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风筝_3343
04-30
拼多多现在被低估，我觉得是严重低估的，temu现在对拼多多是负贡献，现在是temu的朦胧期，就是看不清，有这个风险，那个担心等，但这是赚大钱的机会窗口，等机会确定了，人家都看到temu巨大机会了，机会也就没有了。
风筝_3343
04-30
1.市场对它定价太完美了，容不得半点不好的消息。 2.有人还在英伟达上面亏钱被套，不在少数，机构也不少。 3.这时候的英伟达跟2020年的特斯拉特别像，各种利好的解读让其持续拉升，在人们放松警惕时，出其不意大幅度回调，震荡下跌，然后它的竞争对手越来越强，抢占它的市场份额，紧接着各大投行开始下调目标价位
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