什么幺蛾子
2019-08-21
$拼多多(PDD)$
我有一个问题，电商财报这么好，说明消费市场很好，经济环境还行。但为什么没体现在广告营收上？不管百度还是微博，广告增长都贼差
$百度(BIDU)$
$微博(WB)$
$阿里巴巴(BABA)$
$京东(JD)$
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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大树根
2019-08-21
大树根
百度、微博，广告差根本原因是属于他们流量的应用方式的时代过去了。他们俩的区别是，微博属于文字时代，现在要转向视频了；百度:搜索一直都在，人找信息，信息找人。百度没有使自己搜索进化，同时，没有把握住移动入口，再就是自己作死。
什么幺蛾子
:
我也感觉，给电商导流的主流app是视频网站
大树根
2019-08-21
大树根
电商属于零售
中国零售增长在8%，比较不错，电商零售在20%增长，很不错。
而零售做个分类，可以分为:线上和线下。
可以观察下线下零售情况，A股有几个鞋、衣服等线下很强白马，都栽了；再看下一些个体户小店关店、菜市场封拆等等。
总盘8%增长，电商20%，估计有负增长的。
思念悠悠在远方
2019-08-21
思念悠悠在远方
有一种东西叫刷单。拼多多是支持刷单的。
用户总量是统计一年内登录APP次数，这个很虚的。要不然4亿多用户，一人买100，都是400亿了。
最关键的是拼多多抢的是淘宝天猫的市场，财报要真那么好，阿里得跌。
2倍杠杆做空瑞幸已爆仓
:
拼多多对刷单行为几乎全放开。淘宝刷单刷的厉害容易封
飞起来肯德基
:
神逻辑！
Jeasy
2019-08-21
Jeasy
电商的财报还可以是因为消减了开支，包括广告投入
什么幺蛾子
:
有道理
高位做空
2019-08-21
高位做空
因为消费市场已经下沉，不是那个拼营销广告的年代了
高位做空
回复
什么幺蛾子
:
可能得益于大数据和精准定位营销的便利吧，传统营销的份额被分去了一部分
什么幺蛾子
:
下沉市场也得营销吧？
视频三傻
2019-08-21
视频三傻
消费销量可以造假，广告无法造假，看看分众传媒就知道了
什么幺蛾子
:
是个思路
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精彩评论
中国零售增长在8%，比较不错，电商零售在20%增长，很不错。
而零售做个分类，可以分为:线上和线下。
可以观察下线下零售情况，A股有几个鞋、衣服等线下很强白马，都栽了；再看下一些个体户小店关店、菜市场封拆等等。
总盘8%增长，电商20%，估计有负增长的。
用户总量是统计一年内登录APP次数，这个很虚的。要不然4亿多用户，一人买100，都是400亿了。
最关键的是拼多多抢的是淘宝天猫的市场，财报要真那么好，阿里得跌。