$拼多多(PDD)$_老虎社区_美港股上老虎 - 老虎社区

$拼多多(PDD)$ 我不管日活月活3亿假货真货降级升级，我只是觉得估值是京东一半，不合理，就算活跃用户数和京东相当，估值为京东20-30%差不多。

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精彩评论

大雷哥
2018-08-28
大雷哥
我觉得估值应该和淘宝一样
- u2takey:
  电商一大资产是仓储物流，无论亚马逊，京东，淘宝都会花大价钱自建仓储物流以提高购物体验，这是资产也是门槛。轻资产固然灵活，但是只靠几台电脑就想拼千亿市值显然不可能。
Tigerinmotio
2018-08-28
Tigerinmotio
那特斯拉一年才卖十几万辆车为毛市值比宝马还高
- u2takey:
  门槛高，宝马搞不出来啊。但是拼多多搞的事情，淘宝京东也能搞吧，只是和他们现在的定位有点冲突，没太大动力搞而已。
Trader007
2018-08-28
Trader007
p2p爆雷，大股东质押平仓，8000以上收入人口17%，京东和淘宝价格线上线下同步，除了pdd，还有选择的余地吗？
铁拳浪子
2018-08-28
铁拳浪子
确实有道理，但不立危墙下，感觉这波财报大概率会强劲。
- 铁拳浪子:
  老哥我又想了想，觉得这估值也没啥问题。京东上市都几年了两倍的市占率也不算高。而且强哥一顿乱投并没得到大多投行认可，可以说股价一直下行几个月了处于“低估”吧。但pdd是出在上行阶段，抛开质量问题，商业模式也区别于传统电商，而且一开始的用户基数明显多于jd同期。这么一想似乎也合理。
蔚来才有未来
2018-08-28
蔚来才有未来
我是拼多多卖家，拼多多绝对是很牛逼的，比淘宝还**
蔚来才有未来
2018-08-28
蔚来才有未来
财报肯定让所有有钱人咋舌！！！非常靓丽

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