拼多多VS京东哪个更值得投资？

猛兽财经2020-11-20

近期拼多多和京东先后公布业绩，只有拼多多在公布业绩后股价上涨40%，市值更是超过京东，京东在公布业绩后则股价大跌。然而，拼多多与京东在各自的电商赛道都在高速增长。投资者与其二选一，不如都投资。拼多多与京东是完全不同的两种商业模式，拼多多采取寄卖模式主攻下沉城市的电商及农村电商，最近更进军买菜业务，赚取商户佣金及营销费用。京东采取入货出售模式，以相对便宜的价格出售电子产品及家用电器杀出一条血路。...

网页链接

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。

精彩评论

爱喝咖啡的凤梨罐头
2020-11-24
爱喝咖啡的凤梨罐头
说说你对这篇新闻的看法...
快乐的小五
2020-11-20
快乐的小五
显然是京东啊，京东的核心仓储，快递，供应链，这是多多都没有的
- 猫头鹰爱吃西洋菜回复快乐的小五:
  如何获客怎么能是壁垒呢，除非只有一家能干，壁垒是已经获取的客
- 快乐的小五:
  线上的平台化的东西都不是壁垒，无非是如何获客，京东自营是通过集中采购的方式降低供应链成本的，多多这两年起来更多的是因为裂变的方式快速获取客户，但是毕竟是5年的公司，需要走的路还很长，农村包围城市的战略不一定有效
- 猫头鹰爱吃西洋菜:
  这样的重资产，你觉得阿里和拼多多是没钱做或者做不成，所以才不做？供应链的话，不知道你是怎么理解的，至少二选一上面京东明面是输的
韭菜已到达战场
2020-11-20
韭菜已到达战场
多多不是实名制，只要有多个手机号和微信就能在的多多上买东西享受百亿补贴，还能在闲鱼转卖赚差价。
恶魔虎
2020-11-20
恶魔虎
dd早晚一地鸡毛，**不是
破蔚来没未来
2020-11-20
破蔚来没未来
我一个人就有5个pdd的账号，这7亿水份太大，各式各样的拉人头活动，赔本赚吆喝，补贴的价格还是可以的，想盈利估计还早呢，口碑太差了，没价格优势人瞬间跑光
一往无前666
2020-11-20
一往无前666
时间会给大家答案的

