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- 小白鼠22世纪小白鼠22世纪
  ·09-19
  $拼多多(PDD)$ PDD这波大跌，本质上是管理层主动释放利空，经营来讲还是在高速成长的路径上，未来还是会稳坐货架电商的一哥。经济下行周期，兴趣电商的指出人们会变得谨慎，会更要去比价。pdd只需要平衡商家和用户，抖音需要平衡内容方、商家、用户三方，天然会复杂一点，所以坚定看多，目标110-120，激进做法在90元一线布置300天以上看多期权，盈利目标80%以上。
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