$拼多多(PDD)$_老虎社区_美港股上老虎

2020-05-13

$拼多多(PDD)$看空的人们我告诉你们，多多的用户数是京东的2倍多，马上3倍。互联网公司为啥值钱？用户数值钱。所以市值是京东2倍不稀奇超过是理所当然。全球市值第一的互联网公司一定是用户数最多的公司之一，免费给你用贴钱给你用你都不用的公司自然不值钱，用户的时间值钱，但是用户愿意消耗时间在多多上，这就是它价值的本质。同意的点赞啦。

如何看待拼多多市值领先京东百亿？

周五拼多多股价大涨6.3%，市值突破千亿美元，达到1049亿美元，京东市值则为867亿美元。拼多多成为了国内电商第二家破千亿美元的公司，拼多多在市值上已经领先京东，你如何看待这一现象？拼多多的估值合理吗？

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

待你疯狂2019
2020-05-13
待你疯狂2019
这个公司数据全靠“编”，跟瑞幸真是一模一样！
用户三个亿？你干脆说除了老人小孩都在用你可能吗？最近三年内我没有亲眼看到身边一个朋友用拼多多，我到底是太穷还是太富？
京东的物流十年内你也超越不了，这才是京东根本竞争力，阿里都没办法，就你搞点补贴就以为自己真的比京东厉害了？😹😹
- 无名小卒一个回复开间咖啡店吧:
  我身边也都是用拼多多的人，不要幸存者偏差，你圈子稍微好点而已，仅此而已
- 指路明灯逢买必跌回复开间咖啡店吧:
  估计你同事都有钱，我同事都是房奴，买东西抠搜的 [捂脸]。问题是拼多多真的好用呀！比淘宝京东好用多了。便宜。
- 开间咖啡店吧回复指路明灯逢买必跌:
  你们身边都什么人，我公司同组60个人，根本就没一个用拼多多，5亿多的用户哪里来的
- 指路明灯逢买必跌:
  主要看人群吧，我身边全是用拼多多的，物流快慢不是我们在乎的点，我们主要关心，便宜 [捂脸]
一慧
2020-05-13
一慧
靠低劣产品，都不够快速费，和亲友友情砍价走流量不可能持续。问问身边人有几个主动经常在上面购物的。和瑞幸一样，流量和造假差不多。只是现在不能崩，瑞幸也一样崩也得需要时间。快递费再一涨价它很难活下去。
- 巴菲特的巴:
  不是一回事，瑞幸是自营。多多是商家卖这么便宜。而且多多还收商家的钱！你知道多多怎么收商家的钱的吗？你不知道
机构猎杀者
2020-05-13
机构猎杀者
你不知道整个老虎最强的人是谁吧！所以你只要拿就得连本带利的亏掉。
- 巴菲特的巴:
  是谁啊？难道不是巴菲特吗
jide0603
2020-05-13
jide0603
等什么时候不补贴还有人用的时候再说这话吧
- 巴菲特的巴:
  到那时候你更买不起啦！
- 巴菲特的巴:
  补贴了营收增加就是赚的啦，互联网公司的获客成本，懂不
KEINS
2020-05-13
KEINS
我一个人有六个拼多多的号。。。
- 巴菲特的巴:
  说明你爱它
巴菲特的巴
2020-05-13
巴菲特的巴
小股民左右不了市场，马化腾一下就5000万，人家不是白投的，还有其他懂互联网的更能投了
- 待你疯狂2019:
  瑞幸多少人投？你去好好看看😢😢

