$拼多多 (PDD.US)快到 120 了，确实比较符合价格合理、短期高波动的个人喜好。但中概、大选、营收预期几个 debuff 叠得太满了。大选后中美贸易政策会拿它祭旗么？还是不太敢接。等两周看看，要是能到 110 以下就好了。
接下来要考虑的就是，24 年还有两个月，还有哪家是不贵能接手的呢？
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