跳跃
2020-06-23
$拼多多(PDD)$有个小白弱弱的问题,它一直靠百亿补贴支援便宜货为几亿老百姓,那最最终盈利到底要靠什么呢。不会是靠我们韭菜吧(●—●)
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
2020-06-23
smstone
你是太年轻了,没有见证淘宝割韭菜的过程。淘宝一开始就是靠补贴和免费把商家从易趣和ebay抢来的。慢慢后来天猫开始交保证金,还有直通车,各种广告佣金非常高。拼多多现在是抢市场,将来会和商家收保证金和各种广告费。就像新美大不也是这个套路。
跳跃
:
嗯,最终还是得从商家赚钱
霞之丘诗羽毛
2020-06-23
霞之丘诗羽毛
亚马逊的例子你知道么,企业亏损没关系,只要有长期的增长性,都会反应到股价上。
小炮
回复
跳跃
:
我是618过后月底做空的,看到每日没上90每天收盘在88美元以下后做空的,现在没亏损,不过只要上涨一点就变亏损了,不过不要紧,承受些波动还是可以的,腾讯3月底35美元附近增持5000万美元拼多多股份,才3个月股价涨太多了
跳跃
回复
小炮
:
虽然我也持有pdd,但你能在股价80+阶段这样客观心态,还是很欣赏你,至少你够真实。而不是像大家那样在拼多多17时,才说这样的话。
小炮
:
随着电商平台的增多,最后不能真正生存像拼多多这种还含有欺诈广告性质的公司,不大看好。很多没有真正成交的订单额还算在业绩报表上,浑水公司表示已经盯上了
猫头鹰爱吃西洋菜
2020-06-23
猫头鹰爱吃西洋菜
是不是傻,交易发生在平台,只要有体量,你替人家担心赚钱的问题?
跳跃
:
嗯,你说的太浅层了,傻一点,可以看到一些比较真实的回答,
T0000023702
2020-06-23
T0000023702
淘宝的路再走一遍。
不过拼多多模式下渠道流通成本低一些,大概到时候还是能比淘宝稍微便宜点
春哥___
2020-06-23
春哥___
瑞星也是一直补贴,最终割了资本主义的羊毛,拼多多的补贴更加猖獗
韭菜特别香
2020-06-23
韭菜特别香
sea的shopee也是这个套路。大家都一个模板
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精彩评论
不过拼多多模式下渠道流通成本低一些,大概到时候还是能比淘宝稍微便宜点