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$拼多多(PDD)$ 

投资拼多多的4大风险

1、年年亏损:一季度财报亏损41亿!较以往季报亏损增加了1倍,拼多多成立5年了,还在走大规模烧钱拉人气!不知何时能盈利

2、数据水分严重:拼多多GMV膨胀奇快? 年活跃买家数量6.28亿? 答:只要发起1个拼单,点开过链接的即使不支付,都算GMV!大量号商为了100元,活跃用户更可能是商家们刷单刷出来的

3、市值脱离价值:1)PDD市值800亿赶超京东JD早已实现盈利、有物流仓储资产、京东金融等; 2)股价:上市首发价10几元, 现在股价60多元~已经张了5倍,股价在高位频繁暴涨暴跌近10%~估计有好几个国际资本在合作操控股价,现在进场是妥妥的韭菜!

4、中美恶化:美国通过了一项法案《外国公司问责法》,在中美贸易大环境下,很明显是冲着中国的公司来的,就像香港一样~遏制中国公司在美国股市融到钱后支持中国经济发展,,从此刻开始~中概股将开启一路跌

Four risks of investing in PDD

1、Annual loss: 4.1 billion in the first quarter! Compared with the previous quarterly report, the loss has doubled. PDD has been established for 5 years and has lost money every year. It's still burning money on a large scale to attract popularity!

2、Serious data moisture: how fast is Gmv expanding? 628 million active buyers per year? Answer: as long as one collage is initiated, click to open the link, even if you don't pay, it's Gmv! In order to get 100 yuan, active users and merchants submit a large number of false empty orders

3、Market value out of value: 1) PDD market value 80 billion catch up with Jingdong! JD has already achieved profitability, logistics and warehousing assets, Jingdong finance, etc.; 2) stock price: the initial price is more than 10 yuan, and now the stock price is more than 60 yuan ~ it has been 5 times opened, and the stock price frequently soars and plummets nearly 10% at a high level ~ it is estimated that several international capitals are cooperating to control the stock price, Now just wait for retail investors to come in and cut leeks!!

4、Deterioration of China and the United States: the United States has passed a bill, the accountability law of foreign companies, which is obviously aimed at Chinese companies in the context of Sino-U.S. trade. Just like Hong Kong, it will prevent Chinese companies from financing in the U.S. stock market and support China's economic development. From now on, China's stock market will start to fall all the way