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云端_9453
2021-03-24
$快手-W(01024)$
这1000亿好多人说不应该看。可这期权发给员工了,不就等于上市前期研发投入了1100亿么,1100亿就搞出了个快手app来
云端_9453
2019-11-14
$拼多多(PDD)$
如果是真的感觉还不错
云端_9453
2020-11-11
$拼多多(PDD)$
起飞了
云端_9453
2021-01-12
你是真的一点技术不懂。。拼多多先人肉确定这个id是他,再去找这个id发过的帖子不就行了?
抱歉,原内容已删除
云端_9453
2019-11-06
$京东(JD)$
你涨多多也涨,你跌多多还涨。估计双十一过了更加不行了
云端_9453
01-22
跌到 45 ,ttm 才和拼多多一个水平。45 块再看吧[笑哭]
云端_9453
2021-11-26
预期的当财报分析,人才
抱歉,原内容已删除
云端_9453
2021-06-24
全网5784亿,京东3000多亿,谁在撒谎呢?
当电商平台不再争着晒交易额,618还能称其为购物狂欢节吗
云端_9453
2021-04-02
从淘宝左手倒右手
抱歉,原内容已删除
云端_9453
2021-02-10
pdd2021得2w亿了吧
抱歉,原内容已删除
去老虎APP查看更多动态
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05:18","market":"hk","language":"zh","title":"阿里、京东、拼多多3季度业绩比拼,3家的日子都不好过","url":"https://stock-news.laohu8.com/highlight/detail?id=2186365339","media":"腾讯新闻","summary":"国内三大电商巨头,分别就是阿里巴巴、京东、拼多多了。而近日,阿里、京东都发布了3季度报表,拼多多虽然没正式发布,要到26日才发布,但市场预期数据有了,我们就先来对比一下。事实上,不仅仅是阿里、京东、拼多多在三季度不太好过,我们看到腾讯3季度净利润也是下滑的,虽然不多,只下滑了2%,但这也是腾讯10年以来,第一次在非国际通用会计准则下的单季度利润下滑。","content":"<html><body><article><p>国内三大电商巨头,分别就是<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>了。至于其它的电商平台,比如<a href=\"https://laohu8.com/S/VIPS\">唯品会</a>什么的,与这三大巨头还是有点差距的。</p><p>而近日,阿里、京东都发布了3季度报表,拼多多虽然没正式发布,要到26日才发布,但市场预期数据有了,我们就先来对比一下。</p><p>先说阿里老大哥,本季度营收为2006.9亿元人民币,同比增长29%,未达到市场预估的2061.7亿人民币。如果再扣除合并<a href=\"https://laohu8.com/S/06808\">高鑫零售</a>带来的增长,公司季度的营收则会降为1804.38 亿元,同比增长16%。</p><p>而利润方面,就表现得更加不好了,第二季度调整后<span>净利润</span>285.2亿元人民币,同比下降39%,这也是阿里这许多年以来,第一次同比下滑这么多的一季了。</p><p>为什么会跌这么多,阿里表示,是由于公司对关键策略领域投入的增加,以及公司支持商家的举措,投入较大,所以利润下滑了。</p><p>再看看京东,第三季度营收为2187.08亿元,同比增长25.54%。</p><p>但利润方面表现也是非常给力,第三季度归母净利润却亏损28.07亿元,同比下降137.12%,再次由盈转亏了。京东表示,是受投资收益巨亏、新业务亏损严重以及物流方面亏损拖累。</p><p>至于拼多多,虽然没有公布数据,但市场预期拼多多2021第三季度<span>营业收入</span>265亿元,同比上升87%;预期净利润为-5.18亿元,而去年同期,净利润为4.7亿元,上一季度拼多多净利润24.146亿元,可见拼多多这一季也不太好过,又变成亏损了。</p><p>事实上,不仅仅是阿里、京东、拼多多在三季度不太好过,我们看到<a href=\"https://laohu8.com/S/00700\">腾讯</a>3季度净利润也是下滑的,虽然不多,只下滑了2%,但这也是腾讯10年以来,第一次在非国际通用会计准则下的单季度利润下滑。</p><p>说明,整体来看,这个三季度对于互联网企业们而言,都不太好过,大家都是净利下滑,亏损的亏损,只是不知道4季度,这些企业们的业绩会不会表现得好一点?</p></article></body></html>","source":"tencent","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\" 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.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阿里、京东、拼多多3季度业绩比拼,3家的日子都不好过\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-25 05:18 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202111250529347a0ebf5a&s=b><strong>腾讯新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>国内三大电商巨头,分别就是阿里巴巴、京东、拼多多了。至于其它的电商平台,比如唯品会什么的,与这三大巨头还是有点差距的。而近日,阿里、京东都发布了3季度报表,拼多多虽然没正式发布,要到26日才发布,但市场预期数据有了,我们就先来对比一下。先说阿里老大哥,本季度营收为2006.9亿元人民币,同比增长29%,未达到市场预估的2061.7亿人民币。如果再扣除合并高鑫零售带来的增长,公司季度的营收则会降为...