• 林氪林氪
      ·05-07

      TEMU内幕:平台、卖家、爱与冲突

      刚看了商业纪录片《激流》第二季,第三集讲的是拼多多的TEMU,作为长期关注拼多多的投资者,这一集特别戳中我,值得和大家分享下。 之前李翔的《详谈》书籍系列我就很喜欢,通过文字对话,链家左晖、Boss直聘赵鹏的形象跃然纸上,远比研究这些公司的财报让人受益匪浅。 第三集的标题是《跨境巨头与淘金者》,侧重点是TEMU本身平台和卖家的关系,从借助卖家破局、到红利期、竞争期,冲突期、又回到如今的“共克时艰”,接近白描的纪录片语言,回答了过去围绕卖家和平台之间,究竟发生了什么。 纪录片的脉络和我对TEMU的观察一致,眼看它起高楼、宴宾客……但缺少戏剧性的地方,TEMU并没有塌,但功过从来结伴而行,正因为争议和成绩都足够大,所以这才能凸显出纪录的价值。 我跟踪TEMU背后的拼多多,已经很多年了,起初只是不理解为什么家里人特别喜欢它,等我真的试着去理解它的时候,我发现这会是一家潜力无穷的公司。不过由于在美股上市的原因,我投资拼多多反而晚一些。不过塞翁失马,刚好避开了21年的泡沫,在21年底才开始逐步建仓,一直拿到现在。 作为投资者,我很关心TEMU的进展。但是刻意“低调”的拼多多,有时候就像一团迷雾,对外一直是一个沉默者。难能可贵的是,这部纪录片除了采访卖家,甚至还有TEMU原招商组的同学,各方不同的观点对撞,才是闪光点。 一、破局 跨境电商是一个竞争激烈的市场,无数巨头折戟沉沙。2022年9月,拼多多才启动TEMU,第一站就选择了挑战美国市场,作为一个后来者,如何破局是首要问题。 而全托管作为TEMU破局的神来之笔,纪录片选择从全托管切入,围绕中小卖家做跨境的痛点,呼应TEMU的全流程解决方案。 图片 我个人认为,虽然拼多多国内主站,通过低价和售后倒逼供给侧改革,和消费者建立“价格信任”,积累了丰富的经验,形成了非常成熟的商业模式。 但即便是国内模式,也是迭代了多个阶段后,才慢慢成型的。
      1.72万8
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      TEMU内幕:平台、卖家、爱与冲突
    • choonhongchoonhong
      ·12:44
      我平仓了3手$PLTR 20250509 84.0 PUT$ ,来看看我最新分享的订单!
      1,303评论
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    • 葱葱贝果葱葱贝果
      ·11:21
      我平仓了1手$META 20250509 620.0 CALL$ ,meta自动sell call系统平仓,获得全部收益!
      1,605评论
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    • 葱葱贝果葱葱贝果
      ·11:21
      我平仓了1手$TSLA 20250509 330.0 CALL$ ,特斯拉sell call自动平仓,获得全部收益!
      2,309评论
      举报
    • 遥不可及777遥不可及777
      ·10:49
      我平仓了1手$META 20250509 550.0 PUT$ ,看好,业绩大增,回踩买了问题不大,不回踩吃权利金
      1,515评论
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    • Ying_cYing_c
      ·10:09
      我开仓了100.0股$纳指三倍做多ETF(TQQQ)$ ,来看看我最新分享的订单!
      1,359评论
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    • ARKK创新投资追踪ARKK创新投资追踪
      ·07:13
      ARKK Investment Tracker position change: Increased position in SoFi Technologies Inc. by 1,134 shares, the number of shares held increased 1.03% compared to the previous period and now represents 0.028% of the total position.
      2,0071
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    • ARKK创新投资追踪ARKK创新投资追踪
      ·07:13
      ARKK Investment Tracker position change: Increased position in Pacific Biosciences of California by 232,953 shares, the number of shares held increased 1.04% compared to the previous period and now represents 0.51% of the total position.
      2,0831
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    • ARKK创新投资追踪ARKK创新投资追踪
      ·07:13
      ARKK Investment Tracker position change: Increased position in Guardant Health Inc. by 8,127 shares, the number of shares held increased 1.04% compared to the previous period and now represents 0.62% of the total position.
