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【热议】拼多多站上$100!你会继续持有吗?
中国资产ETF盘前大涨,拼多多盘前涨超8%,【拼多多大家回本了吗?现在你会坚定持有,还是割肉走人?】
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mclee328
mclee328
·
01:14
$拼多多(PDD)$
【拼多多24M8数据跟踪】国内GMV增速超管理层预期;商品推渗透率提升,广告收入增速仍快于GMV但流量分发策略中低价权重占比提升,后续货币化率提升节奏或放缓;TEMU半托管模式占比持续提升 国内主站:24M8生单口径GMV YOY+25%,广告收入YOY+30%;短期商品推渗透率提升、但低价在流量分发中的权重提升带动频次增加驱动GMV增长、叠加降低技术服务费货币化率提升步伐或有放缓;往后需关注供应链引进情况及流量分发策略变化 1)2024M8主站生单口径GMV 3505亿,YOY+25%;支付口径GMV 2560亿+,YOY+21%-22%;广告收入163亿,YOY+30%;MAC 6.4亿,支付口径AOV 49.5元。2)24年展望:预计全年生单GMV YOY+25%基本符合预期,主要靠购买频次提升驱动增长,大力发展产业带供应链及提高低价商品流量权重客单价提升有限。收入端尽管H2减免部分佣金,但商品推渗透率提升及H1完成度较高,广告收入全年仍有希望达2100亿目标。3)往后看,25年GMV同比增速或低于20%,短期赋予低价更高权重带动频次拉动GMV空间有限,需依赖供应链丰富度提升驱动长期增长;广告收入增速仍有望快于GMV,货币化率天花板取决于流量策略中低价权重,若持续强调低价,则对应提升空间约0.5-1pct。 TEMU:优先追求亏损率收窄而非GMV增长,半托管占比持续提升。1)24M8实付GMV47-48亿美元,半托管GMV占比25%,前台毛利率或降至30%以下。2)24全年依靠半托管模式&品类丰富度拉动客单价及复购,GMV有望达到500亿美元以上。 多多买菜:基数影响24H2增速面临压力,全年GMV增速或低于目标,保证盈亏平衡前提下追求
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宠辱不惊猫头Lee
宠辱不惊猫头Lee
·
09-26 23:01
$拼多多(PDD)$
这应该是今年最后悔的一波操作。 拼多多作为一个我长期使用的软件,我认为它确实是名副其实的中国电商第一股,并且整体的财务状况也非常的健康,除了股东有时候为了市值管理做一些骚操作以外,总体来讲还是非常不错的股。 暴跌的那天,我凭借我做期权的敏锐直接就冲进去接飞刀了,但是我并没有一次性梭哈,而是等到后面再下跌了一次之后再见了一次仓,总体来讲,成本是非常低的,大概在两块左右,当时我个人认为这是一个典型的收益大于风险的举措。 可是结果大家也看到了,我倒在了黎明前,归根结底我认为是自己做交易的心态还不够稳定,在长期的底部消耗的过程当中,对中概股的前景过于悲观了,反而错过了中概股的最大力度反弹,这也同时展现出了我对国内宏观经济观察还有待提升,并没有认识到国内宏观政策对于中概股的影响。 最后本来是一个收益率450%左右的操作,结果最后以回本草草收场,这是对我自己的一个警示,同样把这个案例分享出来给大家。
看
1,358
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3
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3
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小老虎邦邦
小老虎邦邦
·
09-26 22:26
最大以及最快收益的一次投资
看
107
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1
编组 21备份 2
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孙哥888
孙哥888
·
09-26 22:14
艰难新高,希望soxl有更好的发展,还有希望懂王当选,让我的饼股回血。[愤怒] [愤怒] [愤怒]
$三倍做多半导体ETF-Direxion Daily(SOXL)$
$Coinbase Global, Inc.(COIN)$
$拼多多(PDD)$
pdd call 走了 因为价内了
看
5,924
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4
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25
编组 21备份 2
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自由选择
自由选择
·
09-26 13:46
为什么我昨天挂的卖单没有成交,结果今天早上给我卖出去了?
