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知行合一的月半子
09-04
这种企业对中国的伤害真是一言难尽
拼多多盘中跌逾5%，行情落后“友商”，压力来自何处？
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style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2024-09-04 23:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>9月4日周三，拼多多盘中跌逾5%。同时，阿里、京东均小幅上涨。我们结合最新财报数据和业内分析，尝试解析可能的原因。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f72b8fbfd0bccf64b97d943e298186c9\" tg-width=\"560\" tg-height=\"240\"/></p><p>从拼多多最新财报数据来看,2024年第二季度营收同比大涨105%,净利润增速也高达156%,营运表现亮眼。其主要得益于旗下跨境电商平台Temu在海外市场的快速增长。Temu在短短的一年多时间里,就突破了亚马逊的垄断地位,成为美国第二大电商平台。</p><p>然而,就在行业看涨拼多多未来表现之时,其股价突然大跌。业内人士分析指出,来自头部对手们在低价战略上的持续施压,可能是此番股价下挫的主要原因。阿里巴巴旗下1688平台通过"全面入淘",提高了白牌商品的供应;京东则通过流量平权、佣金调整等手段,让中小商家更容易曝光。在各路对手的低价包抄下,拼多多的价格优势逐步减弱。</p><p>同时,监管层面对"仅退款"机制的重新规范,也令电商平台们不得不在用户体验和商家利益之间寻求平衡,这可能会一定程度影响到拼多多依赖的低价策略。</p><p>总的来说,尽管营收利润可圈可点,但来自行业内同路人的低价竞争压力与监管调整等因素,正在逐步侵蚀拼多多当前的商业模式。如何在未来重塑价格优势,将是该公司需要应对的重大课题。</p></body></html>\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":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160148729","content_text":"9月4日周三，拼多多盘中跌逾5%。同时，阿里、京东均小幅上涨。我们结合最新财报数据和业内分析，尝试解析可能的原因。从拼多多最新财报数据来看,2024年第二季度营收同比大涨105%,净利润增速也高达156%,营运表现亮眼。其主要得益于旗下跨境电商平台Temu在海外市场的快速增长。Temu在短短的一年多时间里,就突破了亚马逊的垄断地位,成为美国第二大电商平台。然而,就在行业看涨拼多多未来表现之时,其股价突然大跌。业内人士分析指出,来自头部对手们在低价战略上的持续施压,可能是此番股价下挫的主要原因。阿里巴巴旗下1688平台通过\"全面入淘\",提高了白牌商品的供应;京东则通过流量平权、佣金调整等手段,让中小商家更容易曝光。在各路对手的低价包抄下,拼多多的价格优势逐步减弱。同时,监管层面对\"仅退款\"机制的重新规范,也令电商平台们不得不在用户体验和商家利益之间寻求平衡,这可能会一定程度影响到拼多多依赖的低价策略。总的来说,尽管营收利润可圈可点,但来自行业内同路人的低价竞争压力与监管调整等因素,正在逐步侵蚀拼多多当前的商业模式。如何在未来重塑价格优势,将是该公司需要应对的重大课题。","news_type":1},"isVote":1,"tweetType":1,"viewCount":272,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3506462233722179","authorId":"3506462233722179","name":"请输入昵称已阅读","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"3506462233722179","idStr":"3506462233722179"},"content":"这种公司专门治假冒伪劣产品，因为退货方便，如果一个产品质量没问题，退货肯定少","text":"这种公司专门治假冒伪劣产品，因为退货方便，如果一个产品质量没问题，退货肯定少","html":"这种公司专门治假冒伪劣产品，因为退货方便，如果一个产品质量没问题，退货肯定少"}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":345854674055272,"gmtCreate":1725464096354,"gmtModify":1725464859749,"author":{"id":"3576724257835381","authorId":"3576724257835381","name":"知行合一的月半子","avatar":"https://static.tigerbbs.com/4c8b5633bc20b51acbfbf2064d3e0aec","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576724257835381","idStr":"3576724257835381"},"themes":[],"htmlText":"这种企业对中国的伤害真是一言难尽","listText":"这种企业对中国的伤害真是一言难尽","text":"这种企业对中国的伤害真是一言难尽","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/345854674055272","repostId":"1160148729","repostType":2,"repost":{"id":"1160148729","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1725462292,"share":"https://www.laohu8.com/m/news/1160148729?lang=&edition=full","pubTime":"2024-09-04 23:04","market":"us","language":"zh","title":"拼多多盘中跌逾5%，行情落后“友商”，压力来自何处？","url":"https://stock-news.laohu8.com/highlight/detail?id=1160148729","media":"异动解读","summary":"拼多多的价格优势逐步减弱。","content":"<html><head></head><body><p>9月4日周三，拼多多盘中跌逾5%。