无名小卒一个的个人主页 - 老虎社区

无名小卒一个

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无名小卒一个

2020-08-21

$拼多多(PDD)$一帮事后诸葛亮，笑死了哈哈，低点继续吸入

无名小卒一个

2020-09-24

$拼多多(PDD)$2021年春晚红包活动独家，6了

无名小卒一个

2020-05-25

一点说服力都没有。。。

抱歉，原内容已删除

无名小卒一个

2020-09-24

有点猛

抱歉，原内容已删除

无名小卒一个

2020-09-06

不是不给车吗，怎么又是暂缓交车了？为用户考虑，难道还怕拼多多吞了这20多万？？脑子呢。。

特斯拉员工再发声：暂缓向武汉客户交车是保护客户权益拼多多策划虚假营销

无名小卒一个

2020-08-27

这篇文章不错，转发给大家看

拼多多（PDD.O）中报点评：用户基本盘稳步扩大，亏损大幅收窄

无名小卒一个

2020-06-30

$拼多多(PDD)$这里都是口嗨王，做空逻辑一套套，在他们眼里投资拼多多的机构都是**

无名小卒一个

2020-09-11

李佳琦是什么鬼

抱歉，原内容已删除

无名小卒一个

2020-08-24

4亿，哪年的文章了，服了

抱歉，原内容已删除

无名小卒一个

2020-08-18

装比

抱歉，原内容已删除

无名小卒一个

2020-08-15

楼上几位也是奇葩，品牌溢价这么严重，都拿中国人当傻子，自己也把自己当傻子？？啥啥都拎不清，真是shab

抱歉，原内容已删除

无名小卒一个

2020-06-19

黄老板: 俺也一样

抱歉，原内容已删除

无名小卒一个

2020-06-13

扯呢吧，联通大数据显示拼多多五月榜一5.9亿，淘宝5.8

易观：淘宝5月MAU为京东拼多多之和

去老虎APP查看更多动态

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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/70e102e507c2847f752c0a95880de78e","relate_stocks":{"TSLA":"特斯拉","PDD":"拼多多"},"source_url":"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/us/2020-09-04/doc-iivhvpwy4926765.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2064299636","content_text":"原标题：特斯拉员工再发声：暂缓向武汉客户交车是保护客户权益 拼多多策划虚假营销 来源：腾讯网9月4日，针对特斯拉和拼多多“拒交付”一事，特斯拉员工再度发声表示，特斯拉的态度从来没变过,自始至终都没有拒绝过武汉客户,也根本不存在黑名单。“我们暂缓向武汉客户交车的原因是为了保护客户权益的。“同日，特斯拉对外事务副总裁陶琳也转发《特斯拉为何“硬杠”拼多多》一文并回复称，作为市场主体，企业为扩大市场占有率和影响力，探索新的商业模式，为消费者提供补贴，本身无可厚非，但前提是不能肆意破坏市场规则，不能误导和绑架消费者。以下为特斯拉员工发布原文：看到这新闻忍不住想再说两句。我是和客户直接接触的人,最清楚情况。我们的态度从来没变过,我们自始至终都没有拒绝过武汉客户,也根本不存在黑名单。我们暂缓向武汉客户交车的原因是为了保护客户权益的。武汉客户说自己已经支付全款PDD,而我们查到,替他付款的却是一个个人账户,这是很危险的。举个例子,特斯拉是有信心保障计划的,如果这个客户7天内选择了退车,那么这笔钱会原路返回回到这个个人账户,而同时,客户在PDD的订单已经完成,那么客户很可能车财两空。因此,我们及时向客户揭示了这个风险的存在,并且建议他先退回拼多多的款项,再通过特斯拉官方正规渠道下单,保障这位客户的权益。我们一直在积极的跟这个客户沟通解决他所面临的的问题和困惑,但在过程中,拼多多却在给媒体的通稿里面释放大量不实的信息,给我们和客户之间的沟通带来了阻碍和干扰。出于保护客户隐私,我们没有对外公开过客户信息,但PDD的公关稿中却出现了大量客户信息,最后甚至贴出了客户的照片,这种PR手段对任何客户来说,都不是一个负责任的行为吧。能理解,电商平台现在有那么多, 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16:41","market":"us","language":"zh","title":"拼多多（PDD.O）中报点评：用户基本盘稳步扩大，亏损大幅收窄","url":"https://stock-news.laohu8.com/highlight/detail?id=2062104371","media":"东北证券","summary":"GMV增速放缓，活跃买家增长亮眼。