看
26
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Liujian
Liujian
·
09-26 11:39
大选前有巨大风险,建议轻仓长线
看
48
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杰西利弗莫尔1亿目标
杰西利弗莫尔1亿目标
·
09-26 09:04
好,
看
22
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Julieooo
Julieooo
·
09-26 05:43
150左右,前期高点,三季报见分晓
看
18
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AXe
AXe
·
09-26 00:33
短期看来120是个阻力位,不过拼多多长期还是看好的。
看
38
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点赞
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Hold到老
Hold到老
·
09-25 20:55
$拼多多(PDD)$
国内政策刺激力度空前,美国那边又降息,再加上之前跌了那么久,情绪都憋着呢,说行情一天就走完的人不是傻就是心眼坏。空头们随便做空,最后亏得一塌糊涂的是你自己[鬼脸][冷漠]
看
127
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3
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king詹姆斯
king詹姆斯
·
09-25 20:52
$拼多多(PDD)$
这个价位的pdd对我的吸引力已经超过了美团和B站。准备十一节后做一波拼多多的三季报行情。历史上看每年的12月都是拼多多股价一年中的高点。考虑上一点杠杆了
看
307
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2
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奔跑吧美股
奔跑吧美股
·
09-25 14:58
$拼多多(PDD)$
现在这个中概这个情绪太狂热了,现在卖就来得及,等情绪稳下来再买就来得及
看
218
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点赞
编组 21备份 2
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别赞要脸
别赞要脸
·
09-25 14:58
$拼多多(PDD)$
拼多多缺口不补完我不可能卖啊,要卖也得等150块左右找卖点,不着急
看
449
回复
3
点赞
3
编组 21备份 2
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XJJ
XJJ
·
09-24 23:14
$拼多多(PDD)$
送分题!看看近几年双11,十一月份股价较之9月底的股价涨幅,答案就在其中!
看
177
回复
评论
点赞
点赞
编组 21备份 2
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洗头用漂柔
洗头用漂柔
·
09-24 23:07
$拼多多(PDD)$
[看涨][看涨][看涨]很多人今晚才有时间研究今天的新闻,也有很多人正在筹备资金,预计未来几天港股资金陆续进场
看
366
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评论
点赞
点赞
编组 21备份 2
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11永远睡不醒
11永远睡不醒
·
09-24 23:05
$拼多多(PDD)$
拼多多和腾讯是我买过的股票中难得跌下来我一直放心补的,大家一起砍一刀,把多多送到120[贱笑][贱笑]
看
140
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点赞
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magicls
magicls
·
09-24 17:58
$拼多多(PDD)$
回本了,感谢国家好政策,先跑围巾。
看
304
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贝克汉姆零距离
贝克汉姆零距离
·
09-24 14:23
$拼多多(PDD)$
$腾讯控股(00700)$
补了缺口直接跑路,拼多多明显已经太贵了,别的中概不比这玩意便宜
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513