同时，阿里、京东均小幅上涨。我们结合最新财报数据和业内分析，尝试解析可能的原因。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f72b8fbfd0bccf64b97d943e298186c9\" tg-width=\"560\" tg-height=\"240\"/></p><p>从拼多多最新财报数据来看,2024年第二季度营收同比大涨105%,净利润增速也高达156%,营运表现亮眼。其主要得益于旗下跨境电商平台Temu在海外市场的快速增长。Temu在短短的一年多时间里,就突破了亚马逊的垄断地位,成为美国第二大电商平台。</p><p>然而,就在行业看涨拼多多未来表现之时,其股价突然大跌。业内人士分析指出,来自头部对手们在低价战略上的持续施压,可能是此番股价下挫的主要原因。阿里巴巴旗下1688平台通过"全面入淘",提高了白牌商品的供应;京东则通过流量平权、佣金调整等手段,让中小商家更容易曝光。在各路对手的低价包抄下,拼多多的价格优势逐步减弱。</p><p>同时,监管层面对"仅退款"机制的重新规范,也令电商平台们不得不在用户体验和商家利益之间寻求平衡,这可能会一定程度影响到拼多多依赖的低价策略。</p><p>总的来说,尽管营收利润可圈可点,但来自行业内同路人的低价竞争压力与监管调整等因素,正在逐步侵蚀拼多多当前的商业模式。如何在未来重塑价格优势,将是该公司需要应对的重大课题。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" 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display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; 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拼多多盘中跌逾5%，行情落后“友商”，压力来自何处？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2024-09-04 23:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>9月4日周三，拼多多盘中跌逾5%。同时，阿里、京东均小幅上涨。我们结合最新财报数据和业内分析，尝试解析可能的原因。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f72b8fbfd0bccf64b97d943e298186c9\" tg-width=\"560\" tg-height=\"240\"/></p><p>从拼多多最新财报数据来看,2024年第二季度营收同比大涨105%,净利润增速也高达156%,营运表现亮眼。其主要得益于旗下跨境电商平台Temu在海外市场的快速增长。Temu在短短的一年多时间里,就突破了亚马逊的垄断地位,成为美国第二大电商平台。</p><p>然而,就在行业看涨拼多多未来表现之时,其股价突然大跌。业内人士分析指出,来自头部对手们在低价战略上的持续施压,可能是此番股价下挫的主要原因。阿里巴巴旗下1688平台通过"全面入淘",提高了白牌商品的供应;京东则通过流量平权、佣金调整等手段,让中小商家更容易曝光。在各路对手的低价包抄下,拼多多的价格优势逐步减弱。</p><p>同时,监管层面对"仅退款"机制的重新规范,也令电商平台们不得不在用户体验和商家利益之间寻求平衡,这可能会一定程度影响到拼多多依赖的低价策略。</p><p>总的来说,尽管营收利润可圈可点,但来自行业内同路人的低价竞争压力与监管调整等因素,正在逐步侵蚀拼多多当前的商业模式。如何在未来重塑价格优势,将是该公司需要应对的重大课题。</p></body></html>\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":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160148729","content_text":"9月4日周三，拼多多盘中跌逾5%。同时，阿里、京东均小幅上涨。我们结合最新财报数据和业内分析，尝试解析可能的原因。从拼多多最新财报数据来看,2024年第二季度营收同比大涨105%,净利润增速也高达156%,营运表现亮眼。其主要得益于旗下跨境电商平台Temu在海外市场的快速增长。Temu在短短的一年多时间里,就突破了亚马逊的垄断地位,成为美国第二大电商平台。然而,就在行业看涨拼多多未来表现之时,其股价突然大跌。业内人士分析指出,来自头部对手们在低价战略上的持续施压,可能是此番股价下挫的主要原因。阿里巴巴旗下1688平台通过\"全面入淘\",提高了白牌商品的供应;京东则通过流量平权、佣金调整等手段,让中小商家更容易曝光。在各路对手的低价包抄下,拼多多的价格优势逐步减弱。同时,监管层面对\"仅退款\"机制的重新规范,也令电商平台们不得不在用户体验和商家利益之间寻求平衡,这可能会一定程度影响到拼多多依赖的低价策略。总的来说,尽管营收利润可圈可点,但来自行业内同路人的低价竞争压力与监管调整等因素,正在逐步侵蚀拼多多当前的商业模式。如何在未来重塑价格优势,将是该公司需要应对的重大课题。","news_type":1},"isVote":1,"tweetType":1,"viewCount":272,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3506462233722179","authorId":"3506462233722179","name":"请输入昵称已阅读","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"3506462233722179","idStr":"3506462233722179"},"content":"这种公司专门治假冒伪劣产品，因为退货方便，如果一个产品质量没问题，退货肯定少","text":"这种公司专门治假冒伪劣产品，因为退货方便，如果一个产品质量没问题，退货肯定少","html":"这种公司专门治假冒伪劣产品，因为退货方便，如果一个产品质量没问题，退货肯定少"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
