社区
首页
集团介绍
社区
资讯
行情
学堂
TigerAI
登录
注册
无名小卒一个
IP属地:0
+关注
帖子 · 13
帖子 · 13
关注 · 0
关注 · 0
粉丝 · 0
粉丝 · 0
无名小卒一个
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
看
4,838
回复
评论
点赞
3
编组 21备份 2
分享
举报
无名小卒一个
无名小卒一个
·
2020-09-24
有点猛
非常抱歉,此主贴已删除
看
4,248
回复
评论
点赞
1
编组 21备份 2
分享
举报
无名小卒一个
无名小卒一个
·
2020-09-11
李佳琦是什么鬼
非常抱歉,此主贴已删除
看
4,070
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
无名小卒一个
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
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
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
看
6,305
回复
评论
点赞
1
编组 21备份 2
分享
举报
无名小卒一个
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
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
拼多多(PDD.O)中报点评:用户基本盘稳步扩大,亏损大幅收窄
看
6,216
回复
评论
点赞
1
编组 21备份 2
分享
举报
无名小卒一个
无名小卒一个
·
2020-08-24
4亿,哪年的文章了,服了
非常抱歉,此主贴已删除
看
5,050
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
无名小卒一个
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
看
4,284
回复
评论
点赞
6
编组 21备份 2
分享
举报
无名小卒一个
无名小卒一个
·
2020-08-18
装比
拼多多事件后续 特斯拉:愿意给消费者相应弥补
近日,拼多多和特斯拉口水战闹的沸沸扬扬。18日,记者从特斯拉方面了解到,针对该事件,特斯拉方面给予回应称:如果消费者愿意通过特斯拉的正规途径重新下单,我们将对消费者因此产生的时间与精力损失提供相应的弥...
拼多多事件后续 特斯拉:愿意给消费者相应弥补
看
5,688
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
无名小卒一个
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
非常抱歉,此主贴已删除
看
4,475
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
无名小卒一个
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**
看
4,504
回复
评论
点赞
1
编组 21备份 2
分享
举报
加载更多
暂无粉丝
热议股票
{"i18n":{"language":"zh_CN"},"isCurrentUser":false,"userPageInfo":{"id":"3495796448105609","uuid":"3495796448105609","gmtCreate":1532702426828,"gmtModify":1532702426828,"name":"无名小卒一个","pinyin":"wmxzygwumingxiaozuyige","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.laohu8.com/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":3,"headSize":17,"tweetSize":13,"questionSize":0,"limitLevel":900,"accountStatus":4,"level":{"id":2,"name":"无畏虎","nameTw":"無畏虎","represent":"初生牛犊","factor":"发布3条非转发主帖,1条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.08.26","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0}],"userBadgeCount":1,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"0","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":974126418,"gmtCreate":1600960427934,"gmtModify":1703823196769,"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":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>2021年春晚红包活动独家,6了","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>2021年春晚红包活动独家,6了","text":"$拼多多(PDD)$2021年春晚红包活动独家,6了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/974126418","isVote":1,"tweetType":1,"viewCount":4838,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":974126822,"gmtCreate":1600960380666,"gmtModify":1703823196253,"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":[],"title":"","htmlText":"有点猛","listText":"有点猛","text":"有点猛","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/974126822","repostId":"2069059611","repostType":2,"isVote":1,"tweetType":1,"viewCount":4248,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":976401401,"gmtCreate":1599797988703,"gmtModify":1703819751838,"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":[],"title":"","htmlText":"李佳琦是什么鬼","listText":"李佳琦是什么鬼","text":"李佳琦是什么鬼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/976401401","repostId":"2066831279","repostType":2,"isVote":1,"tweetType":1,"viewCount":4070,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":978410875,"gmtCreate":1599400837497,"gmtModify":1703818419512,"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":[],"title":"","htmlText":"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。。","listText":"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。。","text":"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。