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贝尼特斯23
贝尼特斯23
·
09-24 14:22
$拼多多(PDD)$
100低了,伟大企业市值总不能比巅峰达子低吧,现在就想出的我看就是信仰值该充值
看
155
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孙哥888
孙哥888
·
09-24
$拼多多(PDD)$
8月28 日最低点判断拼多多里面的基金爆仓被迫交出筹码,于是毫不犹豫抄底了140 张95 的sp,也就是atm的这样premium最高。同时还有正股和leap call。 目前sp浮赢8万。 非常满意这次捡尸体的操作。 [喷血] [喷血] 所以这也给我了一些提示,以后sp要择时,卖atm的。
看
2.15万
回复
16
点赞
31
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加载更多
mclee328
mclee328
·
01:14
$拼多多(PDD)$
【拼多多24M8数据跟踪】国内GMV增速超管理层预期;商品推渗透率提升,广告收入增速仍快于GMV但流量分发策略中低价权重占比提升,后续货币化率提升节奏或放缓;TEMU半托管模式占比持续提升 国内主站:24M8生单口径GMV YOY+25%,广告收入YOY+30%;短期商品推渗透率提升、但低价在流量分发中的权重提升带动频次增加驱动GMV增长、叠加降低技术服务费货币化率提升步伐或有放缓;往后需关注供应链引进情况及流量分发策略变化 1)2024M8主站生单口径GMV 3505亿,YOY+25%;支付口径GMV 2560亿+,YOY+21%-22%;广告收入163亿,YOY+30%;MAC 6.4亿,支付口径AOV 49.5元。2)24年展望:预计全年生单GMV YOY+25%基本符合预期,主要靠购买频次提升驱动增长,大力发展产业带供应链及提高低价商品流量权重客单价提升有限。收入端尽管H2减免部分佣金,但商品推渗透率提升及H1完成度较高,广告收入全年仍有希望达2100亿目标。3)往后看,25年GMV同比增速或低于20%,短期赋予低价更高权重带动频次拉动GMV空间有限,需依赖供应链丰富度提升驱动长期增长;广告收入增速仍有望快于GMV,货币化率天花板取决于流量策略中低价权重,若持续强调低价,则对应提升空间约0.5-1pct。 TEMU:优先追求亏损率收窄而非GMV增长,半托管占比持续提升。1)24M8实付GMV47-48亿美元,半托管GMV占比25%,前台毛利率或降至30%以下。2)24全年依靠半托管模式&品类丰富度拉动客单价及复购,GMV有望达到500亿美元以上。 多多买菜:基数影响24H2增速面临压力,全年GMV增速或低于目标,保证盈亏平衡前提下追求
看
285
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点赞
编组 21备份 2
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宠辱不惊猫头Lee
宠辱不惊猫头Lee
·
09-26 23:01
$拼多多(PDD)$
这应该是今年最后悔的一波操作。 拼多多作为一个我长期使用的软件,我认为它确实是名副其实的中国电商第一股,并且整体的财务状况也非常的健康,除了股东有时候为了市值管理做一些骚操作以外,总体来讲还是非常不错的股。 暴跌的那天,我凭借我做期权的敏锐直接就冲进去接飞刀了,但是我并没有一次性梭哈,而是等到后面再下跌了一次之后再见了一次仓,总体来讲,成本是非常低的,大概在两块左右,当时我个人认为这是一个典型的收益大于风险的举措。 可是结果大家也看到了,我倒在了黎明前,归根结底我认为是自己做交易的心态还不够稳定,在长期的底部消耗的过程当中,对中概股的前景过于悲观了,反而错过了中概股的最大力度反弹,这也同时展现出了我对国内宏观经济观察还有待提升,并没有认识到国内宏观政策对于中概股的影响。 最后本来是一个收益率450%左右的操作,结果最后以回本草草收场,这是对我自己的一个警示,同样把这个案例分享出来给大家。
看
1,358
回复
3
点赞
3
编组 21备份 2
分享
举报
孙哥888
孙哥888
·
09-26 22:14
艰难新高,希望soxl有更好的发展,还有希望懂王当选,让我的饼股回血。[愤怒] [愤怒] [愤怒]
$三倍做多半导体ETF-Direxion Daily(SOXL)$
$Coinbase Global, Inc.(COIN)$
$拼多多(PDD)$
pdd call 走了 因为价内了
看
5,924
回复
4
点赞
25
编组 21备份 2
分享
举报
小老虎邦邦
小老虎邦邦
·
09-26 22:26
最大以及最快收益的一次投资
看
107
回复
评论
点赞
1
编组 21备份 2
分享
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自由选择
自由选择
·
09-26 13:46
为什么我昨天挂的卖单没有成交,结果今天早上给我卖出去了?
