老夏分析师
2020-06-18
$拼多多(PDD)$
看看618的价格，你说为什么会涨
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。
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年报什么时候出
2020-06-18
年报什么时候出
如果一直补贴，能一直涨下去？
老夏分析师
:
补贴和涨是没任何关系，当有这么大的牌子的时候，拼多多后期是否会考虑类似微信支付和支付宝的金融工具（这个才是和阿里，京东对垒的工具）
老夏分析师
2020-06-18
老夏分析师
亲，投资者看中的GMV的，月活跃度，后期的增长率，当用户心智都在某个平台的时候，可以做很多事情。
无名小卒一个
回复
待你疯狂2019
:
太年轻了
天剑狂族
回复
待你疯狂2019
:
呵呵，拼多多最近一直在用，年会员了
待你疯狂2019
:
心智不会在平台，只会在价格！论平台，都知道拼多多是最low的🤔🤭🤭
milanism
2020-06-18
milanism
关键是有什么用，利润提升了？护城河构建起来了？除了疯狂补贴刷用户数和GMV，还有其他的效果么？
无名小卒一个
:
京东亏了15年
阿畅大佬
2020-06-18
阿畅大佬
这是涨的逻辑？这是炒的逻辑。
夜归人one
2020-06-19
夜归人one
有本事连续像爱奇艺美团当年一样，连续补贴个20年，这些低级别不是供应商给拼多多谈下来的，是靠拼多多贴钱，这样的低价有啥意义
一路向上冲
2020-06-18
一路向上冲
这种比较缺乏逻辑性，数据量太少，你同样也能找出每个品类下面某个品牌在天猫上或者京东上价格更合理
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