《大行報告》大摩上調拼多多(PDD.US)目標價至140美元 料Temu 2026開始有利潤
摩根士丹利發表報告指,拼多多(PDD.US)旗下成立一年的Temu勢頭強勁,自去年9月首次在美國推出以來,Temu的業務已擴展到47個國家。截至今年9月,Temu應用的下載量已達2.23億次,全球MAU已達1.2 億,其中5,200萬來自美國,佔43%。同時亦見到Temu在其他地區強勁的用戶增長勢頭和用戶參與度。
該行指,雖然在擴張階段進行了大量投資,但預計Temu將從2026年開始實現盈利,並成為拼多多新的增長動力。該行將拼多多目標價由120美元升至140美元,評級「增持」。
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