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":950836846,"tweetId":"950836846","gmtCreate":1589314959285,"gmtModify":1704179856730,"author":{"id":3494278417595402,"authorId":3494278417595402,"authorIdStr":"3494278417595402","name":"巴菲特的巴","avatar":"https://static.tigerbbs.com/178fa52bd5d8de455807b7d5f8ad0dba","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":65,"starInvestorFlag":false},"themes":[{"themeId":"3bf2480594634b4aa7c8222574b71ea5","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"如何看待拼多多市值领先京东百亿？","type":3,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/special/discussion&rndata={\"themeId\":3bf2480594634b4aa7c8222574b71ea5}&rnconfig={\"headerBarHidden\": true}","description":"周五拼多多股价大涨6.3%，市值突破千亿美元，达到1049亿美元，京东市值则为867亿美元。拼多多成为了国内电商第二家破千亿美元的公司，拼多多在市值上已经领先京东，你如何看待这一现象？拼多多的估值合理吗？","image":"https://static.tigerbbs.com/b0f256816526d7fa6202c08d9ba5f23f"}],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>看空的人们我告诉你们，多多的用户数是京东的2倍多，马上3倍。互联网公司为啥值钱？用户数值钱。所以市值是京东2倍不稀奇超过是理所当然。全球市值第一的互联网公司一定是用户数最多的公司之一，免费给你用贴钱给你用你都不用的公司自然不值钱，用户的时间值钱，但是用户愿意消耗时间在多多上，这就是它价值的本质。同意的点赞啦。</body></html>","htmlText":"<html><head></head><body><a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>看空的人们我告诉你们，多多的用户数是京东的2倍多，马上3倍。互联网公司为啥值钱？用户数值钱。所以市值是京东2倍不稀奇超过是理所当然。全球市值第一的互联网公司一定是用户数最多的公司之一，免费给你用贴钱给你用你都不用的公司自然不值钱，用户的时间值钱，但是用户愿意消耗时间在多多上，这就是它价值的本质。同意的点赞啦。</body></html>","text":"$拼多多(PDD)$看空的人们我告诉你们，多多的用户数是京东的2倍多，马上3倍。互联网公司为啥值钱？用户数值钱。所以市值是京东2倍不稀奇超过是理所当然。全球市值第一的互联网公司一定是用户数最多的公司之一，免费给你用贴钱给你用你都不用的公司自然不值钱，用户的时间值钱，但是用户愿意消耗时间在多多上，这就是它价值的本质。同意的点赞啦。","highlighted":2,"essential":1,"paper":1,"likeSize":5,"commentSize":17,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/950836846","repostId":0,"isVote":1,"tweetType":1,"viewCount":4420,"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,"upFlag":false,"length":308,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":2434598,"gmtCreate":1589328295573,"gmtModify":1589328295573,"authorId":3545637041893955,"author":{"id":3545637041893955,"authorId":3545637041893955,"name":"待你疯狂2019","avatar":"https://static.tigerbbs.com/3751f9707560c7b869e8c59894b32928","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":950836846,"type":1,"supId":0,"prevId":0,"content":"这个公司数据全靠“编”，跟瑞幸真是一模一样！ \n用户三个亿？你干脆说除了老人小孩都在用你可能吗？最近三年内我没有亲眼看到身边一个朋友用拼多多，我到底是太穷还是太富？ \n京东的物流十年内你也超越不了，这才是京东根本竞争力，阿里都没办法，就你搞点补贴就以为自己真的比京东厉害了？😹😹","text":"这个公司数据全靠“编”，跟瑞幸真是一模一样！ \n用户三个亿？你干脆说除了老人小孩都在用你可能吗？最近三年内我没有亲眼看到身边一个朋友用拼多多，我到底是太穷还是太富？ \n京东的物流十年内你也超越不了，这才是京东根本竞争力，阿里都没办法，就你搞点补贴就以为自己真的比京东厉害了？😹😹","html":"这个公司数据全靠“编”，跟瑞幸真是一模一样！ \n用户三个亿？你干脆说除了老人小孩都在用你可能吗？最近三年内我没有亲眼看到身边一个朋友用拼多多，我到底是太穷还是太富？ \n京东的物流十年内你也超越不了，这才是京东根本竞争力，阿里都没办法，就你搞点补贴就以为自己真的比京东厉害了？😹😹","likeSize":2,"commentSize":4,"subComments":[{"id":2437397,"gmtCreate":1589386630083,"gmtModify":1589386630083,"authorId":3495796448105609,"author":{"id":3495796448105609,"authorId":3495796448105609,"name":"无名小卒一个","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":74850710731368,"repliedAuthor":{"id":74850710731368,"authorId":74850710731368,"name":"开间咖啡店吧","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":950836846,"type":1,"supId":2434598,"prevId":2435775,"content":"我身边也都是用拼多多的人，不要幸存者偏差，你圈子稍微好点而已，仅此而已","text":"我身边也都是用拼多多的人，不要幸存者偏差，你圈子稍微好点而已，仅此而已","html":"我身边也都是用拼多多的人，不要幸存者偏差，你圈子稍微好点而已，仅此而已"},{"id":2435808,"gmtCreate":1589364815384,"gmtModify":1589364815384,"authorId":3450586368579535,"author":{"id":3450586368579535,"authorId":3450586368579535,"name":"指路明灯逢买必跌","avatar":"https://static.tigerbbs.com/07d4699d4d8f13fc793a7259908f43b2","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":74850710731368,"repliedAuthor":{"id":74850710731368,"authorId":74850710731368,"name":"开间咖啡店吧","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":950836846,"type":1,"supId":2434598,"prevId":2435775,"content":"估计你同事都有钱，我同事都是房奴，买东西抠搜的 [捂脸]。