$拼多多(PDD)$_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

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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

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