$叮咚买菜(DDL)_老虎社区_美港股上老虎

璇天凤舞
08-29

$叮咚买菜(DDL)$ 仓位打满了最大预期仓位的2/3了，算是小众赛道优秀表现生了。不论是否有坚实的护城河，但至少业务深度已经做出来了，且财务指标客观展现了增长能力，虽然不够惊艳，但足够给人讲故事的空间了。

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