Enduring value guardian多多最近收买商家的招都打的很在点上，有高人指点的感觉。从纯低价开始卷优质供给，白牌做到好货相对其他家低价。钱花的很在点上，加上极致的运营分发效率和用户群体，有增量空间。
TEMU 也改变了策略，不再依赖美国，走分散策略，在每个局部市场第一第二就好了。风险分散。只是空间需要验证有多少。
整体还是看好，虽然管理层故意做低预期。等等看吧。
$PDD(PDD.US)
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