【花旗：上调拼多多目标价至165美元 评级升至“买入”】金十数据5月13日讯， 花旗发表研究报告指，中美关税降幅及达成共识的速度胜于预期，利好中国跨境销售商，并对拼多多(PDD.O)旗下的国际电商平台Temu在美国的销售有正面影响。该行认为，30%+的关税对中国商家而言影响可控，其中部分关税或会转嫁至美国消费者，而部分成本将通过广告支出和降低生产成本来调整开支，并专注于销售更高质量的商品，以获得更高的产品均价。该行提到，由于很多销售商已预先在美国准备3至5个月的存货，因此或会出现成本与售价之间的暂时错配，可能导致Temu今年第二季的利润较预期高。由于关税负担已大致下降，该行将拼多多的评级由“中性”上调至“买入”，并将目标价上调至165美元。
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