拼多多遇到了难得的机遇，年内用户数或将超越阿里巴巴成电商一哥

柏铭20182020-12-28

由于阿里巴巴创始人马云当下面临的困扰，以及蚂蚁金服上市遇阻，拼多多或许遇上了难得的机遇，年内拼多多的用户数有非常大的机会超越阿里巴巴。2015年成立的拼多多在头三年并没得到阿里巴巴和京东的重视，不过拼多多的活跃买家数仅仅用2年多时间就超越了京东成为国内第二大电商，此时各方对于拼多多依然存有疑虑，毕竟此时它依然陷于亏损当中，都担忧它能否继续如此烧钱。然而2019年拼多多祭出了百亿补贴计划，拼多多的...

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

股小年
2020-12-29
股小年
全是拉来的流量，一点粘性没有，最后会一地鸡毛
持股为王
2020-12-28
持股为王
胡扯
持股为王
2020-12-28
持股为王
胡起
16df0732
2020-12-28
16df0732
pdd全是靠拼团搞出来的虚假用户，客户粘度太差了
霞之丘诗羽毛
2020-12-28
霞之丘诗羽毛
你在做梦吧

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2094542528?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/9ad0916074d4fd8a0d19716314c632dc","is_english":false,"pubTime":"2020-12-28 21:18","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2094542528","market":"us","top_or_hot":-1,"title":"拼多多遇到了难得的机遇，年内用户数或将超越阿里巴巴成电商一哥","media":"柏铭2018","content":"<div>\n<p>由于阿里巴巴创始人马云当下面临的困扰，以及蚂蚁金服上市遇阻，拼多多或许遇上了难得的机遇，年内拼多多的用户数有非常大的机会超越阿里巴巴。2015年成立的拼多多在头三年并没得到阿里巴巴和京东的重视，不过拼多多的活跃买家数仅仅用2年多时间就超越了京东成为国内第二大电商，此时各方对于拼多多依然存有疑虑，毕竟此时它依然陷于亏损当中，都担忧它能否继续如此烧钱。然而2019年拼多多祭出了百亿补贴计划，拼多多的...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020122821194877d7166c&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","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>拼多多遇到了难得的机遇，年内用户数或将超越阿里巴巴成电商一哥</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拼多多遇到了难得的机遇，年内用户数或将超越阿里巴巴成电商一哥\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-12-28 21:18 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020122821194877d7166c&s=b><strong>柏铭2018</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>由于阿里巴巴创始人马云当下面临的困扰，以及蚂蚁金服上市遇阻，拼多多或许遇上了难得的机遇，年内拼多多的用户数有非常大的机会超越阿里巴巴。2015年成立的拼多多在头三年并没得到阿里巴巴和京东的重视，不过拼多多的活跃买家数仅仅用2年多时间就超越了京东成为国内第二大电商，此时各方对于拼多多依然存有疑虑，毕竟此时它依然陷于亏损当中，都担忧它能否继续如此烧钱。然而2019年拼多多祭出了百亿补贴计划，拼多多的...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020122821194877d7166c&s=b\">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":"BABA","symbol_name":"阿里巴巴","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020122821194877d7166c&s=b","article_id":"2094542528","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/9ad0916074d4fd8a0d19716314c632dc"],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020122821194877d7166c&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2094542528","pubTimestamp":1609161488,"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"由于阿里巴巴创始人马云当下面临的困扰，以及蚂蚁金服上市遇阻，拼多多或许遇上了难得的机遇，年内拼多多的用户数有非常大的机会超越阿里巴巴。然而2019年拼多多祭出了百亿补贴计划，拼多多的活跃买家数继续保持了快速增长势头，竞争1.67亿，用户直逼阿里巴巴，这才让阿里巴巴感受到了压力。至今年三季度拼多多、阿里巴巴的活跃买家数分别为7.313亿、7.57亿，两者的活跃买家数差距已缩短到2570万。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BABA":"阿里巴巴","PDD":"拼多多","QNETCN":"纳斯达克中美互联网老虎指数","09988":"阿里巴巴-W"},"translate_title":"Pinduoduo has encountered a rare opportunity. The number of users in the year may surpass Alibaba to become the first brother of e-commerce.","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"48482":0.6,"48509":0.6,"48566":0.6,"48677":0.6,"48678":0.6,"48682":0.6,"BABA":1,"PDD":1,"09988":0.6,"QNETCN":0.6},"content_text":"由于阿里巴巴创始人马云当下面临的困扰，以及蚂蚁金服上市遇阻，拼多多或许遇上了难得的机遇，年内拼多多的用户数有非常大的机会超越阿里巴巴。2015年成立的拼多多在头三年并没得到阿里巴巴和京东的重视，不过拼多多的活跃买家数仅仅用2年多时间就超越了京东成为国内第二大电商，此时各方对于拼多多依然存有疑虑，毕竟此时它依然陷于亏损当中，都担忧它能否继续如此烧钱。然而2019年拼多多祭出了百亿补贴计划，拼多多的活跃买家数继续保持了快速增长势头，竞争1.67亿，用户直逼阿里巴巴，这才让阿里巴巴感受到了压力。今年初阿里巴巴和苏宁发起双百亿补贴计划，虽然没有明言是对付拼多多，但是业界普遍认为这是它试图应对拼多多的挑战，然而依然未能有效阻止拼多多的崛起，拼多多的净增活跃买家数依然是远超阿里巴巴，双方的活跃买家数在迅速缩短。