$阿里巴巴(BABA_老虎社区_美港股上老虎

2020-06-16

$阿里巴巴(BABA)$$京东(JD)$ $拼多多(PDD)$ 与竞争对手

拼多多与淘宝的模式有本质的不同。淘宝是流量逻辑，主体是搜索，用户要自己去找商品，所以需要海量SKU来满足长尾需求。拼多多代表的是匹配，推荐商品给消费者，SKU有限，但要满足结构性丰富。淘宝一直倡导C2B但做不起来，就是因为淘宝的千人千面相当于个性化搜索，但搜索本身是长尾的，很难做反向定制。

而拼多多是把海量流量集中到有限商品里，有了规模之后再反向定制，极大降低成本。这也就是沃尔玛和Costco的差别，拼多多的终级定位就是针对不同的人群做不同的Costco。

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

冰凉
2020-06-17
冰凉
你倒是说说看，pdd定制了啥东西出来？除了所谓的补贴和山寨，抛开价格，他有什么商品是别人没有的？
- 无名小卒一个回复一切所得皆是缘:
  活在上流社会
- 冰凉回复一切所得皆是缘:
  我说的是商品，你说的这些我还真不了解
- 一切所得皆是缘:
  你说错了，拼多多有的别人肯定没有，比如：假数据、假产品😄，拼多多依靠砍一刀吸引了许人，朋友圈、好友说帮忙砍一刀，不下载砍不了，不好意思不帮忙，这时候数据就来了，其实很多人不用拼多多，用的人都是没有什么经济能力、图便宜的。就问你那么便宜的其他平台敢不敢卖，就问你那么便宜的敢不敢用。拼多多还擅长铺天盖地的各种植入式广告，跟狗皮膏药似的，哪里都能看到。总之拼多多就是个垃圾，哪天被发现数据造假就好玩了！
APT9man
2020-06-17
APT9man
羊城图和PDD一样假
solafate
2020-06-17
solafate
有点扯。costco底层逻辑不相同

