挖个我今年年初写的帖子$拼多多 (PDD.US)
京城Z先生
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不敢投拼多多的原因
作为中概股全村的希望,PDD 过去一年的股价走势喜人,讨论的人非常多,但我几乎没有参与,未来也不准备参与,主要是下面的原因:Temu(PDD 海外版) 是怎么成功的?国内用户可能会回答 9.9 包邮,砍一刀之类的,但这些玩意,在欧美那边的定义,就是典型的倾销,倾销就要被反倾销制裁,可 Temu 并没有,为何?因为 Temu 走了一个灰色地带,它的产品很多不满报关的门槛,所以不走报关这条路...
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