至今年三季度拼多多、阿里巴巴的活跃买家数分别为7.313亿、7.57亿，两者的活跃买家数差距已缩短到2570万。在这个关键时刻，马云遇到了当前的事情，蚂蚁金服上市也被按了暂停键，这对于阿里巴巴来说无疑是不利的。当前拼多多和阿里巴巴的较量正处于关键时刻，今年三季度的数据显示，拼多多的活跃买家净增数达到4810万，同期阿里巴巴的活跃买家净增数仅为1500万，这意味着四季度只要拼多多保持如此增速，而阿里巴巴由于不利因素影响不太可能加速，那么四季度拼多多的活跃买家数就将超越阿里巴巴，如此就活跃买家数而言拼多多将成为国内第一大电商。在活跃买家数方面，拼多多可望在今年内超越阿里巴巴，不过在GMV方面其实拼多多与阿里巴巴的差距依然很大，2019年的数据显示阿里巴巴、拼多多的GMV分别为7.053万亿元人民币、1.0066万亿元，甚至京东的GMV也超过2万亿元，这主要是因为拼多多的人均消费金额与另外两家电商存在很大的差距。国内电商格局曾长期形成了阿里巴巴和京东两强的格局，之前曾涌现诸多中小电商，但是它们都未能改变电商两强的格局，甚至不少中小电商在竞争中迅速倒下，只有拼多多成功从中突围，而目前对于拼多多来说无疑是赶超阿里巴巴的良机。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":333669231,"gmtCreate":1609254515723,"gmtModify":1703738471939,"author":{"id":"3494476961005761","authorId":"3494476961005761","name":"股小年","avatar":"https://static.tigerbbs.com/325000dea22a193be7178a8bfeac446e","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3494476961005761","authorIdStr":"3494476961005761"},"htmlText":"全是拉来的流量，一点粘性没有，最后会一地鸡毛","listText":"全是拉来的流量，一点粘性没有，最后会一地鸡毛","text":"全是拉来的流量，一点粘性没有，最后会一地鸡毛","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/333669231","repostId":2094542528,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":333390059,"gmtCreate":1609169584171,"gmtModify":1703738009794,"author":{"id":"3454629953607720","authorId":"3454629953607720","name":"持股为王","avatar":"https://static.tigerbbs.com/dd43d506496d31c982e04748dc4270ca","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3454629953607720","authorIdStr":"3454629953607720"},"htmlText":"胡扯","listText":"胡扯","text":"胡扯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/333390059","repostId":2094542528,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":333307748,"gmtCreate":1609169569784,"gmtModify":1703738009967,"author":{"id":"3454629953607720","authorId":"3454629953607720","name":"持股为王","avatar":"https://static.tigerbbs.com/dd43d506496d31c982e04748dc4270ca","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3454629953607720","authorIdStr":"3454629953607720"},"htmlText":"胡起","listText":"胡起","text":"胡起","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/333307748","repostId":2094542528,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":333957050,"gmtCreate":1609167482170,"gmtModify":1703737965587,"author":{"id":"3547042069490812","authorId":"3547042069490812","name":"16df0732","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3547042069490812","authorIdStr":"3547042069490812"},"htmlText":"pdd全是靠拼团搞出来的虚假用户，客户粘度太差了","listText":"pdd全是靠拼团搞出来的虚假用户，客户粘度太差了","text":"pdd全是靠拼团搞出来的虚假用户，客户粘度太差了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/333957050","repostId":2094542528,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":333969984,"gmtCreate":1609165250848,"gmtModify":1703737928070,"author":{"id":"3470952598416032","authorId":"3470952598416032","name":"霞之丘诗羽毛","avatar":"https://static.tigerbbs.com/3d9080aae6c50f0a553172362d01adaf","vip":1,"crmLevel":6,"crmLevelSwitch":0,"idStr":"3470952598416032","authorIdStr":"3470952598416032"},"htmlText":"你在做梦吧","listText":"你在做梦吧","text":"你在做梦吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/333969984","repostId":2094542528,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":1,"commentSize":5,"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":"4.29.1","shortVersion":"4.29.1","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/2094542528"}