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@黄中堂聊商业：刘强东强势回归，京东的变与不变创始人对公司的长期战略负责，会忍耐短期的损失，顶住投资人的压力，坚持做长期正确的事情。而职业经理人会考虑到KPI的压力，身体不自觉的做一些短期行为。京东的变：京东这几年一直在尝试找第二增长曲线，京东金融，京东国际，京喜拼拼，京东到家等，比较遗憾的是都没打出来。特别是在京喜拼拼上花费大量资金最后还是没打过拼多多。拼多多凭借低价优势守住了基本面，还凭借Temu和农业版块成功突围。所以去年到现在拼多多算是电商平台最靓的仔。京东的不变：从刘强东对外公开的信息可以知道京东将不再以每单利润为考核指标，改变战略方向，重回价格驱动零售的核心本质，一切不以产品，价格，服务为导向的战略都将被舍弃。同时也能看到京东内部在大力提倡降本增效。价格是零售最大的驱动，京东最近的“春晓计划”能带领京东重新夺回GMV的基本盘，拭目以待 $京东(JD)$ $拼多多(PDD)$ PS：刘强东回来了，马云还会回来吗？很多媒体说总部搬新加坡了，套现走人了。而我赌肯定会回国，回归阿里，立贴为证2023-02-03$阿里巴巴(BABA)$

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