哎呀呀小伙子
01-15 19:36
$美光科技(MU)$
低估了，基于基本面和AMD的增长，价值600！
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老虎的aa
01-16 19:36
老虎的aa
2.拼多多（PDD）的商超业务如果能跑通，我认为其意义在于拼凑起了线上消费的最后一块拼图。从农产品到日百，再到全品类商超，拼多多正在织一张覆盖日常消费全场景的网。这不仅会大幅提升用户黏性和生命周期价值，更让我觉得，它的护城河正在从“便宜”转向“离不开”。
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