问题是拼多多真的好用呀！比淘宝京东好用多了。便宜。","text":"估计你同事都有钱，我同事都是房奴，买东西抠搜的 [捂脸]。问题是拼多多真的好用呀！比淘宝京东好用多了。便宜。","html":"估计你同事都有钱，我同事都是房奴，买东西抠搜的 [捂脸]。问题是拼多多真的好用呀！比淘宝京东好用多了。便宜。"},{"id":2435775,"gmtCreate":1589364024788,"gmtModify":1589364024788,"authorId":74850710731368,"author":{"id":74850710731368,"authorId":74850710731368,"name":"开间咖啡店吧","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3450586368579535,"repliedAuthor":{"id":3450586368579535,"authorId":3450586368579535,"name":"指路明灯逢买必跌","avatar":"https://static.tigerbbs.com/07d4699d4d8f13fc793a7259908f43b2","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":950836846,"type":1,"supId":2434598,"prevId":2434836,"content":"你们身边都什么人，我公司同组60个人，根本就没一个用拼多多，5亿多的用户哪里来的","text":"你们身边都什么人，我公司同组60个人，根本就没一个用拼多多，5亿多的用户哪里来的","html":"你们身边都什么人，我公司同组60个人，根本就没一个用拼多多，5亿多的用户哪里来的"},{"id":2434836,"gmtCreate":1589335399072,"gmtModify":1589335399072,"authorId":3450586368579535,"author":{"id":3450586368579535,"authorId":3450586368579535,"name":"指路明灯逢买必跌","avatar":"https://static.tigerbbs.com/07d4699d4d8f13fc793a7259908f43b2","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":950836846,"type":1,"supId":2434598,"prevId":0,"content":"主要看人群吧，我身边全是用拼多多的，物流快慢不是我们在乎的点，我们主要关心，便宜 [捂脸]","text":"主要看人群吧，我身边全是用拼多多的，物流快慢不是我们在乎的点，我们主要关心，便宜 [捂脸]","html":"主要看人群吧，我身边全是用拼多多的，物流快慢不是我们在乎的点，我们主要关心，便宜 [捂脸]"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":2435361,"gmtCreate":1589355288263,"gmtModify":1589355288263,"authorId":3522738727953351,"author":{"id":3522738727953351,"authorId":3522738727953351,"name":"一慧","avatar":"https://static.tigerbbs.com/00249ba3fb64e428e5f064c717640c80","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":950836846,"type":1,"supId":0,"prevId":0,"content":"靠低劣产品，都不够快速费，和亲友友情砍价走流量不可能持续。问问身边人有几个主动经常在上面购物的。和瑞幸一样，流量和造假差不多。只是现在不能崩，瑞幸也一样崩也得需要时间。快递费再一涨价它很难活下去。","text":"靠低劣产品，都不够快速费，和亲友友情砍价走流量不可能持续。问问身边人有几个主动经常在上面购物的。和瑞幸一样，流量和造假差不多。只是现在不能崩，瑞幸也一样崩也得需要时间。快递费再一涨价它很难活下去。","html":"靠低劣产品，都不够快速费，和亲友友情砍价走流量不可能持续。问问身边人有几个主动经常在上面购物的。和瑞幸一样，流量和造假差不多。只是现在不能崩，瑞幸也一样崩也得需要时间。快递费再一涨价它很难活下去。","likeSize":0,"commentSize":1,"subComments":[{"id":2437939,"gmtCreate":1589410536910,"gmtModify":1589410536910,"authorId":3494278417595402,"author":{"id":3494278417595402,"authorId":3494278417595402,"name":"巴菲特的巴","avatar":"https://static.tigerbbs.com/178fa52bd5d8de455807b7d5f8ad0dba","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":950836846,"type":1,"supId":2435361,"prevId":0,"content":"不是一回事，瑞幸是自营。多多是商家卖这么便宜。而且多多还收商家的钱！你知道多多怎么收商家的钱的吗？你不知道","text":"不是一回事，瑞幸是自营。多多是商家卖这么便宜。而且多多还收商家的钱！你知道多多怎么收商家的钱的吗？你不知道","html":"不是一回事，瑞幸是自营。多多是商家卖这么便宜。而且多多还收商家的钱！你知道多多怎么收商家的钱的吗？你不知道"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":2434307,"gmtCreate":1589315223796,"gmtModify":1589315223796,"authorId":138442049989269,"author":{"id":138442049989269,"authorId":138442049989269,"name":"机构猎杀者","avatar":"https://static.tigerbbs.com/11f0a48f05dbb18dff634cd365cc2d2d","vip":1,"currentWearingBadge":{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.45%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"hat":"https://static.tigerbbs.com/0a8758340a08196056f8bc1e54805193","crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":950836846,"type":1,"supId":0,"prevId":0,"content":"你不知道整个老虎最强的人是谁吧！所以你只要拿就得连本带利的亏掉。","text":"你不知道整个老虎最强的人是谁吧！所以你只要拿就得连本带利的亏掉。","html":"你不知道整个老虎最强的人是谁吧！