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佛系Ok
2020-06-19

$拼多多(PDD)$618利好兑现之日，就是慢慢长路回调之时

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阿蛮_2995
·2020-06-19
半年报业绩出来上1200亿
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- 佛系Ok回复阿蛮_2995:
  惊喜确实干不过多多，为了狙击多多代价有点大，京东好好干好主营业务完全不虚多多！多多还是要价值回归，估计可能要下半年股价才能跌福大一点
  2020-06-19
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- 阿蛮_2995回复佛系Ok:
  拼多多这样搞京东最被动，因为京东自营模式和拼多多、淘宝不同，自营模式成本过高，而推出的京喜又需要导流，导流就需要京东这样有一种废皇上立太子的感觉！
  2020-06-19
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- 阿蛮_2995回复佛系Ok:
  京东过度像京喜导流，长期会严重影响京东自身的自营模式，而京喜又干不过拼多多，容易玩火**
  2020-06-19
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peter
·2020-06-20
与你预测相反，618之后拼多多实际业绩更猛了
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