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Ivan_1298

Ivan_1298

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IP属地：福建

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0勋章

06-29 23:09

这篇文章不错，转发给大家看看

Are Hedge Funds Bullish on PDD Holdings Inc. (PDD) Right Now?

06-29 19:09

这篇文章不错，转发给大家看看

亚马逊大战Temu！花旗仍看涨拼多多

06-29 19:08

$拼多多(PDD)$ 连跌九天，差不多要开始涨了，这两年已经没怎么用淘宝和JD了，退货太方便了，而且价格也便宜，基本面也这么好，现在这个点可以拿

06-27

$拼多多(PDD)$ 我一个很少购物的人，都中了拼多多的毒！

06-27

$拼多多(PDD)$ 连跌了9天了差不多了该涨了

06-18

竞猜赢虎币，寻找实盘收益王

查看详情：竞猜赢虎币，寻找实盘收益王快来参与实盘竞猜活动，寻找你心中的收益王者，竞猜最高可获得USD 500代金券奖励。此帖仅开放于中国大陆用户

竞猜赢虎币，寻找实盘收益王

06-16

$英伟达(NVDA)$ 差不多回调了

06-14

$超微电脑(SMCI)$ 差不多要回调了

06-14

$英伟达(NVDA)$ 差不多回调了

06-14

$英伟达(NVDA)$ 没什么好说的，看吧

05-30

$英伟达(NVDA)$ 疯了吗

05-17

$标普500ETF(SPY)$ 10连涨？

05-15

$标普500ETF(SPY)$ 连涨了九天了

04-25

$台积电(TSM)$ 看[财迷] [财迷] [财迷] [财迷] [财迷]

2022-06-07

$俄罗斯ETF-Market Vectors(RSX)$这个股票现在怎么办？有人能知道吗？

2022-06-01

$滴滴(DIDI)$赶紧卖退市拖股出货已经结束前几天大涨18%，8%的今天有可能全部吐回去

2022-06-01

$滴滴(DIDI)$中国一汽官方求证，对方回应：“收购为不实信息。”

2022-06-01

$滴滴(DIDI)$《每日经济新闻》记者向中国一汽官方求证，对方回应：“收购为不实信息。”

2022-06-01

$滴滴(DIDI)$赶紧抛吧不然啥都没有了[捂脸]

