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IP属地:陕西
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prime
2021-02-04
$快手科技(01024)$
申购20000股没中正常吗
prime
2021-01-15
$Playtika Holding Corp.(PLTK)$
收到老虎发的短信,估计应该是所有在老虎上申购的人全都是未中签,等于说根本就没有给老虎分配到一股?这个说法应该没问题吧?
prime
2020-11-17
$Yalla Group(YALA)$
高领资本加仓200万股
prime
2020-11-10
三季度业绩和四季度营收指引都不错,三季度计提了股份支付费用4610万美金,这是上市前一次性的,扣非利润1500万美金,动态市盈率不到20倍
prime
2020-08-05
$老虎证券(TIGR)$
使劲砸
prime
2020-07-17
建议大家可以网上搜索一下老虎证券vs富途证券,老虎证券成长速度更好,营收有全面赶超趋势,但目前市值只有富途证券的四分之一
prime
2020-07-17
$老虎证券(TIGR)$
坚持住
prime
2020-07-17
$富途控股(FUTU)$
老虎证券更好
prime
2020-07-17
$老虎证券(TIGR)$
压盘明显吧
prime
2020-07-17
$老虎证券(TIGR)$
老虎发行价8元,富途12元,老虎营收增幅明细更好,有赶超趋势,现在市值只有后者的四分之一
prime
2020-07-15
$老虎证券(TIGR)$
随便砸,3个月后再看
prime
2020-07-14
$老虎证券(TIGR)$
明显在故意打压吸筹
prime
2020-05-14
**写的文章,拼多多倒闭早晚的事,没有盈利模式全靠补贴,谁都能做。
被高估的刘强东与被低估的黄铮?
prime
2020-04-27
$拼多多(PDD)$
拼多多造假,比瑞幸会更加严重。
prime
2020-04-09
大家都没有底线了,都在瞎胡扯吧,反正拼多多就是造假。
机构统计称,今年一季度拼多多活跃用户量超淘宝
prime
2020-04-02
$拼多多(PDD)$
下一个瑞幸咖啡
prime
2020-03-27
$京东(JD)$
老子不卖,等个5年再说,老子就靠购物体验,认准了。
prime
2020-03-20
$京东(JD)$
京东的服务绝对是无可挑剔,但是股票的表现绝对是***。
prime
2020-03-10
$拼多多(PDD)$
做空机会又来了,明天才报至少20个点的跌幅。
prime
2020-03-09
$京东(JD)$
老是在盘前打压搞毛啊,这么好的业绩打死我都不卖。
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>明显在故意打压吸筹","text":"$老虎证券(TIGR)$明显在故意打压吸筹","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/941903715","isVote":1,"tweetType":1,"viewCount":651,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":950244070,"gmtCreate":1589426735390,"gmtModify":1704189851472,"author":{"id":"3474454454519421","authorId":"3474454454519421","name":"prime","avatar":"https://static.tigerbbs.com/f9cf93951291a717caeb88ff9c2cdb50","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3474454454519421","idStr":"3474454454519421"},"themes":[],"htmlText":"**写的文章,拼多多倒闭早晚的事,没有盈利模式全靠补贴,谁都能做。","listText":"**写的文章,拼多多倒闭早晚的事,没有盈利模式全靠补贴,谁都能做。","text":"**写的文章,拼多多倒闭早晚的事,没有盈利模式全靠补贴,谁都能做。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/950244070","repostId":"2035952119","repostType":2,"repost":{"id":"2035952119","pubTimestamp":1589414220,"share":"https://www.laohu8.com/m/news/2035952119?lang=&edition=full","pubTime":"2020-05-14 07:57","market":"hk","language":"zh","title":"被高估的刘强东与被低估的黄铮?","url":"https://stock-news.laohu8.com/highlight/detail?id=2035952119","media":"创业邦","summary":"原标题:被高估的刘强东与被低估的黄铮?编者按:本文来源于一点财经(ID: yidiancaijing),作者刘书艳,编辑严睿,创业邦经授权转载。一个起起伏伏,一个踌躇满志。2018年7月末,黄峥在纳斯","content":"<html><body><p>原标题:被高估的刘强东与被低估的黄铮?</p><p>编者按:本文来源于一点财经(ID: yidiancaijing),作者刘书艳,编辑严睿,创业邦经授权转载。</p><p>一个起起伏伏,一个踌躇满志。</p><p>2018年7月末,黄峥在纳斯达克敲响上市钟的时候,<a href=\"https://laohu8.com/S/PDD\">拼多多</a>在很多消费者、投资者眼中仍然只是个“怪胎”,仍然不会认为它能在<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>和<a href=\"https://laohu8.com/S/JD\">京东</a>的强势之下寻到多少活路。</p><p>但现在,这个5岁多的后浪超越了21岁的前浪。