歡歡大魔王
2020-05-22
$拼多多(PDD)$
🐮，年年亏损的公司，居然价值5600多亿，卧槽，想不懂
[喷血]
[喷血]
[喷血]
[喷血]
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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smstone
2020-05-22
smstone
美股不只看利润，还看发展势头。拼多多利润超过京东是早晚的事情。
smstone
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拼多多大王
:
淘宝现在处于收割期，如果淘宝那么好，为什么商家转战拼多多。淘宝的运营成本太高了，商家难以盈利。现在的拼多多处于市场培育期，这个培育的过程就是故事。想想当年淘宝烧钱砸市场的时候，ebay不还是已经存在很多年，后来被淘宝淘汰了。拼多多未来未必没有机会划分一块市场形成三足鼎立的格局。故事性还是很强的。
拼多多大王
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歡歡大魔王
:
拼多多想象空间不大？不是只有科技的创新才可以讲故事的 拼多多创新在哪里？ 在对生产关系的改变上 对社会分配的优化 供给侧结构性改革的优化等等 这些都是拼多多带来的想象 拼多多跟淘宝不是一个物种 淘宝目前也看到了 不过先天基因决定 他没法走得比拼多多快
拼多多大王
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喵喵静
:
京东推出京喜 在微信一级入口 淘系推出特价版 重启聚划算 京东报和淘宝都在模仿百亿补贴的活动 这些不是反击？
罗伊
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smstone
:
多多是和瑞幸一类的，如果今晚暴跌我觉得没事，今晚这样涨，才是可怕的
喵喵静
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我的爱1993
:
关键阿里傻？说到钱，阿里不比拼多多多个几何级别，等到拼多多烧得差不多，阿里就会反击，现在反击，阿里自己也伤！除非拼多多能有区别阿里和京东的模式，否则钱烧得差不多，其他两巨头绝对反击，不会让拼多多这么抢走份额的！而两巨头一直还不反击就是等拼多多没钱的瞬间！
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阿蛮_2995
2020-05-23
阿蛮_2995
亚马逊亏损了几十年
神郭嘉
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阿蛮_2995
:
我靠 拼多多质量能对标costco么
阿蛮_2995
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喵喵静
:
因为像你这样不懂拼多多的人实在太多太多了
阿蛮_2995
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喵喵静
:
看看来我要出一本（拼多多传）的书了，
喵喵静
:
😂😂😂盲炒？？炒美股的谁不知道京东和亚马逊原则上早就盈利，是把盈利投入到仓储物流的有型投资中，跟拼多多和滴滴那种烧钱亏损性质都不一样
阿蛮_2995
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歡歡大魔王
:
拥有海量用户做什么都好做，更何况黄峥是技术员出生，拼多多未来发展趋势不可想象
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喵喵静
2020-05-23
喵喵静
可能是吧，难道你没发现京东淘宝一直没有反击么？他们坐以待毙？说现金流拼多多根本跟他们不是一个级别！所以为什么呢？我估计等拼多多钱用得差不多，京东淘宝就开始反击了！就像淘宝当年整合雅虎有了现金后马上反击几大电商，除了京东因为模式不一样，其他类似的电商全部消失了！淘宝现在不动手，是因为拼多多手上还有钱罢了！
中概巴菲特
2020-05-23
中概巴菲特
好
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