$拼多多(PDD)$_老虎社区_美港股上老虎 - 老虎社区

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Seven8
11-26

$拼多多(PDD)$ 祛魅了，管理层两次看空上方压力太明显

该出手时就出手！领跌中概的BABA&PDD，抄底哪一家？

中概好像又回到了人见人嫌的处境，9.17那段暴涨，就这样一去不复返了，就算中概Q3的财报整体业绩还不错，股价还是遭受了市场的毒打，近一个月，阿里巴巴和拼多多领跌一众中概，分别跌超12%，17%。。[丢脸][丢脸] 分开来看，拼多多连续两个季度的业绩，市场都不太满意，电商“卷王”强大的变现能力放缓了，股价又回到了$100区间（跌得比Q2合理，主要得益于这次领导层电话会的“谨言慎行”），这次电话会拼多多也是承认自己没有抓住下半年的政府补贴红利，落后京东、阿里一大截。不过拼多多增长数据还是遥遥领先的~ $拼多多(PDD)$ 而近年来饱受拼多多、抖音等竞争对手蚕食的阿里巴巴，今年也开始回购了，另外上周四阿里发表声明称集团将进一步重组，且任命蒋凡担任阿里巴巴电商事业群首席执行官。蒋凡的回归，也表明了阿里在电商业务转防御为进攻的表现。 $阿里巴巴(BABA)$ $阿里巴巴-W(09988)$ 这一个月以来阿里和拼多多确实跌得有点狠了，大家是否准备出手了呢？抄底哪一家，胜算比较大？[美金] 评论区分享你的观点或操作策略，一起瓜分1000虎币奖励！🎁🎁

该出手时就出手！领跌中概的BABA&PDD，抄底哪一家？

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