据公司财报披露，2020Q2公司实现滚动GMV1.27万亿元，单季GMV同比增速由上季度99%下降至48%，增速有所放缓，主要受公司发力农产品导致商品供给的结构性变化","content":"<html><body><article><p>GMV增速放缓，活跃买家增长亮眼。据公司财报披露，2020Q2公司实现滚动GMV1.27万亿元，单季GMV同比增速由上季度99%下降至48%，增速有所放缓，主要受公司发力<a href=\"https://laohu8.com/S/000061\">农产品</a>导致商品供给的结构性变化以及补贴减少的影响；2020Q2公司年活跃买家达到6.83亿人（YoY+41%），单季净增加5510 万，超过<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>（1600万）及<a href=\"https://laohu8.com/S/JD\">京东</a>（3000万），进一步缩小与淘宝用户盘差距。</p><p>货币化率回升，亏损大幅收窄。据公司财报披露，2020Q2公司实现收入122亿元，基本符合预期，整体货币化率提升至3.5%（2019Q4 3.2%&amp;2020Q1 2.2%），其中广告业务货币化率回升至3.2%，再创新高。受货币化率提升与补贴缩减的影响，2020Q2公司Non-GAAP 归母净亏损同比大幅收窄至0.8亿元（2020Q1公司Non-GAAP归母净亏损为4.1亿元），亏损率-0.63%。</p><p>未来增长：我们仍然看好公司极致“性价比”路线带来的用户基本盘扩张与用户“注重性价比”消费习惯的逐步形成所释放的增长红利。从公司单季用户增长以及用户粘性来看，注重性价比的用户仍在快速向<a href=\"https://laohu8.com/S/PDD\">拼多多</a>靠拢；随着商品品类的扩展与“品牌+白牌”商品组合对用户需求的匹配，拼多多有望进一步提升用户粘性及ARPU值。</p><p>投资建议：基于公司用户的不断扩张以及商品结构的不断优化，我们预计2020/21/22年收入分别为484/729/1014亿元，Non-GAAP归母净利润分别为-54/42/124 亿，对应Non-GAAP每ADS收益为-1.1/0.9/2.6元。参考DCF估值，给予目标价为97.4美元，对应Non-GAAP PE 分别为-76.9/99.6/33.8。首次覆盖给予“增持”评级。</p><p>风险提示：电商增长不及预期，获客成本提升，同业竞争压力加剧。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>拼多多（PDD.O）中报点评：用户基本盘稳步扩大，亏损大幅收窄</title>\n<style 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万，超过阿里巴巴（1600万）及京东（3000万），进一步缩小与淘宝用户盘差距。货币化率回升，亏损...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202008271700107aa52c2d&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PDD":"拼多多"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202008271700107aa52c2d&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2062104371","content_text":"GMV增速放缓，活跃买家增长亮眼。据公司财报披露，2020Q2公司实现滚动GMV1.27万亿元，单季GMV同比增速由上季度99%下降至48%，增速有所放缓，主要受公司发力农产品导致商品供给的结构性变化以及补贴减少的影响；2020Q2公司年活跃买家达到6.83亿人（YoY+41%），单季净增加5510 万，超过阿里巴巴（1600万）及京东（3000万），进一步缩小与淘宝用户盘差距。货币化率回升，亏损大幅收窄。据公司财报披露，2020Q2公司实现收入122亿元，基本符合预期，整体货币化率提升至3.5%（2019Q4 3.2%&2020Q1 2.2%），其中广告业务货币化率回升至3.2%，再创新高。受货币化率提升与补贴缩减的影响，2020Q2公司Non-GAAP 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15:28","market":"us","language":"zh","title":"易观：淘宝5月MAU为京东拼多多之和","url":"https://stock-news.laohu8.com/highlight/detail?id=2042190568","media":"中国经济网","summary":"最新公布的易观应用Top榜单显示，淘宝5月MAU(月度活跃用户)为京东拼多多之和。