2022-05-12

$苹果(AAPL)$最佳买点

去老虎APP查看更多动态

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22:14","market":"us","language":"en","title":"Are Hedge Funds Bullish on PDD Holdings Inc. (PDD) Right Now?","url":"https://stock-news.laohu8.com/highlight/detail?id=2447261525","media":"Insider Monkey","summary":"We recently compiled a list of the 10 Best Tech Stocks to Buy According to Brad Gerstner. In this article, we are going to take a look at where PDD Holdings Inc.  stands against the other tech stocks.We scanned Altimeter Capital's Q1 portfolio and picked growth stocks from the fund’s top 13F holdings. Additionally, we’ve also added overall hedge fund sentiment, as of Q1 2024. Why are we interested in the stocks that hedge funds pile into?The reason is simple: our research has shown that we can outperform the market by imitating the top s","content":"<html><body><p>We recently compiled a list of the <strong>10 Best Tech Stocks to Buy According to Brad Gerstner</strong>. In this article, we are going to take a look at where PDD Holdings Inc. (NASDAQ:PDD) stands against the other tech stocks.</p>\n<h2>Gerstner is Bullish on Tech in 2024</h2>\n<p>On December 1, 2023, Brad Gerstner, the CEO of Altimeter Capital, appeared in an interview on <em>CNBC </em>where he explained that tech stocks are expected to outperform non-tech stocks in 2024. Over the past 10 years, tech earnings have compounded at almost 16% and non-tech earnings have compounded at 6%. 2023 was a rebound year for the tech industry after a downturn in 2022 due to rising interest rates. Big Tech companies and their operational efficiencies have poised them for strong growth. While inflation and interest rates will determine what goes down, companies that have invested in augmented intelligence will experience secular growth. Gerstner thinks that the spread between 16% and 6% will be a recurring trend in 2024.</p>\n<h2>Gerstner Thinks Now is the Right Time to  Invest in Tech</h2>\n<p>On June 11, Brad Gerstner made another appearance on <i>CNBC </i>and addressed the speculation surrounding the software industry<i>. </i>Gerstner suggested that despite headwinds, the software industry is still valuable as companies and startups are still making deals. Gerstner believes there are three main reasons for the downward trajectory of the software industry. He thinks that CEOs and CTOs are cautious when it comes to making investments in software. Executives want a clearer picture of the AI boom before making risky investments. Moreover, interest rates are higher than expectations, due to delayed rate cuts and compressing multiples. Lastly, general uncertainty about the future has been detrimental to the growth of the software industry. Gerstner pointed out that since the software industry is trading at 20% below its ten-year average, this may be the best time to allocate stakes in software companies. You can also take a look at the best <a href=\"https://laohu8.com/S/HOOD\">Robinhood</a> stocks under $20.</p>\n<p>Gerstner thinks data and databases are extremely vital to AI applications. He thinks that companies using data to power AI are far ahead of companies simply automating services. Big Tech companies have data at the forefront of all their artificial intelligence applications. You can also read our piece on the stocks hedge funds are crazy about right now.</p>\n<p>Brad Gerstner is bullish on tech, and particularly software and AI. In Q1 2024, he initiated 6 new positions and also raised his stakes in 2 stocks, ending the quarter with a portfolio of $6.5 billion in 13F securities. With that, let's discuss his top tech stock picks.</p>\n<p><b>Our Methodology </b></p>\n<p>We scanned Altimeter Capital's Q1 portfolio and picked growth stocks from the fund’s top 13F holdings. Additionally, we’ve also added overall hedge fund sentiment, as of Q1 2024. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 275% since May 2014, beating its benchmark by 150 percentage points (<b>see more details here</b>).</p>\n<p><b>Note: All pricing data is as of June 28.