$拼多多(PDD)$_老虎社区_美港股上老虎 - 老虎社区

日牙湖小小凡

$拼多多(PDD)$pdd盈利之日就是股价崩盘之日，早晚会有人发现这这真的就是更烂的淘宝。皇帝的新装没人愿意说罢了。

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3894b23a
2021-05-26
3894b23a
而且pdd长期实施的砍一刀模式，虽然中短期内以极低的成本扩张了大量的僵尸用户，使财报的用户增长数据变得好看。但长期来看，这严重损害了品牌形象，给大量本应是潜在用户的群体留下了极差的印象，导致这大类人都不再可能实际使用pdd，再多的宣传手段都挽回不了这些潜在用户群体，而僵尸用户是贡献不了营收和利润的，会使pdd更快到达营收和盈利增长能力的天花板，且这天花板并不高。
3894b23a
2021-05-26
3894b23a
拼多多的经营模式本就是与盈利相违背的，现在就是一个大泡沫。靠补贴，吸引到的用户都是一群贪小便宜的人，没有什么消费能力，后续一旦补贴减码，这群人就会很快跑掉。又吸引不到消费能力强的中高端用户，糟糕的品牌形象可不是花点小钱补贴就能改变的，会导致pdd后续难以甚至不可能完成转型。淘宝这些年的转型可能不算成功，但pdd一旦开始转型必定会更失败。
Telly
2021-05-27
Telly
pdd就是十几年前的假货淘宝，当时说技术不成熟，现在还不管控，也是奇了怪
张勇敢
2021-05-26
张勇敢
美股玩出a股感觉了

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