根据易观的数据，淘宝5月MAU为7.57亿，拼多多为4.98亿，京东为2.95亿。淘宝的MAU几乎和拼多多和京东之和相","content":"<div>\n<p>最新公布的易观应用Top榜单显示，淘宝5月MAU(月度活跃用户)为京东拼多多之和。根据易观的数据，淘宝5月MAU为7.57亿，拼多多为4.98亿，京东为2.95亿。淘宝的MAU几乎和拼多多和京东之和相等。今年以来，淘宝MAU在购物App中始终保持明显领先优势。根据2020年一季度各家公司的财报，淘宝MAU为8.46亿，京东MAU为3.87亿，拼多多MAU为4.87亿。无论是财报数据，还是各大第三方...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020061215354679e8021b&s=b\">Web Link</a>\n\n</div>\n","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020061215354679e8021b&s=b><strong>中国经济网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>最新公布的易观应用Top榜单显示，淘宝5月MAU(月度活跃用户)为京东拼多多之和。根据易观的数据，淘宝5月MAU为7.57亿，拼多多为4.98亿，京东为2.95亿。淘宝的MAU几乎和拼多多和京东之和相等。今年以来，淘宝MAU在购物App中始终保持明显领先优势。根据2020年一季度各家公司的财报，淘宝MAU为8.46亿，京东MAU为3.87亿，拼多多MAU为4.87亿。无论是财报数据，还是各大第三方...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020061215354679e8021b&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c6d614d2a350aedef2a05b5cddc42006","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数","PDD":"拼多多","JD":"京东"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020061215354679e8021b&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2042190568","content_text":"最新公布的易观应用Top榜单显示，淘宝5月MAU(月度活跃用户)为京东拼多多之和。根据易观的数据，淘宝5月MAU为7.57亿，拼多多为4.98亿，京东为2.95亿。淘宝的MAU几乎和拼多多和京东之和相等。今年以来，淘宝MAU在购物App中始终保持明显领先优势。根据2020年一季度各家公司的财报，淘宝MAU为8.46亿，京东MAU为3.87亿，拼多多MAU为4.87亿。无论是财报数据，还是各大第三方机构的数据，都显示出淘宝MAU大体和京东、拼多多之和相当。分析人士认为，淘宝中小商家的持续快速增长，是淘宝保持高活跃度的重要原因。今年2月以来，淘宝新开店铺超过200万，大量中小商家的持续涌入，让“万能的淘宝”始终有多元化的供给。淘宝天猫不仅在不断扩大品牌商品领域的优势，也保持着在汉服、二次元等原创设计和长尾商品方面的强劲增长，并且是产业带和农产品销售的核心平台。淘宝上活跃的中小商家生态，巩固了淘宝的供给护城河，有效提振了用户黏性。淘宝平台“水大鱼大”态势明显，商家数量的快速扩张，让更多淘宝店加入到618的狂欢中。数据显示，今年参与618的淘宝小微商家同比增长166%。据阿里内部人士透露，今年618期间淘宝App加大了对中小商家的流量和资源支持力度。【编辑:朱延静】","news_type":1,"symbols_score_info":{"JD":1,"PDD":1,"QNETCN":0.6}},"isVote":1,"tweetType":1,"viewCount":2098,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":953688143,"gmtCreate":1590338266882,"gmtModify":1704192332386,"author":{"id":"3495796448105609","authorId":"3495796448105609","name":"无名小卒一个","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495796448105609","authorIdStr":"3495796448105609"},"themes":[],"htmlText":"一点说服力都没有。。。","listText":"一点说服力都没有。。。","text":"一点说服力都没有。。