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/978410875","repostId":"2064299636","repostType":2,"repost":{"id":"2064299636","kind":"news","pubTimestamp":1599217598,"share":"https://www.laohu8.com/m/news/2064299636?lang=zh_CN&edition=full","pubTime":"2020-09-04 19:06","market":"sh","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{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\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 <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\">网页链接</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":{"PDD":"拼多多","TSLA":"特斯拉"},"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":{"TSLA":1,"PDD":1}},"isVote":1,"tweetType":1,"viewCount":6305,"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":[],"title":"","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://www.laohu8.com/m/news/2062104371?lang=zh_CN&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%&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 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{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\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拼多多(PDD.O)中报点评:用户基本盘稳步扩大,亏损大幅收窄\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-08-27 16:41 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202008271700107aa52c2d&s=b><strong>东北证券</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<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...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202008271700107aa52c2d&s=b\">网页链接</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 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%。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拼多多靠拢;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。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。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。","news_type":1,"symbols_score_info":{"PDD":1}},"isVote":1,"tweetType":1,"viewCount":6216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":979256638,"gmtCreate":1598273087324,"gmtModify":1704218145702,"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":[],"title":"","htmlText":"4亿,哪年的文章了,服了","listText":"4亿,哪年的文章了,服了","text":"4亿,哪年的文章了,服了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/979256638","repostId":"2061131420","repostType":2,"isVote":1,"tweetType":1,"viewCount":5050,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"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":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>一帮事后诸葛亮,笑死了哈哈,低点继续吸入","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>一帮事后诸葛亮,笑死了哈哈,低点继续吸入","text":"$拼多多(PDD)$一帮事后诸葛亮,笑死了哈哈,低点继续吸入","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/979364461","isVote":1,"tweetType":1,"viewCount":4284,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":970885322,"gmtCreate":1597740145466,"gmtModify":1704216512176,"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":[],"title":"","htmlText":"装比","listText":"装比","text":"装比","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/970885322","repostId":"2060831602","repostType":2,"repost":{"id":"2060831602","kind":"news","pubTimestamp":1597738380,"share":"https://www.laohu8.com/m/news/2060831602?lang=zh_CN&edition=full","pubTime":"2020-08-18 16:13","market":"us","language":"zh","title":"拼多多事件后续 特斯拉:愿意给消费者相应弥补","url":"https://stock-news.laohu8.com/highlight/detail?id=2060831602","media":"大众报业","summary":"近日,拼多多和特斯拉口水战闹的沸沸扬扬。18日,记者从特斯拉方面了解到,针对该事件,特斯拉方面给予回应称:如果消费者愿意通过特斯拉的正规途径重新下单,我们将对消费者因此产生的时间与精力损失提供相应的弥...","content":"<html><body><div>\n<p>\r\n 原标题:<a href=\"https://laohu8.com/S/PDD\">拼多多</a>事件后续,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>:愿意给消费者相应弥补\r\n </p>\n<p><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=105.TSLA&imageType=k&token=28dfeb41d35cc81d84b4664d7c23c49f&at=1\" width=\"578\"/></p><p> 近日,<span>拼多多</span><span></span>和<span>特斯拉</span><span></span>口水战闹的沸沸扬扬。