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暮烟风雨
暮烟风雨
·
05-18
$拼多多(PDD)$
现在的自主消费、品牌渗透已经提前到更年轻的群体，这些群体的消费预算更低，所以他们认可小米、拼多多。从小米的发展来看，收益于早期渗透到年轻群体，它的受众群体越来越多，一样的拼多多或许也是如此。从这个逻辑来讲，正在重新考虑持有拼多多的时长是不是要拉长
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暮烟风雨
暮烟风雨
·
05-18
$蜜雪集团(02097)$
蜜雪是国内目前最强大的消费品公司之一，不要总是盯着奶茶的竞争，而低估了雪王已经和三四线城市的小朋友产生了非常强的情感联结，在别人都需要到处联名找ip的时候，蜜雪已经卖得动自己的周边了，它以后真的只能卖奶茶吗？
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暮烟风雨
暮烟风雨
·
05-14
$蜜雪集团(02097)$
$百胜中国(YUMC)$
$海底捞(06862)$
港股食品三巨头基本形成，茶饮巨头蜜雪集团，快餐巨头百胜中国，火锅连锁巨头海底捞，三家都是客流量很大的企业，食品行业研究，专注头部企业就行！
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编组 21备份 2
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暮烟风雨
暮烟风雨
·
05-14
$拼多多(PDD)$
说一个pdd比其他中概股有优势的地方，它更喜欢跟随纳斯达克的走势，而不是kweb和yinn，现在美股涨得很好，有利于pdd补涨。叠加估值便宜，关税谈判利好，以及未来temu可能会产生估值和利润的想象空间，现在价格还很便宜。
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暮烟风雨
暮烟风雨
·
05-14
$蜜雪集团(02097)$
前天趁回调买入蜜雪集团作为观察仓 虽然目前估值略贵，但饮料股里这个公司是少见的优秀。高速成长一定时间后可以消化高估值。
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1,785
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暮烟风雨
暮烟风雨
·
05-13
$亚马逊(AMZN)$
利好跨境电商，某些to C的商家，营业额不降反升，相对于to B 拥有主动调价的优势。
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1,129
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暮烟风雨
暮烟风雨
·
05-13
$拼多多(PDD)$
接下来的几个月temu美国的销量额会加速增长，90天的暂停期会激起他们囤货的欲望
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990
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暮烟风雨
暮烟风雨
·
05-10
$蜜雪集团(02097)$
2块钱的冰淇淋，7块钱的冰拿铁，全国已经卖爆，现在全球快速扩张中
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889
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暮烟风雨
暮烟风雨
·
05-10
$拼多多(PDD)$
拼多多还行，虽然是震荡，多头趋势还没被破坏
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989
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暮烟风雨
暮烟风雨
·
05-09
$拼多多(PDD)$
无论中国应对贸易战成败如何，拼多多都被低估了。很高兴自己在压力下拿住了拼多多
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href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"1\"></v-v> 说一个pdd比其他中概股有优势的地方，它更喜欢跟随纳斯达克的走势，而不是kweb和yinn，现在美股涨得很好，有利于pdd补涨。叠加估值便宜，关税谈判利好，以及未来temu可能会产生估值和利润的想象空间，现在价格还很便宜。","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"1\"></v-v> 说一个pdd比其他中概股有优势的地方，它更喜欢跟随纳斯达克的走势，而不是kweb和yinn，现在美股涨得很好，有利于pdd补涨。叠加估值便宜，关税谈判利好，以及未来temu可能会产生估值和利润的想象空间，现在价格还很便宜。","text":"$拼多多(PDD)$ 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href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> <v-v data-views=\"1\"></v-v> 利好跨境电商，某些to C的商家，营业额不降反升，相对于to B 拥有主动调价的优势。","listText":"<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> <v-v data-views=\"1\"></v-v> 利好跨境电商，某些to C的商家，营业额不降反升，相对于to B 拥有主动调价的优势。","text":"$亚马逊(AMZN)$ 利好跨境电商，某些to C的商家，营业额不降反升，相对于to B 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