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

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":114066,"tweetId":"114066","gmtCreate":1510489360031,"gmtModify":1704883614973,"author":{"id":3460461310418617,"authorId":3460461310418617,"authorIdStr":"3460461310418617","name":"T20211211488","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":42,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"关于京东和天猫双十一的一些看法","extraTitle":"","html":"<html><head></head><body>$京东(JD)$$阿里巴巴(BABA)$ 截至11月11日24点，“京东11.11全球好物节”下单金额突破1271亿元，同比增长超过50%，累计售出商品7.35亿件。2017天猫双11全球狂欢节，交易额1682亿，同比增长30%。 阿里用提前30天预定，不退定价的方式来锁定11号的购买需求，类似蓄洪30天在11号这天放水来拉高交易额；而京东用11天敞开销售来提前狙击阿里。 不考虑刷单的情况下，造成的结果是天猫大量退单，水分巨大，而京东相对较少。实际两者交易额差距更小，增长率差距更大。 毕竟双十一是天猫的主场，京东在客场狙击阿里，并以50%的增长率完爆阿里的30%。资本市场更看重的是预期和未来的增长空间，明显京东比阿里后劲更足。 </body></html>","htmlText":"<html><head></head><body>$京东(JD)$$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。 </body></html>","text":"$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。","highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":8,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/114066","repostId":0,"isVote":1,"tweetType":1,"viewCount":749,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["BABA","JD"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":537,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":504078,"gmtCreate":1510489942754,"gmtModify":1510489942754,"authorId":3460461310418617,"author":{"id":3460461310418617,"authorId":3460461310418617,"name":"T20211211488","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":114066,"type":1,"supId":0,"prevId":0,"content":"只针对双十一，阿里的生态和布局远远强于京东","text":"只针对双十一，阿里的生态和布局远远强于京东","html":"只针对双十一，阿里的生态和布局远远强于京东","likeSize":2,"commentSize":2,"subComments":[{"id":504319,"gmtCreate":1510556196543,"gmtModify":1510556196543,"authorId":3465015384534793,"author":{"id":3465015384534793,"authorId":3465015384534793,"name":"你东","avatar":"https://static.tigerbbs.com/72e4f55a098f523b3f2dc603c2d75ac9","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":70092279004027,"repliedAuthor":{"id":70092279004027,"authorId":70092279004027,"name":"feidao","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":114066,"type":1,"supId":504078,"prevId":504095,"content":"赞同。网购用狗东，生态看巴巴","text":"赞同。网购用狗东，生态看巴巴","html":"赞同。网购用狗东，生态看巴巴"},{"id":504095,"gmtCreate":1510493180199,"gmtModify":1510493180199,"authorId":70092279004027,"author":{"id":70092279004027,"authorId":70092279004027,"name":"feidao","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":114066,"type":1,"supId":504078,"prevId":0,"content":"楼主到底想表达个啥？\n ","text":"楼主到底想表达个啥？\n ","html":"楼主到底想表达个啥？\n "}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":504090,"gmtCreate":1510491926101,"gmtModify":1510491926101,"authorId":217269081162204,"author":{"id":217269081162204,"authorId":217269081162204,"name":"沛霖","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":114066,"type":1,"supId":0,"prevId":0,"content":"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","text":"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","html":"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","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":504821,"gmtCreate":1510572364586,"gmtModify":1510572364586,"authorId":3464657441534680,"author":{"id":3464657441534680,"authorId":3464657441534680,"name":"追风小胖","avatar":"https://static.tigerbbs.com/6ced4aac2e8fa24fcc22cd264225c097","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":114066,"type":1,"supId":0,"prevId":0,"content":"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","text":"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","html":"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","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":504269,"gmtCreate":1510549344860,"gmtModify":1510549344860,"authorId":3471336959450607,"author":{"id":3471336959450607,"authorId":3471336959450607,"name":"你好祝你愉快","avatar":"https://static.tigerbbs.com/2bf698d0ecc1effb92ec4f2e1cd3b5ad","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":114066,"type":1,"supId":0,"prevId":0,"content":"成长呢？谁更快？","text":"成长呢？谁更快？","html":"成长呢？谁更快？","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":504072,"gmtCreate":1510489440348,"gmtModify":1510489440348,"authorId":3460461310418617,"author":{"id":3460461310418617,"authorId":3460461310418617,"name":"T20211211488","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":114066,"type":1,"supId":0,"prevId":0,"content":"个人看法，不构成投资意见。","text":"个人看法，不构成投资意见。","html":"个人看法，不构成投资意见。","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":504116,"gmtCreate":1510496750721,"gmtModify":1510496750721,"authorId":3457153395355303,"author":{"id":3457153395355303,"authorId":3457153395355303,"name":"hi牛牛","avatar":"https://static.laohu8.com/01d4e0d87a91bd33c1b334dba6504146","vip":1,"currentWearingBadge":{"badgeId":"35ec162348d5460f88c959321e554969-2","templateUuid":"35ec162348d5460f88c959321e554969","name":"宗师交易员","description":"证券或期货账户累计交易次数达到100次","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"80.16%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":114066,"type":1,"supId":0,"prevId":0,"content":"不错","text":"不错","html":"不错","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/114066"}