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":955168069,"tweetId":"955168069","gmtCreate":1592323164151,"gmtModify":1704198898683,"author":{"id":3550675954817344,"idStr":"3550675954817344","authorId":3550675954817344,"authorIdStr":"3550675954817344","name":"阿蛮_2995","avatar":"https://static.tigerbbs.com/cc0fe59e30e70b041412496774b1c2e6","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":5,"starInvestorFlag":false},"themes":[],"images":[{"img":"https://static.tigerbbs.com/8b7c90a0e1cfa1786feb8dceb35fd3c6","width":"1282","height":"828"}],"coverImages":[{"img":"https://static.tigerbbs.com/8b7c90a0e1cfa1786feb8dceb35fd3c6","width":"1282","height":"828"}],"extraTitle":"","html":"<html><head></head><body><a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>$京东(JD)$ $拼多多(PDD)$ 与竞争对手拼多多与淘宝的模式有本质的不同。淘宝是流量逻辑，主体是搜索，用户要自己去找商品，所以需要海量SKU来满足长尾需求。拼多多代表的是匹配，推荐商品给消费者，SKU有限，但要满足结构性丰富。淘宝一直倡导C2B但做不起来，就是因为淘宝的千人千面相当于个性化搜索，但搜索本身是长尾的，很难做反向定制。而拼多多是把海量流量集中到有限商品里，有了规模之后再反向定制，极大降低成本。这也就是沃尔玛和Costco的差别，拼多多的终级定位就是针对不同的人群做不同的Costco。<img src=\"https://static.tigerbbs.com/8b7c90a0e1cfa1786feb8dceb35fd3c6\" tg-width=\"1282\" tg-height=\"828\"></body></html>","htmlText":"<html><head></head><body><a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>$京东(JD)$ $拼多多(PDD)$ 与竞争对手拼多多与淘宝的模式有本质的不同。淘宝是流量逻辑，主体是搜索，用户要自己去找商品，所以需要海量SKU来满足长尾需求。拼多多代表的是匹配，推荐商品给消费者，SKU有限，但要满足结构性丰富。淘宝一直倡导C2B但做不起来，就是因为淘宝的千人千面相当于个性化搜索，但搜索本身是长尾的，很难做反向定制。而拼多多是把海量流量集中到有限商品里，有了规模之后再反向定制，极大降低成本。这也就是沃尔玛和Costco的差别，拼多多的终级定位就是针对不同的人群做不同的Costco。<img src=\"https://static.tigerbbs.com/8b7c90a0e1cfa1786feb8dceb35fd3c6\" tg-width=\"1282\" tg-height=\"828\"></body></html>","text":"$阿里巴巴(BABA)$$京东(JD)$ $拼多多(PDD)$ 与竞争对手 拼多多与淘宝的模式有本质的不同。淘宝是流量逻辑，主体是搜索，用户要自己去找商品，所以需要海量SKU来满足长尾需求。拼多多代表的是匹配，推荐商品给消费者，SKU有限，但要满足结构性丰富。淘宝一直倡导C2B但做不起来，就是因为淘宝的千人千面相当于个性化搜索，但搜索本身是长尾的，很难做反向定制。 而拼多多是把海量流量集中到有限商品里，有了规模之后再反向定制，极大降低成本。这也就是沃尔玛和Costco的差别，拼多多的终级定位就是针对不同的人群做不同的Costco。","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":6,"repostSize":1,"favoriteSize":0,"link":"https://laohu8.com/post/955168069","repostId":0,"isVote":1,"tweetType":1,"viewCount":4222,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["JD","PDD","BABA"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":468,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":2551120,"commentId":"2551120","gmtCreate":1592324814089,"gmtModify":1592324814089,"authorId":3516095948973168,"author":{"id":3516095948973168,"idStr":"3516095948973168","authorId":3516095948973168,"name":"冰凉","avatar":"https://static.tigerbbs.com/fa4fbdbfe0a4ea70f35249a1399d0836","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":955168069,"objectIdStr":"955168069","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"你倒是说说看，pdd定制了啥东西出来？除了所谓的补贴和山寨，抛开价格，他有什么商品是别人没有的？","text":"你倒是说说看，pdd定制了啥东西出来？除了所谓的补贴和山寨，抛开价格，他有什么商品是别人没有的？","html":"你倒是说说看，pdd定制了啥东西出来？