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/953688143","repostId":"2037998644","repostType":2,"isVote":1,"tweetType":1,"viewCount":1903,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":979364461,"gmtCreate":1598006673953,"gmtModify":1704217604188,"author":{"id":"3495796448105609","authorId":"3495796448105609","name":"无名小卒一个","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495796448105609","authorIdStr":"3495796448105609"},"themes":[],"htmlText":"<a 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19:06","market":"hk","language":"zh","title":"特斯拉员工再发声：暂缓向武汉客户交车是保护客户权益 拼多多策划虚假营销","url":"https://stock-news.laohu8.com/highlight/detail?id=2064299636","media":"腾讯网","summary":"原标题：特斯拉员工再发声：暂缓向武汉客户交车是保护客户权益 拼多多策划虚假营销 来源：腾讯网9月4日，针对特斯拉和拼多多“拒交付”一事，特斯拉员工再度发声表示，特斯拉的态度从来没变过,自始至终都没有拒","content":"<html><body><p>原标题：<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>员工再发声：暂缓向武汉客户交车是保护客户权益 <a href=\"https://laohu8.com/S/PDD\">拼多多</a>策划虚假营销 来源：腾讯网</p><div><div><img src=\"http://k.sinaimg.cn/n/spider202094/641/w480h161/20200904/ba32-iytwsaz9580602.jpg/w720fin.jpg\"/></div><p>9月4日，针对特斯拉和拼多多“拒交付”一事，特斯拉员工再度发声表示，特斯拉的态度从来没变过,自始至终都没有拒绝过武汉客户,也根本不存在黑名单。“我们暂缓向武汉客户交车的原因是为了保护客户权益的。“</p><p>同日，特斯拉对外事务副总裁陶琳也转发《特斯拉为何“硬杠”拼多多》一文并回复称，作为市场主体，企业为扩大市场占有率和影响力，探索新的商业模式，为消费者提供补贴，本身无可厚非，但前提是不能肆意破坏市场规则，不能误导和绑架消费者。</p><p><strong>以下为特斯拉员工发布原文：</strong></p><p>看到这新闻忍不住想再说两句。我是和客户直接接触的人,最清楚情况。我们的态度从来没变过,我们自始至终都没有拒绝过武汉客户,也根本不存在黑名单。我们暂缓向武汉客户交车的原因是为了保护客户权益的。</p><p>武汉客户说自己已经支付全款PDD,而我们查到,替他付款的却是一个个人账户,这是很危险的。举个例子,特斯拉是有信心保障计划的,如果这个客户7天内选择了退车,那么这笔钱会原路返回回到这个个人账户,而同时,客户在PDD的订单已经完成,那么客户很可能车财两空。因此,我们及时向客户揭示了这个风险的存在,并且建议他先退回拼多多的款项,再通过特斯拉官方正规渠道下单,保障这位客户的权益。</p><p>我们一直在积极的跟这个客户沟通解决他所面临的的问题和困惑,但在过程中,拼多多却在给媒体的通稿里面释放大量不实的信息,给我们和客户之间的沟通带来了阻碍和干扰。</p><p>出于保护客户隐私,我们没有对外公开过客户信息,但PDD的公关稿中却出现了大量客户信息,最后甚至贴出了客户的照片,这种PR手段对任何客户来说,都不是一个负责任的行为吧。</p><p>能理解,电商平台现在有那么多, PDD有营销压力,蹭流量似乎是个竞争手段。但是营销也得有底线吧,再说把心思都花在策划这些虚假营销,绑架消费者,误导读者,真能走得长远么?反正我是不会在PDD上买东西了。