$拼多多(PDD)$_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。

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

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

发表看法

4

4

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":136477336,"tweetId":"136477336","gmtCreate":1622037937825,"gmtModify":1622037937825,"author":{"id":131093426966424,"authorId":131093426966424,"authorIdStr":"131093426966424","name":"日牙湖小小凡","avatar":"https://static.tigerbbs.com/9f64eb5c7ee5550de590f5e5f5331908","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":9,"crmLevelSwitch":1,"currentWearingBadge":{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.22","exceedPercentage":"93.15%","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":40,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p><a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>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。</p></body></html>","htmlText":"<html><head></head><body><p><a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>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。</p></body></html>","text":"$拼多多(PDD)$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。","highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/136477336","repostId":0,"isVote":1,"tweetType":1,"viewCount":2722,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["PDD"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":103,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":4458941,"gmtCreate":1622039600060,"gmtModify":1622039600060,"authorId":3560346990486662,"author":{"id":3560346990486662,"authorId":3560346990486662,"name":"3894b23a","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":136477336,"type":1,"supId":0,"prevId":0,"content":"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。","text":"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。","html":"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。","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":4458827,"gmtCreate":1622039146125,"gmtModify":1622039146125,"authorId":3560346990486662,"author":{"id":3560346990486662,"authorId":3560346990486662,"name":"3894b23a","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":136477336,"type":1,"supId":0,"prevId":0,"content":"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。","text":"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。","html":"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。","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":4460029,"gmtCreate":1622045165179,"gmtModify":1622045165179,"authorId":3505300250557051,"author":{"id":3505300250557051,"authorId":3505300250557051,"name":"Telly","avatar":"https://static.tigerbbs.com/6436fdad396699444b1fb111f3dc1698","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":136477336,"type":1,"supId":0,"prevId":0,"content":"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","text":"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","html":"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","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":4458605,"gmtCreate":1622038122840,"gmtModify":1622038122840,"authorId":3460936851420478,"author":{"id":3460936851420478,"authorId":3460936851420478,"name":"张勇敢","avatar":"https://static.tigerbbs.com/4db3fa4ad0c505947a9d6fde62bc6b06","vip":1,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-3","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"偶像虎友","description":"加入老虎社区1500天","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.19","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1001},"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":136477336,"type":1,"supId":0,"prevId":0,"content":"美股玩出a股感觉了 ","text":"美股玩出a股感觉了 ","html":"美股玩出a股感觉了 ","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/136477336"}