$拼多多(PDD)$_老虎社区_美港股上老虎

依然DJ求佛

2019-03-02

$拼多多(PDD)$

近期发现拼多多话费充值100元补贴金从原来5元下降至3元策略调整暗藏风险:

1.是否证明已经开始承受不住补贴金过高了?

2.补贴金下降是否对活跃用户数有一定影响？

3.如果对活跃用户数有影响，业绩增长速度必定下滑，目前市值靠什么支撑?

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

凡客天下
2019-03-03
凡客天下
拼多多好多商品实际上比淘宝的还贵，同款，都是包邮的

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":414272,"tweetId":"414272","gmtCreate":1551539281255,"gmtModify":1704791235050,"author":{"id":3459842956066072,"idStr":"3459842956066072","authorId":3459842956066072,"authorIdStr":"3459842956066072","name":"依然DJ求佛","avatar":"https://static.laohu8.com/1d45742c4907a09a03ee8ec815cf4a35","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":18,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body>$拼多多(PDD)$ 近期发现拼多多话费充值100元补贴金从原来5元下降至3元策略调整暗藏风险: 1.是否证明已经开始承受不住补贴金过高了? 2.补贴金下降是否对活跃用户数有一定影响？ 3.如果对活跃用户数有影响，业绩增长速度必定下滑，目前市值靠什么支撑? </body></html>","htmlText":"<html><head></head><body>$拼多多(PDD)$ 近期发现拼多多话费充值100元补贴金从原来5元下降至3元策略调整暗藏风险: 1.是否证明已经开始承受不住补贴金过高了? 2.补贴金下降是否对活跃用户数有一定影响？ 3.如果对活跃用户数有影响，业绩增长速度必定下滑，目前市值靠什么支撑? </body></html>","text":"$拼多多(PDD)$ 近期发现拼多多话费充值100元补贴金从原来5元下降至3元策略调整暗藏风险: 1.是否证明已经开始承受不住补贴金过高了? 2.补贴金下降是否对活跃用户数有一定影响？ 3.如果对活跃用户数有影响，业绩增长速度必定下滑，目前市值靠什么支撑?","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/414272","repostId":0,"isVote":1,"tweetType":1,"viewCount":3071,"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,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":224,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":1362111,"commentId":"1362111","gmtCreate":1551542962508,"gmtModify":1551543927344,"authorId":3459146435281649,"author":{"id":3459146435281649,"idStr":"3459146435281649","authorId":3459146435281649,"name":"凡客天下","avatar":"https://static.tigerbbs.com/5dc5005bc0bef877defb4a5bb66923b7","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":414272,"objectIdStr":"414272","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"拼多多好多商品实际上比淘宝的还贵，同款，都是包邮的","text":"拼多多好多商品实际上比淘宝的还贵，同款，都是包邮的","html":"拼多多好多商品实际上比淘宝的还贵，同款，都是包邮的","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/414272"}