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幸福198888
2021-07-21
$拼多多(PDD)$
拼多多目前已经成为了出腾讯,阿里以外,国内第三家超10亿用户企业,基本面回归指日可待很多人会拿拼多多和阿里,京东做电商业绩比较其实我们更应该知道,拼多多不仅仅是线上电商,更多市值体现我们还要关注生鲜,农业拼多多接下来的垂直农场,给下沉市场提供优质蔬菜,农产品,而且可以标准化输出现在农业问题其实是大问题,拼多多的农业订单是不够农产品做供应的。标准化,优质的农产品输出是拼多多的一个很大基本面价值投资,伴随成长就可以了,我们不清楚庄家洗盘吸筹到什么时候,穿越价值无人区,企业需要钱了,成长了,财富自然就来了
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