看了 FT 的报道，基本都是 facts，比如 pdd 不给季度指引，财务不分 segment 披露细节，人数太少，资产太轻，too good to be true，just like products sold on TEMU.
贝尔斯登的分析师给了一些数据：
23 年主站 fcf 250 亿 usd，temu 亏损 40 亿。真实数字是什么，就像 FT 说的，是个秘密。
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ytd，BABA -5%，PDD -20%， JD -13.5%
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