$拼多多(PDD)$_老虎社区_美港股上老虎

2024-11-21

$拼多多(PDD)$ 毛利率超过60%，净利率30%，增长速度是两位数，市盈率才10出头，账上还躺着一千多亿现金。这么性价比高的公司我还真没见过第二家，结果竟然还能跌

特朗普宣布对等关税后，十年期美债收益率先刷新日高后转降；比特币冲上8.8万关口后一度回落超3000美元。在特朗普总统确认将通过行政命令取消对来自中国的低价值进口商品的“微量豁免”（de minimis）待遇后，拼多多母公司PDD控股（NASDAQ:PDD）、京东（JD）和阿里巴巴（BABA）的股价在盘后交易中大幅下跌，【拼多多此前股价表现较差，是否已经反应了悲观预期？现在拼多多还能继续做空吗？】

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。

精彩评论

Yifelse
2024-11-21
Yifelse
股价反应的是未来的预期，PDD自己把未来预期订得很糟糕，也不分红，股价怎么可能涨。股价上涨是大家觉得他明年一定更好，现在管理层明确告诉你了明年十有八九不行，谁还会买呢。
- 搞钱才重要回复Yifelse:
  一个要全世界的钱和人为他的dream服务。一个怕成为第二个🐴bb，肯定不一样啊。
  
  一个远远不够，一个就想偷摸摸的够了
- Yifelse回复搞钱才重要:
  马斯克把特斯拉的预期都拉到天上去了，大家照样愿意买账。PDD现在已经没有故事可讲，往后新政府上台后全是阻力，所以现在的股价很公允。
- 搞钱才重要回复搞钱才重要:
  村里的领导，一直把预期告诉大家很高，有人相信吗
- 搞钱才重要回复搞钱才重要:
  国内把预期说太满，容易被搞
- 搞钱才重要:
  也是实话，把预期降低
junge
2024-11-22
junge
都惧怕做首富，只好疯狂打压自己市值
- 三藏大法师:
  搞不懂
金牛座的克瑞斯
2024-11-22
金牛座的克瑞斯
主要是没见过这样开业绩说明会的
西北股神
2024-11-21
西北股神
架不住自己捅自己，这种没格局的公司远离

发表看法

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