拼多多VS京东哪个更值得投资？_老虎社区_美港股上老虎

拼多多VS京东哪个更值得投资？

猛兽财经2020-11-20

近期拼多多和京东先后公布业绩，只有拼多多在公布业绩后股价上涨40%，市值更是超过京东，京东在公布业绩后则股价大跌。然而，拼多多与京东在各自的电商赛道都在高速增长。投资者与其二选一，不如都投资。拼多多与京东是完全不同的两种商业模式，拼多多采取寄卖模式主攻下沉城市的电商及农村电商，最近更进军买菜业务，赚取商户佣金及营销费用。京东采取入货出售模式，以相对便宜的价格出售电子产品及家用电器杀出一条血路。...

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爱喝咖啡的凤梨罐头
·2020-11-24
说说你对这篇新闻的看法...
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快乐的小五
·2020-11-20
显然是京东啊，京东的核心仓储，快递，供应链，这是多多都没有的
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- 猫头鹰爱吃西洋菜回复快乐的小五:
  如何获客怎么能是壁垒呢，除非只有一家能干，壁垒是已经获取的客
  2020-11-21
  回复
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- 快乐的小五:
  线上的平台化的东西都不是壁垒，无非是如何获客，京东自营是通过集中采购的方式降低供应链成本的，多多这两年起来更多的是因为裂变的方式快速获取客户，但是毕竟是5年的公司，需要走的路还很长，农村包围城市的战略不一定有效
  2020-11-21
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- 猫头鹰爱吃西洋菜:
  这样的重资产，你觉得阿里和拼多多是没钱做或者做不成，所以才不做？供应链的话，不知道你是怎么理解的，至少二选一上面京东明面是输的
  2020-11-21
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韭菜已到达战场
·2020-11-20
多多不是实名制，只要有多个手机号和微信就能在的多多上买东西享受百亿补贴，还能在闲鱼转卖赚差价。
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恶魔虎
·2020-11-20
dd早晚一地鸡毛，**不是
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破蔚来没未来
·2020-11-20
我一个人就有5个pdd的账号，这7亿水份太大，各式各样的拉人头活动，赔本赚吆喝，补贴的价格还是可以的，想盈利估计还早呢，口碑太差了，没价格优势人瞬间跑光
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一往无前666
·2020-11-20
时间会给大家答案的
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