除了所谓的补贴和山寨，抛开价格，他有什么商品是别人没有的？","likeSize":1,"commentSize":3,"subComments":[{"id":2552479,"commentId":"2552479","gmtCreate":1592370720789,"gmtModify":1592370720789,"authorId":3495796448105609,"author":{"id":3495796448105609,"idStr":"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":3554287729186350,"repliedAuthor":{"id":3554287729186350,"idStr":"3554287729186350","authorId":3554287729186350,"name":"一切所得皆是缘","avatar":"https://static.tigerbbs.com/1dc21df321128ef99a51c43e4f46bcb9","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":955168069,"objectIdStr":"955168069","type":1,"supId":2551120,"supIdStr":"2551120","prevId":2551369,"prevIdStr":"2551369","content":"活在上流社会","text":"活在上流社会","html":"活在上流社会"},{"id":2551703,"commentId":"2551703","gmtCreate":1592351055853,"gmtModify":1592351055853,"authorId":3516095948973168,"author":{"id":3516095948973168,"idStr":"3516095948973168","authorId":3516095948973168,"name":"冰凉","avatar":"https://static.tigerbbs.com/fa4fbdbfe0a4ea70f35249a1399d0836","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3554287729186350,"repliedAuthor":{"id":3554287729186350,"idStr":"3554287729186350","authorId":3554287729186350,"name":"一切所得皆是缘","avatar":"https://static.tigerbbs.com/1dc21df321128ef99a51c43e4f46bcb9","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":955168069,"objectIdStr":"955168069","type":1,"supId":2551120,"supIdStr":"2551120","prevId":2551369,"prevIdStr":"2551369","content":"我说的是商品，你说的这些我还真不了解","text":"我说的是商品，你说的这些我还真不了解","html":"我说的是商品，你说的这些我还真不了解"},{"id":2551369,"commentId":"2551369","gmtCreate":1592329997067,"gmtModify":1592329997067,"authorId":3554287729186350,"author":{"id":3554287729186350,"idStr":"3554287729186350","authorId":3554287729186350,"name":"一切所得皆是缘","avatar":"https://static.tigerbbs.com/1dc21df321128ef99a51c43e4f46bcb9","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":955168069,"objectIdStr":"955168069","type":1,"supId":2551120,"supIdStr":"2551120","prevId":0,"prevIdStr":"0","content":"你说错了，拼多多有的别人肯定没有，比如：假数据、假产品😄，拼多多依靠砍一刀吸引了许人，朋友圈、好友说帮忙砍一刀，不下载砍不了，不好意思不帮忙，这时候数据就来了，其实很多人不用拼多多，用的人都是没有什么经济能力、图便宜的。就问你那么便宜的其他平台敢不敢卖，就问你那么便宜的敢不敢用。拼多多还擅长铺天盖地的各种植入式广告，跟狗皮膏药似的，哪里都能看到。总之拼多多就是个垃圾，哪天被发现数据造假就好玩了！","text":"你说错了，拼多多有的别人肯定没有，比如：假数据、假产品😄，拼多多依靠砍一刀吸引了许人，朋友圈、好友说帮忙砍一刀，不下载砍不了，不好意思不帮忙，这时候数据就来了，其实很多人不用拼多多，用的人都是没有什么经济能力、图便宜的。就问你那么便宜的其他平台敢不敢卖，就问你那么便宜的敢不敢用。拼多多还擅长铺天盖地的各种植入式广告，跟狗皮膏药似的，哪里都能看到。总之拼多多就是个垃圾，哪天被发现数据造假就好玩了！","html":"你说错了，拼多多有的别人肯定没有，比如：假数据、假产品😄，拼多多依靠砍一刀吸引了许人，朋友圈、好友说帮忙砍一刀，不下载砍不了，不好意思不帮忙，这时候数据就来了，其实很多人不用拼多多，用的人都是没有什么经济能力、图便宜的。就问你那么便宜的其他平台敢不敢卖，就问你那么便宜的敢不敢用。拼多多还擅长铺天盖地的各种植入式广告，跟狗皮膏药似的，哪里都能看到。总之拼多多就是个垃圾，哪天被发现数据造假就好玩了！"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":2551286,"commentId":"2551286","gmtCreate":1592327618845,"gmtModify":1592327618845,"authorId":3463638207582835,"author":{"id":3463638207582835,"idStr":"3463638207582835","authorId":3463638207582835,"name":"APT9man","avatar":"https://static.tigerbbs.com/381907ed436a61d3c77e6b10f0cbe764","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":955168069,"objectIdStr":"955168069","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"羊城图和PDD一样假","text":"羊城图和PDD一样假","html":"羊城图和PDD一样假","likeSize":2,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":2551141,"commentId":"2551141","gmtCreate":1592325028455,"gmtModify":1592325028455,"authorId":3485303016256685,"author":{"id":3485303016256685,"idStr":"3485303016256685","authorId":3485303016256685,"name":"solafate","avatar":"https://static.tigerbbs.com/25cd38f8478f41d40193b7d43bc10fc0","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":955168069,"objectIdStr":"955168069","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"有点扯。costco底层逻辑不相同","text":"有点扯。costco底层逻辑不相同","html":"有点扯。costco底层逻辑不相同","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/955168069"}