$拼多多(PDD)$_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？$阿里巴巴(BABA)$ $京东集团-SW(09618)$

港股科技本周进入财报密集期,周二盘中先行调整——腾讯控股跌1.04%、京东集团跌1.69%、华虹宏力跌1.53%、中芯国际基本收平。时间表很清楚:腾讯将于8月12日公布Q2业绩,华尔街机构预计营收约2024.58亿元、同比增9.73%,每股收益6.259元、同比增4.38%;8月13日京东集团接棒,同日中芯国际与华虹宏力两家国产芯片厂也将交卷。游戏与广告的现金流、国产替代的产能利用率是两条独立主线。当平台与晶圆厂在48小时内集中放榜,港股科技的定价权会交给谁?

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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