$拼多多(PDD)$_老虎社区_美港股上老虎 - 老虎社区

就是这么虎

$拼多多(PDD)$亏损扩大是一方面，最主要增长掉的太快了，这个幅度下一季度财报同比增长会掉到70%左右，这还是考虑了双11的影响后

拼多多牵手亚马逊，你怎么看？

亚马逊将在黑五期间在拼多多开快闪店回归中国市场，你怎么看？

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

就是这么虎
2019-11-20
就是这么虎
还有一个很重要的数据，人均消费才1500元，在目前经济大环境人均GDP不提高，低线客户已经开发的差不多的情况下，拼多多只有吸引更多高线城市客户才能提高营收，而这又和平台品牌信誉度和用户体验有关，这两项又是拼多多的最大软肋，前景不妙啊
- Tony特别帅:
  [思考] $拼多多(PDD)$
小石头W
2019-11-20
小石头W
作为拼多多的商家，今年的双11确实很一般没有爆发，也就是日常销售的两到三倍。
- Tony特别帅回复小石头W:
  没有购物车那数字确实蹦不了，因为记不住啊，用户肯定不会收藏一堆店铺然后12点打开挨个下单。看来购物车有弊也有利。
- 小石头W回复Tony特别帅:
  拼多多没有购物车这一说，他们要的就是，看好了，就直接买，冲动消费。不会跟淘宝似的，加到购物车，过几天考虑好了，再来买，或者不买了。。其实今年拼多多倒是没有套路，直接降价，11.10号开始，有官方的50-5。没有乱七八糟的玩法，估计平台也知道，自己的用户群，年龄偏大，要是玩淘宝的那种，预售，定金，翻倍，满减，估计能疯了 [捂脸]
- 小石头W回复Tony特别帅:
  拼多多没有购物车的概念，他们想要的就是。看好了直接买，冲动消费。拼多多套路很少。就是直接降价，加一个平台的50-5。没有淘宝的乱七八糟的玩法。估计拼多多平台，他也知道自己的用户群年龄偏大玩不了。要是加上淘宝的那一套，预售，定金，翻倍，满减，红包，能疯了 [笑哭]
- Tony特别帅回复小石头W:
  很有画面感，太刺激了。拼多多那边应该是还没给用户养成清购物车的习惯。一般犒赏自己或者让老公男朋友清购物车，肯定是淘宝购物车，不能是拼多多的购物车。。。
- 小石头W回复Tony特别帅:
  0点一过，我看着拼多多的数量，过了几十秒了，竟然没有动。我还以为是拼多多系统崩了，或者数据延迟。结果过了几分钟，发现我错了。就是这样的。淘宝的0点过后的几分钟，数字蹦的特别快，很可怕的那种。
就是这么虎
2019-11-20
就是这么虎
我这里说的主要是营收和gmv的增长，至于活跃用户，估计下个财报能有20%的增长就烧高香了
金黄8988
2019-11-21
金黄8988
拼多多还是不错的

发表看法

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1

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