观点网讯:5月29日,建银国际发布报告,将拼多多(PDD.US)的目标价从145美元下调至135美元,维持“跑赢大市”评级,相当于预测2026年市盈率12倍。报告指出,拼多多2025年第一季度业绩不及预期,主要原因是交易服务收入骤降和销售营销费用激增,达到传统旺季水平。建银国际认为,尽管拼多多在承压环境中将聚焦商家支持和生态建设,增强竞争优势的投入会影响短期盈利,但能打造更具成本效益的供应链,强化...
Source Link观点网讯:5月29日,建银国际发布报告,将拼多多(PDD.US)的目标价从145美元下调至135美元,维持“跑赢大市”评级,相当于预测2026年市盈率12倍。报告指出,拼多多2025年第一季度业绩不及预期,主要原因是交易服务收入骤降和销售营销费用激增,达到传统旺季水平。建银国际认为,尽管拼多多在承压环境中将聚焦商家支持和生态建设,增强竞争优势的投入会影响短期盈利,但能打造更具成本效益的供应链,强化...
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