其实我们用更加宏大的_老虎社区_美港股上老虎

林氪
2023-11-17

其实我们用更加宏大的视角去看淘宝和拼多多，依然可以放进老套的移动互联网对 PC 互联网的反超的叙事逻辑。

为什么拼多多至今不重视PC 端？

为什么淘宝直到 20 年左右 App 才从手机淘宝改名成淘宝？

这背后其实是两种截然不通的思维逻辑。

顺便提一下，从这个角度讲，腾讯 11 年能在 QQ 这颗大树下孕育出微信来，是真的很了不起。

$阿里巴巴(BABA)$ $拼多多(PDD)$ $腾讯控股(00700)$

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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异乡为异客
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腾讯在 QQ 的基础上孕育出微信，确实了不起，也说明腾讯在移动互联网领域有独特的创新能力和战略眼光。
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想念家乡
·2023-11-17
拼多多不重视 PC 端，因为他们认为移动端市场更加庞大且有更多的发展潜力。
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期货小当家1号
·2023-11-19
手中有多多的股票，认同你的判断
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每天只看一次账户
·2023-11-19
所以你还是更看好多多一点，对啊
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梅川洼子
·2023-11-19
买点腾讯的股票算是对你观点的认同
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豆腐王中王
·2023-11-19
所以接下来，还是手机端的天下
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