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Angelo Bauer

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- Angelo BauerAngelo Bauer
  ·05-02
  $拼多多(PDD)$ 减少美国的投放，这一季度的利润必定又大升了，回购及派息在路上了！
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- Angelo BauerAngelo Bauer
  ·02-27
  $PDD Holdings Inc(PDD)$ 这个股目前最大问题是不在港股上市，没进港股通，内资和散户买不进来。港股不只是ai科技股涨，消费、地产、券商、红利，都能涨，估值修复+南向资金争夺定价权。pdd算是一个性价比很高的投资标的，可惜只在美股，能买的国内资金不多，定价权还在海外资金手上，这一轮也不在核心科技主线上，更多地是被当作消费股定位和定价的。temu的部分没有体现在估值里，甚至是负的估值。公司管理层比较务实本分，不太会蹭热度搞宣传。它的护城河和主营业务没问题的情况下，好处是它对牛市和熊市不太敏感，曾经在熊市里也是中概里表现最好的，只要时间拉长，终会价值回归。如果踏空了这一轮恒生科技和中概互联网的话，可以考虑一下建仓pdd，做中长线
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