上市未满三年,拼多多的市值再度超越京东,而这一次恐怕美国投资者们的态度似乎已经明显偏向了黄峥的拼多多。</p><p>美东时间5月12日,拼多多(PDD:NASDAQ)盘中一度大涨逾10%,最终收盘涨幅5.26%,市值达到692.83亿美元,超过京东(JD:NASDAQ)690.69亿美元。</p><p>2019年的10月28日,拼多多连续6个交易日上涨后,股价站上42.58美元,也因此总市值达到485亿美元,超越京东同期的461亿美元市值。但随后前者又被京东迅速反超和甩开。</p><p>有所不同的是,这一次拼多多的市值超越京东在很多美股投资者眼中是一个必然,并且中国电商公司的排名座次恐怕也会因此而改变。</p><p>此前,美国投资人安德斯接受一点财经采访时曾表示,选择京东和拼多多股票的投资者会是两种偏好的人,前者可能会吸引寻求多元化、盈利能力和增长相结合的投资者;但如果你希望投资一家新的、快速发展且专注电商的公司,那一定会投拼多多。</p><p>事实上,从股价曲线上,我们显然能看到安德斯所说的两种偏好投资者的“投票结果”:上市7年的京东股价累计涨幅103%;上市3年不到的拼多多股价累计涨幅158%。</p><p>拼多多的增长数据通常被美国投资者描述为“奇迹般的”,它是中国规模增长最快的电子商务平台,在不到阿里巴巴和京东的一半时间里,交易额就突破了1万亿人民币的里程碑。</p><p>增长就是资本市场里的硬道理。</p><p>更专注的拼多多与更多元的京东,幕后是黄峥与刘强东的战略选择,而台前则是资本市场投资人的选票。</p><p>01 三个快递一个来自拼多多</p><p>在电商世界,活跃用户数量通常比财务业绩受到更多关注,拼多多在这一指标上已经狠狠地领先于京东。</p><p>此前拼多多披露的2019年活跃买家、GMV及营收等核心数据:</p><p>1)从活跃买家来看,拼多多已经成为中国第二大电商平台。2019年拼多多年活跃买家数达5.852亿,仅次于阿里巴巴的7.11亿,且活跃买家的增速高于其他平台;</p><div><img src=\"http://k.sinaimg.cn/n/spider2020514/162/w1080h682/20200514/df81-itriatr7840948.png/w720fin.jpg\"/></div><p>2)从GMV来看,拼多多是最快突破万亿GMV的电商平台。2019年拼多多实现成交额10066亿元人民币,与之相比阿里巴巴和京东突破万亿的时间分别为14年和20年;</p><p>3)从营收来看,拼多多2019年超额兑现百亿补贴带动公司收入高速增长,全年实现营收301.4亿元人民币,同比增长130%。在已经上市具有较大规模的互联网公司中,拼多多的收入增速是最快的。</p><div><img src=\"http://k.sinaimg.cn/n/spider2020514/160/w1080h680/20200514/7d95-itriatr7840946.png/w720fin.jpg\"/></div><p>2015年9月上线的拼多多,凭借“社交+电商”的定位,几个月内就蹿升爆红。2016年,互联网同行们突然发现,各大数据监测平台的报告里多了一匹黑马:</p><p>中国最大移动互联网大数据监测平台TrustData发布的《2016上半年<a href=\"https://laohu8.com/S/CHL\">中国移动</a>互联网行业发展分析报告》显示,2016年1月-6月,拼多多MAU为174万,在团购电商市场紧随美团、百度糯米及大众点评;</p><p>聚焦移动APP及移动用户行为数据拾取、分析研究的大数据服务商QuestMobile发布的年度报告《2016年度APP价值榜》中,拼多多登上了2016年度生活服务类APP价值榜,排名第11位;</p><p>以移动大数据、研究报告、全球前沿科技以及市场趋势为研究核心的猎豹全球智库发布的《2016中国App年度排行榜》中,拼多多的周活跃渗透率排名第6位;</p><p>《2016年<a href=\"https://laohu8.com/S/00941\">中国移动</a>互联网行业发展分析报告》显示,2016年拼多多MAU为287万,同比增长9398%。</p><p>在拼多多强劲增长的2018年,全国当年网上零售额为90065亿元,较上年增长23.9%,而拼多多以234%的增速10倍于行业平均水平。国家邮政局的数据则显示,2018年全社会每产生5个包裹,至少有1个来自拼多多。</p><p>2019年,拼多多平台共计产生197亿个订单包裹数(拼多多2019年财报),同比增长77%,同期行业平均增速为25.3%。</p><p>国家邮政总局公布的数据显示,2019年全国快递服务企业业务量累计完成635.2亿件。2019年,拼多多包裹数占比31%,全年净营收为301亿,而京东净营收为5768亿元。</p><div><img src=\"http://k.sinaimg.cn/n/spider2020514/726/w796h730/20200514/4e37-itriatr7840969.png/w720fin.jpg\"/></div><p>此前,国际投行<a href=\"https://laohu8.com/S/GS\">高盛</a>发布的研报曾预计,2019年全年拼多多的包裹占比将达28%,2020年将达31%,至2021年,拼多多将贡献中国三分之一的快递包裹。</p><p>拼多多的惊人增长甚至超过高盛等投行此前让人觉得浮夸的预测。</p><p>02 小镇青年与裂变故事</p><p>中国三四线城市的智能手机普及率提高、不断上升的网购需求、低收入群体仍然庞大、经济下行,是持续拼多多业绩增长最为关键的轨道。</p><p>“小镇青年”的购买力和“消费降级”的话题,曾一度是外界归咎为拼多多的槽点,但很快竞争对手们就意识到在他们呼喊下沉市场的时候,黄峥早就把增长的禾苗布满了田间地头。</p><p>回头再看时,中国的互联网电商平台都不如黄峥的拼多多对低收入群体的了解来的透彻,从而错失了农村人口网购的爆发式增长红利带来的一次巨大机会。</p><p>其实,亦如国内消费电商用户的评价,美国市场投资者一开始对拼多多也并不看好。</p><p>“我的中国朋友对拼多多在美国IPO后如此成功感到非常惊讶,他们很好奇,为什么在阿里巴巴和京东存在的情况下,美国人还向这家公司投资?他们在投资之前不进行研究吗?”</p><p>安德斯向一点财经表示,这是他和很多美股投资者对于拼多多的最大质疑,拼多多只是提供低质量产品的电商产品,这样的平台能有多大前景呢?