拼多多二季度的营销开_老虎社区_美港股上老虎

新股投研圈

2020-08-21

拼多多二季度的营销开支90亿，拼多多的移动端月活增加了8100万，问题是在同期的天猫和京东明显在淘宝特价版、京喜等产品发力的情况下进行的。更为重要的是，2019年四季度开支90亿，2019年四季度新增月活5100万。

那么，这个原因是什么？细思极恐！

这个才是拼多多最可怕的地方！

$拼多多(PDD)$$阿里巴巴(BABA)$$京东(JD)$

电商股财报出炉，你押对了吗？

本周三大电商股即将发布财报，京东发布单季营收破2000亿财报；阿里巴巴财报也不俗；而拼多多财报不及预期大跌，你押对了吗？

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

饭桶俊
2020-08-22
饭桶俊
18年就有媒体深度报道pdd的GMV造假，有点互联网从业经验的，一看就知道报道内容所言不虚。到现在，不过是泡沫越吹越大而已。结局无非是重蹈瑞幸覆辙。
T20211211626
2020-08-22
T20211211626
资本都知道6.8亿月活了，吹不动了，再吹要超过淘宝了，故事告一段落了，下一阶段是盈利，可盈利显然比刷单困难多了。
pd大鹏
2020-08-22
pd大鹏
拼多多开店被投诉押金好难退，客服都是机器人，没有人出来解决问题
sammas
2020-08-22
sammas
pdd的财报不差，只是没那么好而已。无法匹配年内3-4倍的涨幅
威廉DD
2020-08-21
威廉DD
只能说明拉新能力可以，但相比之下转化和留存能力差阿
逃离A股啊哈
2020-08-21
逃离A股啊哈
砍价群都算新增

