$拼多多(PDD)$_老虎社区_美港股上老虎

价值大作手
05-12

$拼多多(PDD)$ 今年运气不错，4 月份这波暴跌趁着Meta 估值恢复合理和拼多多估值进一步下滑，都顺势提高了不少仓位，这个时机的把握包括年初提高港股互联网仓位的核心逻辑都是只关注资产是否优质以及估值是否合理，至于其他的便是相信历史从来都是在各种不确定性中持续向前发展

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