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大道无形
2020-11-17
这篇文章不错,转发给大家看
@孟浩:桥水Q3除了买入蔚来小鹏之外,还买了什么?
大道无形
2021-06-01
这篇文章不错,转发给大家看
@陈达美股投资:What to See in C2M2C:拼多多Q1财报解读
去老虎APP查看更多动态
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to See in C2M2C:拼多多Q1财报解读","htmlText":"投资拼多多是一场奇幻漂流。当时在市场漫天的质疑里,我憧憬其反超淘宝的可能性,而别人像看一个智障一样看我在那里吹股,没想到憧憬成了实景。而消费比投资试错成本要低太多,所以身边有很多人在我丧心病狂的安利下,皱眉默默下载了拼多多,然后使用半年后恨不得送面锦旗感谢我。挺好玩的,那一点点朴素的认知差,以及认知差发生转动时爆发出的惊人扭矩。在拼多多上消费是不断真香(那些不香的由于试错成本无限小而被你忘却了);在投资上就是收获了一点点超额收益。直到你发现long 拼多多变成了景林、高瓴、高毅、桥水、喜马拉雅都要来挤一瓣屁股的拥挤交易。市场共识陡增,于是也不可避免的,大起大落的波动也如影随形。波动归波动,不管股价行情如何,公司财报就像四季更迭一样,一年总会来四次。所以简单说一说2021年Q1的财报。1.topline的营收同比大涨,bottomline 亏损同比收窄;营收221亿元,yoy增长239%,高过市场预期。不过雪球上大家也精了,不讲基数的同比增长就是耍流氓。拼多多有一部分收入是属于自营业务(merchandise sales),这一块过去非常低;在排除掉这一块“未来也不会占比很大”的收入后,其yoy增长实际是161%。而去年Q1是疫情,如果跳过2020去看2019Q1的数字,45.4亿,也有174%的增长。(年活数,平均月活,收入,盈亏,来源:公司资料)2.作为对比,阿里巴巴在2021年Q1的电商第三方平台收入(财报中显示为China commerce retail项下的customer management)为636亿元,yoy增长为40%;京东的同口径第三方业务,要看它的净服务收入(net service revenues),2021年Q1是279亿,yoy增长73%。可以横向比较,拼多多、京东和阿里同口径的第三方平台业务(apple to apple的直接对比)——拼多多规","listText":"投资拼多多是一场奇幻漂流。当时在市场漫天的质疑里,我憧憬其反超淘宝的可能性,而别人像看一个智障一样看我在那里吹股,没想到憧憬成了实景。而消费比投资试错成本要低太多,所以身边有很多人在我丧心病狂的安利下,皱眉默默下载了拼多多,然后使用半年后恨不得送面锦旗感谢我。挺好玩的,那一点点朴素的认知差,以及认知差发生转动时爆发出的惊人扭矩。在拼多多上消费是不断真香(那些不香的由于试错成本无限小而被你忘却了);在投资上就是收获了一点点超额收益。直到你发现long 拼多多变成了景林、高瓴、高毅、桥水、喜马拉雅都要来挤一瓣屁股的拥挤交易。市场共识陡增,于是也不可避免的,大起大落的波动也如影随形。波动归波动,不管股价行情如何,公司财报就像四季更迭一样,一年总会来四次。所以简单说一说2021年Q1的财报。1.topline的营收同比大涨,bottomline 亏损同比收窄;营收221亿元,yoy增长239%,高过市场预期。不过雪球上大家也精了,不讲基数的同比增长就是耍流氓。拼多多有一部分收入是属于自营业务(merchandise sales),这一块过去非常低;在排除掉这一块“未来也不会占比很大”的收入后,其yoy增长实际是161%。而去年Q1是疫情,如果跳过2020去看2019Q1的数字,45.4亿,也有174%的增长。(年活数,平均月活,收入,盈亏,来源:公司资料)2.作为对比,阿里巴巴在2021年Q1的电商第三方平台收入(财报中显示为China commerce retail项下的customer management)为636亿元,yoy增长为40%;京东的同口径第三方业务,要看它的净服务收入(net service revenues),2021年Q1是279亿,yoy增长73%。可以横向比较,拼多多、京东和阿里同口径的第三方平台业务(apple to apple的直接对比)——拼多多规","text":"投资拼多多是一场奇幻漂流。当时在市场漫天的质疑里,我憧憬其反超淘宝的可能性,而别人像看一个智障一样看我在那里吹股,没想到憧憬成了实景。而消费比投资试错成本要低太多,所以身边有很多人在我丧心病狂的安利下,皱眉默默下载了拼多多,然后使用半年后恨不得送面锦旗感谢我。挺好玩的,那一点点朴素的认知差,以及认知差发生转动时爆发出的惊人扭矩。在拼多多上消费是不断真香(那些不香的由于试错成本无限小而被你忘却了);在投资上就是收获了一点点超额收益。直到你发现long 拼多多变成了景林、高瓴、高毅、桥水、喜马拉雅都要来挤一瓣屁股的拥挤交易。市场共识陡增,于是也不可避免的,大起大落的波动也如影随形。波动归波动,不管股价行情如何,公司财报就像四季更迭一样,一年总会来四次。所以简单说一说2021年Q1的财报。1.topline的营收同比大涨,bottomline 亏损同比收窄;营收221亿元,yoy增长239%,高过市场预期。