</b></p>\n<img height=\"816\" src=\"https://s.yimg.com/uu/api/res/1.2/HmLsBSGAUI7flqzOVHIE_w--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/insidermonkey.com/39432c8f252ec1ff8c978657224a9958\" width=\"1456\"/> A close-up of a customer using the company's e-commerce platform whilst shopping online. \n<h3><b>PDD Holdings Inc. (NASDAQ:</b><b>PDD</b><b>) </b></h3>\n<p><b><i>Altimeter Capital's Stake Value: $205,521,979</i></b></p>\n<p><b><i>Number of Hedge Fund Holders: 76</i></b></p>\n<p>PDD Holdings Inc. (NASDAQ:PDD) ranks eighth on our list of the best tech stocks to buy according to Brad Gerstner. The stock makes up 3.15% of Gertsner’s portfolio. The company is a multinational commerce group that owns Temu and Pinduoduo and holds a 20% market share in China's e-commerce industry. While Pinduoduo is one of the most prominent online agriculture platforms in China, Temu is rapidly expanding as an e-commerce platform in the United States and Europe. PDD Holdings is creating an ecosystem of cheap products and an exemplary consumer-to-manufacturer model. In the first quarter of 2024, PDD Holding's total revenue reached RMB 86.8 billion, a 131% increase year-over-year. To expand its offerings, the company is cooperating with leading brands from across the globe.</p>\n<p>In 2020, the company's vice president of strategy and local shared some insights on their work for the agri-tech sector. The company is committed to inculcating technology in agriculture by empowering farmers. Here are some comments from Andre Zhu:</p>\n<blockquote>\n<p>\"We're giving the farmers a tech toolbox so they can actually take the guesswork out of the planting and reap the benefits of technology. You know (the) Chinese agriculture (working) population is expected to decline\"</p>\n</blockquote>\n<p>In its latest earnings release, the company stated that it will remain committed to its foundation, which is agriculture. They expect to support agriculture technology innovation by launching its fourth smart agriculture competition and its second Duo Duo Academy. In Spring, the company partnered with over 1,000 agri-based regions to find and add more quality agri products to their platform. PDD Holding's agriculture cloud initiative is now gaining momentum in major agri-producing regions including Anhui, Yunnan, Guangxi, and Shandong.</p>\n<p>Baron Funds is also bullish on the stock as it allows customers to buy in bulk directly from manufacturers. Here are some comments from Baron Funds’ Q4 2023 investor letter:</p>\n<blockquote>\n<p>“We added to our digitization theme by building a position in PDD Holdings Inc. (NASDAQ:PDD), a leading Chinese e-commerce platform. Founded in 2015, the company has emerged as China’s second largest e-commerce player, capturing approximately 20% market share. In our view, PDD’s competitive moat lies in its team purchase model that facilitates bulk buying through direct partnerships with manufacturers, thereby eliminating intermediaries (e.g., distributors and middlemen) and lowering costs. Key factors driving the company’s meteoric growth include rising consumer demand for affordable products in China amid an economic slowdown, small-scale merchants seeking alternatives to Alibaba, and superior management execution. PDD’s revenue growth outpaces gross merchandize value growth owing to rising take rates as merchants aggressively compete for consumer traffic on the platform. In our view, PDD should continue to gain market share given its dominance in the value-for-money segment, growing affordable branded product offerings, and high operational efficiency. We believe the company’s growth will be further supported by the recent launch of its international e-commerce platform, Temu, which has become one of the fastest growing apps globally. Leveraging China’s excess manufacturing capacity, Temu has strong negotiating power with domestic suppliers and attracts global consumers with competitively priced products. Temu’s recent initiatives to improve unit economics, coupled with achieving variable breakeven in the sizable U.S. market, showcase management’s skill and commitment to sustained growth. We expect PDD to at least double its earnings and free cash flow in the next three years, with the potential for continued compounding thereafter.”</p>\n</blockquote>\n<p>Overall, 76 investors were bullish on the stock at the end of Q1 2024, with total stakes amounting to $5.79 billion. PDD is attractive at current levels. The stock is trading 12 times its forward earnings, a discount of  27% from its sector P/E, and analysts expect earnings to expand by 84% this year and 139% in 2025.