$拼多多(PDD)$_老虎社区_美港股上老虎

神秘的野猪
05-29

$拼多多(PDD)$ 拼多多的销售费用率其实一直呈下降趋势，虽然 2025 年 Q1 出现了反弹，但这本质上是公司在为未来业务增长做战略性投资，和化妆品行业那种依赖广告维持销量的模式完全不同。它的销售费用弹性很大，管理层手里握着 “调节阀”，想降下来随时能调整，只是当前处于 “国补” 等外部环境逆风期，暂时需要保留一定投入来稳定用户增长和市场份额。

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。

推荐
最新

暂无评论

热议股票

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":440338704433200,"tweetId":"440338704433200","gmtCreate":1748531490914,"gmtModify":1748531498567,"author":{"id":10000000000010508,"idStr":"10000000000010508","authorId":10000000000010508,"authorIdStr":"10000000000010508","name":"神秘的野猪","avatar":"https://static.tigerbbs.com/66be84645eeac71f62d4ad271c145cd9","vip":8,"userType":8,"introduction":".","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":24,"starInvestorFlag":false},"themes":[],"images":[{"img":"https://static.tigerbbs.com/e092e1a011fed865c0096ac638ca18da","width":"554","height":"592"}],"coverImages":[{"img":"https://static.tigerbbs.com/e092e1a011fed865c0096ac638ca18da","width":"554","height":"592"}],"html":"<html><head></head><body> <a data-mention-id=\"PDD\" class=\"teditor-mention\" data-mention-name=\"拼多多\" href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"1\"></v-v>拼多多的销售费用率其实一直呈下降趋势，虽然 2025 年 Q1 出现了反弹，但这本质上是公司在为未来业务增长做战略性投资，和化妆品行业那种依赖广告维持销量的模式完全不同。它的销售费用弹性很大，管理层手里握着 “调节阀”，想降下来随时能调整，只是当前处于 “国补” 等外部环境逆风期，暂时需要保留一定投入来稳定用户增长和市场份额。<img src=\"https://static.tigerbbs.com/e092e1a011fed865c0096ac638ca18da\" tg-width=\"554\" tg-height=\"592\"></body></html>","htmlText":"<html><head></head><body> <a data-mention-id=\"PDD\" class=\"teditor-mention\" data-mention-name=\"拼多多\" href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> <v-v data-views=\"1\"></v-v>拼多多的销售费用率其实一直呈下降趋势，虽然 2025 年 Q1 出现了反弹，但这本质上是公司在为未来业务增长做战略性投资，和化妆品行业那种依赖广告维持销量的模式完全不同。它的销售费用弹性很大，管理层手里握着 “调节阀”，想降下来随时能调整，只是当前处于 “国补” 等外部环境逆风期，暂时需要保留一定投入来稳定用户增长和市场份额。<img src=\"https://static.tigerbbs.com/e092e1a011fed865c0096ac638ca18da\" tg-width=\"554\" tg-height=\"592\"></body></html>","text":"$拼多多(PDD)$ 拼多多的销售费用率其实一直呈下降趋势，虽然 2025 年 Q1 出现了反弹，但这本质上是公司在为未来业务增长做战略性投资，和化妆品行业那种依赖广告维持销量的模式完全不同。它的销售费用弹性很大，管理层手里握着 “调节阀”，想降下来随时能调整，只是当前处于 “国补” 等外部环境逆风期，暂时需要保留一定投入来稳定用户增长和市场份额。","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/440338704433200","repostId":0,"isVote":1,"tweetType":1,"viewCount":615,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["PDD"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":308,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}