不过雪球上大家也精了,不讲基数的同比增长就是耍流氓。拼多多有一部分收入是属于自营业务(merchandise sales),这一块过去非常低;在排除掉这一块“未来也不会占比很大”的收入后,其yoy增长实际是161%。而去年Q1是疫情,如果跳过2020去看2019Q1的数字,45.4亿,也有174%的增长。(年活数,平均月活,收入,盈亏,来源:公司资料)2.作为对比,阿里巴巴在2021年Q1的电商第三方平台收入(财报中显示为China commerce retail项下的customer management)为636亿元,yoy增长为40%;京东的同口径第三方业务,要看它的净服务收入(net service revenues),2021年Q1是279亿,yoy增长73%。可以横向比较,拼多多、京东和阿里同口径的第三方平台业务(apple to apple的直接对比)——拼多多规","images":[{"img":"https://static.tigerbbs.com/08a1f40228a9824b5ac085e594331776","width":"660","height":"367"},{"img":"https://static.tigerbbs.com/243fec1426b660f142b8258a9f9aab17","width":"688","height":"293"},{"img":"https://static.tigerbbs.com/c61c175dc3e8e72f107b84e4bab07fa7","width":"660","height":"346"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/110275839","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":521,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":307230080,"gmtCreate":1605566664340,"gmtModify":1703838300484,"author":{"id":"194349952608436","authorId":"194349952608436","authorIdStr":"194349952608436","name":"大道无形","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/307230080","repostId":"307374664","repostType":1,"repost":{"id":307374664,"gmtCreate":1605500178454,"gmtModify":1703837853429,"author":{"id":"58341441844653","authorId":"58341441844653","authorIdStr":"58341441844653","name":"孟浩","avatar":"https://static.tigerbbs.com/d3af5b59c3e4676ee72cb6e0fea0279b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"桥水Q3除了买入蔚来小鹏之外,还买了什么?","htmlText":"桥水Q3加仓蔚来、小鹏和阿里之外,中概股中还买卖了什么?一文带你了解桥水的最新动向。<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a><a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 据桥水基金11月13日向美国证监会(SEC)提交的持仓报告,由知名投资人达里奥执掌的桥水向美国SEC提交13F表,三季度末桥水持仓总市值为83.15亿美元,较二季度末的 59.61亿美元增长39.49%。值得注意的是,在十大重仓标的中,沃尔玛和宝洁均为新进股票。此外桥水还增持了中国电商龙头阿里巴巴。 大幅增持新兴市场ETF 3季度末,桥水基金的前十大持仓依然以ETF为主,桥水在本季度大举增持新兴市场ETF,前三大增持ETF分别为: <a href=\"https://laohu8.com/S/EEM\">$新兴市场ETF-iShares MSCI(EEM)$</a> 追踪MSCI Emerging Markets Index其成分主要来自中国韩国台湾,从行业来说金融、科技、消费板块占比较大。重仓股包含三星、腾讯、阿里巴巴、中国移动,桥水增持股305万股。 <a href=\"https://laohu8.com/S/VWO\">$新兴市场ETF-Vanguard MSCI(VWO)$</a> 新兴市场ETF,从行业来划分,主要包含金融、科技能源等,重仓股分别为腾讯、鸿泰、中国银行、中国移动等公司,单倍做多。桥水增持143万股。 <a href=\"https://laohu8.com/S/IEMG\">$iShares Core MSCI Emerging Markets ETF(IEMG)$</</a>","listText":"桥水Q3加仓蔚来、小鹏和阿里之外,中概股中还买卖了什么?一文带你了解桥水的最新动向。