金金金牛
2020-04-20
$拼多多(PDD)$
又是一波逼空，45压不住了
突发 | 拼多多牵手国美 电商阵营风云再起
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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cornpop
2020-04-20
cornpop
有啥可逼空的，京东670亿，还能涨到哪里?
金金金牛
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cornpop
:
京东的价值包含物流，自然吊打纯电商，我同意你的观点
cornpop
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金金金牛
:
可以开始建空仓，再涨个15%就和京东一样市值,值吗，机会大于风险
金金金牛
:
别误会 我是看空pdd的 光gmv的水份就够他喝一壶，但现在还不是最好的时机吧
思念悠悠在远方
2020-04-20
思念悠悠在远方
看来是没钱了，不想搞真补贴了。线下家电没有质量问题是不能退货的。
所以京东线上第一，苏宁线下第一
金金金牛
2020-04-20
金金金牛
果然压不住了
Ceava
2020-04-20
Ceava
拼多多没补贴？谁还会用？
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电商阵营风云再起\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-04-19 22:00 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020041922074779cbb36e&s=b><strong>中国经营网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>本报记者 李立 上海报道继苏宁和阿里巴巴牵手之后，电商界联姻，没有不可能，只有想不到。4月19日晚间，新电商平台拼多多发布消息称，将认购国美零售发行的2亿美元可转债，期限三年，票面年利率为5%，初步转换价为每股1.215港元。据了解，如最终全部行使转换权，拼多多将最多获配12.8亿股国美新股份，约占后者发行转换股份扩大后股本的5.62%。与此同时，国美方面亦发布公告宣布了此消息。据《中国经营报》...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020041922074779cbb36e&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/75a495ea6a2b99a896e87eba4430367e","relate_stocks":{"PDD":"拼多多"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020041922074779cbb36e&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2028728060","content_text":"本报记者 李立 上海报道继苏宁和阿里巴巴牵手之后，电商界联姻，没有不可能，只有想不到。4月19日晚间，新电商平台拼多多发布消息称，将认购国美零售发行的2亿美元可转债，期限三年，票面年利率为5%，初步转换价为每股1.215港元。据了解，如最终全部行使转换权，拼多多将最多获配12.8亿股国美新股份，约占后者发行转换股份扩大后股本的5.62%。与此同时，国美方面亦发布公告宣布了此消息。据《中国经营报》记者了解，双方达成全面战略合作后，国美零售全量商品将上架拼多多，品牌大家电将接入拼多多“百亿补贴”计划。国美旗下安迅物流、国美管家两大服务平台，将同时成为拼多多物流和家电后服务提供商。两大服务平台将分别为拼多多平台商家提供覆盖全国的中大件物流、仓储及交付服务，以及包含家电维修-清洗保养-以旧换新在内的消费者服务方案。拼多多则会向国美注入消费大数据、平台流量等优势数字零售资源，双方还将在市场推广等方面展开积极合作。拼多多战略副总裁九鼎则对《中国经营报》表示，双方牵手以后将在商品采购、消费补贴、物流配送、客服售后等方面与国美建立深度对接。两者牵手看似突然，实则酝酿多时。2018年开始，国美在拼多多开设官方旗舰店。“两年来，从平台到服务，再到今天资本层面的合作，国美与拼多多的合作日渐深入。”国美零售CFO方巍表示。今年3月底，拼多多与国美首次联手打造“超级品牌日”活动，双方以价格直降、消费补贴、联合让利等形式，推出了5亿元消费大礼包，覆盖家电数码、个护美妆、日用百货等近10个品类6000多款精选产品。今年3月底，拼多多与国美首次联手打造“超级品牌日”活动，此次拼多多认购国美可转债，意味着双方合作进一步升级。记者从拼多多内部了解到，此前拼多多APP就上线了“百亿补贴X国美”的页面，已经暗示了两个平台的合作愈发紧密。国美自2018年入驻拼多多以来，旗下官方店铺的订单量一直处于增长态势，在拼多多微波炉、洗衣机、电视、手机等多个家电数码单品中夺得过销量冠军，是平台新品上架最快、销量增速最高的店铺之一。在业内人士看来，国美和拼多多选择牵手，意味着电商平台在激烈竞争下，又一次合纵连横。和此前阿里巴巴和苏宁的合作类似，拼多多和国美走在一起也是出于互相需要。作为国内最大的家电销售连锁企业之一，国美零售的线上转型收效并不足够理想。嫁接到拼多多上，国美既需要拼多多的流量，也能有效拓展自己的线上渠道。作为新电商平台，快速崛起的拼多多则非常需要支撑下一步发展需要的基础设施。4月3日，拼多多物流电子面单负责人接受采访时就曾表示，自3月15日起，拼多多日均在途物流包裹数已稳定在5000万个以上，同比去年增幅超过60%。从国家邮政局和通达系等快递行业的综合数据来看，目前与传统头部电商集团的总包裹数的比率在63%左右。对于拼多多来说，自建物流跟不上快速增长的订单量，又不甘心受制于菜鸟系物流，在苏宁已经和阿里牵手的情形下，国美就成为理想合作伙伴。以国美旗下安迅物流为例，是全国综合物流服务供应商，在全国拥有超过6000个服务网点。双方一旦深度合作，国美系在线下零售时代即开始搭建的基础设施，很快能为拼多多所用。不过与此同时，竞争形势也在发生微妙变化。牵手不等于“永远在一起”，此前谈到阿苏关系，苏宁控股集团董事长张近东接受本报记者专访时表示，阿里和苏宁在业务模式上有较强的互补性。“苏宁跟阿里合作肯定也是有战略性的，绝对不是短期的，也不会轻易去变。只要他的定位不变，我的定位不变，合作基础就是稳固的”。不过伴随苏宁多次出售阿里巴巴股票，两者的合作关系也一直被业界猜测。（编辑：张靖超 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精彩评论
所以京东线上第一，苏宁线下第一