</p><p>但随后拼多多的故事发展方向让美国投资者瞠目结舌。</p><p>投资者总是迷恋科技成长股背后的故事和爆发增长的数字、颠覆性的创新以及市场份额之争。</p><p>安德斯说:“一家公司的估值是其背后的故事与增长数字之间相互作用的结果。构成估值的每个数字背后都有一个故事,关于公司的每个故事都附带一个数字。总体而言,拼多多具有裂变式增长的社交属性,具有更好的增长潜力,这才是拼多多手里握着的王牌。”</p><p>毫无疑问,正是持有这种观点的投资者的集合,推动了拼多多股价不断创下新高。</p><p>京东和拼多多就像两辆逆向行驶的火车,一个以中高端消费用户起步,一个则主攻低收入群体。</p><p>拥有稳定的高端用户群的京东很早便已经在一二线城市有了完整的网络布局,市场也已经进入成熟期。虽然其优势是收入高速增长,却严重限制了用户基础。</p><p>2018年,京东的活跃用户数量在第二季度达到高峰后开始下滑,增长几乎停滞。同时,京东的营收增速也逐年放缓,市场份额持续下降。</p><div><img src=\"http://k.sinaimg.cn/n/spider2020514/409/w761h448/20200514/9675-itriatr7840968.png/w720fin.jpg\"/></div><p>京东2016Q3-2018Q4营收</p><p>在这种情况下,京东若是想要继续保持增长势头,向下沉市场行进势在必行。</p><p>而拼多多的崛起和用户争夺带给京东的压力不小。为了和拼多多争夺电商老二的位置,京东2019年进入微信生态,推出了“京喜”和拼多多正面对抗。</p><p>网友发现,京喜APP几乎是拼多多的翻版,页面、功能、玩法都与拼多多非常相似。从某种程度上,这可以说是刘强东向黄峥的低头,在分庭抗礼马云的天猫时京东都未曾如此。</p><p>在我国居民的收入差距逐渐变大的背景下,造就了人们截然不同的购买力水平与消费意愿。与收入水平在前20%的消费升级人群相比,剩下80%的用户,才是这几年来各品牌争相追逐的攻克对象。</p><p>拼多多的迅速崛起,关键在于黄峥抓住了这更一大部分的“长尾用户”的需求。</p><p>03 拼多多的“反杀”</p><p>“农村包围城市”,靠低价市场撕开中国电商阿里、京东双雄称霸的格局,黄峥显然被绝大多数人低估了。</p><p>相对于一二线城市趋向饱和的用户市场,三至六线城市已经成为电商平台的增长新高地。从人口规模上看,中国去掉一二线城市的3.9亿人,三线以下城市及农村地区共有约10亿人;从消费能力上来看,随着个人可支配收入不断提高,而三四线城市用户生活压力较小,购买力相对来说不断增强。</p><p>作为一个电商新秀,拼多多给自己贴上标签,迅速放大某个特点让消费者更快记住了自己。同时避免了在早期发展阶段与强大的对手正面竞争。</p><p>近两年,拼多多开始去掉“下沉市场”这个标签,比如黄峥在这两年的致股东信中,就对下沉市场只字未提,取而代之的是“普惠”和“新电商”。</p><p>在其他电商平台以县城、五环外为新增长点纷纷效仿拼多多时,拼多多也已进入一二线城市布局。2019年6月,拼多多平台一二线城市用户的电商成交总额(GMV)占比迅速攀升至48%。</p><p>除此之外,拼多多还打出“百亿补贴”的狠招,这里需要关注的是,拼多多不仅补贴<a href=\"https://laohu8.com/S/AAPL\">苹果</a>手机、凯迪拉克轿车,还进军医美市场……</p><p>黄峥正在一张张撕下过去贴在拼多多身上的标签,向消费者传递一个新的拼多多标签:值得信赖的电商平台。</p><p>4月底,拼多多认购2亿美元国美可转债引发广泛关注,甚至牵动了全球资本市场的神经。有分析认为,这是基于对“苏宁阿里”联姻实效的看好。</p><p>据悉,国美所有商品将在“拼多多”平台上架,“拼多多”给国美提供大流量扶持,国美大家电也将接入拼多多“百亿补贴”计划。</p><p>国美旗下的安迅物流也将接入拼多多平台,为其提供运输、仓储、配送等服务,国美家电售后将为“拼多多”平台家电产品提供维修、清洗保养等服务。</p><p>有了国美背书,拼多多不但扩充了品类,补足了物流短板,在“打通线上线下”的同时也将提升客单价,更重要的是“多美”联姻后拼多多可以更加肆无忌惮的瞄准京东赖以生长的一二线市场。</p><p>而眼下的经济形势,依然是对拼多多更为有利。</p><p>“拼多多是一个很好的概念,当疫情影响经济下行,实体门店关闭或者许多人面临收入减少甚至失业的情况下,消费能力会成为一种制约因素,拼多多反而将会获得更多的增长。”在安德斯看来,拼多多创下新高,市值再次超过京东,是一种必然。</p><div><img src=\"http://k.sinaimg.cn/n/spider2020514/715/w1080h435/20200514/ff6d-itriatr7840992.jpg/w720fin.jpg\"/></div><p>“另一方面,京东坚持发展自建物流,使得京东一直负重前行,通过投资其他业务均具有额外风险。相比京东的多元化布局,拼多多是一个更纯粹的电子商务平台。仅就核心电子商务的增长而言,拼多多实际上是更有前途的。”</p><p>04 被低估的资产</p><p>在美国投资者眼里,一个公司拥有优秀的管理团队是一个企业成功的重要因素。</p><p>安德斯认为,“拼多多拥有良好的组织结构,具有明确的公司治理守则,遵循所有行业标准,例如2002年的《萨班斯法案》等,拼多多的管理层和董事会充满了合格并且经验丰富的专业人员。”</p><p>拼多多创始人黄峥在技术和商业领域都拥有丰富的经验,他将拼多多的商业模式描述为“Costco和Disneyland的结合体”,这种更美式的逻辑描述让美国投资者顿时眼前一亮。</p><p>《连线》杂志的一篇文章甚至认为黄峥运作拼多多的方式更像是游戏而不是零售商,“黄峥在游戏方面的背景使该平台发展成为一种强迫互动的用户体验,从而短时间内的病毒式增长。”</p><p>外界认为,黄峥将之前成功的游戏行业经验融入了拼多多,使人们在拼多多购物时变得更加有趣。</p><p>在一次采访中,黄峥曾提到自己意识到与做过多年柜台生意的刘强东相比“不够接地气”。经过思考,他得出的结论是在电商项目中加入人的维度,将商品信息通过社交网络扩散出去。</p><p>黄峥知道社交电商并不是什么新鲜事物,但是他自己有更多的优势。“此前曾有一些企业进行过类似的尝试,但是没有一家企业能真正做到,我感觉我们具有一定的竞争优势。”</p><p>黄峥的商业启蒙来自段永平,段永平的管理哲学是放手,让下面的人自己去干。