<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a><a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 据桥水基金11月13日向美国证监会(SEC)提交的持仓报告,由知名投资人达里奥执掌的桥水向美国SEC提交13F表,三季度末桥水持仓总市值为83.15亿美元,较二季度末的 59.61亿美元增长39.49%。值得注意的是,在十大重仓标的中,沃尔玛和宝洁均为新进股票。此外桥水还增持了中国电商龙头阿里巴巴。 大幅增持新兴市场ETF 3季度末,桥水基金的前十大持仓依然以ETF为主,桥水在本季度大举增持新兴市场ETF,前三大增持ETF分别为: <a href=\"https://laohu8.com/S/EEM\">$新兴市场ETF-iShares MSCI(EEM)$</a> 追踪MSCI Emerging Markets Index其成分主要来自中国韩国台湾,从行业来说金融、科技、消费板块占比较大。重仓股包含三星、腾讯、阿里巴巴、中国移动,桥水增持股305万股。 <a href=\"https://laohu8.com/S/VWO\">$新兴市场ETF-Vanguard MSCI(VWO)$</a> 新兴市场ETF,从行业来划分,主要包含金融、科技能源等,重仓股分别为腾讯、鸿泰、中国银行、中国移动等公司,单倍做多。桥水增持143万股。 <a href=\"https://laohu8.com/S/IEMG\">$iShares Core MSCI Emerging Markets ETF(IEMG)$</</a>","text":"桥水Q3加仓蔚来、小鹏和阿里之外,中概股中还买卖了什么?一文带你了解桥水的最新动向。$蔚来(NIO)$$小鹏汽车(XPEV)$ $阿里巴巴(BABA)$ 据桥水基金11月13日向美国证监会(SEC)提交的持仓报告,由知名投资人达里奥执掌的桥水向美国SEC提交13F表,三季度末桥水持仓总市值为83.15亿美元,较二季度末的 59.61亿美元增长39.49%。值得注意的是,在十大重仓标的中,沃尔玛和宝洁均为新进股票。此外桥水还增持了中国电商龙头阿里巴巴。 大幅增持新兴市场ETF 3季度末,桥水基金的前十大持仓依然以ETF为主,桥水在本季度大举增持新兴市场ETF,前三大增持ETF分别为: $新兴市场ETF-iShares MSCI(EEM)$ 追踪MSCI Emerging Markets Index其成分主要来自中国韩国台湾,从行业来说金融、科技、消费板块占比较大。重仓股包含三星、腾讯、阿里巴巴、中国移动,桥水增持股305万股。 $新兴市场ETF-Vanguard MSCI(VWO)$ 新兴市场ETF,从行业来划分,主要包含金融、科技能源等,重仓股分别为腾讯、鸿泰、中国银行、中国移动等公司,单倍做多。桥水增持143万股。 $iShares Core MSCI Emerging Markets ETF(IEMG)$</","images":[{"img":"https://static.tigerbbs.com/86825c7a10e6621b13970cb2b7970f5f","width":"1278","height":"478"},{"img":"https://static.tigerbbs.com/f907811baef9af6758c66ab7749c5b18","width":"1918","height":"702"},{"img":"https://static.tigerbbs.com/0eb48caca217610d97a37c6215808295","width":"1918","height":"702"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/307374664","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":838,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","authorIdStr":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0},"content":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题,可以获得更多曝光哦~如果您想创作优质文章,请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题,可以获得更多曝光哦~如果您想创作优质文章,请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题,可以获得更多曝光哦~如果您想创作优质文章,请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":307230080,"gmtCreate":1605566664340,"gmtModify":1703838300484,"author":{"id":"194349952608436","authorId":"194349952608436","authorIdStr":"194349952608436","name":"大道无形","