看
26
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
Liujian
Liujian
·
09-26 11:39
大选前有巨大风险,建议轻仓长线
看
48
回复
评论
点赞
点赞
编组 21备份 2
分享
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杰西利弗莫尔1亿目标
杰西利弗莫尔1亿目标
·
09-26 09:04
好,
看
22
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点赞
点赞
编组 21备份 2
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Julieooo
Julieooo
·
09-26 05:43
150左右,前期高点,三季报见分晓
看
18
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
Hold到老
Hold到老
·
09-25 20:55
$拼多多(PDD)$
国内政策刺激力度空前,美国那边又降息,再加上之前跌了那么久,情绪都憋着呢,说行情一天就走完的人不是傻就是心眼坏。空头们随便做空,最后亏得一塌糊涂的是你自己[鬼脸][冷漠]
看
127
回复
评论
点赞
3
编组 21备份 2
分享
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AXe
AXe
·
09-26 00:33
短期看来120是个阻力位,不过拼多多长期还是看好的。
看
38
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
king詹姆斯
king詹姆斯
·
09-25 20:52
$拼多多(PDD)$
这个价位的pdd对我的吸引力已经超过了美团和B站。准备十一节后做一波拼多多的三季报行情。历史上看每年的12月都是拼多多股价一年中的高点。考虑上一点杠杆了
看
307
回复
评论
点赞
2
编组 21备份 2
分享
举报
别赞要脸
别赞要脸
·
09-25 14:58
$拼多多(PDD)$
拼多多缺口不补完我不可能卖啊,要卖也得等150块左右找卖点,不着急
看
449
回复
3
点赞
3
编组 21备份 2
分享
举报
奔跑吧美股
奔跑吧美股
·
09-25 14:58
$拼多多(PDD)$
现在这个中概这个情绪太狂热了,现在卖就来得及,等情绪稳下来再买就来得及
看
218
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
孙哥888
孙哥888
·
09-24
$拼多多(PDD)$
8月28 日最低点判断拼多多里面的基金爆仓被迫交出筹码,于是毫不犹豫抄底了140 张95 的sp,也就是atm的这样premium最高。同时还有正股和leap call。 目前sp浮赢8万。 非常满意这次捡尸体的操作。 [喷血] [喷血] 所以这也给我了一些提示,以后sp要择时,卖atm的。
看
2.15万
回复
16
点赞
31
编组 21备份 2
分享
举报
洗头用漂柔
洗头用漂柔
·
09-24 23:07
$拼多多(PDD)$
[看涨][看涨][看涨]很多人今晚才有时间研究今天的新闻,也有很多人正在筹备资金,预计未来几天港股资金陆续进场
看
366
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
11永远睡不醒
11永远睡不醒
·
09-24 23:05
$拼多多(PDD)$
拼多多和腾讯是我买过的股票中难得跌下来我一直放心补的,大家一起砍一刀,把多多送到120[贱笑][贱笑]
看
140
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
XJJ
XJJ
·
09-24 23:14
$拼多多(PDD)$
送分题!看看近几年双11,十一月份股价较之9月底的股价涨幅,答案就在其中!
看
177
回复
评论
点赞
点赞
编组 21备份 2
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magicls
magicls
·
09-24 17:58
$拼多多(PDD)$
回本了,感谢国家好政策,先跑围巾。
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贝克汉姆零距离
贝克汉姆零距离
·
09-24 14:23
$拼多多(PDD)$
$腾讯控股(00700)$
补了缺口直接跑路,拼多多明显已经太贵了,别的中概不比这玩意便宜
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贝尼特斯23
贝尼特斯23
·
09-24 14:22
$拼多多(PDD)$
100低了,伟大企业市值总不能比巅峰达子低吧,现在就想出的我看就是信仰值该充值