</p>\n<p>Overall PDD <strong>ranks 8th</strong> on our list of the best tech stocks to buy according to Brad Gerstner. You can visit <strong>10 Best Tech Stocks to Buy According to Brad Gerstner</strong> to see the other tech stocks that are on hedge funds’ radar. While we acknowledge the potential of PDD as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is more promising than PDD but that trades at less than 5 times its earnings, check out our report about the <b>cheapest AI stock</b>.</p>   \n<p><strong>READ NEXT: Analyst Sees a New $25 Billion “Opportunity” for NVIDIA and Jim Cramer is Recommending These 10 Stocks in June.</strong></p>   \n<p>Disclosure: <a href=\"https://laohu8.com/S/URAA\">None</a>. This article is originally published at Insider Monkey.</p></body></html>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Are Hedge Funds Bullish on PDD Holdings Inc. (PDD) Right Now?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAre Hedge Funds Bullish on PDD Holdings Inc. (PDD) Right Now?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-29 22:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/hedge-funds-bullish-pdd-holdings-141433545.html><strong>Insider Monkey</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>We recently compiled a list of the 10 Best Tech Stocks to Buy According to Brad Gerstner. In this article, we are going to take a look at where PDD Holdings Inc. (NASDAQ:PDD) stands against the other ...</p>\n\n<a href=\"https://finance.yahoo.com/news/hedge-funds-bullish-pdd-holdings-141433545.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://s.yimg.com/uu/api/res/1.2/c3zXb_ESHlhLtvo4DQEsMA--~B/aD04MTY7dz0xNDU2O2FwcGlkPXl0YWNoeW9u/https://media.zenfs.com/en/insidermonkey.com/39432c8f252ec1ff8c978657224a9958","relate_stocks":{"BK4122":"互联网与直销零售","SG9999014674.SGD":"Nikko AM All China Equity A SGD","SG9999002562.SGD":"LionGlobal Asia Pacific SGD","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU1720050803.USD":"安联全方位中国股票基金","LU0348805143.USD":"ALLIANZ ENHANCED ALL CHINA EQUITY \"A\" (USD) INC","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU0823426308.USD":"法巴中国股票基金","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","PDD":"拼多多","BK4548":"巴美列捷福持仓","QID":"纳指两倍做空ETF","LU1981816686.USD":"EASTSPRING INV ASIAN MULTI FACTOR EQUITY \"A\" (USD) ACC","LU0878005551.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) ACC","LU2039709279.SGD":"MANULIFE GF DRAGON GROWTH \"AA\" (SGDHDG) INC","LU0370786039.SGD":"Fidelity Greater China A-SGD","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","PSQ":"纳指反向ETF","TQQQ":"纳指三倍做多ETF","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","BK4553":"喜马拉雅资本持仓","LU0823426480.USD":"法巴中国股票经典Dis",".IXIC":"NASDAQ Composite","BK4585":"ETF&股票定投概念","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) ACC","QLD":"纳指两倍做多ETF","LU1048588211.SGD":"Blackrock Asian Dragon A2 SGD-H","QQQ":"纳指100ETF","LU0359201612.USD":"贝莱德中国基金A2","LU0516422366.SGD":"Fullerton Lux Funds - Asia Focus Equities A Acc SGD","LU0516422440.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"A\" (USD) ACC","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","BK4558":"双十一","SQQQ":"纳指三倍做空ETF","LU0072462343.USD":"贝莱德亚洲巨龙基金","LU0650527681.SGD":"Fidelity China Consumer A-SGD","BK4509":"腾讯概念","LU0516422952.EUR":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (EUR) ACC","BK4535":"淡马锡持仓","BK4220":"综合零售","LU0140636845.USD":"施罗德大中华区股票A Acc","BK4501":"段永平概念","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC"},"source_url":"https://finance.yahoo.com/news/hedge-funds-bullish-pdd-holdings-141433545.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2447261525","content_text":"We recently compiled a list of the 10 Best Tech Stocks to Buy According to Brad Gerstner. In this article, we are going to take a look at where PDD Holdings Inc. (NASDAQ:PDD) stands against the other tech stocks.\nGerstner is Bullish on Tech in 2024\nOn December 1, 2023, Brad Gerstner, the CEO of Altimeter Capital, appeared in an interview on CNBC where he explained that tech stocks are expected to outperform non-tech stocks in 2024. Over the past 10 years, tech earnings have compounded at almost 16% and non-tech earnings have compounded at 6%. 2023 was a rebound year for the tech industry after a downturn in 2022 due to rising interest rates. Big Tech companies and their operational efficiencies have poised them for strong growth. While inflation and interest rates will determine what goes down, companies that have invested in augmented intelligence will experience secular growth. Gerstner thinks that the spread between 16% and 6% will be a recurring trend in 2024.