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/307230080","repostId":"307374664","repostType":1,"repost":{"id":307374664,"gmtCreate":1605500178454,"gmtModify":1703837853429,"author":{"id":"58341441844653","authorId":"58341441844653","authorIdStr":"58341441844653","name":"孟浩","avatar":"https://static.tigerbbs.com/d3af5b59c3e4676ee72cb6e0fea0279b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"桥水Q3除了买入蔚来小鹏之外,还买了什么?","htmlText":"桥水Q3加仓蔚来、小鹏和阿里之外,中概股中还买卖了什么?一文带你了解桥水的最新动向。<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a><a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 据桥水基金11月13日向美国证监会(SEC)提交的持仓报告,由知名投资人达里奥执掌的桥水向美国SEC提交13F表,三季度末桥水持仓总市值为83.15亿美元,较二季度末的 59.61亿美元增长39.49%。值得注意的是,在十大重仓标的中,沃尔玛和宝洁均为新进股票。此外桥水还增持了中国电商龙头阿里巴巴。 大幅增持新兴市场ETF 3季度末,桥水基金的前十大持仓依然以ETF为主,桥水在本季度大举增持新兴市场ETF,前三大增持ETF分别为: <a href=\"https://laohu8.com/S/EEM\">$新兴市场ETF-iShares MSCI(EEM)$</a> 追踪MSCI Emerging Markets Index其成分主要来自中国韩国台湾,从行业来说金融、科技、消费板块占比较大。重仓股包含三星、腾讯、阿里巴巴、中国移动,桥水增持股305万股。 <a href=\"https://laohu8.com/S/VWO\">$新兴市场ETF-Vanguard MSCI(VWO)$</a> 新兴市场ETF,从行业来划分,主要包含金融、科技能源等,重仓股分别为腾讯、鸿泰、中国银行、中国移动等公司,单倍做多。桥水增持143万股。 <a href=\"https://laohu8.com/S/IEMG\">$iShares Core MSCI Emerging Markets ETF(IEMG)$</</a>","listText":"桥水Q3加仓蔚来、小鹏和阿里之外,中概股中还买卖了什么?一文带你了解桥水的最新动向。<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a><a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 据桥水基金11月13日向美国证监会(SEC)提交的持仓报告,由知名投资人达里奥执掌的桥水向美国SEC提交13F表,三季度末桥水持仓总市值为83.15亿美元,较二季度末的 59.61亿美元增长39.49%。值得注意的是,在十大重仓标的中,沃尔玛和宝洁均为新进股票。此外桥水还增持了中国电商龙头阿里巴巴。 大幅增持新兴市场ETF 3季度末,桥水基金的前十大持仓依然以ETF为主,桥水在本季度大举增持新兴市场ETF,前三大增持ETF分别为: <a href=\"https://laohu8.com/S/EEM\">$新兴市场ETF-iShares MSCI(EEM)$</a> 追踪MSCI Emerging Markets Index其成分主要来自中国韩国台湾,从行业来说金融、科技、消费板块占比较大。重仓股包含三星、腾讯、阿里巴巴、中国移动,桥水增持股305万股。 <a href=\"https://laohu8.com/S/VWO\">$新兴市场ETF-Vanguard MSCI(VWO)$</a> 新兴市场ETF,从行业来划分,主要包含金融、科技能源等,重仓股分别为腾讯、鸿泰、中国银行、中国移动等公司,单倍做多。桥水增持143万股。 <a href=\"https://laohu8.com/S/IEMG\">$iShares Core MSCI Emerging Markets ETF(IEMG)$</</a>","text":"桥水Q3加仓蔚来、小鹏和阿里之外,中概股中还买卖了什么?一文带你了解桥水的最新动向。$蔚来(NIO)$$小鹏汽车(XPEV)$ $阿里巴巴(BABA)$ 据桥水基金11月13日向美国证监会(SEC)提交的持仓报告,由知名投资人达里奥执掌的桥水向美国SEC提交13F表,三季度末桥水持仓总市值为83.15亿美元,较二季度末的 59.61亿美元增长39.49%。值得注意的是,在十大重仓标的中,沃尔玛和宝洁均为新进股票。此外桥水还增持了中国电商龙头阿里巴巴。 大幅增持新兴市场ETF 3季度末,桥水基金的前十大持仓依然以ETF为主,桥水在本季度大举增持新兴市场ETF,前三大增持ETF分别为: $新兴市场ETF-iShares MSCI(EEM)$ 追踪MSCI Emerging Markets Index其成分主要来自中国韩国台湾,从行业来说金融、科技、消费板块占比较大。