现在买 $拼多多(P_老虎社区_美港股上老虎

现在买 $拼多多(PDD)$ ，短期不是好时机，财报和海外监管还没落地，抄底容易被套。但长期看，主站护城河还在，Temu全球化是第二增长曲线，估值已经跌到历史低位，悲观预期基本消化完了。我的策略是闲钱分批低吸，控制仓位，等风险释放完再考虑加仓。

中概财报季！拼多多、美团…看好哪家表现？

中概开始陆续公布业绩：上周腾讯、阿里巴巴已经发布最新业绩报，本周小米、快手、拼多多、美团等科网股巨头财报陆续发布。拼多多2025财年实现净利润138.23亿美元，同比减少11.52%；美团Q4经调整净亏损150.8亿元，营收同比增4.1%略超预期【大家对近期中概财报变现有何看法？你看好哪家公司表现？】

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