$拼多多(PDD)$_老虎社区_美港股上老虎 - 老虎社区

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孙哥888
2024-08-27

$拼多多(PDD)$ 网上对拼多多的看法非常的割裂，看好和看衰都非常的有道理。看好者觉得基本面扎实，个位数的pe，国内稳固的基本盘，外面temu免费的期权。看衰的理由五花八门不一而足。我自己犹豫再三还是撤了单。因为过去几个季度来说，pdd 超预期deliever ，beat的时候也并没有涨，而一旦miss的时候就会暴跌。这本身就是一个非常危险的信号，并不对等的赔率。

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华尔街小散户
·2024-08-27
同意
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scauzhangzhi
·2024-08-27
很不错
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