重仓股包含三星、腾讯、阿里巴巴、中国移动,桥水增持股305万股。 $新兴市场ETF-Vanguard MSCI(VWO)$ 新兴市场ETF,从行业来划分,主要包含金融、科技能源等,重仓股分别为腾讯、鸿泰、中国银行、中国移动等公司,单倍做多。桥水增持143万股。 $iShares Core MSCI Emerging Markets ETF(IEMG)$</","images":[{"img":"https://static.tigerbbs.com/86825c7a10e6621b13970cb2b7970f5f","width":"1278","height":"478"},{"img":"https://static.tigerbbs.com/f907811baef9af6758c66ab7749c5b18","width":"1918","height":"702"},{"img":"https://static.tigerbbs.com/0eb48caca217610d97a37c6215808295","width":"1918","height":"702"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/307374664","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":838,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","authorIdStr":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0},"content":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题,可以获得更多曝光哦~如果您想创作优质文章,请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题,可以获得更多曝光哦~如果您想创作优质文章,请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题,可以获得更多曝光哦~如果您想创作优质文章,请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":119570780,"gmtCreate":1622556754240,"gmtModify":1622556754240,"author":{"id":"194349952608436","authorId":"194349952608436","authorIdStr":"194349952608436","name":"大道无形","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/119570780","repostId":"110275839","repostType":1,"repost":{"id":110275839,"gmtCreate":1622465615721,"gmtModify":1622557171423,"author":{"id":"115535245075020","authorId":"115535245075020","authorIdStr":"115535245075020","name":"陈达美股投资","avatar":"https://static.tigerbbs.com/93c77cdf64a6c2c4355eb691def79ccf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"What to See in C2M2C:拼多多Q1财报解读","htmlText":"投资拼多多是一场奇幻漂流。当时在市场漫天的质疑里,我憧憬其反超淘宝的可能性,而别人像看一个智障一样看我在那里吹股,没想到憧憬成了实景。而消费比投资试错成本要低太多,所以身边有很多人在我丧心病狂的安利下,皱眉默默下载了拼多多,然后使用半年后恨不得送面锦旗感谢我。挺好玩的,那一点点朴素的认知差,以及认知差发生转动时爆发出的惊人扭矩。在拼多多上消费是不断真香(那些不香的由于试错成本无限小而被你忘却了);在投资上就是收获了一点点超额收益。直到你发现long 拼多多变成了景林、高瓴、高毅、桥水、喜马拉雅都要来挤一瓣屁股的拥挤交易。市场共识陡增,于是也不可避免的,大起大落的波动也如影随形。波动归波动,不管股价行情如何,公司财报就像四季更迭一样,一年总会来四次。所以简单说一说2021年Q1的财报。1.topline的营收同比大涨,bottomline 亏损同比收窄;营收221亿元,yoy增长239%,高过市场预期。不过雪球上大家也精了,不讲基数的同比增长就是耍流氓。拼多多有一部分收入是属于自营业务(merchandise sales),这一块过去非常低;在排除掉这一块“未来也不会占比很大”的收入后,其yoy增长实际是161%。而去年Q1是疫情,如果跳过2020去看2019Q1的数字,45.4亿,也有174%的增长。(年活数,平均月活,收入,盈亏,来源:公司资料)2.