所以黄峥一直扮演的不是大哥角色,刘强东却习惯当头儿。</p><p>自从创办京东之后,刘强东的神经一刻也没有松懈过。京东从第一天开始就被设计成一个封闭架构,不够开放可以追溯到创始人刘强东在人际关系中追求控制,他的人际容纳度和控制欲让京东在某些时间段里一直“原地打转”。</p><p>据京东最新股权披露,目前刘强东投票权仍有78.5%。</p><p>在2019年2月的一次总部会议中,刘强东痛斥:“公司里有很多问题,没人对我说真话,拉帮结派……”</p><p>刘强东对下属的要求是三条:忠诚,能执行,能力强。这种管理风格向下层层递展,使得京东现代企业治理的意识受制于创始人的控制欲。</p><p>然而,刘强东至今仍无法摆脱2018年丑闻的后续影响。在前有猛虎阿里巴巴,后有饿狼拼多多逼近的情况下,京东管理层在2019年经历了大换血,按照刘强东的言外之意,京东需要更年轻、更有战斗力的领导带领京东继续战斗。</p><p>这背后更大的问题是,刘强东已经无法回答京东的零售战略问题。</p><p>此前的京东,在B2C电商时代曾经所向披靡,是因为刘强东深谙价格战。然而让京东逐渐变大,外部环境发生改变,京东的战略开始变得摇摆不定。直到拼多多崛起,一直把决策权牢牢控制在手的刘强东才意识到,流量才是王道。</p><p>正因为此,拼多多的管理层在投资者眼里,是一项多次被提及正向影响股价的被低估的资产。</p><p>除此之外,投资者普遍偏爱甚至将科技公司的大数据资源作为一种稀缺资源,<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>和<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>通过收集数据便获得了超额回报。</p><p>阿里巴巴和京东的用户群比较类似,拼多多手里有一张王牌——农村人口行为的大数据。</p><p>事实上,要收集有关城市人口的数据是一项相对简单的任务,他们经常在网上购物,使用信用卡并在更智能化的城市中活动。这种人口统计信息留下了有价值的大数据,而农村人口则相对远离这些大数据。</p><p>安德斯说,拼多多凭借其独特的地位,它在农村人口统计大数据上比其竞争对手多得多,这种这些信息的影响将是深远的。</p><p>“这就像是越南战争中,规模更大、装备更好的侵略者还不是被毫不费力地驱逐了?”</p><p>05 后记</p><p>拼多多会不会成为中国最成功的科技公司之一?至少目前的答案是肯定的。2019年,拼多多的股东回报率为148%,2020年初至今拼多多股价上涨了超过50%。毫无疑问,黄峥的拼多多正在继续赢得投资者。</p><p>但这并不意味着拼多多没有风险和隐忧。仍然有不少美国投资者对于拼多多的未来存有疑虑:</p><p>比如,拼多多的主要销售市场来自中国,未来几年市场可能会变得饱和,公司面临增长放缓,需要通过进入全球市场来克服,那个时候,拼多多还能带来增长的惊喜吗?</p><p>再比如,拼多多的大部分收入来自广告,而不是交易服务,这种商业模式未来的可持续性还很难确定,所以拼多多在提高盈利能力方面存在着很大的挑战。</p><p>从竞争维度看,拼多多与其物流合作伙伴之间的合作方式相对于阿里巴巴和京东处于劣势,而随着阿里巴巴和京东进入拼多多的领地,他们拥有更强大的资源,有提供更低价格的潜力,拼多多用户增长可能会放缓,因此它不得不增加营销支出重新吸引用户。这很可能拖慢拼多多的增速。</p><p>不过他们认为,由于拼多多还处于用户增长红利期,这些潜在的风险可能会推迟到2021财年甚至更晚。</p><p>本文为专栏作者授权创业邦发表,版权归原作者所有。文章系作者个人观点,不代表创业邦立场,转载请联系原作者。如有任何疑问,请联系editor@cyzone.cn。</p></body></html>","source":"sina_symbol","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>被高估的刘强东与被低估的黄铮?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; 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0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n被高估的刘强东与被低估的黄铮?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-05-14 07:57 北京时间 <a href=http://cj.sina.cn/article/normal_detail?url=https://tech.sina.com.cn/roll/2020-05-14/doc-iircuyvi2985599.shtml><strong>创业邦</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题:被高估的刘强东与被低估的黄铮?编者按:本文来源于一点财经(ID: yidiancaijing),作者刘书艳,编辑严睿,创业邦经授权转载。一个起起伏伏,一个踌躇满志。2018年7月末,黄峥在纳斯达克敲响上市钟的时候,拼多多在很多消费者、投资者眼中仍然只是个“怪胎”,仍然不会认为它能在阿里巴巴和京东的强势之下寻到多少活路。但现在,这个5岁多的后浪超越了21岁的前浪。上市未满三年,拼多多的市值...</p>\n\n<a href=\"http://cj.sina.cn/article/normal_detail?url=https://tech.sina.com.cn/roll/2020-05-14/doc-iircuyvi2985599.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8f5c0e63b33c4a63eec46869cf7682fe","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数","00493":"国美零售"},"source_url":"http://cj.sina.cn/article/normal_detail?url=https://tech.sina.com.cn/roll/2020-05-14/doc-iircuyvi2985599.