马云无法忽视的强劲对手

全天候科技2023-11-29

拼多多市值逼近阿里。随着三季度业绩报告的发布，TEMU对拼多多的收入贡献再也藏不住了，其迸发出的惊人能量，让资本市场再一次给予强烈反响，助推拼多多股价直逼老大哥阿里巴巴。11月28日晚，美股开盘后，拼多多股价暴涨近20%，当日收盘价上涨约18%至139美元/股，总市值达到1846.74亿美元，距离总市值约1954亿美元的阿里巴巴已经是一步之遥了。拼多多披露财报显示，今年三季度，拼多多收入为...

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精彩评论

王者为大
2023-11-30
王者为大
拼多多是一家没有价值观的公司，虽有一定的流量，销量，但终究是会倒闭的！
八大行星
2023-11-30
八大行星
屁多多平台肆无忌惮的贩卖假冒伪劣商品，销量增长的背后是人们收入下降后的无奈选择。
保险王丁
2023-11-30
保险王丁
不用拼夕夕
2024lllygz
2023-11-29
2024lllygz
去年有个文章说桥水还是谁说拼多多是假的，准备做空。我当时就回帖说做空拼多多是找死
- 陈友谅:
  当时是我回的，你扯什么蛋
慧_4909
2023-11-29
慧_4909
十年来，腾讯和阿里这两个中国互联网巨头，分别在一些维度上被抖音和拼多多逐渐超越。时代的风向已变，互联网也是新王当立了
龙腾虎乐
2023-11-29
龙腾虎乐
PDD还真算不上王[鬼脸] [鬼脸]

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48个国家和地区上线，跻身全球应用下载量前十名，更成为美国下载量最高的应用之一。摩根士丹利在10月发表研报表示，约有15%的美国消费者在TEMU上购物。TEMU发展的强劲势头以及如今落地的业绩贡献，让资本市场看好拼多多未来的增长空间，从而带动股价大幅上涨。更有观点认为，TEMU具备再造拼多多的潜力。市场已经开始认真考虑TEMU对拼多多的整体估值贡献了。海通国际研报指出，目前其最新的TEMU GMV预测是2023全年120亿美元，而明年翻倍，达到240亿美元，若采用1.8倍 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