\nGerstner Thinks Now is the Right Time to  Invest in Tech\nOn June 11, Brad Gerstner made another appearance on CNBC and addressed the speculation surrounding the software industry. Gerstner suggested that despite headwinds, the software industry is still valuable as companies and startups are still making deals. Gerstner believes there are three main reasons for the downward trajectory of the software industry. He thinks that CEOs and CTOs are cautious when it comes to making investments in software. Executives want a clearer picture of the AI boom before making risky investments. Moreover, interest rates are higher than expectations, due to delayed rate cuts and compressing multiples. Lastly, general uncertainty about the future has been detrimental to the growth of the software industry. Gerstner pointed out that since the software industry is trading at 20% below its ten-year average, this may be the best time to allocate stakes in software companies. You can also take a look at the best Robinhood stocks under $20.\nGerstner thinks data and databases are extremely vital to AI applications. He thinks that companies using data to power AI are far ahead of companies simply automating services. Big Tech companies have data at the forefront of all their artificial intelligence applications. You can also read our piece on the stocks hedge funds are crazy about right now.\nBrad Gerstner is bullish on tech, and particularly software and AI. In Q1 2024, he initiated 6 new positions and also raised his stakes in 2 stocks, ending the quarter with a portfolio of $6.5 billion in 13F securities. With that, let's discuss his top tech stock picks.\nOur Methodology \nWe scanned Altimeter Capital's Q1 portfolio and picked growth stocks from the fund’s top 13F holdings. Additionally, we’ve also added overall hedge fund sentiment, as of Q1 2024. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 275% since May 2014, beating its benchmark by 150 percentage points (see more details here).\nNote: All pricing data is as of June 28.\n A close-up of a customer using the company's e-commerce platform whilst shopping online. \nPDD Holdings Inc. (NASDAQ:PDD) \nAltimeter Capital's Stake Value: $205,521,979\nNumber of Hedge Fund Holders: 76\nPDD Holdings Inc. (NASDAQ:PDD) ranks eighth on our list of the best tech stocks to buy according to Brad Gerstner. The stock makes up 3.15% of Gertsner’s portfolio. The company is a multinational commerce group that owns Temu and Pinduoduo and holds a 20% market share in China's e-commerce industry. While Pinduoduo is one of the most prominent online agriculture platforms in China, Temu is rapidly expanding as an e-commerce platform in the United States and Europe. PDD Holdings is creating an ecosystem of cheap products and an exemplary consumer-to-manufacturer model. In the first quarter of 2024, PDD Holding's total revenue reached RMB 86.8 billion, a 131% increase year-over-year. To expand its offerings, the company is cooperating with leading brands from across the globe.\nIn 2020, the company's vice president of strategy and local shared some insights on their work for the agri-tech sector. The company is committed to inculcating technology in agriculture by empowering farmers. Here are some comments from Andre Zhu:\n\n\"We're giving the farmers a tech toolbox so they can actually take the guesswork out of the planting and reap the benefits of technology. You know (the) Chinese agriculture (working) population is expected to decline\"\n\nIn its latest earnings release, the company stated that it will remain committed to its foundation, which is agriculture. They expect to support agriculture technology innovation by launching its fourth smart agriculture competition and its second Duo Duo Academy. In Spring, the company partnered with over 1,000 agri-based regions to find and add more quality agri products to their platform. PDD Holding's agriculture cloud initiative is now gaining momentum in major agri-producing regions including Anhui, Yunnan, Guangxi, and Shandong.