异动解读 | 拼多多(PDD.O)夜盘大涨5.12%,TikTok Shop销售激增或加剧电商竞争

异动解读12-09

拼多多在周一夜盘大涨5.12%,引发关注。分析人士指出,这可能与TikTok Shop在电商市场份额扩大有关。

路透报道,根据TikTok的数据和Facteus数据机构的分析,在2023年9月在美国推出的TikTok Shop,在2023年至今的假日购物季期间,销售额激增。TikTok Shop成为了诸如e.l.f. Cosmetics、Ninja Kitchen等热门品牌的重要电商渠道。

尽管TikTok面临在美被禁的威胁,但TikTok Shop的营收飙升,对主要电商平台如拼多多形成巨大竞争压力,可能会影响拼多多的市场份额。因此,投资者对于TikTok Shop快速崛起的担忧,可能成为推动拼多多夜盘涨幅的一大因素。

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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老汤豆花
12-09
老汤豆花
影响业绩，反而上涨，逗

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