炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 来源：大厂朋友圈 之前听说PDD竞业范围很广，今天终于见识到了 联合创始人范洁真汇报线,范洁真对此表示,因他本人在此 事件中出现过错,重大失误等原因,被公司辞退,范浩真领 导下的全体员工,同样被辞退,并且同样负有工作严重失职 的责任。 我立即向范洁真表达不同意见,韩冰处长调查组在拼多 多执法办案过程中,我本人并不在上海,而是在北京,并且 日常工作也并不对接总局各司局,纯属冤枉,并且多次向范 洁真及 HR 人事负责人表达冤屈。 范洁真说(有录音为证),辞退 30人是与国家市场监管 总局执法稽查局稽查四处处长韩冰汇报的,并达成的一致意 见,达成意见的结论是,韩冰处长在听到辞退 30人的方案 后,当即表示"喜闻乐见"(原话)。 12月8日下午,以拼多多联席 CEO 赵佳臻带队,首席发 展官朱政等人,面见韩冰递交材料,并且当面向韩冰表达歉 意,以此希望韩冰能够放下个人情绪。 目前,尚不清楚韩冰向拼多多高管表态"喜闻乐见"的 具体时间,不排除在12月9日,拼多多高管再次通过相关 渠道与韩冰进行会面和联系。 本人在拼多多七年多以来,兢兢业业,恪尽职 ...

Company Operations - PDD (拼多多) 在上海解雇了一个政府关系团队 [1] - 解雇原因是员工与中国监管机构发生肢体冲突 [1]

本文源自：金融界AI电报 美股中概股盘前涨跌互现，小马智行涨1%，阿里巴巴涨0.6%，拼多多跌0.3%，蔚来跌0.7%。 ...

Market Performance - The major U.S. stock indices showed mixed results, with the Nasdaq slightly up while the S&P 500 fell for the third consecutive day [1] - The Dow Jones Industrial Average closed at 48,114.26, down 302.30 points (-0.62%), while the Nasdaq rose by 54.05 points (+0.23%) to 23,111.46, and the S&P 500 decreased by 16.25 points (-0.24%) to 6,800.26 [2] Sector Performance - Large technology stocks experienced gains, with Tesla rising over 3%, reaching a historic high and increasing its market value by $48.5 billion (approximately 341.5 billion RMB) to $1.63 trillion, surpassing Broadcom to become the seventh-largest company in the U.S. by market capitalization [2] - The oil and energy sectors faced significant declines, with British Petroleum dropping over 4% [2] - Cryptocurrency and computer hardware sectors saw notable increases, with Hut 8 rising nearly 4% and Strategy and SanDisk both up over 3% [2] Chinese Stocks - The Nasdaq Golden Dragon China Index fell by 0.34%, with several Chinese stocks experiencing declines, including Yipeng Energy down 6.5% and Lingzhang Portal and Xiaoying Technology both down over 4% [2] - Conversely, Dingdong Maicai surged over 11%, Pony.ai increased by over 7%, and Zhihu rose by over 3% [2] Commodity Market - The oil market experienced a significant drop, with WTI crude oil futures falling below $55 per barrel for the first time since February 2021, closing down over 2.8% [3][4] - Year-to-date, WTI crude oil futures have declined approximately 22%, marking the worst annual performance since 2018, while Brent crude has dropped nearly 20%, the worst since 2020 [4] Cryptocurrency Market - Following a significant drop, the cryptocurrency market saw a near-total rebound, with Bitcoin rising above $87,000, up 2.21% [6] - Despite the rebound, analysts suggest that Bitcoin may soon reach new lows, potentially falling below $80,000 [5]

Key Points PDD once grew rapidly, but its high-growth days may be over. MercadoLibre is growing faster, is better diversified, and has a wider moat. MercadoLibre’s stock is pricier, but it deserves its premium valuation. 10 stocks we like better than PDD Holdings › PDD (NASDAQ: PDD), China's third-largest e-commerce company after Alibaba (NYSE: BABA) and JD.com (NASDAQ: JD), went public on July 26, 2018 at $19 per ADS. On Feb. 17, 2021, its stock closed at its all-time high of $202.82. That rall ...

④ 【谷歌、道达尔达成为期21年的绿电供应协议】12月16日，法国能源巨头道达尔公司表示，已与 Alphabet旗下的谷歌签署了一项为期21年的电力供应协议，承诺向谷歌在马来西亚的数据中心提供1太 瓦时（TWh）的可再生能源。这份供电合同预计将于明年第一季度生效。 ⑤ 【"美版支付宝"PayPal申请成立银行】当地时间12月15日，有"美版支付宝"之称的PayPal在官网宣 布，公司已经在美国提交了成为一家银行的申请，名为"PayPal银行"。 ⑥ 【福特宣布停产全电动卡车F150 Lightning】当地时间12月15日，福特汽车宣布，公司停产全尺寸电 动皮卡F150 Lightning车型，未来将专注于混动汽车以及一系列更小、更便宜的电动汽车。此举将导致 其收益减少195亿美元，大部分损失在本季度计入。 ⑦ 【纳斯达克申请将工作日交易时长延长至23小时】当地时间12月15日，纳斯达克向美国证监会正式 提交文件，申请推出近乎全天候的股票交易，计划在工作日将股票和交易所交易产品的每日16小时交易 时间延长至每天23小时。一旦获得批准，其交易时间将扩展为"23×5"模式，即每周五天、每天23小时。 ① 【三大期 ...

