$叮咚买菜(DDL)_老虎社区_美港股上老虎 - 老虎社区

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SanTi小汤
01-08

$叮咚买菜(DDL)$ 通过近期的更新与使用体验，叮咚买菜给我一种19年$拼多多(PDD)$ 的优化感觉，会员模式也开始更加灵活。客服反馈体系明显进步，而且感觉，他们的菜是优选的，水果也很新鲜，售后客服也迅速。这些点让我隐约感觉它处于被低估的状态。

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389
·01-09
大环境是贫富差距加速拉大，所有消费类个股特别是消费升级的行业都不会被看好（因为这严重依赖普通消费者的收入提高），没办法，这就是国内赤裸裸的现实困境
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查理Mango
·01-08
好公司被忽略了
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