\nBaron Funds is also bullish on the stock as it allows customers to buy in bulk directly from manufacturers. Here are some comments from Baron Funds’ Q4 2023 investor letter:\n\n“We added to our digitization theme by building a position in PDD Holdings Inc. (NASDAQ:PDD), a leading Chinese e-commerce platform. Founded in 2015, the company has emerged as China’s second largest e-commerce player, capturing approximately 20% market share. In our view, PDD’s competitive moat lies in its team purchase model that facilitates bulk buying through direct partnerships with manufacturers, thereby eliminating intermediaries (e.g., distributors and middlemen) and lowering costs. Key factors driving the company’s meteoric growth include rising consumer demand for affordable products in China amid an economic slowdown, small-scale merchants seeking alternatives to Alibaba, and superior management execution. PDD’s revenue growth outpaces gross merchandize value growth owing to rising take rates as merchants aggressively compete for consumer traffic on the platform. In our view, PDD should continue to gain market share given its dominance in the value-for-money segment, growing affordable branded product offerings, and high operational efficiency. We believe the company’s growth will be further supported by the recent launch of its international e-commerce platform, Temu, which has become one of the fastest growing apps globally. Leveraging China’s excess manufacturing capacity, Temu has strong negotiating power with domestic suppliers and attracts global consumers with competitively priced products. Temu’s recent initiatives to improve unit economics, coupled with achieving variable breakeven in the sizable U.S. market, showcase management’s skill and commitment to sustained growth. We expect PDD to at least double its earnings and free cash flow in the next three years, with the potential for continued compounding thereafter.”\n\nOverall, 76 investors were bullish on the stock at the end of Q1 2024, with total stakes amounting to $5.79 billion. PDD is attractive at current levels. The stock is trading 12 times its forward earnings, a discount of  27% from its sector P/E, and analysts expect earnings to expand by 84% this year and 139% in 2025.\nOverall PDD ranks 8th on our list of the best tech stocks to buy according to Brad Gerstner. You can visit 10 Best Tech Stocks to Buy According to Brad Gerstner to see the other tech stocks that are on hedge funds’ radar. While we acknowledge the potential of PDD as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is more promising than PDD but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.   \nREAD NEXT: Analyst Sees a New $25 Billion “Opportunity” for NVIDIA and Jim Cramer is Recommending These 10 Stocks in June.   \nDisclosure: None. This article is originally published at Insider Monkey.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":322151687352656,"gmtCreate":1719659380389,"gmtModify":1719659382076,"author":{"id":"3549591423883465","authorId":"3549591423883465","name":"Ivan_1298","avatar":"https://static.tigerbbs.com/fe480298efe669957f121e3b2cc8c561","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/322151687352656","repostId":"2446528563","repostType":2,"repost":{"id":"2446528563","pubTimestamp":1719554392,"share":"https://www.laohu8.com/m/news/2446528563?lang=&edition=full","pubTime":"2024-06-28 13:59","market":"hk","language":"zh","title":"亚马逊大战Temu！花旗仍看涨拼多多","url":"https://stock-news.laohu8.com/highlight/detail?id=2446528563","media":"华尔街见闻","summary":"Temu与亚马逊低价商店的定价权、仓储模式截然不同。花旗认为，若亚马逊低价商店获得成功可能会降低Temu对卖家的吸引力，尤其是那些更愿意保留定价权、而不是被Temu挤压的高质量卖家。不过，花旗仍然看好拼多多，将其目标价上调至198美元，约有51%的上涨空间。","content":"<html><body><p>以低价策略迅速在海外扩张的Temu让<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>有了强烈的危机感。</p>\n<p>近日，据The Information等多家媒体报道，亚马逊计划在其购物网站上推出“折扣/低价商店”，专门销售从中国仓库直接运送到海外消费者手中的廉价商品。<strong>亚马逊的这一新板块将提供白牌且价格低于20美元的时尚产品、家居用品和日常必需品，订单需要9到11天时间送达客户。</strong>亚马逊在最近的一次闭门会议上告诉中国卖家，它将在今年夏天开始签约商家，并在秋季开始接受库存。</p>\n<p>“低价赛道”正在成为海外跨境电商市场竞争的新战事。无视Temu、理解Temu、成为Temu，亚马逊似乎也在卷价格的路上一去不复返。亚马逊此举能否阻击Temu的扩张并抢占低价市场？花旗认为，定价权与仓储成本是关键。</p>\n<p>Temu是<a href=\"https://laohu8.com/S/PDD\">拼多多</a>旗下跨境电商平台，在亚马逊大战Temu之际，花旗仍看涨拼多多，将其目标价上调至198美元，约有51%的上涨空间。</p>\n<h2>亚马逊大战Temu，花旗：定价权与仓储成本是关键</h2>\n<p>花旗6月27日的最新研报指出，亚马逊的低价商店初始阶段只提供有限的产品类别且上限为20美元，<strong>因此花旗认为，短期内亚马逊的低价商店无法在美国消费者群体中造成很大吸引力，对Temu的运营带来的影响可能很小。</strong></p>\n<p><strong><img src=\"https://wpimg-wscn.awtmt.com/d1e50f2b-d134-4b5a-a6e7-85dc00ed7091.png\"/></strong></p>\n<p>据介绍，亚马逊低价商店有价格上限和重量/尺寸限制。例如，屏幕保护膜、钥匙链、发夹、化妆刷等的上限为7美元，毛衣、外套、靴子等的上限为20美元，包裹重量不得超过1磅，尺寸不得超过14x8x5英寸。</p>\n<p>亚马逊低价商店与Temu平台销售产品种类相似、都采取“白牌低价”策略，且两者均是由平台负责物流、流量等运营流程，卖家承担选品。但在定价权上两者截然不同。</p>\n<p><strong>Temu平台不收取卖家佣金但拥有定价权，而亚马逊低价商店的定价权是在商家。</strong>亚马逊低价商店卖家有选品权、自主定价权和活动参与权，平台有物流履约、站内和站外的广告推广、佣金收取。