非共识少数认知
2019-02-19
$拼多多(PDD)$
问了几个快递小哥，
说那个拼多多的订单比淘宝的多。
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。
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心系情缘
2019-02-19
心系情缘
拼多多这么厉害，我只用了一次，还是首选天猫京东。
非共识少数认知
回复
美股新手求指教
:
我是看到汽车之家的 李想 在微博里提到自己买新浪、奇虎360的股票翻了5倍的心得，还有XVC的胡博予“用做VC的方式买股票”又看到老虎证券的创始人巫天华 是84年的。支持一下我们80后的创业，自己创业两次，对一级市场投资也研究了两三年了，想证明实践自己的认知，才入行美港股的。
Jason咯
回复
非共识少数认知
:
这么简单谁都可以成为拼多多，这么简单拼多多也不会让阿里和京东这么紧张，整个互联网包括bat都在学拼多多，你看看京东淘宝现在的玩法和以前对比差别巨大，然而阿里和京东都做不到拼多多这么好
非共识少数认知
回复
心系情缘
:
你觉得这个思路确实
非共识少数认知
回复
Jason咯
:
都是先找容易获客，对价格敏感的人群的一个点切入。做大了之后再洗白。
Jason咯
回复
美股新手求指教
:
我除了会在一号店上一次买好几箱必备的矿泉水以外，在天猫和京东一年下单的次数一只手就能数的过来。但是自从因为好奇拼多多的成长速度而专门下载研究了以后，我二个月在拼多多上下单的次数就超过天猫和京东之和了，包括我正在使用的iPhone xr。你可以去看看《财经》对黄铮的采访《他们建帝国、争地盘，我要错位竞争》
全部13条回复
天选
2019-02-19
天选
我本来无限看空拼多多。。前天和做电商的朋友聊了一下。。感觉拼多多后面不好说，上海政府在强力扶持拼多多，因为上海没有拿的出手的电商。。拼多多以前可以说是全是山寨货，现在在拼命转品牌。。他的感觉和当初天猫刚开始的时候很像。。但是现在的估值我觉得还是高。。。
keeplearning
2019-02-20
keeplearning
快递小哥这种道听途说的事不能全信，有的人就喜欢喷
麦麦卢
2019-02-19
麦麦卢
我家里老人用，老人们合伙用[得意]
帅到常笑醒
2019-02-19
帅到常笑醒
现在刷单都要发真件
美股新手求指教
2019-02-19
美股新手求指教
一次也没用过
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