作为对比,阿里巴巴在2021年Q1的电商第三方平台收入(财报中显示为China commerce retail项下的customer management)为636亿元,yoy增长为40%;京东的同口径第三方业务,要看它的净服务收入(net service revenues),2021年Q1是279亿,yoy增长73%。可以横向比较,拼多多、京东和阿里同口径的第三方平台业务(apple to apple的直接对比)——拼多多规","listText":"投资拼多多是一场奇幻漂流。当时在市场漫天的质疑里,我憧憬其反超淘宝的可能性,而别人像看一个智障一样看我在那里吹股,没想到憧憬成了实景。而消费比投资试错成本要低太多,所以身边有很多人在我丧心病狂的安利下,皱眉默默下载了拼多多,然后使用半年后恨不得送面锦旗感谢我。挺好玩的,那一点点朴素的认知差,以及认知差发生转动时爆发出的惊人扭矩。在拼多多上消费是不断真香(那些不香的由于试错成本无限小而被你忘却了);在投资上就是收获了一点点超额收益。直到你发现long 拼多多变成了景林、高瓴、高毅、桥水、喜马拉雅都要来挤一瓣屁股的拥挤交易。市场共识陡增,于是也不可避免的,大起大落的波动也如影随形。波动归波动,不管股价行情如何,公司财报就像四季更迭一样,一年总会来四次。所以简单说一说2021年Q1的财报。1.topline的营收同比大涨,bottomline 亏损同比收窄;营收221亿元,yoy增长239%,高过市场预期。不过雪球上大家也精了,不讲基数的同比增长就是耍流氓。拼多多有一部分收入是属于自营业务(merchandise sales),这一块过去非常低;在排除掉这一块“未来也不会占比很大”的收入后,其yoy增长实际是161%。而去年Q1是疫情,如果跳过2020去看2019Q1的数字,45.4亿,也有174%的增长。(年活数,平均月活,收入,盈亏,来源:公司资料)2.作为对比,阿里巴巴在2021年Q1的电商第三方平台收入(财报中显示为China commerce retail项下的customer management)为636亿元,yoy增长为40%;京东的同口径第三方业务,要看它的净服务收入(net service revenues),2021年Q1是279亿,yoy增长73%。可以横向比较,拼多多、京东和阿里同口径的第三方平台业务(apple to apple的直接对比)——拼多多规","text":"投资拼多多是一场奇幻漂流。当时在市场漫天的质疑里,我憧憬其反超淘宝的可能性,而别人像看一个智障一样看我在那里吹股,没想到憧憬成了实景。而消费比投资试错成本要低太多,所以身边有很多人在我丧心病狂的安利下,皱眉默默下载了拼多多,然后使用半年后恨不得送面锦旗感谢我。挺好玩的,那一点点朴素的认知差,以及认知差发生转动时爆发出的惊人扭矩。在拼多多上消费是不断真香(那些不香的由于试错成本无限小而被你忘却了);在投资上就是收获了一点点超额收益。直到你发现long 拼多多变成了景林、高瓴、高毅、桥水、喜马拉雅都要来挤一瓣屁股的拥挤交易。市场共识陡增,于是也不可避免的,大起大落的波动也如影随形。波动归波动,不管股价行情如何,公司财报就像四季更迭一样,一年总会来四次。所以简单说一说2021年Q1的财报。1.topline的营收同比大涨,bottomline 亏损同比收窄;营收221亿元,yoy增长239%,高过市场预期。不过雪球上大家也精了,不讲基数的同比增长就是耍流氓。拼多多有一部分收入是属于自营业务(merchandise sales),这一块过去非常低;在排除掉这一块“未来也不会占比很大”的收入后,其yoy增长实际是161%。而去年Q1是疫情,如果跳过2020去看2019Q1的数字,45.4亿,也有174%的增长。(年活数,平均月活,收入,盈亏,来源:公司资料)2.作为对比,阿里巴巴在2021年Q1的电商第三方平台收入(财报中显示为China commerce retail项下的customer management)为636亿元,yoy增长为40%;京东的同口径第三方业务,要看它的净服务收入(net service revenues),2021年Q1是279亿,yoy增长73%。可以横向比较,拼多多、京东和阿里同口径的第三方平台业务(apple to apple的直接对比)——拼多多规","images":[{"img":"https://static.tigerbbs.com/08a1f40228a9824b5ac085e594331776","width":"660","height":"367"},{"img":"https://static.tigerbbs.com/243fec1426b660f142b8258a9f9aab17","width":"688","height":"293"},{"img":"https://static.tigerbbs.com/c61c175dc3e8e72f107b84e4bab07fa7","width":"660","height":"346"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/110275839","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":521,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}