《大行報告》高盛升拼多多(PDD.US)評級至「買入」 目標價上調至129美元
高盛發表報告指,拼多多(PDD.US)電商平台TEMU的投資進取,令該行需要重新評估本地平台的利潤率估值,但第二季度盈利仍然顯著好過預期,主要由本地廣告收入按年升50%所推動,將2023年度至2025年度拼多多主要平台EBIT預測,上調26%至41%,抵銷TEMU虧損預測較高的影響,目標價由99美元上調至129美元,評級由「中性」上調至「買入」。
該行指,早前對拼多多持中性看法,主要是關注TEMU虧損情況,預期比較基數較高下,網上推廣開支增幅緩和,本地電商競爭加劇。
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