</p></div></body></html>","source":"sina_symbol","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉员工再发声：暂缓向武汉客户交车是保护客户权益 拼多多策划虚假营销</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉员工再发声：暂缓向武汉客户交车是保护客户权益 拼多多策划虚假营销\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-09-04 19:06 北京时间&nbsp;&nbsp;&nbsp;<a href=http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/us/2020-09-04/doc-iivhvpwy4926765.shtml><strong>腾讯网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题：特斯拉员工再发声：暂缓向武汉客户交车是保护客户权益 拼多多策划虚假营销 来源：腾讯网9月4日，针对特斯拉和拼多多“拒交付”一事，特斯拉员工再度发声表示，特斯拉的态度从来没变过,自始至终都没有拒绝过武汉客户,也根本不存在黑名单。“我们暂缓向武汉客户交车的原因是为了保护客户权益的。“同日，特斯拉对外事务副总裁陶琳也转发《特斯拉为何“硬杠”拼多多》一文并回复称，作为市场主体，企业为扩大市场占有率...</p>\n\n<a href=\"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/us/2020-09-04/doc-iivhvpwy4926765.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/70e102e507c2847f752c0a95880de78e","relate_stocks":{"TSLA":"特斯拉","PDD":"拼多多"},"source_url":"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/us/2020-09-04/doc-iivhvpwy4926765.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2064299636","content_text":"原标题：特斯拉员工再发声：暂缓向武汉客户交车是保护客户权益 拼多多策划虚假营销 来源：腾讯网9月4日，针对特斯拉和拼多多“拒交付”一事，特斯拉员工再度发声表示，特斯拉的态度从来没变过,自始至终都没有拒绝过武汉客户,也根本不存在黑名单。“我们暂缓向武汉客户交车的原因是为了保护客户权益的。“同日，特斯拉对外事务副总裁陶琳也转发《特斯拉为何“硬杠”拼多多》一文并回复称，作为市场主体，企业为扩大市场占有率和影响力，探索新的商业模式，为消费者提供补贴，本身无可厚非，但前提是不能肆意破坏市场规则，不能误导和绑架消费者。以下为特斯拉员工发布原文：看到这新闻忍不住想再说两句。我是和客户直接接触的人,最清楚情况。我们的态度从来没变过,我们自始至终都没有拒绝过武汉客户,也根本不存在黑名单。我们暂缓向武汉客户交车的原因是为了保护客户权益的。武汉客户说自己已经支付全款PDD,而我们查到,替他付款的却是一个个人账户,这是很危险的。举个例子,特斯拉是有信心保障计划的,如果这个客户7天内选择了退车,那么这笔钱会原路返回回到这个个人账户,而同时,客户在PDD的订单已经完成,那么客户很可能车财两空。因此,我们及时向客户揭示了这个风险的存在,并且建议他先退回拼多多的款项,再通过特斯拉官方正规渠道下单,保障这位客户的权益。我们一直在积极的跟这个客户沟通解决他所面临的的问题和困惑,但在过程中,拼多多却在给媒体的通稿里面释放大量不实的信息,给我们和客户之间的沟通带来了阻碍和干扰。出于保护客户隐私,我们没有对外公开过客户信息,但PDD的公关稿中却出现了大量客户信息,最后甚至贴出了客户的照片,这种PR手段对任何客户来说,都不是一个负责任的行为吧。能理解,电商平台现在有那么多, PDD有营销压力,蹭流量似乎是个竞争手段。但是营销也得有底线吧,再说把心思都花在策划这些虚假营销,绑架消费者,误导读者,真能走得长远么?反正我是不会在PDD上买东西了。","news_type":1,"symbols_score_info":{"PDD":1,"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":2986,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":973293622,"gmtCreate":1598540059366,"gmtModify":1704219428127,"author":{"id":"3495796448105609","authorId":"3495796448105609","name":"无名小卒一个","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495796448105609","authorIdStr":"3495796448105609"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/973293622","repostId":"2062104371","repostType":2,"repost":{"id":"2062104371","kind":"news","pubTimestamp":1598517660,"share":"https://ttm.financial/m/news/2062104371?lang=&edition=full","pubTime":"2020-08-27 