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2035952119","content_text":"原标题:被高估的刘强东与被低估的黄铮?编者按:本文来源于一点财经(ID: yidiancaijing),作者刘书艳,编辑严睿,创业邦经授权转载。一个起起伏伏,一个踌躇满志。2018年7月末,黄峥在纳斯达克敲响上市钟的时候,拼多多在很多消费者、投资者眼中仍然只是个“怪胎”,仍然不会认为它能在阿里巴巴和京东的强势之下寻到多少活路。但现在,这个5岁多的后浪超越了21岁的前浪。上市未满三年,拼多多的市值再度超越京东,而这一次恐怕美国投资者们的态度似乎已经明显偏向了黄峥的拼多多。美东时间5月12日,拼多多(PDD:NASDAQ)盘中一度大涨逾10%,最终收盘涨幅5.26%,市值达到692.83亿美元,超过京东(JD:NASDAQ)690.69亿美元。2019年的10月28日,拼多多连续6个交易日上涨后,股价站上42.58美元,也因此总市值达到485亿美元,超越京东同期的461亿美元市值。但随后前者又被京东迅速反超和甩开。有所不同的是,这一次拼多多的市值超越京东在很多美股投资者眼中是一个必然,并且中国电商公司的排名座次恐怕也会因此而改变。此前,美国投资人安德斯接受一点财经采访时曾表示,选择京东和拼多多股票的投资者会是两种偏好的人,前者可能会吸引寻求多元化、盈利能力和增长相结合的投资者;但如果你希望投资一家新的、快速发展且专注电商的公司,那一定会投拼多多。事实上,从股价曲线上,我们显然能看到安德斯所说的两种偏好投资者的“投票结果”:上市7年的京东股价累计涨幅103%;上市3年不到的拼多多股价累计涨幅158%。拼多多的增长数据通常被美国投资者描述为“奇迹般的”,它是中国规模增长最快的电子商务平台,在不到阿里巴巴和京东的一半时间里,交易额就突破了1万亿人民币的里程碑。增长就是资本市场里的硬道理。更专注的拼多多与更多元的京东,幕后是黄峥与刘强东的战略选择,而台前则是资本市场投资人的选票。01 三个快递一个来自拼多多在电商世界,活跃用户数量通常比财务业绩受到更多关注,拼多多在这一指标上已经狠狠地领先于京东。此前拼多多披露的2019年活跃买家、GMV及营收等核心数据:1)从活跃买家来看,拼多多已经成为中国第二大电商平台。2019年拼多多年活跃买家数达5.852亿,仅次于阿里巴巴的7.11亿,且活跃买家的增速高于其他平台;2)从GMV来看,拼多多是最快突破万亿GMV的电商平台。2019年拼多多实现成交额10066亿元人民币,与之相比阿里巴巴和京东突破万亿的时间分别为14年和20年;3)从营收来看,拼多多2019年超额兑现百亿补贴带动公司收入高速增长,全年实现营收301.4亿元人民币,同比增长130%。在已经上市具有较大规模的互联网公司中,拼多多的收入增速是最快的。2015年9月上线的拼多多,凭借“社交+电商”的定位,几个月内就蹿升爆红。2016年,互联网同行们突然发现,各大数据监测平台的报告里多了一匹黑马:中国最大移动互联网大数据监测平台TrustData发布的《2016上半年中国移动互联网行业发展分析报告》显示,2016年1月-6月,拼多多MAU为174万,在团购电商市场紧随美团、百度糯米及大众点评;聚焦移动APP及移动用户行为数据拾取、分析研究的大数据服务商QuestMobile发布的年度报告《2016年度APP价值榜》中,拼多多登上了2016年度生活服务类APP价值榜,排名第11位;以移动大数据、研究报告、全球前沿科技以及市场趋势为研究核心的猎豹全球智库发布的《2016中国App年度排行榜》中,拼多多的周活跃渗透率排名第6位;《2016年中国移动互联网行业发展分析报告》显示,2016年拼多多MAU为287万,同比增长9398%。在拼多多强劲增长的2018年,全国当年网上零售额为90065亿元,较上年增长23.9%,而拼多多以234%的增速10倍于行业平均水平。国家邮政局的数据则显示,2018年全社会每产生5个包裹,至少有1个来自拼多多。2019年,拼多多平台共计产生197亿个订单包裹数(拼多多2019年财报),同比增长77%,同期行业平均增速为25.3%。国家邮政总局公布的数据显示,2019年全国快递服务企业业务量累计完成635.2亿件。2019年,拼多多包裹数占比31%,全年净营收为301亿,而京东净营收为5768亿元。此前,国际投行高盛发布的研报曾预计,2019年全年拼多多的包裹占比将达28%,2020年将达31%,至2021年,拼多多将贡献中国三分之一的快递包裹。拼多多的惊人增长甚至超过高盛等投行此前让人觉得浮夸的预测。02 小镇青年与裂变故事中国三四线城市的智能手机普及率提高、不断上升的网购需求、低收入群体仍然庞大、经济下行,是持续拼多多业绩增长最为关键的轨道。“小镇青年”的购买力和“消费降级”的话题,曾一度是外界归咎为拼多多的槽点,但很快竞争对手们就意识到在他们呼喊下沉市场的时候,黄峥早就把增长的禾苗布满了田间地头。回头再看时,中国的互联网电商平台都不如黄峥的拼多多对低收入群体的了解来的透彻,从而错失了农村人口网购的爆发式增长红利带来的一次巨大机会。其实,亦如国内消费电商用户的评价,美国市场投资者一开始对拼多多也并不看好。“我的中国朋友对拼多多在美国IPO后如此成功感到非常惊讶,他们很好奇,为什么在阿里巴巴和京东存在的情况下,美国人还向这家公司投资?他们在投资之前不进行研究吗?”安德斯向一点财经表示,这是他和很多美股投资者对于拼多多的最大质疑,拼多多只是提供低质量产品的电商产品,这样的平台能有多大前景呢?但随后拼多多的故事发展方向让美国投资者瞠目结舌。投资者总是迷恋科技成长股背后的故事和爆发增长的数字、颠覆性的创新以及市场份额之争。安德斯说:“一家公司的估值是其背后的故事与增长数字之间相互作用的结果。构成估值的每个数字背后都有一个故事,关于公司的每个故事都附带一个数字。总体而言,拼多多具有裂变式增长的社交属性,具有更好的增长潜力,这才是拼多多手里握着的王牌。”毫无疑问,正是持有这种观点的投资者的集合,推动了拼多多股价不断创下新高。京东和拼多多就像两辆逆向行驶的火车,一个以中高端消费用户起步,一个则主攻低收入群体。拥有稳定的高端用户群的京东很早便已经在一二线城市有了完整的网络布局,市场也已经进入成熟期。虽然其优势是收入高速增长,却严重限制了用户基础。2018年,京东的活跃用户数量在第二季度达到高峰后开始下滑,增长几乎停滞。同时,京东的营收增速也逐年放缓,市场份额持续下降。京东2016Q3-2018Q4营收在这种情况下,京东若是想要继续保持增长势头,向下沉市场行进势在必行。而拼多多的崛起和用户争夺带给京东的压力不小。