$拼多多(PDD)$_老虎社区_美港股上老虎

重庆GEL
06-05

$拼多多(PDD)$

其实从模式上来看，shein和temu一样，都是利用国内成本极低的供应链，然后和欧美、东南亚电商展开竞争。伦敦市场给shein的估值不低，2023年shein盈利又对应30倍PE。逻辑上讲，如果shein能盈利，temu也完全可以。

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