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/1172325543?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/4075d3e1088a02a1b9db08605065af55","is_english":false,"pubTime":"2020-11-20 18:39","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1172325543","market":"us","top_or_hot":-1,"title":"拼多多VS京东哪个更值得投资？","media":"猛兽财经","content":"<div>\n<p>近期拼多多和京东先后公布业绩，只有拼多多在公布业绩后股价上涨40%，市值更是超过京东，京东在公布业绩后则股价大跌。然而，拼多多与京东在各自的电商赛道都在高速增长。投资者与其二选一，不如都投资。\n拼多多与京东是完全不同的两种商业模式，拼多多采取寄卖模式主攻下沉城市的电商及农村电商，最近更进军买菜业务，赚取商户佣金及营销费用。京东采取入货出售模式，以相对便宜的价格出售电子产品及家用电器杀出一条血路。...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/R2JmcCPw4gwQJbEnJ2TEpQ\">网页链接</a>\n\n</div>\n","source":"lsy1586862168255","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>拼多多VS京东哪个更值得投资？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n拼多多VS京东哪个更值得投资？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-11-20 18:39 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/R2JmcCPw4gwQJbEnJ2TEpQ><strong>猛兽财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近期拼多多和京东先后公布业绩，只有拼多多在公布业绩后股价上涨40%，市值更是超过京东，京东在公布业绩后则股价大跌。然而，拼多多与京东在各自的电商赛道都在高速增长。投资者与其二选一，不如都投资。\n拼多多与京东是完全不同的两种商业模式，拼多多采取寄卖模式主攻下沉城市的电商及农村电商，最近更进军买菜业务，赚取商户佣金及营销费用。京东采取入货出售模式，以相对便宜的价格出售电子产品及家用电器杀出一条血路。...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/R2JmcCPw4gwQJbEnJ2TEpQ\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"JD","symbol_name":"京东","start_time":0,"source_url":"https://mp.weixin.qq.com/s/R2JmcCPw4gwQJbEnJ2TEpQ","article_id":"1172325543","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/4075d3e1088a02a1b9db08605065af55"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1172325543","pubTimestamp":1605868750,"sourceInfo":{"source_id":"lsy1586862168255","name":"猛兽财经"},"weMediaInfo":null,"summary":"近期拼多多和京东先后公布业绩，只有拼多多在公布业绩后股价上涨40%，市值更是超过京东，京东在公布业绩后则股价大跌。然而，拼多多与京东在各自的电商赛道都在高速增长。投资者与其二选一，不如都投资。\n拼多多","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"JD":"京东","09618":"京东集团-SW","PDD":"拼多多"},"translate_title":"Which is more worth investing in, Pinduoduo VS Jingdong?","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/8fd2ca7e2560d7067621e8e02b674832","symbols_score_info":{"09618":0.9,"JD":0.9,"PDD":0.9},"content_text":"近期拼多多和京东先后公布业绩，只有拼多多在公布业绩后股价上涨40%，市值更是超过京东，京东在公布业绩后则股价大跌。然而，拼多多与京东在各自的电商赛道都在高速增长。投资者与其二选一，不如都投资。\n拼多多与京东是完全不同的两种商业模式，拼多多采取寄卖模式主攻下沉城市的电商及农村电商，最近更进军买菜业务，赚取商户佣金及营销费用。京东采取入货出售模式，以相对便宜的价格出售电子产品及家用电器杀出一条血路。根据京东最新业绩，京东来自电子产品及家用电器销售的营业额占比仍然高达57%。\n拼多多用户人数挑战阿里\n其实，根据两者最新一份业绩显示，均在各自的电商赛道高速增长。拼多多月度活跃用户数目前已达6.4亿人，反观同一个季度阿里巴巴（NASDAQ:BABA）手机月度活跃用户仅增长了12%。\n目前投资者期望拼多多月度活跃用户可以超越阿里巴巴。这个期望关乎拼多多买菜业务能否击败其他对手。不过，拼多多主攻农村电商，在安排买菜业务的货源上比其他电商更有优势。\n值得留意的是，拼多多农村电商潜力很大。去年拼多多农村电商的销售额（GMV）为1364亿元人民币，按年增长109%，占去年总GMV约10066亿元人民币的13%。以往农户出售农产品时会经过中间商的层层抽佣。而农户经拼多多平台销售农产品时，是直接销售到终端消费者，节省下来的收益由农户及消费者瓜分。农户从而赚取比以往更高的收益，消费者则可以用更便宜的价格买到农产品。在制造业方面，拼多多更是推出新品牌计划，目标是五年内扶助100个产业，创造10000亿元人民币销售。现阶段创造10000亿元人民币销售这个愿景无疑是在画大饼，但培养这些厂商试用拼多多这个销售渠道实属必然，有利于未来营销费用及佣金收入增长。\n京东成流量输出者\n京东同样拥有挑战阿里巴巴的增长故事，早在去年京东的年度用户数量增长已经超越阿里巴巴。第三季度业绩惊喜之处为京东由倚靠腾讯（700）提供的用户流量变成输出流量，说明其生态圈已经增长至相当庞大的规模。因为京东和携程签订合作协议，京东向携程开放流量。我们对未来京东的平台及广告收入增长潜力看好。\n拼多多与京东在不同的跑道有后发先至之势，投资者不妨两边都押注。","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":399541005,"gmtCreate":1606154696607,"gmtModify":1703841301801,"author":{"id":"3561554251742634","authorId":"3561554251742634","name":"爱喝咖啡的凤梨罐头","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/399541005","repostId":1172325543,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":399053933,"gmtCreate":1605885127822,"gmtModify":1703840320382,"author":{"id":"3464240476932419","authorId":"3464240476932419","name":"快乐的小五","avatar":"https://static.tigerbbs.com/ebec98a83a1d65cb1b8bbadc9db6cfcd","vip":1,"hat":"https://static.tigerbbs.com/02aa29c2dc9ef542378534f87cda3558","crmLevel":1,"crmLevelSwitch":0},"htmlText":"显然是京东啊，京东的核心仓储，快递，供应链，这是多多都没有的","listText":"显然是京东啊，京东的核心仓储，快递，供应链，这是多多都没有的","text":"显然是京东啊，京东的核心仓储，快递，供应链，这是多多都没有的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/399053933","repostId":1172325543,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3075300,"gmtCreate":1605