$拼多多(PDD)$_老虎社区_美港股上老虎

2021-03-17

$拼多多(PDD)$$京东(JD)$2020年营收，拼多多595亿，京东7458亿。净利润拼多多亏损71.8亿，京东盈利494亿。京东营收是拼多多的12.5倍，净利润比拼多多多565.8亿，几乎相当于拼多多全年营收了。而市值拼多多1800亿美元，京东1315亿美元。京东市值仅为拼多多的0.73倍。投资拼多多和京东的这两拨儿人里，肯定有一拨儿是傻子。大家觉得谁是傻子呢？

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

我是张东升
2021-03-17
我是张东升
你是傻子吧。拼多多是平台，京东是自营电商，营收能一样吗。拼多多和京东都是成长股短期利润不是股票增长的关键，重要的是预期。
- 我是张东升回复一生伏首拜巴芒:
  不能因为京东和拼多多都有自营和平台服务就认为他们是同一性质公司。不同性质公司你如何去对比营收，京东营收是超过阿里的是不是市值也要和阿里比划比划？你最基本的都错了，所以接下来说了那么多还觉得自己很懂一样就显得很可笑了，好尴尬 [惊讶]
- 闲得没事儿回复我是张东升:
  垃圾毕竟是垃圾，空有交易量，没有盈利空间
- 一生伏首拜巴芒回复我是张东升:
  我瞎扯什么了？我说的那个数据有错？我说的哪段历史是杜撰的？我说的哪支股票走势是编的？请拿出事实和数据来反驳，而不是轻描淡写一句胡说八道就算完事儿了。你前后逻辑矛盾，刚才还说市场已经给出了答案，现在又说自己持有京东，不看好拼多多，你是神经错乱吗？
- 我是张东升回复一生伏首拜巴芒:
  你是在胡说八道你知道不，我也持有京东，我并不看好拼多多，但是也不能瞎扯啊。
- 一生伏首拜巴芒回复我是张东升:
  这才哪到哪就给出了答案？02.03年美股互联网泡沫是不是答案？08年金融危机是不是答案？再往前说，美国漂亮50是不是答案？A股仁东控股是不是答案？乐视是不是答案？中石油是不是答案？他们都曾经像今天的拼多多这么风光过，但风光时刻就是答案吗？风光时刻的市场就是对的吗？
shaoyi
2021-03-17
shaoyi
看增长趋势的，不看存量
- 一生伏首拜巴芒回复不再是东哥粉丝:
  嗯，那我这里用词不当了，不应该是消费75.5，应该是为拼多多创造75.5的营收。但是话又说回来，平台消费再多，评估拼多多的好坏，不还得看他的营收和利润吗？平台消费就是到了十万亿，它拼多多还亏损也是没有意义的。
- 一生伏首拜巴芒:
  拼多多已经有7.88亿活跃用户了，号称全球用户最多的电商平台，就这它都没盈利，还亏损70多亿，它还能怎么增长？难不成让全球人民都成为它的客户。7.88亿用户创造了595亿营收，相当于每人每年在拼多多消费75.5元，你没看错，是每年，而不是每天，每月。我真看不出来你所说的增长在哪里！
莫言莫失
2021-03-17
莫言莫失
业务模式不同，京东得看服务营收，也就小几百亿。
- 莫言莫失回复一生伏首拜巴芒:
  不说了，拿钱投票吧。
- 一生伏首拜巴芒:
  难道只有玩儿三方平台挣的钱才是真钱？自营挣得钱都是假钱？自营不能给股东创造价值？你这逻辑无异于说，两国开战，G国拥有飞机大炮刀枪棍棒，P国只有刀枪棍棒。P国说，小G你不行，我的刀枪棍棒比你多，你的飞机大炮都是废铁，你赶快投降吧！我寻思不都是把东西卖给顾客吗？谁卖的多，谁挣的钱多不就是谁厉害吗？难道找人过来卖就高尚？自己卖就啥也不是？
日月神剑
2021-03-17
日月神剑
要看平台交易量和活跃用户数，我现在很少在京东买东西，都在拼多多。
- 闲得没事儿:
  神逻辑。。。
- alvin靓:
  你也敢
美股新手求指教
2021-03-17
美股新手求指教
确实不能这样比，拼多多没有自营，这样比完全不科学，应该看平台gmv拼多多应该反超京东了
DOFEDO
2021-03-17
DOFEDO
就你是聪明人

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