Core Viewpoint - The article highlights the transformation of the pomelo industry in Meizhou, driven by e-commerce platforms like Pinduoduo, which have enabled farmers to gain better pricing and control over their production and sales processes [1][3][9]. Group 1: Transformation of Sales Channels - The traditional sales model, dominated by middlemen, has shifted towards direct sales through e-commerce, allowing farmers to sell their products at significantly higher prices [3][9]. - Farmers previously faced challenges with low prices and high rejection rates for their produce, but now they can sell quality pomelos directly to consumers, increasing their income [6][10]. - The introduction of e-commerce has led to a more stable and predictable sales environment, allowing farmers to plan their production better [12][14]. Group 2: Impact of E-commerce Platforms - Pinduoduo's policies, such as "zero commission" and "zero threshold for entry," have streamlined the supply chain, reducing costs and increasing farmers' profits [9][16]. - The platform's focus on quality and consumer feedback has encouraged farmers to improve their production standards, leading to better quality products [10][12]. - The rise of e-commerce has also facilitated the expansion of product offerings, such as pomelo leaves, which cater to a broader market beyond local consumers [15][16]. Group 3: Economic and Social Benefits - The pomelo industry in Meizhou has seen significant growth, with an annual production value exceeding 8.9 billion yuan and benefiting over 100,000 farmers [10][11]. - New employment opportunities have emerged in the local community, with many villagers participating in sorting, packaging, and customer service roles [12][14]. - The success of e-commerce has led to investments in modern agricultural tools, such as drones and sliding tracks, improving efficiency in production and transportation [14][15].

Core Insights - Temu has launched an app that allows Shopify merchants to list products directly on Temu's marketplace, enhancing accessibility for merchants [1][2] - The app supports Temu's Local Seller Program across more than 30 markets, enabling merchants to manage listings, inventory, and fulfillment efficiently [2] - Temu's parent company, PDD Holdings, reported a 9% year-over-year revenue increase for the quarter ending September 30 [3] Temu's App Features - The app provides one-click product synchronization for fast and accurate listings, real-time inventory updates to prevent overselling, and automated order and shipping coordination [2] - The official app is available on the Shopify App Store, with additional selling information accessible at the Temu Seller Center [3] Market Context - PDD Holdings emphasizes a long-term focus on merchant support and sustainable platform development in a competitive environment [4] - Shopify reported a 32% increase in revenue to $2.84 billion and a gross merchandise value increase of 32% to $92 billion for the third quarter [4] - Shopify supports millions of businesses across over 175 countries, highlighting its growth and the frequency of new entrepreneurs making sales [5] New Features from Shopify - Shopify introduced a feature called Agentic Storefronts, allowing merchants to publish catalogs to AI platforms for enhanced customer interaction and purchasing [6]

Group 1 - The Nasdaq China Golden Dragon Index fell by 2.17%, indicating a decline in the performance of popular Chinese stocks [1] - Baidu experienced a nearly 5% drop, while Alibaba decreased by over 3.5% [1] - Xpeng Motors also saw a decline of 3.5%, with Li Auto and WeRide falling by over 2% [1] Group 2 - JD.com, Xiaomi Group ADR, Pinduoduo, and Yum China all dropped by more than 1% [1]

Group 1 - Financial giants have shown a bullish sentiment towards PDD Holdings, with 36% of traders being bullish and 36% bearish, indicating a mixed market outlook [1] - The analysis of options history revealed 11 unusual trades, with a total value of $634,855, comprising 6 puts valued at $368,678 and 5 calls valued at $266,177 [1] - The predicted price range for PDD Holdings over the last 3 months has been targeted between $90.0 and $145.0 by large investors [2] Group 2 - The mean open interest for PDD Holdings options trades is 3,761.2, with a total volume of 1,750.00, indicating significant liquidity and interest [3] - The largest options trades observed include a bearish put trade with a total trade price of $144.9K and a bullish call trade with a total trade price of $119.2K [8] - Analysts have set an average target price of $140.0 for PDD Holdings, with one expert maintaining a Neutral rating [11][12] Group 3 - PDD Holdings operates commerce businesses in over 80 countries, with its main platforms being Pinduoduo in China and Temu globally, supported by a robust logistics and fulfillment network [9] - The current trading volume for PDD is 2,143,921, with the stock price at $111.71, reflecting a slight decrease of -0.22% [14]