$亚马逊(AMZN)_老虎社区_美港股上老虎

$亚马逊(AMZN)$ $拼多多(PDD)$ 这个亚马逊的入局的消息导致近几天的股价下跌完全就没有逻辑。就像虎哥说的，一Temu还是个负现金流的业务，这块本身就没有计价。二，亚马逊不公平对待中国卖家是出了名的，现在搞这个业务怕是也不会有多少卖家入驻。三，这个业务连pdd还没跑出来，凭亚马逊的效率和成本怎么可能在降本增效的大环境里持续投入去和Temu竞争？
我觉得pdd唯一的风险点就是小额包裹关税问题，但这件事上有体量大的多的亚马逊当挡箭牌

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

金融实验室
07-01
金融实验室
这个是不懂电商那，低价生态绝不是把货搬过来这么简单就完了
- 柏益霏姐:
  前段时间有个朋友给我推荐“电子股票”。有高人明指吗

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":322322379231512,"tweetId":"322322379231512","gmtCreate":1719711614647,"gmtModify":1719715171644,"author":{"id":10000000000010312,"authorId":10000000000010312,"authorIdStr":"10000000000010312","name":"微微软","avatar":"https://static.tigerbbs.com/885bb762e4d85abbbfd11f407f1d26d6","vip":8,"userType":8,"introduction":"，","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":42,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body> <a data-mention-id=\"AMZN\" class=\"teditor-mention\" data-mention-name=\"亚马逊\" href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> <a data-mention-id=\"PDD\" class=\"teditor-mention\" data-mention-name=\"拼多多\" href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> 这个亚马逊的入局的消息导致近几天的股价下跌完全就没有逻辑。就像虎哥说的，一Temu还是个负现金流的业务，这块本身就没有计价。二，亚马逊不公平对待中国卖家是出了名的，现在搞这个业务怕是也不会有多少卖家入驻。三，这个业务连pdd还没跑出来，凭亚马逊的效率和成本怎么可能在降本增效的大环境里持续投入去和Temu竞争？ 我觉得pdd唯一的风险点就是小额包裹关税问题，但这件事上有体量大的多的亚马逊当挡箭牌</body></html>","htmlText":"<html><head></head><body> <a data-mention-id=\"AMZN\" class=\"teditor-mention\" data-mention-name=\"亚马逊\" href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> <a data-mention-id=\"PDD\" class=\"teditor-mention\" data-mention-name=\"拼多多\" href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> 这个亚马逊的入局的消息导致近几天的股价下跌完全就没有逻辑。就像虎哥说的，一Temu还是个负现金流的业务，这块本身就没有计价。二，亚马逊不公平对待中国卖家是出了名的，现在搞这个业务怕是也不会有多少卖家入驻。三，这个业务连pdd还没跑出来，凭亚马逊的效率和成本怎么可能在降本增效的大环境里持续投入去和Temu竞争？ 我觉得pdd唯一的风险点就是小额包裹关税问题，但这件事上有体量大的多的亚马逊当挡箭牌</body></html>","text":"$亚马逊(AMZN)$ $拼多多(PDD)$ 这个亚马逊的入局的消息导致近几天的股价下跌完全就没有逻辑。就像虎哥说的，一Temu还是个负现金流的业务，这块本身就没有计价。二，亚马逊不公平对待中国卖家是出了名的，现在搞这个业务怕是也不会有多少卖家入驻。三，这个业务连pdd还没跑出来，凭亚马逊的效率和成本怎么可能在降本增效的大环境里持续投入去和Temu竞争？ 我觉得pdd唯一的风险点就是小额包裹关税问题，但这件事上有体量大的多的亚马逊当挡箭牌","highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/322322379231512","repostId":0,"isVote":1,"tweetType":1,"viewCount":8254,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["AMZN","PDD"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":true,"length":396,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":322832248693056,"gmtCreate":1719825475808,"gmtModify":1719825640743,"authorId":4087113316240080,"author":{"id":4087113316240080,"authorId":4087113316240080,"name":"金融实验室","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":9,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":322322379231512,"type":1,"supId":0,"prevId":0,"content":"这个是不懂电商那，低价生态绝不是把货搬过来这么简单就完了","text":"这个是不懂电商那，低价生态绝不是把货搬过来这么简单就完了","html":"这个是不懂电商那，低价生态绝不是把货搬过来这么简单就完了","likeSize":0,"commentSize":1,"subComments":[{"id":323256269488464,"gmtCreate":1719929053780,"gmtModify":1719929057612,"authorId":4104452833104470,"author":{"id":4104452833104470,"authorId":4104452833104470,"name":"柏益霏姐","avatar":"https://static.tigerbbs.com/a52c68e0b84d7f61c9d9ccf225bb2bb8","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":322322379231512,"type":1,"supId":322832248693056,"prevId":0,"content":"前段时间有个朋友给我推荐“电子股票”。有高人明指吗","text":"前段时间有个朋友给我推荐“电子股票”。有高人明指吗","html":"前段时间有个朋友给我推荐“电子股票”。有高人明指吗"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/322322379231512"}