$拼多多(PDD)$_老虎社区_美港股上老虎

多多群狼环伺啊，腾讯上线蓝包，本质是社交电商。会不会对拼多多早成冲击呢？

虽然拼多多是否早已脱离社交属性，微信拼单成交量占比几何？腾讯社交电商客单价又如何？

第一波受到腾讯冲击的可能是天猫超市or京东自营or官方海外购？因为当前有能力开发小店的基本都是品牌官方店

腾讯的视频号➕蓝包能否杀出重围？直播电商是否会受到冲击？尤其是轻奢品类、潮玩盲盒品类？$阿里巴巴(BABA)$ $京东集团-SW(09618)$

腾讯控股第二季度收入同比增长15%至1845亿元，超出市场预估的1789.4亿元；净利润同比增长17%。当季腾讯研发投入达202.5亿元，同比增长17%；资本开支更是大幅增长至191亿元，同比增幅达119%，远超去年同期的87亿元。绩前连创新高的腾讯，绩后持续拉升，周四盘中一度突破600港元。【大家看好腾讯持续突破吗？600的腾讯，贵不贵？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

吧唧1
2024-12-26
吧唧1
两种方式，对拼多多没啥影响
Inmoretion
2024-12-26
Inmoretion
京东这几年没有新的打法出来

发表看法

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