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pop163
pop163
·
05-27
$拼多多(PDD)$
⚠️拼多多盘前88.88批量收单[开心]
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pop163
pop163
·
05-27
$拼多多(PDD)$
拼多多2026 Q1财报“假摔”,利润端大幅低于市场预期,但剔除“战略性亏损”的干扰,只看业务本身的造血能力和增长质量,利润下滑完全是“主动选择”加大投入的结果,主营业务底盘稳固,增长强劲。 账上现金及短期投资高达 4361 亿元,为“新拼姆”自营品牌和供应链预备了充足弹药,准备“用利润换未来”。 交易服务收入(佣金)大增 20%,达到 563 亿元,首次超过广告收入,成为第一大收入来源,平台交易生态和货币化能力在增强 。 剔除了投资和罚款等干扰,运营利润达到 196 亿元,同比大增 22%,直接反映主营业务赚钱能力其实在变强 。 在线营销(广告)约 499 亿元,同比基本持平。平台主动降低变现率,通过“百亿减免”让利商家,换取生态健康度 。 出海业务,成果显著。GMV 高增,Temu Q1 GMV 约 280 亿美元,同比暴涨 92%,贡献了集团约 42% 的收入 。 亏损率已从 25% 收窄至 18%。通过提升佣金率和广告变现,且全球月活(MAU)达 5.3 亿,在欧美市场站稳脚跟 。
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pop163
pop163
·
05-12
$洪恩(IH)$
烂泥扶不上墙啊,持有的现金都超过市值这么多了,我继续买买买,拿着吃利息好了[微笑]
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pop163
pop163
·
05-12
$辉瑞(PFE)$
55见吧孩子们,疫情倒计时2027。大家时刻准备着。
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pop163
pop163
·
05-12
$拼多多(PDD)$
买入,静待花开。拼多多,唯一能和沃尔玛一决高下的国际大牌 [开心] 非常看好农产品抗衡山姆,白牌打败沃尔玛。手撕亚马逊,脚踢开市客。加油⛽️
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pop163
pop163
·
05-12
$1.5倍做多短期期货恐慌指数ETF-Proshares(UVXY)$
买入,熬一个月,30%空间。
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pop163
pop163
·
05-11
这篇文章不错,转发给大家看看
@大有168:
$拼多多(PDD)$ 最后一次被机构主力打压,耐心等待等待着
$拼多多(PDD)$ 最后一次被机构主力打压,耐心等待等待着
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pop163
pop163
·
2023-02-08
$洪恩(IH)$
明年大家会发现洪恩还是ai概念股[财迷]
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pop163
·
2022-05-20
$洪恩(IH)$
编程和思维上线,国内最强元宇宙种子,开始买入,十倍收益可期待[开心]
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pop163
pop163
·
2022-01-14
$C3.ai, Inc.(AI)$
这票做多的还有人赚钱吗?一路空到底的节奏。
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