拼多多财报到底有多差？_老虎社区_美港股上老虎

拼多多财报到底有多差？

平平无奇的技术小天才
2024-08-26

盘前居然直接跌到了15%，也不知道业绩会能不能拉一下？ $拼多多(PDD)$

单纯从营收EPS数据来看，营收直接miss预期了，核心支撑——国内广告收入增速，直接这个季度从上季度的 56% 大滑坡到了 29%，还没够上预期的底线 30% 以上。此外，交易佣金性收入也没有市场预期的那么乐观。

净利润和经营利润上涨主要原因是营销费用降的比较厉害，对应费用率只有 26.8%，低于市场预期的 28%。净利润走高，营收miss，看来拼多多要往价值方向去了，这估值是不是得降一下了？

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。

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牛哥2024
·2024-08-26
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看华尔街啥？！中国资产通通打压！美国资产通通热炒，就业数据说的挺好，结果一核实都是错的？！这个华尔街绝对就是金融骗子市场[得意][得意][得意]
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- 价值投机投资:
  那你去玩A股啊，都来玩美股了，脑子还智障
  2024-08-27
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花儿街钢琴手
·2024-08-26
事后点评有什么用？财报就是赌大小，没有规律，解释权归华尔街而已，
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一号户
·2024-08-26
报应要来了，这种平台太缺德了
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梦想去拉萨
·2024-08-26
营收数据不及预期，广告收入和交易佣金性收入表现也不尽如人意
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简单爱简单
·2024-08-26
拼多多财报确实不太好看
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哈_1996
·2024-08-26
啥时候黄呢？
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拼多多财报到底有多差？

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