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多多买菜:基数影响24H2增速面临压力,全年GMV增速或低于目标,保证盈亏平衡前提下追求","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/353619145650448","isVote":1,"tweetType":1,"viewCount":285,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":353580590604400,"gmtCreate":1727362911016,"gmtModify":1727362919058,"author":{"id":"3532495765479984","authorId":"3532495765479984","authorIdStr":"3532495765479984","name":"宠辱不惊猫头Lee","avatar":"https://static.tigerbbs.com/be1f201a0a8c711b86ce04187538a248","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3532495765479984"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$ </a> 这应该是今年最后悔的一波操作。 拼多多作为一个我长期使用的软件,我认为它确实是名副其实的中国电商第一股,并且整体的财务状况也非常的健康,除了股东有时候为了市值管理做一些骚操作以外,总体来讲还是非常不错的股。 暴跌的那天,我凭借我做期权的敏锐直接就冲进去接飞刀了,但是我并没有一次性梭哈,而是等到后面再下跌了一次之后再见了一次仓,总体来讲,成本是非常低的,大概在两块左右,当时我个人认为这是一个典型的收益大于风险的举措。 可是结果大家也看到了,我倒在了黎明前,归根结底我认为是自己做交易的心态还不够稳定,在长期的底部消耗的过程当中,对中概股的前景过于悲观了,反而错过了中概股的最大力度反弹,这也同时展现出了我对国内宏观经济观察还有待提升,并没有认识到国内宏观政策对于中概股的影响。 最后本来是一个收益率450%左右的操作,结果最后以回本草草收场,这是对我自己的一个警示,同样把这个案例分享出来给大家。","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$ </a> 这应该是今年最后悔的一波操作。 拼多多作为一个我长期使用的软件,我认为它确实是名副其实的中国电商第一股,并且整体的财务状况也非常的健康,除了股东有时候为了市值管理做一些骚操作以外,总体来讲还是非常不错的股。 暴跌的那天,我凭借我做期权的敏锐直接就冲进去接飞刀了,但是我并没有一次性梭哈,而是等到后面再下跌了一次之后再见了一次仓,总体来讲,成本是非常低的,大概在两块左右,当时我个人认为这是一个典型的收益大于风险的举措。 可是结果大家也看到了,我倒在了黎明前,归根结底我认为是自己做交易的心态还不够稳定,在长期的底部消耗的过程当中,对中概股的前景过于悲观了,反而错过了中概股的最大力度反弹,这也同时展现出了我对国内宏观经济观察还有待提升,并没有认识到国内宏观政策对于中概股的影响。 最后本来是一个收益率450%左右的操作,结果最后以回本草草收场,这是对我自己的一个警示,同样把这个案例分享出来给大家。","text":"$拼多多(PDD)$ 这应该是今年最后悔的一波操作。 拼多多作为一个我长期使用的软件,我认为它确实是名副其实的中国电商第一股,并且整体的财务状况也非常的健康,除了股东有时候为了市值管理做一些骚操作以外,总体来讲还是非常不错的股。 暴跌的那天,我凭借我做期权的敏锐直接就冲进去接飞刀了,但是我并没有一次性梭哈,而是等到后面再下跌了一次之后再见了一次仓,总体来讲,成本是非常低的,大概在两块左右,当时我个人认为这是一个典型的收益大于风险的举措。 可是结果大家也看到了,我倒在了黎明前,归根结底我认为是自己做交易的心态还不够稳定,在长期的底部消耗的过程当中,对中概股的前景过于悲观了,反而错过了中概股的最大力度反弹,这也同时展现出了我对国内宏观经济观察还有待提升,并没有认识到国内宏观政策对于中概股的影响。 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回本了,感谢国家好政策,先跑围巾。","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$ </a><v-v data-views=\"0\"></v-v> 回本了,感谢国家好政策,先跑围巾。","text":"$拼多多(PDD)$ 回本了,感谢国家好政策,先跑围巾。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/352922930086096","isVote":1,"tweetType":1,"viewCount":304,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":352819532284056,"gmtCreate":1727159000296,"gmtModify":1727159002038,"author":{"id":"9000000000000325","authorId":"9000000000000325","authorIdStr":"9000000000000325","name":"贝克汉姆零距离","avatar":"https://static.tigerbbs.com/eb0370d3fa6e993a9a62f4b7ba0130a1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000325"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 补了缺口直接跑路,拼多多明显已经太贵了,别的中概不比这玩意便宜","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 补了缺口直接跑路,拼多多明显已经太贵了,别的中概不比这玩意便宜","text":"$拼多多(PDD)$ $腾讯控股(00700)$ 