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202111250529347a0ebf5a&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/995418fbbbc235e75883dec898dccaa8","relate_stocks":{"BK4551":"寇图资本持仓","PDD":"拼多多","QNETCN":"纳斯达克中美互联网老虎指数","BK4505":"高瓴资本持仓","BK4504":"桥水持仓","09618":"京东集团-SW","BK4548":"巴美列捷福持仓","BK4503":"景林资产持仓","JD":"京东","BK4531":"中概回港概念","BK4553":"喜马拉雅资本持仓","BABA":"阿里巴巴","BK4558":"双十一","BK4509":"腾讯概念","BK4524":"宅经济概念","BK4535":"淡马锡持仓","BK4501":"段永平概念","BK4526":"热门中概股","09988":"阿里巴巴-W","BK4122":"互联网与直销零售"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202111250529347a0ebf5a&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2186365339","content_text":"国内三大电商巨头,分别就是阿里巴巴、京东、拼多多了。至于其它的电商平台,比如唯品会什么的,与这三大巨头还是有点差距的。而近日,阿里、京东都发布了3季度报表,拼多多虽然没正式发布,要到26日才发布,但市场预期数据有了,我们就先来对比一下。先说阿里老大哥,本季度营收为2006.9亿元人民币,同比增长29%,未达到市场预估的2061.7亿人民币。如果再扣除合并高鑫零售带来的增长,公司季度的营收则会降为1804.38 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11:10","market":"us","language":"zh","title":"当电商平台不再争着晒交易额,618还能称其为购物狂欢节吗","url":"https://stock-news.laohu8.com/highlight/detail?id=2145014420","media":"经济观察报","summary":"总之,肉眼可见的激烈竞争,依然是618这个购物狂欢节的主旋律。截至目前,只有京东一家电商平台披露了618期间的总交易额。并且在618结束后,公开表示没有618战报。那么一个疑问是,各方不再抢晒交易额的618,还能称其为购物狂欢节吗?与2009年诞生的双十一相呼应,原本是京东周年庆的618,在那一年脱胎换骨为大型的购物狂欢节。这意味着,今年的618已到了一个质变的临界点。","content":"<div>\n<p>经济观察网记者 冯庆艳今年的618正在远去,与双十一相媲美的年中大促已然谢幕。这几天,伴随着各家陆续出炉的618战报,复盘这个有着划时代意义的618——没有了二选一,没有了过于复杂的促销算法,传统电商与新兴电商齐上阵,大有八仙过海之意……总之,肉眼可见的激烈竞争,依然是618这个购物狂欢节的主旋律。然而,蹊跷的是,在这个秀肌肉的关键时刻,618战报却纷纷变得云淡风轻,大家似乎刻意选择了对618期间...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021062411174479ca42be&s=b\">Web Link</a>\n\n</div>\n","source":"tencent","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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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021062411174479ca42be&s=b><strong>经济观察报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>经济观察网记者 冯庆艳今年的618正在远去,与双十一相媲美的年中大促已然谢幕。这几天,伴随着各家陆续出炉的618战报,复盘这个有着划时代意义的618——没有了二选一,没有了过于复杂的促销算法,传统电商与新兴电商齐上阵,大有八仙过海之意……总之,肉眼可见的激烈竞争,依然是618这个购物狂欢节的主旋律。然而,蹊跷的是,在这个秀肌肉的关键时刻,618战报却纷纷变得云淡风轻,大家似乎刻意选择了对618期间...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021062411174479ca42be&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4550ce60b2f08e87d6ea858b70d28e62","relate_stocks":{"JD":"京东","QNETCN":"纳斯达克中美互联网老虎指数","01024":"快手-W","09618":"京东集团-SW"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021062411174479ca42be&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2145014420","content_text":"经济观察网记者 冯庆艳今年的618正在远去,与双十一相媲美的年中大促已然谢幕。这几天,伴随着各家陆续出炉的618战报,复盘这个有着划时代意义的618——没有了二选一,没有了过于复杂的促销算法,传统电商与新兴电商齐上阵,大有八仙过海之意……总之,肉眼可见的激烈竞争,依然是618这个购物狂欢节的主旋律。然而,蹊跷的是,在这个秀肌肉的关键时刻,618战报却纷纷变得云淡风轻,大家似乎刻意选择了对618期间的交易额保持沉默。这就像一个大力士将重物高高举起后,还没等到围观群众的欢呼声,就又轻轻的放下了,然后扬长而去,留下一众目瞪口呆的人。当然凡事有例外,这一次,京东便是那个例外。