差價合約是複雜的金融交易產品,可帶來由槓桿作用而導致迅速虧損的高風險。 大部分的零售投資者帳戶在跟交易差價合約時錄得資金虧損。您應當考慮您是否充分明白差價合約如何運作,以及您是否能承受您的資金損失的高風險。

拼多多將於週四發布財報

隨著拼多多股價在2025年反彈,該公司仍是對沖基金經理人的首選。

PDD – Daily Chart

拼多多-日圖

在ADR上,拼多多股價在133.34處有阻力,這是進一步上漲的障礙,關鍵支撐位在110位。

對沖基金經理人麥可•貝瑞因指出2008年次貸危機而聲名鵲起,並以逆向投資而聞名。過去兩年,貝瑞一直是中國股票的支持者,也是拼多多的粉絲。

考慮到持續的監管和宏觀經濟的不確定性,貝瑞對中國線上零售市場的長期前景持謹慎樂觀的態度。在截至12月31日的季度中,在DeepSeek AI模型於1月發布之前,貝瑞減持了他在中國科技領域三大投資中的兩筆。

除了拼多多, 貝瑞還希望利用對醫療保健服務和先進分析技術日益增長的需求,同時也關注非必需消費品股票,在服裝、化妝品和奢侈品行業建倉。

京東發布財報後股價出現反彈,拼多多隨後會發布財報。中國經濟正尋求提振國內消費市場,以因應川普關稅的實施,這可能會推動中國電子商務類股的上漲。

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