补了缺口直接跑路,拼多多明显已经太贵了,别的中概不比这玩意便宜","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/352819532284056","isVote":1,"tweetType":1,"viewCount":513,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":352819405389976,"gmtCreate":1727158969316,"gmtModify":1727158971296,"author":{"id":"9000000000000324","authorId":"9000000000000324","authorIdStr":"9000000000000324","name":"贝尼特斯23","avatar":"https://static.tigerbbs.com/7e0b33ca1e2c701ffc48fb8eb32fb4c8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000324"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> 100低了,伟大企业市值总不能比巅峰达子低吧,现在就想出的我看就是信仰值该充值","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> 100低了,伟大企业市值总不能比巅峰达子低吧,现在就想出的我看就是信仰值该充值","text":"$拼多多(PDD)$ 100低了,伟大企业市值总不能比巅峰达子低吧,现在就想出的我看就是信仰值该充值","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/352819405389976","isVote":1,"tweetType":1,"viewCount":155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":352835999650032,"gmtCreate":1727150563513,"gmtModify":1727175003173,"author":{"id":"3556765360706637","authorId":"3556765360706637","authorIdStr":"3556765360706637","name":"孙哥888","avatar":"https://static.tigerbbs.com/2d8ccb3fd2f4f200399c11d7491d4380","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3556765360706637"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$ </a><v-v data-views=\"1\"></v-v> 8月28 日最低点判断拼多多里面的基金爆仓被迫交出筹码,于是毫不犹豫抄底了140 张95 的sp,也就是atm的这样premium最高。同时还有正股和leap call。 目前sp浮赢8万。 非常满意这次捡尸体的操作。 [喷血] [喷血] 所以这也给我了一些提示,以后sp要择时,卖atm的。","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$ </a><v-v data-views=\"1\"></v-v> 8月28 日最低点判断拼多多里面的基金爆仓被迫交出筹码,于是毫不犹豫抄底了140 张95 的sp,也就是atm的这样premium最高。同时还有正股和leap call。 目前sp浮赢8万。 非常满意这次捡尸体的操作。 [喷血] [喷血] 所以这也给我了一些提示,以后sp要择时,卖atm的。","text":"$拼多多(PDD)$ 8月28 日最低点判断拼多多里面的基金爆仓被迫交出筹码,于是毫不犹豫抄底了140 张95 的sp,也就是atm的这样premium最高。同时还有正股和leap call。 目前sp浮赢8万。 非常满意这次捡尸体的操作。 [喷血] [喷血] 所以这也给我了一些提示,以后sp要择时,卖atm的。","images":[{"img":"https://static.tigerbbs.com/571c324de112c0a9df5c3d86cf78c2bc","width":"1284","height":"2778"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":31,"commentSize":16,"repostSize":3,"link":"https://laohu8.com/post/352835999650032","isVote":1,"tweetType":1,"viewCount":21534,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3546925022414459","authorId":"3546925022414459","authorIdStr":"3546925022414459","name":"FrankAllin","avatar":"https://static.tigerbbs.com/c78dc014137382fcbd12cf93bd44ab6d","crmLevel":9,"crmLevelSwitch":1,"idStr":"3546925022414459"},"content":"你为啥如此优秀","text":"你为啥如此优秀","html":"你为啥如此优秀"}],"imageCount":2,"langContent":"CN","totalScore":0}],"essenList":[{"id":353619145650448,"gmtCreate":1727370865719,"gmtModify":1727371133492,"author":{"id":"4119161859696640","authorId":"4119161859696640","authorIdStr":"4119161859696640","name":"mclee328","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4119161859696640"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$ </a> 【拼多多24M8数据跟踪】国内GMV增速超管理层预期;商品推渗透率提升,广告收入增速仍快于GMV但流量分发策略中低价权重占比提升,后续货币化率提升节奏或放缓;TEMU半托管模式占比持续提升 国内主站:24M8生单口径GMV YOY+25%,广告收入YOY+30%;短期商品推渗透率提升、但低价在流量分发中的权重提升带动频次增加驱动GMV增长、叠加降低技术服务费货币化率提升步伐或有放缓;往后需关注供应链引进情况及流量分发策略变化 1)2024M8主站生单口径GMV 3505亿,YOY+25%;支付口径GMV 2560亿+,YOY+21%-22%;广告收入163亿,YOY+30%;MAC 6.4亿,支付口径AOV 49.5元。2)24年展望:预计全年生单GMV YOY+25%基本符合预期,主要靠购买频次提升驱动增长,大力发展产业带供应链及提高低价商品流量权重客单价提升有限。收入端尽管H2减免部分佣金,但商品推渗透率提升及H1完成度较高,广告收入全年仍有希望达2100亿目标。3)往后看,25年GMV同比增速或低于20%,短期赋予低价更高权重带动频次拉动GMV空间有限,需依赖供应链丰富度提升驱动长期增长;广告收入增速仍有望快于GMV,货币化率天花板取决于流量策略中低价权重,若持续强调低价,则对应提升空间约0.5-1pct。 TEMU:优先追求亏损率收窄而非GMV增长,半托管占比持续提升。1)24M8实付GMV47-48亿美元,半托管GMV占比25%,前台毛利率或降至30%以下。2)24全年依靠半托管模式&品类丰富度拉动客单价及复购,GMV有望达到500亿美元以上。 多多买菜:基数影响24H2增速面临压力,全年GMV增速或低于目标,保证盈亏平衡前提下追求","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$ </a> 【拼多多24M8数据跟踪】国内GMV增速超管理层预期;商品推渗透率提升,广告收入增速仍快于GMV但流量分发策略中低价权重占比提升,后续货币化率提升节奏或放缓;TEMU半托管模式占比持续提升 国内主站:24M8生单口径GMV YOY+25%,广告收入YOY+30%;短期商品推渗透率提升、但低价在流量分发中的权重提升带动频次增加驱动GMV增长、叠加降低技术服务费货币化率提升步伐或有放缓;往后需关注供应链引进情况及流量分发策略变化 1)2024M8主站生单口径GMV 3505亿,YOY+25%;支付口径GMV 2560亿+,YOY+21%-22%;广告收入163亿,YOY+30%;MAC 6.4亿,支付口径AOV 49.5元。2)24年展望:预计全年生单GMV YOY+25%基本符合预期,主要靠购买频次提升驱动增长,大力发展产业带供应链及提高低价商品流量权重客单价提升有限。收入端尽管H2减免部分佣金,但商品推渗透率提升及H1完成度较高,广告收入全年仍有希望达2100亿目标。3)往后看,25年GMV同比增速或低于20%,短期赋予低价更高权重带动频次拉动GMV空间有限,需依赖供应链丰富度提升驱动长期增长;广告收入增速仍有望快于GMV,货币化率天花板取决于流量策略中低价权重,若持续强调低价,则对应提升空间约0.5-1pct。 TEMU:优先追求亏损率收窄而非GMV增长,半托管占比持续提升。1)24M8实付GMV47-48亿美元,半托管GMV占比25%,前台毛利率或降至30%以下。2)24全年依靠半托管模式&品类丰富度拉动客单价及复购,GMV有望达到500亿美元以上。 多多买菜:基数影响24H2增速面临压力,全年GMV增速或低于目标,保证盈亏平衡前提下追求","text":"$拼多多(PDD)$ 【拼多多24M8数据跟踪】国内GMV增速超管理层预期;商品推渗透率提升,广告收入增速仍快于GMV但流量分发策略中低价权重占比提升,后续货币化率提升节奏或放缓;TEMU半托管模式占比持续提升 国内主站:24M8生单口径GMV YOY+25%,广告收入YOY+30%;短期商品推渗透率提升、但低价在流量分发中的权重提升带动频次增加驱动GMV增长、叠加降低技术服务费货币化率提升步伐或有放缓;往后需关注供应链引进情况及流量分发策略变化 1)2024M8主站生单口径GMV 3505亿,YOY+25%;支付口径GMV 2560亿+,YOY+21%-22%;广告收入163亿,YOY+30%;MAC 6.4亿,支付口径AOV 49.5元。2)24年展望:预计全年生单GMV YOY+25%基本符合预期,主要靠购买频次提升驱动增长,大力发展产业带供应链及提高低价商品流量权重客单价提升有限。收入端尽管H2减免部分佣金,但商品推渗透率提升及H1完成度较高,广告收入全年仍有希望达2100亿目标。3)往后看,25年GMV同比增速或低于20%,短期赋予低价更高权重带动频次拉动GMV空间有限,需依赖供应链丰富度提升驱动长期增长;广告收入增速仍有望快于GMV,货币化率天花板取决于流量策略中低价权重,若持续强调低价,则对应提升空间约0.5-1pct。 TEMU:优先追求亏损率收窄而非GMV增长,半托管占比持续提升。1)24M8实付GMV47-48亿美元,半托管GMV占比25%,前台毛利率或降至30%以下。2)24全年依靠半托管模式&品类丰富度拉动客单价及复购,GMV有望达到500亿美元以上。 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