为了和拼多多争夺电商老二的位置,京东2019年进入微信生态,推出了“京喜”和拼多多正面对抗。网友发现,京喜APP几乎是拼多多的翻版,页面、功能、玩法都与拼多多非常相似。从某种程度上,这可以说是刘强东向黄峥的低头,在分庭抗礼马云的天猫时京东都未曾如此。在我国居民的收入差距逐渐变大的背景下,造就了人们截然不同的购买力水平与消费意愿。与收入水平在前20%的消费升级人群相比,剩下80%的用户,才是这几年来各品牌争相追逐的攻克对象。拼多多的迅速崛起,关键在于黄峥抓住了这更一大部分的“长尾用户”的需求。03 拼多多的“反杀”“农村包围城市”,靠低价市场撕开中国电商阿里、京东双雄称霸的格局,黄峥显然被绝大多数人低估了。相对于一二线城市趋向饱和的用户市场,三至六线城市已经成为电商平台的增长新高地。从人口规模上看,中国去掉一二线城市的3.9亿人,三线以下城市及农村地区共有约10亿人;从消费能力上来看,随着个人可支配收入不断提高,而三四线城市用户生活压力较小,购买力相对来说不断增强。作为一个电商新秀,拼多多给自己贴上标签,迅速放大某个特点让消费者更快记住了自己。同时避免了在早期发展阶段与强大的对手正面竞争。近两年,拼多多开始去掉“下沉市场”这个标签,比如黄峥在这两年的致股东信中,就对下沉市场只字未提,取而代之的是“普惠”和“新电商”。在其他电商平台以县城、五环外为新增长点纷纷效仿拼多多时,拼多多也已进入一二线城市布局。2019年6月,拼多多平台一二线城市用户的电商成交总额(GMV)占比迅速攀升至48%。除此之外,拼多多还打出“百亿补贴”的狠招,这里需要关注的是,拼多多不仅补贴苹果手机、凯迪拉克轿车,还进军医美市场……黄峥正在一张张撕下过去贴在拼多多身上的标签,向消费者传递一个新的拼多多标签:值得信赖的电商平台。4月底,拼多多认购2亿美元国美可转债引发广泛关注,甚至牵动了全球资本市场的神经。有分析认为,这是基于对“苏宁阿里”联姻实效的看好。据悉,国美所有商品将在“拼多多”平台上架,“拼多多”给国美提供大流量扶持,国美大家电也将接入拼多多“百亿补贴”计划。国美旗下的安迅物流也将接入拼多多平台,为其提供运输、仓储、配送等服务,国美家电售后将为“拼多多”平台家电产品提供维修、清洗保养等服务。有了国美背书,拼多多不但扩充了品类,补足了物流短板,在“打通线上线下”的同时也将提升客单价,更重要的是“多美”联姻后拼多多可以更加肆无忌惮的瞄准京东赖以生长的一二线市场。而眼下的经济形势,依然是对拼多多更为有利。“拼多多是一个很好的概念,当疫情影响经济下行,实体门店关闭或者许多人面临收入减少甚至失业的情况下,消费能力会成为一种制约因素,拼多多反而将会获得更多的增长。”在安德斯看来,拼多多创下新高,市值再次超过京东,是一种必然。“另一方面,京东坚持发展自建物流,使得京东一直负重前行,通过投资其他业务均具有额外风险。相比京东的多元化布局,拼多多是一个更纯粹的电子商务平台。仅就核心电子商务的增长而言,拼多多实际上是更有前途的。”04 被低估的资产在美国投资者眼里,一个公司拥有优秀的管理团队是一个企业成功的重要因素。安德斯认为,“拼多多拥有良好的组织结构,具有明确的公司治理守则,遵循所有行业标准,例如2002年的《萨班斯法案》等,拼多多的管理层和董事会充满了合格并且经验丰富的专业人员。”拼多多创始人黄峥在技术和商业领域都拥有丰富的经验,他将拼多多的商业模式描述为“Costco和Disneyland的结合体”,这种更美式的逻辑描述让美国投资者顿时眼前一亮。《连线》杂志的一篇文章甚至认为黄峥运作拼多多的方式更像是游戏而不是零售商,“黄峥在游戏方面的背景使该平台发展成为一种强迫互动的用户体验,从而短时间内的病毒式增长。”外界认为,黄峥将之前成功的游戏行业经验融入了拼多多,使人们在拼多多购物时变得更加有趣。在一次采访中,黄峥曾提到自己意识到与做过多年柜台生意的刘强东相比“不够接地气”。经过思考,他得出的结论是在电商项目中加入人的维度,将商品信息通过社交网络扩散出去。黄峥知道社交电商并不是什么新鲜事物,但是他自己有更多的优势。“此前曾有一些企业进行过类似的尝试,但是没有一家企业能真正做到,我感觉我们具有一定的竞争优势。”黄峥的商业启蒙来自段永平,段永平的管理哲学是放手,让下面的人自己去干。所以黄峥一直扮演的不是大哥角色,刘强东却习惯当头儿。自从创办京东之后,刘强东的神经一刻也没有松懈过。京东从第一天开始就被设计成一个封闭架构,不够开放可以追溯到创始人刘强东在人际关系中追求控制,他的人际容纳度和控制欲让京东在某些时间段里一直“原地打转”。据京东最新股权披露,目前刘强东投票权仍有78.5%。在2019年2月的一次总部会议中,刘强东痛斥:“公司里有很多问题,没人对我说真话,拉帮结派……”刘强东对下属的要求是三条:忠诚,能执行,能力强。这种管理风格向下层层递展,使得京东现代企业治理的意识受制于创始人的控制欲。然而,刘强东至今仍无法摆脱2018年丑闻的后续影响。在前有猛虎阿里巴巴,后有饿狼拼多多逼近的情况下,京东管理层在2019年经历了大换血,按照刘强东的言外之意,京东需要更年轻、更有战斗力的领导带领京东继续战斗。这背后更大的问题是,刘强东已经无法回答京东的零售战略问题。此前的京东,在B2C电商时代曾经所向披靡,是因为刘强东深谙价格战。然而让京东逐渐变大,外部环境发生改变,京东的战略开始变得摇摆不定。直到拼多多崛起,一直把决策权牢牢控制在手的刘强东才意识到,流量才是王道。正因为此,拼多多的管理层在投资者眼里,是一项多次被提及正向影响股价的被低估的资产。除此之外,投资者普遍偏爱甚至将科技公司的大数据资源作为一种稀缺资源,亚马逊和谷歌通过收集数据便获得了超额回报。阿里巴巴和京东的用户群比较类似,拼多多手里有一张王牌——农村人口行为的大数据。事实上,要收集有关城市人口的数据是一项相对简单的任务,他们经常在网上购物,使用信用卡并在更智能化的城市中活动。这种人口统计信息留下了有价值的大数据,而农村人口则相对远离这些大数据。安德斯说,拼多多凭借其独特的地位,它在农村人口统计大数据上比其竞争对手多得多,这种这些信息的影响将是深远的。“这就像是越南战争中,规模更大、装备更好的侵略者还不是被毫不费力地驱逐了?”05 后记拼多多会不会成为中国最成功的科技公司之一?至少目前的答案是肯定的。2019年,拼多多的股东回报率为148%,2020年初至今拼多多股价上涨了超过50%。毫无疑问,黄峥的拼多多正在继续赢得投资者。但这并不意味着拼多多没有风险和隐忧。仍然有不少美国投资者对于拼多多的未来存有疑虑:比如,拼多多的主要销售市场来自中国,未来几年市场可能会变得饱和,公司面临增长放缓,需要通过进入全球市场来克服,那个时候,拼多多还能带来增长的惊喜吗?