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拼多多美股盘前跌幅扩大至16%,第一季度盈利不及预期，股价暴跌
拼多多美股在5月27日盘前跌幅扩大至16%，第一季度盈利不及预期，显示市场对其财务表现的担忧。拼多多盈利下滑引发股价大跌超17%，看跌期权暴涨530%。
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期权大单 | AMC院线票房创纪录股价飙升，看涨期权量价齐升；拼多多财报不佳股价暴跌，看跌期权暴涨530%
05-28
拼多多业绩不及预期股价大跌，固态电池板块逆势上涨
05-28
【纳斯达克中国金龙指数跌0.28%】纳斯达克中国金龙指数跌0.28%，热门中概股多数下跌，哔哩哔哩涨超2%，知乎、新东方、爱奇艺涨超1%，理想汽车、京东跌超2%，小鹏汽车、蔚来跌超3%，拼多多跌超13%。
05-28
利空突袭！拼多多突然大跌 业绩为何不及预期？
05-27
开盘 | 三大指数普涨，科技股走高，英伟达、特斯拉均涨超2%，拼多多跌超17%
05-27
拼多多2025年Q1业绩电话会议要点:千亿扶持计划助力商家应对挑战,短期盈利承压
05-27
盘前 | 热门科技股普涨，Palantir、AMD涨超3%；拼多多大跌超20%，Q1财报不及预期
05-27
拼多多Q1利润下滑,推出1000亿元商家扶持计划
05-27
拼多多2025年Q1：收入增10%，加大商家支持致利润下降
05-27
拼多多业绩发布后股价大跌逾16%
05-27
拼多多美股盘前跌超10%
05-27
拼多多美股盘前跌幅扩大至15%
05-27
拼多多Q1财报：营收增速放缓，利润下降，“百亿减免”力度超预期
05-27
盘前跌超11%！拼多多Q1营收956.7亿元不及预期 | 财报见闻
05-27
拼多多一季度营收956.7亿元低于预期，调整后净利润同比下滑45%
05-27
winwin78
winwin78
·
05-29
最好跌破70好抄底
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1
编组 21备份 2
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lost
lost
·
05-29
长期看好
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1,090
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1
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半斤现实八两梦
半斤现实八两梦
·
05-29
坚定持有拼多多，管理层可以的，没有圈钱跑，预期一直给的也低，狠起来自己砍自己，现在消费印象也培养出来了，虽然投入一直加大，但是同样国补不可长期持续
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1,558
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1
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破破de单车
破破de单车
·
05-28
有点奇怪，国补已经开展这么久了。PDD就没什么进展？抖音支持国补的省份都不少了。
看
896
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1
编组 21备份 2
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再見時光
再見時光
·
05-28
拼多多从管理层道德层面就不过关呀，这样的公司好看但是后面有大坑。
看
1,249
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爱发红包的虎妞
爱发红包的虎妞
·
05-28
【虎友投资说】拼多多有可能跌到70？！当前是抄底的黄金坑？还是跌势的起点？
$拼多多(PDD)$
财报暴雷，截止昨天收盘，股价大跌逾13%，股价一度破百，创下年内最大单日跌幅[看跌]！财报显示，营收增速明显放缓、利润大幅下滑，叠加国补削减、销售费用激增，市场对其增长前景忧虑重重。但在暴跌之后，观点却出现强烈分歧：一方面，有虎友认为财报虽差但利空出尽，当前估值回落至合理区间，强劲的现金储备与主站广告收入的韧性，仍为PDD提供安全边际与反弹基础；另一方面，也有观点警惕“利润见顶+生态转弱”的组合拳，认为此次跌幅只是风险释放的开始，二季度外部挑战（如Temu关税、平台生态变化）可能进一步冲击业绩。那么，此次下跌是黄金抄底时机，还是跌势的起点？当前拼多多的估值已到底，还是仍有下探空间？Temu、国补、外卖大战……背后的多重变量，你怎么看？以下是各位虎友的观点，你是否认同[你懂的][你懂的]
@期权小班长
本次财报暴跌幅度大超市场预期，跌穿100是意外事件。从抄底角度，90是公认支撑位，不过考虑中概股近期走势整体显颓，可以先观察两天然后抄大单作业。为什么说跌幅超预期，本次财报前看空大单主要分两种，对冲型看空和单腿sell call，只能说对股价有一定消极预期，但称不上完全看跌。其中单腿sell call是卖出150call
$PDD 20250718 150.0 CALL$
。根据看跌期权未平仓，排名第一的100put
$PDD
看
3.45万
回复
5
点赞
4
编组 21备份 2
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【虎友投资说】拼多多有可能跌到70？！当前是抄底的黄金坑？还是跌势的起点？
爱发红包的虎妞
爱发红包的虎妞
·
05-28
【虎友投资说】拼多多有可能跌到70？！当前是抄底的黄金坑？还是跌势的起点？
$拼多多(PDD)$
财报暴雷，截止昨天收盘，股价大跌逾13%，股价一度破百，创下年内最大单日跌幅[看跌]！财报显示，营收增速明显放缓、利润大幅下滑，叠加国补削减、销售费用激增，市场对其增长前景忧虑重重。但在暴跌之后，观点却出现强烈分歧：一方面，有虎友认为财报虽差但利空出尽，当前估值回落至合理区间，强劲的现金储备与主站广告收入的韧性，仍为PDD提供安全边际与反弹基础；另一方面，也有观点警惕“利润见顶+生态转弱”的组合拳，认为此次跌幅只是风险释放的开始，二季度外部挑战（如Temu关税、平台生态变化）可能进一步冲击业绩。那么，此次下跌是黄金抄底时机，还是跌势的起点？当前拼多多的估值已到底，还是仍有下探空间？Temu、国补、外卖大战……背后的多重变量，你怎么看？以下是各位虎友的观点，你是否认同[你懂的][你懂的]
@期权小班长
本次财报暴跌幅度大超市场预期，跌穿100是意外事件。从抄底角度，90是公认支撑位，不过考虑中概股近期走势整体显颓，可以先观察两天然后抄大单作业。为什么说跌幅超预期，本次财报前看空大单主要分两种，对冲型看空和单腿sell call，只能说对股价有一定消极预期，但称不上完全看跌。其中单腿sell call是卖出150call
$PDD 20250718 150.0 CALL$
。根据看跌期权未平仓，排名第一的100put
$PDD
看
3.45万
回复
5
点赞
4
编组 21备份 2
分享
举报
【虎友投资说】拼多多有可能跌到70？！当前是抄底的黄金坑？还是跌势的起点？
半斤现实八两梦
半斤现实八两梦
·
05-29
坚定持有拼多多，管理层可以的，没有圈钱跑，预期一直给的也低，狠起来自己砍自己，现在消费印象也培养出来了，虽然投入一直加大，但是同样国补不可长期持续
看
1,558
回复
评论
点赞
1
编组 21备份 2
分享
举报
破破de单车
破破de单车
·
05-28
有点奇怪，国补已经开展这么久了。PDD就没什么进展？抖音支持国补的省份都不少了。
看
896
回复
评论
点赞
1
编组 21备份 2
分享
举报
再見時光
再見時光
·
05-28
拼多多从管理层道德层面就不过关呀，这样的公司好看但是后面有大坑。
看
1,249
回复
评论
点赞
1
编组 21备份 2
分享
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winwin78
winwin78
·
05-29
最好跌破70好抄底
看
1,264
回复
评论
点赞
1
编组 21备份 2
分享
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lost
lost
·
05-29
长期看好
看
1,090
回复
评论
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1
编组 21备份 2
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