$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。

拼多多股价破百，还能上车吗？

拼多多涨超8%，股价站上100美元关口,你认为拼多多还能上车吗？

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

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！
David king
2020-06-17
David king
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

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