所以你只要拿就得连本带利的亏掉。","likeSize":0,"commentSize":1,"subComments":[{"id":2434316,"gmtCreate":1589315494546,"gmtModify":1589315494546,"authorId":3494278417595402,"author":{"id":3494278417595402,"authorId":3494278417595402,"name":"巴菲特的巴","avatar":"https://static.tigerbbs.com/178fa52bd5d8de455807b7d5f8ad0dba","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":950836846,"type":1,"supId":2434307,"prevId":0,"content":"是谁啊？难道不是巴菲特吗","text":"是谁啊？难道不是巴菲特吗","html":"是谁啊？难道不是巴菲特吗"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":2434306,"gmtCreate":1589315209678,"gmtModify":1589315209678,"authorId":3527464863063749,"author":{"id":3527464863063749,"authorId":3527464863063749,"name":"jide0603","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":950836846,"type":1,"supId":0,"prevId":0,"content":"等什么时候不补贴还有人用的时候再说这话吧 ","text":"等什么时候不补贴还有人用的时候再说这话吧 ","html":"等什么时候不补贴还有人用的时候再说这话吧 ","likeSize":0,"commentSize":2,"subComments":[{"id":2434315,"gmtCreate":1589315448666,"gmtModify":1589315448666,"authorId":3494278417595402,"author":{"id":3494278417595402,"authorId":3494278417595402,"name":"巴菲特的巴","avatar":"https://static.tigerbbs.com/178fa52bd5d8de455807b7d5f8ad0dba","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":950836846,"type":1,"supId":2434306,"prevId":0,"content":"到那时候你更买不起啦！","text":"到那时候你更买不起啦！","html":"到那时候你更买不起啦！"},{"id":2434313,"gmtCreate":1589315390587,"gmtModify":1589315390587,"authorId":3494278417595402,"author":{"id":3494278417595402,"authorId":3494278417595402,"name":"巴菲特的巴","avatar":"https://static.tigerbbs.com/178fa52bd5d8de455807b7d5f8ad0dba","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":950836846,"type":1,"supId":2434306,"prevId":0,"content":"补贴了营收增加就是赚的啦，互联网公司的获客成本，懂不","text":"补贴了营收增加就是赚的啦，互联网公司的获客成本，懂不","html":"补贴了营收增加就是赚的啦，互联网公司的获客成本，懂不"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":2434670,"gmtCreate":1589330395920,"gmtModify":1589330395920,"authorId":3440540550401156,"author":{"id":3440540550401156,"authorId":3440540550401156,"name":"KEINS","avatar":"https://static.tigerbbs.com/70c84e27d76e3a3450fb952380b9db3e","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":950836846,"type":1,"supId":0,"prevId":0,"content":"我一个人有六个拼多多的号。。。","text":"我一个人有六个拼多多的号。。。","html":"我一个人有六个拼多多的号。。。","likeSize":0,"commentSize":1,"subComments":[{"id":2435119,"gmtCreate":1589346105901,"gmtModify":1589346105901,"authorId":3494278417595402,"author":{"id":3494278417595402,"authorId":3494278417595402,"name":"巴菲特的巴","avatar":"https://static.tigerbbs.com/178fa52bd5d8de455807b7d5f8ad0dba","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":950836846,"type":1,"supId":2434670,"prevId":0,"content":"说明你爱它","text":"说明你爱它","html":"说明你爱它"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":2434308,"gmtCreate":1589315252116,"gmtModify":1589315252116,"authorId":3494278417595402,"author":{"id":3494278417595402,"authorId":3494278417595402,"name":"巴菲特的巴","avatar":"https://static.tigerbbs.com/178fa52bd5d8de455807b7d5f8ad0dba","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":950836846,"type":1,"supId":0,"prevId":0,"content":"小股民左右不了市场，马化腾一下就5000万，人家不是白投的，还有其他懂互联网的更能投了","text":"小股民左右不了市场，马化腾一下就5000万，人家不是白投的，还有其他懂互联网的更能投了","html":"小股民左右不了市场，马化腾一下就5000万，人家不是白投的，还有其他懂互联网的更能投了","likeSize":0,"commentSize":1,"subComments":[{"id":2434602,"gmtCreate":1589328353263,"gmtModify":1589328353263,"authorId":3545637041893955,"author":{"id":3545637041893955,"authorId":3545637041893955,"name":"待你疯狂2019","avatar":"https://static.tigerbbs.com/3751f9707560c7b869e8c59894b32928","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":950836846,"type":1,"supId":2434308,"prevId":0,"content":"瑞幸多少人投？你去好好看看😢😢","text":"瑞幸多少人投？你去好好看看😢😢","html":"瑞幸多少人投？你去好好看看😢😢"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/950836846"}