方面物流收到影响，另外一方面是电商淡季
vanpersie32
2020-05-15
vanpersie32
长期看多，短期看空

发表看法

15

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":959039329,"tweetId":"959039329","gmtCreate":1589551881961,"gmtModify":1704190296439,"author":{"id":3485770005816278,"idStr":"3485770005816278","authorId":3485770005816278,"authorIdStr":"3485770005816278","name":"julysin","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":1,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p><a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>想想中国穷人多少，贫富差距多大，加上疫情跟消费降级，就知道做多做空了</p></body></html>","htmlText":"<html><head></head><body><p><a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>想想中国穷人多少，贫富差距多大，加上疫情跟消费降级，就知道做多做空了</p></body></html>","text":"$拼多多(PDD)$想想中国穷人多少，贫富差距多大，加上疫情跟消费降级，就知道做多做空了","highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":15,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/959039329","repostId":0,"isVote":1,"tweetType":1,"viewCount":3267,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["PDD"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":78,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":2443856,"commentId":"2443856","gmtCreate":1589552035672,"gmtModify":1589552035672,"authorId":3516219658411103,"author":{"id":3516219658411103,"idStr":"3516219658411103","authorId":3516219658411103,"name":"vanpersie32","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":959039329,"objectIdStr":"959039329","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"你知道拼多多很多用户在农村，都封路了，哪来的物流，还有拼多多需要补贴商家，估计会巨亏","text":"你知道拼多多很多用户在农村，都封路了，哪来的物流，还有拼多多需要补贴商家，估计会巨亏","html":"你知道拼多多很多用户在农村，都封路了，哪来的物流，还有拼多多需要补贴商家，估计会巨亏","likeSize":0,"commentSize":9,"subComments":[{"id":2444139,"commentId":"2444139","gmtCreate":1589555112138,"gmtModify":1589555112138,"authorId":3516219658411103,"author":{"id":3516219658411103,"idStr":"3516219658411103","authorId":3516219658411103,"name":"vanpersie32","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3478516856063622,"repliedAuthor":{"id":3478516856063622,"idStr":"3478516856063622","authorId":3478516856063622,"name":"Powerdog","avatar":"https://static.tigerbbs.com/d1c66cafdee7bf6c173ad9f82e81d17a","vip":1,"currentWearingBadge":{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.89%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":959039329,"objectIdStr":"959039329","type":1,"supId":2443856,"supIdStr":"2443856","prevId":2444136,"prevIdStr":"2444136","content":"那q1也是预期啊。","text":"那q1也是预期啊。","html":"那q1也是预期啊。"},{"id":2444136,"commentId":"2444136","gmtCreate":1589555072438,"gmtModify":1589555072438,"authorId":3478516856063622,"author":{"id":3478516856063622,"idStr":"3478516856063622","authorId":3478516856063622,"name":"Powerdog","avatar":"https://static.tigerbbs.com/d1c66cafdee7bf6c173ad9f82e81d17a","vip":1,"currentWearingBadge":{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.89%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3516219658411103,"repliedAuthor":{"id":3516219658411103,"idStr":"3516219658411103","authorId":3516219658411103,"name":"vanpersie32","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":959039329,"objectIdStr":"959039329","type":1,"supId":2443856,"supIdStr":"2443856","prevId":2444133,"prevIdStr":"2444133","content":"市场看预期和趋势 不会只看已经发生了的事","text":"市场看预期和趋势 不会只看已经发生了的事","html":"市场看预期和趋势 不会只看已经发生了的事"},{"id":2444133,"commentId":"2444133","gmtCreate":1589555021978,"gmtModify":1589555021978,"authorId":3516219658411103,"author":{"id":3516219658411103,"idStr":"3516219658411103","authorId":3516219658411103,"name":"vanpersie32","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3478516856063622,"repliedAuthor":{"id":3478516856063622,"idStr":"3478516856063622","authorId":3478516856063622,"name":"Powerdog","avatar":"https://static.tigerbbs.com/d1c66cafdee7bf6c173ad9f82e81d17a","vip":1,"currentWearingBadge":{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.89%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":959039329,"objectIdStr":"959039329","type":1,"supId":2443856,"supIdStr":"2443856","prevId":2444126,"prevIdStr":"2444126","content":"四月份，不在q1中","text":"四月份，不在q1中","html":"四月份，不在q1中"},{"id":2444132,"commentId":"2444132","gmtCreate":1589555002022,"gmtModify":1589555002022,"authorId":3478516856063622,"author":{"id":3478516856063622,"idStr":"3478516856063622","authorId":3478516856063622,"name":"Powerdog","avatar":"https://static.tigerbbs.com/d1c66cafdee7bf6c173ad9f82e81d17a","vip":1,"currentWearingBadge":{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.89%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3516219658411103,"repliedAuthor":{"id":3516219658411103,"idStr":"3516219658411103","authorId":3516219658411103,"name":"vanpersie32","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":959039329,"objectIdStr":"959039329","type":1,"supId":2443856,"supIdStr":"2443856","prevId":2444122,"prevIdStr":"2444122","content":"现在五月份了 