米酒同学

$PDD(PDD.US) The expected events this week are thought to carry a risk of a pullback. Looking at it now, it's more like a scene of calm and sunny weather. I lack experience in investment timing and haven't used leverage or financing. After much thought, I've decided to stick to the strategy of responding to change with constancy. It has to be said that China concept assets are really not favored. Personally, I'm optimistic about Pinduoduo's upcoming earnings report, but because of Pinduoduo's nasty character, I'm still a bit uneasy. Personally, I think the price-to-performance ratio at this year's price level is higher than last year's 87. I've also come to understand a saying: the only advantage of cheap things is that they're cheap, and the only disadvantage of expensive things is that they're expensive. Continuing to learn and maintain patience. Pinduoduo went from 90 to 140 without me selling, and then from 140 to now, with an even larger position. I'm bullish long-term. Personally, I think Pinduoduo's pace and strategy are correct. It's currently the only China concept asset in my account and the number one position. If there's a chance, I still plan to reduce the position a bit. Also, staying up late with fellow stock investors on 5/20 to wait for NVIDIA's earnings report after hours is a kind of money-related romance.

$PDD(PDD.US) is bullish in the long term, my favorite Chinese concept stock, currently with high cost performance, has a certain margin of safety, and still has room for growth both domestically and internationally, but the holding experience is poor. You can do some day trading with part of the position, continuously accumulating shares (personal ramblings, not investment advice)