961648809,"gmtModify":1605961648809,"authorId":3482942111801162,"author":{"id":3482942111801162,"authorId":3482942111801162,"name":"猫头鹰爱吃西洋菜","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3464240476932419,"repliedAuthor":{"id":3464240476932419,"authorId":3464240476932419,"name":"快乐的小五","avatar":"https://static.tigerbbs.com/ebec98a83a1d65cb1b8bbadc9db6cfcd","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":399053933,"type":1,"supId":3072822,"prevId":3074396,"content":"如何获客怎么能是壁垒呢，除非只有一家能干，壁垒是已经获取的客","text":"如何获客怎么能是壁垒呢，除非只有一家能干，壁垒是已经获取的客","html":"如何获客怎么能是壁垒呢，除非只有一家能干，壁垒是已经获取的客"},{"id":3074396,"gmtCreate":1605932262216,"gmtModify":1605932262216,"authorId":3464240476932419,"author":{"id":3464240476932419,"authorId":3464240476932419,"name":"快乐的小五","avatar":"https://static.tigerbbs.com/ebec98a83a1d65cb1b8bbadc9db6cfcd","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":399053933,"type":1,"supId":3072822,"prevId":0,"content":"线上的平台化的东西都不是壁垒，无非是如何获客，京东自营是通过集中采购的方式降低供应链成本的，多多这两年起来更多的是因为裂变的方式快速获取客户，但是毕竟是5年的公司，需要走的路还很长，农村包围城市的战略不一定有效","text":"线上的平台化的东西都不是壁垒，无非是如何获客，京东自营是通过集中采购的方式降低供应链成本的，多多这两年起来更多的是因为裂变的方式快速获取客户，但是毕竟是5年的公司，需要走的路还很长，农村包围城市的战略不一定有效","html":"线上的平台化的东西都不是壁垒，无非是如何获客，京东自营是通过集中采购的方式降低供应链成本的，多多这两年起来更多的是因为裂变的方式快速获取客户，但是毕竟是5年的公司，需要走的路还很长，农村包围城市的战略不一定有效"},{"id":3072822,"gmtCreate":1605896410606,"gmtModify":1605896410606,"authorId":3482942111801162,"author":{"id":3482942111801162,"authorId":3482942111801162,"name":"猫头鹰爱吃西洋菜","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":399053933,"type":1,"supId":0,"prevId":0,"content":"这样的重资产，你觉得阿里和拼多多是没钱做或者做不成，所以才不做？供应链的话，不知道你是怎么理解的，至少二选一上面京东明面是输的","text":"这样的重资产，你觉得阿里和拼多多是没钱做或者做不成，所以才不做？供应链的话，不知道你是怎么理解的，至少二选一上面京东明面是输的","html":"这样的重资产，你觉得阿里和拼多多是没钱做或者做不成，所以才不做？供应链的话，不知道你是怎么理解的，至少二选一上面京东明面是输的"}],"langContent":"CN"},{"id":399023061,"gmtCreate":1605884607153,"gmtModify":1703840306974,"author":{"id":"3494562060855046","authorId":"3494562060855046","name":"韭菜已到达战场","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"多多不是实名制，只要有多个手机号和微信就能在的多多上买东西享受百亿补贴，还能在闲鱼转卖赚差价。","listText":"多多不是实名制，只要有多个手机号和微信就能在的多多上买东西享受百亿补贴，还能在闲鱼转卖赚差价。","text":"多多不是实名制，只要有多个手机号和微信就能在的多多上买东西享受百亿补贴，还能在闲鱼转卖赚差价。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/399023061","repostId":1172325543,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":399010720,"gmtCreate":1605883068860,"gmtModify":1703840265501,"author":{"id":"3547350026498317","authorId":"3547350026498317","name":"恶魔虎","avatar":"https://static.tigerbbs.com/379708c7f1d733eb921926611a7f5fcf","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"dd早晚一地鸡毛，**不是","listText":"dd早晚一地鸡毛，**不是","text":"dd早晚一地鸡毛，**不是","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/399010720","repostId":1172325543,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":390727750,"gmtCreate":1605869853670,"gmtModify":1703840181955,"author":{"id":"3564110161385806","authorId":"3564110161385806","name":"破蔚来没未来","avatar":"https://static.tigerbbs.com/7ee5b157d4c505ac119dae72f12a2b05","vip":1,"crmLevel":5,"crmLevelSwitch":1},"htmlText":"我一个人就有5个pdd的账号，这7亿水份太大，各式各样的拉人头活动，赔本赚吆喝，补贴的价格还是可以的，想盈利估计还早呢，口碑太差了，没价格优势人瞬间跑光","listText":"我一个人就有5个pdd的账号，这7亿水份太大，各式各样的拉人头活动，赔本赚吆喝，补贴的价格还是可以的，想盈利估计还早呢，口碑太差了，没价格优势人瞬间跑光","text":"我一个人就有5个pdd的账号，这7亿水份太大，各式各样的拉人头活动，赔本赚吆喝，补贴的价格还是可以的，想盈利估计还早呢，口碑太差了，没价格优势人瞬间跑光","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/390727750","repostId":1172325543,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":390722110,"gmtCreate":1605868948330,"gmtModify":1703840176698,"author":{"id":"3566958406542003","authorId":"3566958406542003","name":"一往无前666","avatar":"https://static.tigerbbs.com/8b681b00804c48d622735760f19475e4","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"时间会给大家答案的","listText":"时间会给大家答案的","text":"时间会给大家答案的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/390722110","repostId":1172325543,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":0,"commentSize":6,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.25.1","shortVersion":"4.25.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1172325543"}