截至目前,只有京东一家电商平台披露了618期间的总交易额。数字还是蛮漂亮的,618期间,京东累计下单金额超3438亿元,同比增速高达43.72%。如往年一样,阿里早早就宣称自己是618主场,与618原本脱胎于京东周年庆的京东针锋相对。动作上也丝毫不含糊,与去年的阿里相比,商家参与度上更高,补贴力度也更大。但618结束,阿里却并不打算用最有力的数据,来将主场宣誓推向高潮。阿里着重强调的数据是,4.4万中小商家首次参加天猫618,618预售排行榜前100名爆款中,超过4成是新品……诸多数据之外,就是不提交易额到底多少,与去年天猫618累计下单金额6982亿元的数据,无法进行一个比较。与阿里的有促销动作无GMV数据有所不同,顶着电商第三极的抬头,面对618,今年的拼多多可以说,是刻意回避了618大促的活动。不搞预售、不付定金,只做简单促销,自称每天都是最低价,着重突出其早就推出的百亿补贴行动。并且在618结束后,公开表示没有618战报。与之相比,我们还清晰的记得,去年618拼多多不仅启动了“618超拼夜”晚会,而且打出补贴不设上限的口号。今年的618,作为新兴电商的两个代表,快手和抖音齐登场。与往年相比,一个很大的差别是,两者参与的身份和感觉正在发生变化。往年只是作为流量方,多与电商平台合作,参与到电商大战的部分环节当中,比如去年快手与京东达成深度战略合作,抖音和苏宁易购达成深度合作。而今年,快手选择独自扛起促销大旗,不仅抢先一步开启618,而且试图通过自定义的“616品质购物节”,来打差异化,为了抢占这已变为存量的电商蛋糕,也是煞费苦心了。与此同时,抖音也不甘示弱。今年618是抖音电商首个以独立电商平台的身份参与的大促,用“抖音618好物节”,与拥有多年经验的传统电商正面刚。还在庞大流量池的基础上,独辟蹊径,首个打出“兴趣电商”的概念。出乎外界意料,在晒交易额上,快手和抖音并未延续其行动的高举高打,均未披露618期间的交易额。618结束后,快手披露的数据是,GMV破百万场次,活动曝光547亿次等,而抖音则着重于电商直播时长累计达2852万小时,有22.3万款地方好物通过平台卖向全国。星图数据显示,今年618期间,全网交易总额为5784.8亿元,同比增长26.5%,前三甲依次为天猫、京东和拼多多。而且国家邮政局的最新快递数据是,618期间,全行业揽收快件超65.9亿件,同比增长24.24%。这两个数据显示,整个电商盘子还是有不错的增长的。不过由于各家交易额的具体数据未披露,依然很难让人将它们进行一个细致的比较。于是,一个微妙的情况发生了,除了京东,阿里、拼多多、抖音和快手这几个电商领域的弄潮儿,均未官方披露618期间的交易额。那么一个疑问是,各方不再抢晒交易额的618,还能称其为购物狂欢节吗?与2009年诞生的双十一相呼应,原本是京东周年庆的618,在那一年脱胎换骨为大型的购物狂欢节。伴随着中国互联网行业的高速发展,在经历了多年的量变后,电商乃至整个移动互联网行业,已然进入后流量时代,盘活存量用户正取代拉新的主导地位,同时618之于新品牌的推广价值正在变大,而促销走量的逻辑正在减弱,直播带货、社交电商等新手段让电商变得更加多元化和开放。这意味着,今年的618已到了一个质变的临界点。或许,以后618和双十一,多年来打印在用户心上的,这种购物狂欢节的身份会渐渐褪去,而是会以一种全新的面貌展现在世人面前。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1893,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":340821691,"gmtCreate":1617374727413,"gmtModify":1617374727413,"author":{"id":"3535457600931860","authorId":"3535457600931860","name":"云端_9453","avatar":"https://static.tigerbbs.com/8a3352cb83ff051e8941afef15d4aefb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535457600931860","authorIdStr":"3535457600931860"},"themes":[],"htmlText":"从淘宝左手倒右手","listText":"从淘宝左手倒右手","text":"从淘宝左手倒右手","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/340821691","repostId":"1129948305","repostType":2,"isVote":1,"tweetType":1,"viewCount":2874,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":381527474,"gmtCreate":1612971546498,"gmtModify":1703767833390,"author":{"id":"3535457600931860","authorId":"3535457600931860","name":"云端_9453","avatar":"https://static.tigerbbs.com/8a3352cb83ff051e8941afef15d4aefb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535457600931860","authorIdStr":"3535457600931860"},"themes":[],"htmlText":"pdd2021得2w亿了吧","listText":"pdd2021得2w亿了吧","text":"pdd2021得2w亿了吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/381527474","repostId":"2110409919","repostType":2,"isVote":1,"tweetType":1,"viewCount":2544,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}