再比如,拼多多的大部分收入来自广告,而不是交易服务,这种商业模式未来的可持续性还很难确定,所以拼多多在提高盈利能力方面存在着很大的挑战。从竞争维度看,拼多多与其物流合作伙伴之间的合作方式相对于阿里巴巴和京东处于劣势,而随着阿里巴巴和京东进入拼多多的领地,他们拥有更强大的资源,有提供更低价格的潜力,拼多多用户增长可能会放缓,因此它不得不增加营销支出重新吸引用户。这很可能拖慢拼多多的增速。不过他们认为,由于拼多多还处于用户增长红利期,这些潜在的风险可能会推迟到2021财年甚至更晚。本文为专栏作者授权创业邦发表,版权归原作者所有。文章系作者个人观点,不代表创业邦立场,转载请联系原作者。如有任何疑问,请联系editor@cyzone.cn。","news_type":1},"isVote":1,"tweetType":1,"viewCount":619,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":925611176,"gmtCreate":1587994998195,"gmtModify":1704366006607,"author":{"id":"3474454454519421","authorId":"3474454454519421","name":"prime","avatar":"https://static.tigerbbs.com/f9cf93951291a717caeb88ff9c2cdb50","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3474454454519421","idStr":"3474454454519421"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>拼多多造假,比瑞幸会更加严重。","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>拼多多造假,比瑞幸会更加严重。","text":"$拼多多(PDD)$拼多多造假,比瑞幸会更加严重。","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":4,"commentSize":22,"repostSize":0,"link":"https://laohu8.com/post/925611176","isVote":1,"tweetType":1,"viewCount":8875,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3550675954817344","authorId":"3550675954817344","name":"阿蛮_2995","avatar":"https://static.tigerbbs.com/cc0fe59e30e70b041412496774b1c2e6","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3550675954817344","idStr":"3550675954817344"},"content":"中国人压根就不喜欢喝咖啡,再者咖啡市场压根就小,还有瑞幸做的咖啡难喝,跟星巴克没法对比,网购市场10万亿多,阿里7亿用户成交7万亿,京东3亿用户消费2万亿,拼多多用户接近6亿才成交一万亿,拼多多的消费远远被低估","text":"中国人压根就不喜欢喝咖啡,再者咖啡市场压根就小,还有瑞幸做的咖啡难喝,跟星巴克没法对比,网购市场10万亿多,阿里7亿用户成交7万亿,京东3亿用户消费2万亿,拼多多用户接近6亿才成交一万亿,拼多多的消费远远被低估","html":"中国人压根就不喜欢喝咖啡,再者咖啡市场压根就小,还有瑞幸做的咖啡难喝,跟星巴克没法对比,网购市场10万亿多,阿里7亿用户成交7万亿,京东3亿用户消费2万亿,拼多多用户接近6亿才成交一万亿,拼多多的消费远远被低估"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":928079992,"gmtCreate":1586435447616,"gmtModify":1704361320145,"author":{"id":"3474454454519421","authorId":"3474454454519421","name":"prime","avatar":"https://static.tigerbbs.com/f9cf93951291a717caeb88ff9c2cdb50","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3474454454519421","idStr":"3474454454519421"},"themes":[],"htmlText":"大家都没有底线了,都在瞎胡扯吧,反正拼多多就是造假。","listText":"大家都没有底线了,都在瞎胡扯吧,反正拼多多就是造假。","text":"大家都没有底线了,都在瞎胡扯吧,反正拼多多就是造假。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/928079992","repostId":"2026477998","repostType":2,"repost":{"id":"2026477998","pubTimestamp":1586413844,"share":"https://www.laohu8.com/m/news/2026477998?lang=&edition=full","pubTime":"2020-04-09 14:30","market":"us","language":"zh","title":"机构统计称,今年一季度拼多多活跃用户量超淘宝","url":"https://stock-news.laohu8.com/highlight/detail?id=2026477998","media":"36氪","summary":"榜单显示,在月活跃用户方面,拼多多上升2位超过淘宝位居第九。","content":"<p>或因疫情期间平台流量恢复较快,<a href=\"https://laohu8.com/S/PDD\">拼多多</a>的MAU在2020年第一季度超过淘宝。