</p>\n<p>花旗研报指出，<strong>如果后续亚马逊的低价商店获得成功，并向其他提供更多产品种类的中国卖家开放，可能会降低Temu对卖家的吸引力，尤其是那些更愿意保留定价权、而不是被Temu挤压的高质量卖家。</strong></p>\n<p>除了定价权外，仓储成本也是卖家考虑的一个关键因素。花旗认为，中国卖家可能会欢迎一个保留定价权、选品权和节省跨境物流费用的替代电商平台。</p>\n<p>Temu最近推出了半托管及本地仓储模式。Temu已经开始让卖家将库存存放在美国当地的仓库，而不是从中国发货。而亚马逊低价商店则是从中国仓库直接发货，不需要商家发货至FBA仓（海外亚马逊仓库，由亚马逊完成后续配送及售后服务）。</p>\n<p><strong>花旗指出，中国仓库的仓储费用将明显低于FBA仓库，预计成本节省45%。</strong>在节省仓储成本方面，亚马逊低价商店似乎更占优势。</p>\n<p>不过，据一财报道，亚马逊目前并未公开针对“低价商品”的相关优惠政策，一些商家对最终是否加入该项目仍持观望态度。“作为商家我们关注过去在亚马逊平台上卖的产品进入低价商店后能有什么样的优惠政策，要交的佣金是否低于过去，营销费如何核算，物流成本是否优惠等。”一位商家表示。</p>\n<p>然而，低价商品商家往往对运营成本相当敏感。“假设有个商品售价10美元，佣金按照15%的比例算是1.5美元，物流成本可能是3.5美元，加在一起就占到售价的50%，假设推广流量费用占15%，那么商品生产成本占售价的比重非常小，商家更关注运营成本。”<strong>一位商家认为，亚马逊能否顺利吸引商家加入该项目，还需观察其后续的收费细则发布。</strong></p>\n<h2>花旗将拼多多目标价上调至198美元，约51%的上涨空间</h2>\n<p>Temu是拼多多旗下跨境电商平台，自2022年Temu在美国推出以来，便一路在海外市场高歌猛进。</p>\n<p>对于拼多多，花旗仍坚定看多。花旗将拼多多美股目标价上调为198美元，意味着公司股价还有约51%的上涨空间。花旗预计，2024年至2026年，拼多多市盈率为0.5倍，复合年增长率为24%。</p>\n<p>此外，花旗予以拼多多“买入”但“高风险”的评级，花旗分析称，拼多多平台用户行为变化快于预期，用户流失率上升、用户增长势头放缓；同时行业竞争加剧，对拼多多的盈利趋势构成压力。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/151ad893-25a3-4268-8e59-dec38ad29034.png\"/></p>\n<p>日前，<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>分析师Eddy Wang等研报中测算了Temu的全球扩张潜力。</p>\n<p>大摩指出，Temu的全球扩张战略正处于关键时期，其市场潜力和盈利前景令人瞩目，该平台最快有望在2025年实现盈利，且GMV增长潜力巨大，2030年有望达到1300亿美元。</p><div>风险提示及免责条款</div>\n<div>\n            市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。\n          </div>\n</body></html>","source":"wallstreetcn_hot_news","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>亚马逊大战Temu！花旗仍看涨拼多多</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n亚马逊大战Temu！花旗仍看涨拼多多\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-28 13:59 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3718329><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>以低价策略迅速在海外扩张的Temu让亚马逊有了强烈的危机感。\n近日，据The Information等多家媒体报道，亚马逊计划在其购物网站上推出“折扣/低价商店”，专门销售从中国仓库直接运送到海外消费者手中的廉价商品。亚马逊的这一新板块将提供白牌且价格低于20美元的时尚产品、家居用品和日常必需品，订单需要9到11天时间送达客户。亚马逊在最近的一次闭门会议上告诉中国卖家，它将在今年夏天开始签约商家，...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3718329\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://wpimg-wscn.awtmt.com/88e9fe8c-ad1f-423b-b472-e83b5a5b6406.png","relate_stocks":{"LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","LU2242644610.SGD":"Fidelity China Innovation A-ACC-SGD","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","BK4558":"双十一","BK4566":"资本集团","PDD":"拼多多","AMZN":"亚马逊","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4524":"宅经济概念","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0516423174.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (USD) ACC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","BK4559":"巴菲特持仓","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4579":"人工智能","BK4550":"红杉资本持仓","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU0823426480.USD":"法巴中国股票经典Dis","LU0149725797.USD":"汇丰美国股市经济规模基金","BK4122":"互联网与直销零售","BK4207":"综合性银行","BK4551":"寇图资本持仓","LU1048588211.SGD":"Blackrock Asian Dragon A2 SGD-H","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","BK4561":"索罗斯持仓","LU0072462343.USD":"贝莱德亚洲巨龙基金","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU1046422090.SGD":"Fidelity Pacific A-SGD","LU0516422952.EUR":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (EUR) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","LU0079474960.USD":"联博美国增长基金A","LU2257852520.SGD":"JPMorgan Funds - Asia Growth A (acc) SGD","LU0056508442.USD":"贝莱德世界科技基金A2","SG9999002562.SGD":"LionGlobal Asia Pacific SGD","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0348805143.USD":"ALLIANZ ENHANCED ALL CHINA EQUITY \"A\" (USD) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","BK4553":"喜马拉雅资本持仓","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0109392836.USD":"富兰克林科技股A"},"source_url":"https://wallstreetcn.com/articles/3718329","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2446528563","content_text":"以低价策略迅速在海外扩张的Temu让亚马逊有了强烈的危机感。\n近日，据The Information等多家媒体报道，亚马逊计划在其购物网站上推出“折扣/低价商店”，专门销售从中国仓库直接运送到海外消费者手中的廉价商品。亚马逊的这一新板块将提供白牌且价格低于20美元的时尚产品、家居用品和日常必需品，订单需要9到11天时间送达客户。亚马逊在最近的一次闭门会议上告诉中国卖家，它将在今年夏天开始签约商家，并在秋季开始接受库存。\n“低价赛道”正在成为海外跨境电商市场竞争的新战事。无视Temu、理解Temu、成为Temu，亚马逊似乎也在卷价格的路上一去不复返。亚马逊此举能否阻击Temu的扩张并抢占低价市场？花旗认为，定价权与仓储成本是关键。\nTemu是拼多多旗下跨境电商平台，在亚马逊大战Temu之际，花旗仍看涨拼多多，将其目标价上调至198美元，约有51%的上涨空间。\n亚马逊大战Temu，花旗：定价权与仓储成本是关键\n花旗6月27日的最新研报指出，亚马逊的低价商店初始阶段只提供有限的产品类别且上限为20美元，因此花旗认为，短期内亚马逊的低价商店无法在美国消费者群体中造成很大吸引力，对Temu的运营带来的影响可能很小。\n\n据介绍，亚马逊低价商店有价格上限和重量/尺寸限制。