公司点评拼多多(PDD US,买入,目标价:146.30美元)- 销售营销支出节省好于预期的情况下业绩超预期拼多多公布2Q25业绩:营收同比增长 7%(1Q25:10%),达到 1,040 亿元人民币,符合一致预期。这一增长得益于在线营销服务及其他业务收入超出预期 1%,但被交易服务费收入低于预期 1% 所抵消,交易服务费收入低于预期或部分由于美国市场 “最低免税限额” 政策调整的影响。Non-...
Source Link公司点评拼多多(PDD US,买入,目标价:146.30美元)- 销售营销支出节省好于预期的情况下业绩超预期拼多多公布2Q25业绩:营收同比增长 7%(1Q25:10%),达到 1,040 亿元人民币,符合一致预期。这一增长得益于在线营销服务及其他业务收入超出预期 1%,但被交易服务费收入低于预期 1% 所抵消,交易服务费收入低于预期或部分由于美国市场 “最低免税限额” 政策调整的影响。Non-...
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