四月数据都出来了","text":"现在五月份了 四月数据都出来了","html":"现在五月份了 四月数据都出来了"},{"id":2444126,"commentId":"2444126","gmtCreate":1589554973807,"gmtModify":1589554973807,"authorId":3478516856063622,"author":{"id":3478516856063622,"idStr":"3478516856063622","authorId":3478516856063622,"name":"Powerdog","avatar":"https://static.tigerbbs.com/d1c66cafdee7bf6c173ad9f82e81d17a","vip":1,"currentWearingBadge":{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.89%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3516219658411103,"repliedAuthor":{"id":3516219658411103,"idStr":"3516219658411103","authorId":3516219658411103,"name":"vanpersie32","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":959039329,"objectIdStr":"959039329","type":1,"supId":2443856,"supIdStr":"2443856","prevId":2444117,"prevIdStr":"2444117","content":"看看刚出的各家四月份数据。都比去年同期增速加速了","text":"看看刚出的各家四月份数据。都比去年同期增速加速了","html":"看看刚出的各家四月份数据。都比去年同期增速加速了"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":2443878,"commentId":"2443878","gmtCreate":1589552223766,"gmtModify":1589552223766,"authorId":3516219658411103,"author":{"id":3516219658411103,"idStr":"3516219658411103","authorId":3516219658411103,"name":"vanpersie32","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":959039329,"objectIdStr":"959039329","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"另外拼多多主要利润来自广告，那些商家受影响，在广告支出上，会减少，收入少了，支出多了，你说业绩会好看么","text":"另外拼多多主要利润来自广告，那些商家受影响，在广告支出上，会减少，收入少了，支出多了，你说业绩会好看么","html":"另外拼多多主要利润来自广告，那些商家受影响，在广告支出上，会减少，收入少了，支出多了，你说业绩会好看么","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":2443867,"commentId":"2443867","gmtCreate":1589552133030,"gmtModify":1589552133030,"authorId":3527667803686145,"author":{"id":3527667803686145,"idStr":"3527667803686145","authorId":3527667803686145,"name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":959039329,"objectIdStr":"959039329","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看<a href=\"https://laohu8.com/TW/934879903\">老虎社区创作指引</a>","text":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看<a href=\"https://laohu8.com/TW/934879903\">老虎社区创作指引</a>","html":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看<a href=\"https://laohu8.com/TW/934879903\">老虎社区创作指引</a>","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":2443891,"commentId":"2443891","gmtCreate":1589552330471,"gmtModify":1589552330471,"authorId":3516219658411103,"author":{"id":3516219658411103,"idStr":"3516219658411103","authorId":3516219658411103,"name":"vanpersie32","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":959039329,"objectIdStr":"959039329","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"拼多多目前的股价，透支了太多以后的预期，像京东今天财报👌，但是股价不涨一样","text":"拼多多目前的股价，透支了太多以后的预期，像京东今天财报👌，但是股价不涨一样","html":"拼多多目前的股价，透支了太多以后的预期，像京东今天财报👌，但是股价不涨一样","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":2443849,"commentId":"2443849","gmtCreate":1589551995807,"gmtModify":1589551995807,"authorId":3516219658411103,"author":{"id":3516219658411103,"idStr":"3516219658411103","authorId":3516219658411103,"name":"vanpersie32","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":959039329,"objectIdStr":"959039329","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"q1财报肯定不好看，一方面物流收到影响，另外一方面是电商淡季","text":"q1财报肯定不好看，一方面物流收到影响，另外一方面是电商淡季","html":"q1财报肯定不好看，一方面物流收到影响，另外一方面是电商淡季","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":2443866,"commentId":"2443866","gmtCreate":1589552129581,"gmtModify":1589552129581,"authorId":3516219658411103,"author":{"id":3516219658411103,"idStr":"3516219658411103","authorId":3516219658411103,"name":"vanpersie32","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":959039329,"objectIdStr":"959039329","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"长期看多，短期看空","text":"长期看多，短期看空","html":"长期看多，短期看空","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/959039329"}