懒象坊
2020-02-21
$拼多多(PDD)$
2020q1的gmv应该很差,理由如下:1.每年春节期间电商的gmv都是下降的,这次又遇到特别的情况;2.这次疫情阿里(生态优势)可以出力的点很多,貌似也是如此;京东有自己的物流,所以也能出大力;pdd没有自己的核心体系,由于没有自有物流,又没有形成生态,所以看不出在这个时间点能出什么力量?;股短期股价承压;
---本人重仓持有pdd,以上言论,不作为投资参考。
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大侠2028
2020-02-21
大侠2028
你很客观,不似很多脑残粉一样盲目。[强]
老陆点五
2020-02-22
老陆点五
说得很有道理,我做空拼多多
什么也没有了~
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