16:41","market":"us","language":"zh","title":"拼多多（PDD.O）中报点评：用户基本盘稳步扩大，亏损大幅收窄","url":"https://stock-news.laohu8.com/highlight/detail?id=2062104371","media":"东北证券","summary":"GMV增速放缓，活跃买家增长亮眼。据公司财报披露，2020Q2公司实现滚动GMV1.27万亿元，单季GMV同比增速由上季度99%下降至48%，增速有所放缓，主要受公司发力农产品导致商品供给的结构性变化","content":"<html><body><article><p>GMV增速放缓，活跃买家增长亮眼。据公司财报披露，2020Q2公司实现滚动GMV1.27万亿元，单季GMV同比增速由上季度99%下降至48%，增速有所放缓，主要受公司发力<a href=\"https://laohu8.com/S/000061\">农产品</a>导致商品供给的结构性变化以及补贴减少的影响；2020Q2公司年活跃买家达到6.83亿人（YoY+41%），单季净增加5510 万，超过<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>（1600万）及<a href=\"https://laohu8.com/S/JD\">京东</a>（3000万），进一步缩小与淘宝用户盘差距。</p><p>货币化率回升，亏损大幅收窄。据公司财报披露，2020Q2公司实现收入122亿元，基本符合预期，整体货币化率提升至3.5%（2019Q4 3.2%&amp;2020Q1 2.2%），其中广告业务货币化率回升至3.2%，再创新高。受货币化率提升与补贴缩减的影响，2020Q2公司Non-GAAP 归母净亏损同比大幅收窄至0.8亿元（2020Q1公司Non-GAAP归母净亏损为4.1亿元），亏损率-0.63%。</p><p>未来增长：我们仍然看好公司极致“性价比”路线带来的用户基本盘扩张与用户“注重性价比”消费习惯的逐步形成所释放的增长红利。从公司单季用户增长以及用户粘性来看，注重性价比的用户仍在快速向<a href=\"https://laohu8.com/S/PDD\">拼多多</a>靠拢；随着商品品类的扩展与“品牌+白牌”商品组合对用户需求的匹配，拼多多有望进一步提升用户粘性及ARPU值。</p><p>投资建议：基于公司用户的不断扩张以及商品结构的不断优化，我们预计2020/21/22年收入分别为484/729/1014亿元，Non-GAAP归母净利润分别为-54/42/124 亿，对应Non-GAAP每ADS收益为-1.1/0.9/2.6元。参考DCF估值，给予目标价为97.4美元，对应Non-GAAP PE 分别为-76.9/99.6/33.8。首次覆盖给予“增持”评级。</p><p>风险提示：电商增长不及预期，获客成本提升，同业竞争压力加剧。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>拼多多（PDD.O）中报点评：用户基本盘稳步扩大，亏损大幅收窄</title>\n<style 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万，超过阿里巴巴（1600万）及京东（3000万），进一步缩小与淘宝用户盘差距。货币化率回升，亏损...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202008271700107aa52c2d&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PDD":"拼多多"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202008271700107aa52c2d&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2062104371","content_text":"GMV增速放缓，活跃买家增长亮眼。据公司财报披露，2020Q2公司实现滚动GMV1.27万亿元，单季GMV同比增速由上季度99%下降至48%，增速有所放缓，主要受公司发力农产品导致商品供给的结构性变化以及补贴减少的影响；2020Q2公司年活跃买家达到6.83亿人（YoY+41%），单季净增加5510 万，超过阿里巴巴（1600万）及京东（3000万），进一步缩小与淘宝用户盘差距。货币化率回升，亏损大幅收窄。