$拼多多(PDD)$_老虎社区_美港股上老虎

灯塔国02
09-02

$拼多多(PDD)$ 拼多多的低成本主轴从未改变。几年前黄就描绘了农业、供应链深度改造、分布AI、disney等星辰大海的零售业下半场。留钱要做零售业scale和efficiency之外的新东西呀？很让人期待。买菜（无序而叫停）和temu的成功其实是推迟了交卷

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