摩根士丹利看好拼多多股价 预计30日内上升至150美元

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观点网讯:5月13日,摩根士丹利发表研究报告,预计拼多多股价在未来30日内上升,目标价150美元。报告指出,中美关税降级的速度和深度均超出市场预期,拼多多2024年有30%以上的GMV均来自美国,被视为2025年最受美国关税影响的公司之一。该行认为,尽管仍存在不确定性,例如拼多多旗下TEMU的美国业务恢复速度,以及TEMU如何消化额外的关税成本,但预计TEMU能够重启在美国的全托管商业模式,并可以...

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