据公司财报披露，2020Q2公司实现收入122亿元，基本符合预期，整体货币化率提升至3.5%（2019Q4 3.2%&2020Q1 2.2%），其中广告业务货币化率回升至3.2%，再创新高。受货币化率提升与补贴缩减的影响，2020Q2公司Non-GAAP 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15:28","market":"us","language":"zh","title":"易观：淘宝5月MAU为京东拼多多之和","url":"https://stock-news.laohu8.com/highlight/detail?id=2042190568","media":"中国经济网","summary":"最新公布的易观应用Top榜单显示，淘宝5月MAU(月度活跃用户)为京东拼多多之和。根据易观的数据，淘宝5月MAU为7.57亿，拼多多为4.98亿，京东为2.95亿。淘宝的MAU几乎和拼多多和京东之和相","content":"<div>\n<p>最新公布的易观应用Top榜单显示，淘宝5月MAU(月度活跃用户)为京东拼多多之和。根据易观的数据，淘宝5月MAU为7.57亿，拼多多为4.98亿，京东为2.95亿。淘宝的MAU几乎和拼多多和京东之和相等。今年以来，淘宝MAU在购物App中始终保持明显领先优势。根据2020年一季度各家公司的财报，淘宝MAU为8.46亿，京东MAU为3.87亿，拼多多MAU为4.87亿。无论是财报数据，还是各大第三方...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020061215354679e8021b&s=b\">Web Link</a>\n\n</div>\n","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020061215354679e8021b&s=b><strong>中国经济网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>最新公布的易观应用Top榜单显示，淘宝5月MAU(月度活跃用户)为京东拼多多之和。根据易观的数据，淘宝5月MAU为7.57亿，拼多多为4.98亿，京东为2.95亿。淘宝的MAU几乎和拼多多和京东之和相等。今年以来，淘宝MAU在购物App中始终保持明显领先优势。根据2020年一季度各家公司的财报，淘宝MAU为8.46亿，京东MAU为3.87亿，拼多多MAU为4.87亿。无论是财报数据，还是各大第三方...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020061215354679e8021b&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c6d614d2a350aedef2a05b5cddc42006","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数","PDD":"拼多多","JD":"京东"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020061215354679e8021b&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2042190568","content_text":"最新公布的易观应用Top榜单显示，淘宝5月MAU(月度活跃用户)为京东拼多多之和。根据易观的数据，淘宝5月MAU为7.57亿，拼多多为4.98亿，京东为2.95亿。淘宝的MAU几乎和拼多多和京东之和相等。今年以来，淘宝MAU在购物App中始终保持明显领先优势。根据2020年一季度各家公司的财报，淘宝MAU为8.46亿，京东MAU为3.87亿，拼多多MAU为4.87亿。无论是财报数据，还是各大第三方机构的数据，都显示出淘宝MAU大体和京东、拼多多之和相当。分析人士认为，淘宝中小商家的持续快速增长，是淘宝保持高活跃度的重要原因。今年2月以来，淘宝新开店铺超过200万，大量中小商家的持续涌入，让“万能的淘宝”始终有多元化的供给。淘宝天猫不仅在不断扩大品牌商品领域的优势，也保持着在汉服、二次元等原创设计和长尾商品方面的强劲增长，并且是产业带和农产品销售的核心平台。淘宝上活跃的中小商家生态，巩固了淘宝的供给护城河，有效提振了用户黏性。淘宝平台“水大鱼大”态势明显，商家数量的快速扩张，让更多淘宝店加入到618的狂欢中。数据显示，今年参与618的淘宝小微商家同比增长166%。据阿里内部人士透露，今年618期间淘宝App加大了对中小商家的流量和资源支持力度。【编辑:朱延静】","news_type":1,"symbols_score_info":{"JD":1,"PDD":1,"QNETCN":0.6}},"isVote":1,"tweetType":1,"viewCount":2098,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}