🍀 Spring Date with Fortune, Prizes with Raffle! Growth Value Phase 1️⃣ 7️⃣ Spring Raffle Carnival Begins!
Seize Spring's Good Luck! 👉 https://www.gate.com/activities/pointprize?now_period=17
🌟 How to Participate?
1️⃣ Enter [Square] personal homepage, click the points icon next to your avatar to enter [Community Center]
2️⃣ Complete Square or Hot Chat tasks such as posting, commenting, liking, speaking to earn growth value
🎁 Every 300 points can raffle once, 10g gold bars, Gate Red Bull gift box, VIP experience card and more prizes waiting for you to win!
Details 👉 https://www.gate.com/ann
分享一個買入拼多多 (PDD) 的邏輯,求噴 👇
1️⃣ 賬上趴著大概 604 億美元(現金及等價物+短投)
2️⃣ 25 全年總營收 YoY +10%;Q4 單季營收 1239 億,YoY +12%。在這個體量下還能維持雙位數增長,基本盤極穩
3️⃣ 目前 PE 被情緒壓到了 9.5x - 10.5x。作為對比,阿里目前的 PE 都回到 22x - 24x 左右了
不到 11 倍 PE,買一台賬上躺著 600 多億刀還在雙位數增長的印鈔機
歡迎各位反駁打臉,最大的風險點在哪?