例如，屏幕保护膜、钥匙链、发夹、化妆刷等的上限为7美元，毛衣、外套、靴子等的上限为20美元，包裹重量不得超过1磅，尺寸不得超过14x8x5英寸。\n亚马逊低价商店与Temu平台销售产品种类相似、都采取“白牌低价”策略，且两者均是由平台负责物流、流量等运营流程，卖家承担选品。但在定价权上两者截然不同。\nTemu平台不收取卖家佣金但拥有定价权，而亚马逊低价商店的定价权是在商家。亚马逊低价商店卖家有选品权、自主定价权和活动参与权，平台有物流履约、站内和站外的广告推广、佣金收取。\n花旗研报指出，如果后续亚马逊的低价商店获得成功，并向其他提供更多产品种类的中国卖家开放，可能会降低Temu对卖家的吸引力，尤其是那些更愿意保留定价权、而不是被Temu挤压的高质量卖家。\n除了定价权外，仓储成本也是卖家考虑的一个关键因素。花旗认为，中国卖家可能会欢迎一个保留定价权、选品权和节省跨境物流费用的替代电商平台。\nTemu最近推出了半托管及本地仓储模式。Temu已经开始让卖家将库存存放在美国当地的仓库，而不是从中国发货。而亚马逊低价商店则是从中国仓库直接发货，不需要商家发货至FBA仓（海外亚马逊仓库，由亚马逊完成后续配送及售后服务）。\n花旗指出，中国仓库的仓储费用将明显低于FBA仓库，预计成本节省45%。在节省仓储成本方面，亚马逊低价商店似乎更占优势。\n不过，据一财报道，亚马逊目前并未公开针对“低价商品”的相关优惠政策，一些商家对最终是否加入该项目仍持观望态度。“作为商家我们关注过去在亚马逊平台上卖的产品进入低价商店后能有什么样的优惠政策，要交的佣金是否低于过去，营销费如何核算，物流成本是否优惠等。”一位商家表示。\n然而，低价商品商家往往对运营成本相当敏感。“假设有个商品售价10美元，佣金按照15%的比例算是1.5美元，物流成本可能是3.5美元，加在一起就占到售价的50%，假设推广流量费用占15%，那么商品生产成本占售价的比重非常小，商家更关注运营成本。”一位商家认为，亚马逊能否顺利吸引商家加入该项目，还需观察其后续的收费细则发布。\n花旗将拼多多目标价上调至198美元，约51%的上涨空间\nTemu是拼多多旗下跨境电商平台，自2022年Temu在美国推出以来，便一路在海外市场高歌猛进。\n对于拼多多，花旗仍坚定看多。花旗将拼多多美股目标价上调为198美元，意味着公司股价还有约51%的上涨空间。花旗预计，2024年至2026年，拼多多市盈率为0.5倍，复合年增长率为24%。\n此外，花旗予以拼多多“买入”但“高风险”的评级，花旗分析称，拼多多平台用户行为变化快于预期，用户流失率上升、用户增长势头放缓；同时行业竞争加剧，对拼多多的盈利趋势构成压力。\n\n日前，摩根士丹利分析师Eddy Wang等研报中测算了Temu的全球扩张潜力。\n大摩指出，Temu的全球扩张战略正处于关键时期，其市场潜力和盈利前景令人瞩目，该平台最快有望在2025年实现盈利，且GMV增长潜力巨大，2030年有望达到1300亿美元。风险提示及免责条款\n\n            市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。","news_type":1},"isVote":1,"tweetType":1,"viewCount":32,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":322151764357208,"gmtCreate":1719659339517,"gmtModify":1719659341702,"author":{"id":"3549591423883465","authorId":"3549591423883465","name":"Ivan_1298","avatar":"https://static.tigerbbs.com/fe480298efe669957f121e3b2cc8c561","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a><v-v data-views=\"1\"></v-v> 连跌九天，差不多要开始涨了，这两年已经没怎么用淘宝和JD了，退货太方便了，而且价格也便宜，基本面也这么好，现在这个点可以拿","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a><v-v data-views=\"1\"></v-v> 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我一个很少购物的人，都中了拼多多的毒！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/321409144107096","isVote":1,"tweetType":1,"viewCount":467,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":321339212411016,"gmtCreate":1719482318890,"gmtModify":1719482320400,"author":{"id":"3549591423883465","authorId":"3549591423883465","name":"Ivan_1298","avatar":"https://static.tigerbbs.com/fe480298efe669957f121e3b2cc8c561","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a><v-v data-views=\"1\"></v-v> 连跌了9天了差不多了 该涨了","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a><v-v data-views=\"1\"></v-v> 连跌了9天了差不多了 该涨了","text":"$拼多多(PDD)$ 连跌了9天了差不多了 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此帖仅开放于中国大陆用户","images":[{"img":"https://static.tigerbbs.com/f22c491ee8ae08f0d36ded0795f1fe33"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/317921535279272","isVote":1,"tweetType":1,"viewCount":374,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":317316912881712,"gmtCreate":1718509081467,"gmtModify":1718509082850,"author":{"id":"3549591423883465","authorId":"3549591423883465","name":"Ivan_1298","avatar":"https://static.tigerbbs.com/fe480298efe669957f121e3b2cc8c561","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 差不多回调了","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 差不多回调了","text":"$英伟达(NVDA)$ 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贴上自己差不多一年的收益情况最后也是最重要的，非常感谢老虎🐯","images":[{"img":"https://static.tigerbbs.com/9b78890d6b4773b768e7257f1ad717cb","width":"1170","height":"1210"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":14,"commentSize":15,"repostSize":5,"link":"https://laohu8.com/post/611997778","isVote":1,"tweetType":1,"viewCount":20709,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000307","authorId":"9000000000000307","name":"福斯特09","avatar":"https://static.tigerbbs.com/e747bedd43d9fd19621ea7f5e5a63cf3","crmLevel":1,"crmLevelSwitch":0},"content":"最好的掌握方式就是自己去买股票的期权，这是必要交的学费，也是最快掌握股票期权的方式，没有之一，这一点我甚是认同","text":"最好的掌握方式就是自己去买股票的期权，这是必要交的学费，也是最快掌握股票期权的方式，没有之一，这一点我甚是认同","html":"最好的掌握方式就是自己去买股票的期权，这是必要交的学费，也是最快掌握股票期权的方式，没有之一，这一点我甚是认同"}],"imageCount":2,"langContent":"CN","totalScore":0},{"id":637623232,"gmtCreate":1648047665650,"gmtModify":1648047665650,"author":{"id":"3549591423883465","authorId":"3549591423883465","name":"Ivan_1298","avatar":"https://static.tigerbbs.com/fe480298efe669957f121e3b2cc8c561","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a 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