</p><p>4月9日,App Annie发布2020年第一季度全球热门应用榜单,榜单显示,在月活跃用户方面,拼多多上升2位超过淘宝位居第九,淘宝下降2位位居第十。该月活跃用户榜单基于iPhone和Android手机2020年1-2月的综合数据得出。</p><p><img src=\"http://k.sinaimg.cn/n/spider202049/545/w1430h715/20200409/dd27-iryninw8830540.png/w2048fin.jpg\" /></p><p>2020年第一季度全球热门应用榜单</p><p>值得注意的是,据此前App Annie发布的2019年第二、三季度榜单,淘宝的月活跃用户均位列榜单第九位,而拼多多并未上榜。这也意味着,拼多多的月活跃用户一年来首次超过淘宝。</p><p><img src=\"http://k.sinaimg.cn/n/spider202049/147/w640h307/20200409/209e-iryninw8830535.png/w2048fin.jpg\" /></p><p>2019年第二季度全球热门应用榜单</p><p><img src=\"http://k.sinaimg.cn/n/spider202049/276/w700h376/20200409/4eb2-iryninw8830666.png/w2048fin.jpg\" /></p><p>2019年第三季度全球热门应用榜单</p><p>这或许与疫情期间拼多多平台流量较快恢复相关。<a href=\"https://laohu8.com/S/06099\">招商证券</a>在昨日发布的研报中表明,从用户数据层面看,疫情期间,平台流量恢复情况为拼多多><a href=\"https://laohu8.com/S/JD\">京东</a>>淘宝。春节后两周,拼多多DAU的恢复达到近90%,而淘宝DAU只恢复不到75%。</p><p><img src=\"http://k.sinaimg.cn/n/spider202049/117/w635h282/20200409/630a-iryninw8830665.png/w2048fin.jpg\" /><span>图源:招商数据研报</span></p><p>但据Trustdata大数据,2020年1-2月,淘宝在中国国内的月活跃用户均超过拼多多。2020年1月,淘宝MAU为69776万,环比上升0.58%;拼多多的MAU为26889万,环比上升1.57%。2020年2月,淘宝的MAU为65746万,环比下降5.78%,拼多多的MAU为24383万,环比下降9.32%。</p><p><img src=\"http://k.sinaimg.cn/n/spider202049/768/w480h288/20200409/c227-iryninw8830730.png/w2048fin.jpg\" /></p><p>数据来源:Trustdata (截至2020年4月9日)</p><p>拼多多此前发布的财报显示,2019年第四季度,拼多多独立App平均月活跃用户数达4.815亿,较去年同期增长2.09亿,环比增长5190万。截至2019年12月31日,拼多多年活跃买家数达5.852亿,较去年同期净增1.67亿,较上一季度净增4890万。</p>","source":"36k","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n机构统计称,今年一季度拼多多活跃用户量超淘宝\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-04-09 14:30 北京时间 <a href=https://36kr.com/p/5310197><strong>36氪</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>或因疫情期间平台流量恢复较快,拼多多的MAU在2020年第一季度超过淘宝。4月9日,App Annie发布2020年第一季度全球热门应用榜单,榜单显示,在月活跃用户方面,拼多多上升2位超过淘宝位居第九,淘宝下降2位位居第十。该月活跃用户榜单基于iPhone和Android手机2020年1-2月的综合数据得出。2020年第一季度全球热门应用榜单值得注意的是,据此前App Annie发布的2019年...</p>\n\n<a href=\"https://36kr.com/p/5310197\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a2db5797ca32628002f32e69d5dea58b","relate_stocks":{"PDD":"拼多多"},"source_url":"https://36kr.com/p/5310197","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2026477998","content_text":"或因疫情期间平台流量恢复较快,拼多多的MAU在2020年第一季度超过淘宝。4月9日,App Annie发布2020年第一季度全球热门应用榜单,榜单显示,在月活跃用户方面,拼多多上升2位超过淘宝位居第九,淘宝下降2位位居第十。该月活跃用户榜单基于iPhone和Android手机2020年1-2月的综合数据得出。2020年第一季度全球热门应用榜单值得注意的是,据此前App Annie发布的2019年第二、三季度榜单,淘宝的月活跃用户均位列榜单第九位,而拼多多并未上榜。这也意味着,拼多多的月活跃用户一年来首次超过淘宝。2019年第二季度全球热门应用榜单2019年第三季度全球热门应用榜单这或许与疫情期间拼多多平台流量较快恢复相关。招商证券在昨日发布的研报中表明,从用户数据层面看,疫情期间,平台流量恢复情况为拼多多>京东>淘宝。春节后两周,拼多多DAU的恢复达到近90%,而淘宝DAU只恢复不到75%。图源:招商数据研报但据Trustdata大数据,2020年1-2月,淘宝在中国国内的月活跃用户均超过拼多多。2020年1月,淘宝MAU为69776万,环比上升0.58%;拼多多的MAU为26889万,环比上升1.57%。2020年2月,淘宝的MAU为65746万,环比下降5.78%,拼多多的MAU为24383万,环比下降9.32%。数据来源:Trustdata 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