5000万刀的看涨期权押注！PDD，这次能打破“绩后大跌”的魔咒吗？

悬赏1000虎币

这次绩前市场偏向于看多 $拼多多(PDD)$ [吃瓜]

周五拼多多大涨+3.38%，最高触及$129。绩前期权市场博弈升温，其中看涨期权成交量446K，远超看跌的132K，Call/Put比例约3.37:1（偏多信号明显），其中资金流入巨大的是行权价在130美元，9月26号到期的看涨期权，当日成交8.7万张。

——参考数据：目前市盈率大概12x左右，低于同行，有分析师给出的合理估值区间在$270附近，目前属于低估；但上次财报：Q1营收10%，净利润几乎腰斩，这次能否稳住利润，会是较大看点。

熟悉PDD的朋友都知道，近几次财报这家公司都是跌多涨少，财报后股价10个点的波动都是正常的~ 这次难道会有不一样的惊喜？[暗中观察]

评论区分享你对拼多多的看法或操作策略，一起赢取1000虎币奖励！

拼多多财报后，大家还买吗？

拼多多财报发布：单2季度实现收入1040亿元，同比增长7.1%，符合彭博一致预期；主营净利润327亿元，显著高于市场一致预期46%；利息投资收入104亿，环比Q1增加102亿。且段永平、网易等多个大佬这个季度都选择增持拼多多。可惜昨晚电话会议中，管理层又说利润不可持续，还要长期投入2000亿支持我们合作商家，导致股价绩后涨幅一路收窄。【这次表现优于往日财报日，你会选择继续持有拼多多吗？股价下周能否上涨？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

悬赏1000虎币截止至09/15 10:59

发起者将在悬赏结束前选出最佳恢复并分配虎币

精彩评论

AliceSam
08-25
AliceSam
目前市盈率大概12x左右，低于同行，有分析师给出的合理估值区间在$270附近，目前属于低估；但上次财报：Q1营收10%，净利润几乎腰斩，这次能否稳住利润，会是较大看点。[贱笑]
AliceSam
08-26
AliceSam
拼多多财报不错，净利润大超预期，可惜管理层的开光小嘴叭叭一聊抹平了涨幅 [流泪]
Option_Lab
08-25
Option_Lab
想熟悉PDD期权博弈是怎么回事的虎友，推荐兑换虎币商城的这本《期权通关手册》呀[哇塞]
夜流沙
08-25
夜流沙
主要看业绩能不能超预期，虽然目前估值低，但这是中概的常态，短期期权多空双杀也是常有的，真觉得估值低可以买长期的call[开心]
ruan_7128
08-25
ruan_7128
拼多多业绩不稳定，估计还会继续跌，100看看应该会有支撑的
一路走来cd
08-25
一路走来cd
图形已经画出来了，
跳空十字。继续看好，趋势向上

发表看法

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