$拼多多 (PDD.US)100 以下的价位可以说是在给中小投资者送钱，感谢大机构给我们机会。这个季度本身就是拼多多的淡季，拼多多没有双十一，营收下降很正常。至于关税对 temu 的影响，简直是大利好：temu 目前已经完成了全线上商品本对本发货，想在 temu 上做生意就得在国外生产发货，所以 60% 的关税帮 temu 把国内的竞争对手（主要是阿系）赶尽杀绝，temu 的利润空间更高了，未来 temu 为拼多多创造的营收和利润会越来越高
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