关于京东和天猫双十一的一些看法

T20211211488

2017-11-12

$京东(JD)$$阿里巴巴(BABA)$
截至11月11日24点，“京东11.11全球好物节”下单金额突破1271亿元，同比增长超过50%，累计售出商品7.35亿件。2017天猫双11全球狂欢节，交易额1682亿，同比增长30%。

阿里用提前30天预定，不退定价的方式来锁定11号的购买需求，类似蓄洪30天在11号这天放水来拉高交易额；而京东用11天敞开销售来提前狙击阿里。
不考虑刷单的情况下，造成的结果是天猫大量退单，水分巨大，而京东相对较少。实际两者交易额差距更小，增长率差距更大。

毕竟双十一是天猫的主场，京东在客场狙击阿里，并以50%的增长率完爆阿里的30%。资本市场更看重的是预期和未来的增长空间，明显京东比阿里后劲更足。

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

T20211211488
2017-11-12
T20211211488
只针对双十一，阿里的生态和布局远远强于京东
- 你东回复feidao:
  赞同。网购用狗东，生态看巴巴
- feidao:
  楼主到底想表达个啥？
沛霖
2017-11-12
沛霖
第一，阿里的预售其实没那么大量，11.1-10每天怎么也会有不少成交；预售得目的是对抗jd这种蹭热点截胡的对手，蓄洪是个客观结果罢了第二，jd的拍下金额，首先要打个8折
追风小胖
2017-11-13
追风小胖
1-10号阿里还是有销售的，阿里的是一天销售，京东是11天销售。这样数字对比不合理啊。不过的确阿里被京东客场作战丢了很多优势
你好祝你愉快
2017-11-13
你好祝你愉快
成长呢？谁更快？
T20211211488
2017-11-12
T20211211488
个人看法，不构成投资意见。
hi牛牛
2017-11-12
hi牛牛
不错

发表看法

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