拼多多将于周四发布财报

随着拼多多股价在2025年反弹,该公司仍然是对冲基金经理的首选。

PDD – Daily Chart

拼多多-日图

在ADR上,拼多多股价在133.34处有阻力,这是进一步上涨的障碍,关键支撑位在110位。

对冲基金经理迈克尔•贝瑞因指出2008年次贷危机而声名鹊起,并以逆向投资而闻名。过去两年,贝瑞一直是中国股票的支持者,也是拼多多的粉丝。

考虑到持续的监管和宏观经济的不确定性,贝瑞对中国在线零售市场的长期前景持谨慎乐观的态度。在截至12月31日的季度中,在DeepSeek AI模型于1月份发布之前,贝瑞减持了他在中国科技领域三大投资中的两笔。

除了拼多多, 贝瑞还希望利用对医疗保健服务和先进分析技术日益增长的需求,同时也关注非必需消费品股票,在服装、化妆品和奢侈品行业建仓。

京东发布财报后股价出现反弹,拼多多随后将发布财报。中国经济正寻求提振国内消费市场,以应对特朗普关税的实施,这可能会推动中国电子商务类股的上涨。

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