New Money 对 $PDD 的判断变化

频道资料 →本频道有 3 位标注的说话人:Li Lu、Michael Bury (for the exit signal)、Pershing Square共 1 条
2026-08-25看涨
The Super Investors Are Buying BIG.Li Lu
PDD被低估,为价值投资者提供机会,尽管存在风险。

说到这里,我们现在来到本季度13F的第五个也是最后一个故事,李录大量买入拼多多。他本季度将拼多多的持股增加了一倍多,增加了133%,现在占其整个投资组合的五分之一以上。

And with that, we now get to the fifth and final story from this quarter's 13Fs, and we have Li Lu buying a big lot of Pinduoduo. He more than more than doubled their Pinduoduo stake this quarter, adding 133% and it's now sitting at over a fifth of his entire portfolio.

所以,对于不了解这家公司的人来说,拼多多是一家中国电商集团,以其团购模式而闻名,但中国以外的大多数人只知道它是Temu背后的公司。

So, for anyone that doesn't know the company, Pinduoduo is a Chinese e-commerce group known for their group buying model, but most outside of China just know them as the company behind Temu.