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":979150889,"tweetId":"979150889","gmtCreate":1598024245941,"gmtModify":1704217752957,"author":{"id":3537950609050143,"authorId":3537950609050143,"authorIdStr":"3537950609050143","name":"新股投研圈","avatar":"https://static.tigerbbs.com/24bee5952eb90794b4763254d01e818c","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":7,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":19,"starInvestorFlag":false},"themes":[{"themeId":"8e524589b7ec4bdcbd4296451078eefb","categoryId":"dfb621be5c8343ed8b1b54f82c69c3be","name":"电商股财报出炉，你押对了吗？","type":3,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/special/discussion&rndata={\"themeId\":8e524589b7ec4bdcbd4296451078eefb}&rnconfig={\"headerBarHidden\": true}","description":"本周三大电商股即将发布财报，京东发布单季营收破2000亿财报；阿里巴巴财报也不俗；而拼多多财报不及预期大跌，你押对了吗？","image":"https://static.tigerbbs.com/7fead10a0ba4983222de99ef7307721a"}],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body>拼多多二季度的营销开支90亿，拼多多的移动端月活增加了8100万，问题是在同期的天猫和京东明显在淘宝特价版、京喜等产品发力的情况下进行的。更为重要的是，2019年四季度开支90亿，2019年四季度新增月活5100万。那么，这个原因是什么？细思极恐！这个才是拼多多最可怕的地方！<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a><a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a><a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a></body></html>","htmlText":"<html><head></head><body>拼多多二季度的营销开支90亿，拼多多的移动端月活增加了8100万，问题是在同期的天猫和京东明显在淘宝特价版、京喜等产品发力的情况下进行的。更为重要的是，2019年四季度开支90亿，2019年四季度新增月活5100万。那么，这个原因是什么？细思极恐！这个才是拼多多最可怕的地方！<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a><a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a><a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a></body></html>","text":"拼多多二季度的营销开支90亿，拼多多的移动端月活增加了8100万，问题是在同期的天猫和京东明显在淘宝特价版、京喜等产品发力的情况下进行的。更为重要的是，2019年四季度开支90亿，2019年四季度新增月活5100万。 那么，这个原因是什么？细思极恐！ 这个才是拼多多最可怕的地方！ $拼多多(PDD)$$阿里巴巴(BABA)$$京东(JD)$","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":8,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/979150889","repostId":0,"isVote":1,"tweetType":1,"viewCount":6481,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["BABA","JD","PDD"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":284,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":2779558,"gmtCreate":1598030605806,"gmtModify":1598030605806,"authorId":3515970511857742,"author":{"id":3515970511857742,"authorId":3515970511857742,"name":"饭桶俊","avatar":"https://static.tigerbbs.com/43abcc0d9b102d2cc3b53e323c49c6b1","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":979150889,"type":1,"supId":0,"prevId":0,"content":"18年就有媒体深度报道pdd的GMV造假，有点互联网从业经验的，一看就知道报道内容所言不虚。到现在，不过是泡沫越吹越大而已。结局无非是重蹈瑞幸覆辙。","text":"18年就有媒体深度报道pdd的GMV造假，有点互联网从业经验的，一看就知道报道内容所言不虚。到现在，不过是泡沫越吹越大而已。结局无非是重蹈瑞幸覆辙。","html":"18年就有媒体深度报道pdd的GMV造假，有点互联网从业经验的，一看就知道报道内容所言不虚。到现在，不过是泡沫越吹越大而已。结局无非是重蹈瑞幸覆辙。","likeSize":3,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":2780058,"gmtCreate":1598054692275,"gmtModify":1598054692275,"authorId":3497823258884148,"author":{"id":3497823258884148,"authorId":3497823258884148,"name":"T20211211626","avatar":"https://static.tigerbbs.com/1e567306e92e984db763f8cbda4fec44","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":979150889,"type":1,"supId":0,"prevId":0,"content":"资本都知道6.8亿月活了，吹不动了，再吹要超过淘宝了，故事告一段落了，下一阶段是盈利，可盈利显然比刷单困难多了。","text":"资本都知道6.8亿月活了，吹不动了，再吹要超过淘宝了，故事告一段落了，下一阶段是盈利，可盈利显然比刷单困难多了。","html":"资本都知道6.8亿月活了，吹不动了，再吹要超过淘宝了，故事告一段落了，下一阶段是盈利，可盈利显然比刷单困难多了。","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":2780504,"gmtCreate":1598067541551,"gmtModify":1598067541551,"authorId":3497098160022799,"author":{"id":3497098160022799,"authorId":3497098160022799,"name":"pd大鹏","avatar":"https://static.tigerbbs.com/4ab32d916661e2c936f3e5496e5895be","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":"2021.12.28","exceedPercentage":"93.90%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"hat":"https://static.tigerbbs.com/eec1894d24f295622b8891594288edf1","crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":979150889,"type":1,"supId":0,"prevId":0,"content":"拼多多开店被投诉押金好难退，客服都是机器人，没有人出来解决问题","text":"拼多多开店被投诉押金好难退，客服都是机器人，没有人出来解决问题","html":"拼多多开店被投诉押金好难退，客服都是机器人，没有人出来解决问题","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":2780059,"gmtCreate":1598054696147,"gmtModify":1598054696147,"authorId":3559294839819170,"author":{"id":3559294839819170,"authorId":3559294839819170,"name":"sammas","avatar":"https://static.tigerbbs.com/09e65a59ce1454e64fc00c9fa8e452d3","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":979150889,"type":1,"supId":0,"prevId":0,"content":"pdd的财报不差，只是没那么好而已。无法匹配年内3-4倍的涨幅","text":"pdd的财报不差，只是没那么好而已。无法匹配年内3-4倍的涨幅","html":"pdd的财报不差，只是没那么好而已。无法匹配年内3-4倍的涨幅","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":2779246,"gmtCreate":1598024832129,"gmtModify":1598024832129,"authorId":3450703841464205,"author":{"id":3450703841464205,"authorId":3450703841464205,"name":"威廉DD","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":979150889,"type":1,"supId":0,"prevId":0,"content":"只能说明拉新能力可以，但相比之下转化和留存能力差阿","text":"只能说明拉新能力可以，但相比之下转化和留存能力差阿","html":"只能说明拉新能力可以，但相比之下转化和留存能力差阿","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":2779254,"gmtCreate":1598024917302,"gmtModify":1598024917302,"authorId":3519104676971503,"author":{"id":3519104676971503,"authorId":3519104676971503,"name":"逃离A股啊哈","avatar":"https://static.tigerbbs.com/4cb0f76320cc94a64a1ac39a740900eb","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":979150889,"type":1,"supId":0,"prevId":0,"content":"砍价群都算新增","text":"砍价群都算新增","html":"砍价群都算新增","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/979150889"}