18日,记者从<span href=\"http://quote.eastmoney.com/us/TSLA.html?Market=NASDAQ\" target=\"_blank\" web=\"1\">特斯拉</span>方面了解到,针对该事件,<span href=\"http://quote.eastmoney.com/us/TSLA.html?Market=NASDAQ\" target=\"_blank\" web=\"1\">特斯拉</span>方面给予回应称:如果<span href=\"http://baike.eastmoney.com/item/消费\" target=\"_blank\" web=\"1\">消费</span>者愿意通过特斯拉的正规途径重新下单,我们将对消费者因此产生的时间与精力损失提供相应的弥补。</p>\n<p> 特斯拉方面声明如下:</p><div></div>\n<p> 特斯拉支持因被团购活动误导而无法交车的消费者向活动方维权,并将尽所能的为消费者提供所需的<span href=\"http://baike.eastmoney.com/item/法律援助\" target=\"_blank\" web=\"1\">法律援助</span>,我们也非常希望并真诚的欢迎消费者能够继续选择特斯拉,成为我们的车主。</p>\n<p> 如果消费者愿意通过特斯拉的正规途径重新下单,我们将对消费者因此产生的时间与精力损失提供相应的弥补。</p>\n<p> 特斯拉一直坚持直营模式,因为我们相信直营模式是真正符合消费者最大利益的,在直营模式下无论走进特斯拉的哪一家门店得到的都是同样的<span href=\"http://baike.eastmoney.com/item/价格\" target=\"_blank\" web=\"1\">价格</span>,一个首次购车的消费者也不会因为信息不对称而被宰,不会因为<span href=\"http://baike.eastmoney.com/item/销售\" target=\"_blank\" web=\"1\">销售</span>渠道复杂而买到来路不明的<span href=\"http://baike.eastmoney.com/item/产品\" target=\"_blank\" web=\"1\">产品</span>,更不需要为了拿到一个“最低价格”辛苦地去跨省提车。</p><p>(文章来源:大众报业)</p>\n<p>\r\n (责任编辑:DF533)\r\n </p>\n</div></body></html>","source":"stock_eastmoney","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>拼多多事件后续 特斯拉:愿意给消费者相应弥补</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{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\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拼多多事件后续 特斯拉:愿意给消费者相应弥补\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-08-18 16:13 北京时间 <a href=http://finance.eastmoney.com/a/202008181598460555.html><strong>大众报业</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题:拼多多事件后续,特斯拉:愿意给消费者相应弥补\r\n \n 近日,拼多多和特斯拉口水战闹的沸沸扬扬。18日,记者从特斯拉方面了解到,针对该事件,特斯拉方面给予回应称:如果消费者愿意通过特斯拉的正规途径重新下单,我们将对消费者因此产生的时间与精力损失提供相应的弥补。\n 特斯拉方面声明如下:\n 特斯拉支持因被团购活动误导而无法交车的消费者向活动方维权,并将尽所能的为...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202008181598460555.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/75a495ea6a2b99a896e87eba4430367e","relate_stocks":{"TSLA":"特斯拉","PDD":"拼多多"},"source_url":"http://finance.eastmoney.com/a/202008181598460555.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2060831602","content_text":"原标题:拼多多事件后续,特斯拉:愿意给消费者相应弥补\r\n \n 近日,拼多多和特斯拉口水战闹的沸沸扬扬。18日,记者从特斯拉方面了解到,针对该事件,特斯拉方面给予回应称:如果消费者愿意通过特斯拉的正规途径重新下单,我们将对消费者因此产生的时间与精力损失提供相应的弥补。\n 特斯拉方面声明如下:\n 特斯拉支持因被团购活动误导而无法交车的消费者向活动方维权,并将尽所能的为消费者提供所需的法律援助,我们也非常希望并真诚的欢迎消费者能够继续选择特斯拉,成为我们的车主。\n 如果消费者愿意通过特斯拉的正规途径重新下单,我们将对消费者因此产生的时间与精力损失提供相应的弥补。\n 特斯拉一直坚持直营模式,因为我们相信直营模式是真正符合消费者最大利益的,在直营模式下无论走进特斯拉的哪一家门店得到的都是同样的价格,一个首次购车的消费者也不会因为信息不对称而被宰,不会因为销售渠道复杂而买到来路不明的产品,更不需要为了拿到一个“最低价格”辛苦地去跨省提车。(文章来源:大众报业)\n\r\n (责任编辑:DF533)","news_type":1,"symbols_score_info":{"PDD":1,"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":5688,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":970094642,"gmtCreate":1597460964186,"gmtModify":1704215926686,"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":[],"title":"","htmlText":"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","listText":"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","text":"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","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/970094642","repostId":"1198535566","repostType":2,"isVote":1,"tweetType":1,"viewCount":4475,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":957530529,"gmtCreate":1593491127761,"gmtModify":1704202116187,"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":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>这里都是口嗨王,做空逻辑一套套,在他们眼里投资拼多多的机构都是**","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>这里都是口嗨王,做空逻辑一套套,在他们眼里投资拼多多的机构都是**","text":"$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**","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/957530529","isVote":1,"tweetType":1,"viewCount":4504,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"followers","isTTM":false}