$拼多多 (PDD.US)卖了短 call，买了长 call，应对接下来可能的短期震荡减少风险。拼多多挺给力也符合上星期的判断。个人认为降息对拼多多的影响不大，因为本来就要拉升，逻辑比较硬。但 50 个点对美股是更大的利好，正常情况下应该拉升。如果市场反应平淡且未来几个月一直震荡，那么说明即使降息，资本仍然认为美股风险较大，美股即已经进入衰退周期，可以考虑做空或者黄金加密货币等避险资产。
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