$拼多多(PDD)$_老虎社区_美港股上老虎 - 老虎社区

123股市韭菜

$拼多多(PDD)$奉劝各位，拼多多一定不要做空，最好就是不要买。不管各方怎么看，目前拼多多都没盈利可能，但是，拼多多只要气候成了，哪怕从阿里巴巴咬下20%份额都值这个价。拼多多在网好的方向转变，我身边人很多从以前淘宝购物，现在转向拼多多，不仅仅是以前的便宜货。苹果手机就是便宜，赔本赚吆喝，但是，印象的改变是最重要的

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

aok
2019-10-29
aok
拼多多对阿里威胁还没有当初京东大，拼多多现在往上走这是很难的，难度比京东大。
- aok回复123股市韭菜:
  是否全品类不是重点，当初京东连续几年高速增长给天猫压力是极大的，拼多多先走低端再往高端是很难的，京东先有口碑再搞开放平台差点就成功了
- 123股市韭菜:
  阿里巴巴的对手不是京东，京东只能影响阿里巴巴收入，但是拼多多是全品类，和阿里巴巴完全一个基因，拼多多气候成了会要阿里巴巴命的
圆脸猫
2019-10-29
圆脸猫
光有份额不赚钱，当投资人都是慈善家呢，淘宝、京东之前亏那么多，最后不也是要盈利么，烧钱换份额的结局可以参照滴滴
- 123股市韭菜:
  我都说了，印象的改变最重要，以前拼多多给人的印象是假货，便宜货，但如果人们习惯拼多多买正品的时候，盈利能力完全可以上来，电商又没有含金量，没有护城河，阿里巴巴盈利能力那么强，拼多多为什么不可以呢？虽然现在是前期投资，亏钱阶段。但是，华尔街目前看还是有耐心的。
- 123股市韭菜:
  投资人会愿意忍受短期亏损获得长远目标的

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