      1,3592
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    • ARKK创新投资追踪ARKK创新投资追踪
      ·07:13
      ARKK Investment Tracker position change: Increased position in NVIDIA by 3,990 shares, the number of shares held increased 1.04% compared to the previous period and now represents 0.86% of the total position.
      1,2751
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    • ARKK创新投资追踪ARKK创新投资追踪
      ·07:13
      ARKK Investment Tracker position change: Increased position in Veracyte by 88,048 shares, the number of shares held increased 5.06% compared to the previous period and now represents 1.08% of the total position.
      1,3962
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    • ARKK创新投资追踪ARKK创新投资追踪
      ·07:13
      ARKK Investment Tracker position change: Increased position in Pinterest, Inc. by 23,289 shares, the number of shares held increased 1.04% compared to the previous period and now represents 1.19% of the total position.
      705评论
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    • ARKK创新投资追踪ARKK创新投资追踪
      ·07:13
      ARKK Investment Tracker position change: Increased position in Trade Desk Inc. by 11,109 shares, the number of shares held increased 1.04% compared to the previous period and now represents 1.22% of the total position.
      5061
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    • ARKK创新投资追踪ARKK创新投资追踪
      ·07:13
      ARKK Investment Tracker position change: Increased position in Illumina by 6,636 shares, the number of shares held increased 1.04% compared to the previous period and now represents 0.97% of the total position.
      3131
      举报
    • ARKK创新投资追踪ARKK创新投资追踪
      ·07:13
      ARKK Investment Tracker position change: Increased position in Recursion Pharmaceuticals, Inc. by 195,930 shares, the number of shares held increased 1.04% compared to the previous period and now represents 1.58% of the total position.
      793评论
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    • ARKK创新投资追踪ARKK创新投资追踪
      ·07:13
      ARKK Investment Tracker position change: Increased position in Roku Inc by 63,630 shares, the number of shares held increased 1.04% compared to the previous period and now represents 7.16% of the total position.
      3111
      举报
    • ARKK创新投资追踪ARKK创新投资追踪
      ·07:13
      ARKK Investment Tracker position change: Increased position in Shopify by 180,631 shares, the number of shares held increased 7.4% compared to the previous period and now represents 4.65% of the total position.
      152评论
      举报
    • ARKK创新投资追踪ARKK创新投资追踪
      ·07:13
      ARKK Investment Tracker position change: Increased position in Iridium by 23,814 shares, the number of shares held increased 1.04% compared to the previous period and now represents 1.14% of the total position.
      431
      举报
    • ARKK创新投资追踪ARKK创新投资追踪
      ·07:13
      ARKK Investment Tracker position change: Decreased position in Block by 134,242 shares, the number of shares held decreased 6.16% compared to the previous period and now represents 3.35% of the total position.
      171评论
      举报
    • ARKK创新投资追踪ARKK创新投资追踪
      ·07:13
      ARKK Investment Tracker position change: Increased position in Roblox Corporation by 57,981 shares, the number of shares held increased 1.04% compared to the previous period and now represents 7.45% of the total position.
      145评论
      举报
    • ARKK创新投资追踪ARKK创新投资追踪
      ·07:13
      ARKK Investment Tracker position change: Increased position in Deere by 1,239 shares, the number of shares held increased 1.04% compared to the previous period and now represents 1.11% of the total position.
      29评论
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    • choonhongchoonhong
      ·12:44
      我平仓了3手$PLTR 20250509 84.0 PUT$ ,来看看我最新分享的订单!
      1,303评论
      举报
    • 葱葱贝果葱葱贝果
      ·11:21
      我平仓了1手$META 20250509 620.0 CALL$ ,meta自动sell call系统平仓,获得全部收益!
      1,605评论
      举报
    • 葱葱贝果葱葱贝果
      ·11:21
      我平仓了1手$TSLA 20250509 330.0 CALL$ ,特斯拉sell call自动平仓,获得全部收益!
      2,309评论
      举报
    • 遥不可及777遥不可及777
      ·10:49
      我平仓了1手$META 20250509 550.0 PUT$ ,看好,业绩大增,回踩买了问题不大,不回踩吃权利金
      1,515评论
      举报
    • Ying_cYing_c
      ·10:09
      我开仓了100.0股$纳指三倍做多ETF(TQQQ)$ ,来看看我最新分享的订单!
      1,359评论
      举报
    • ARKK创新投资追踪ARKK创新投资追踪
      ·07:13
      ARKK Investment Tracker position change: Increased position in Pacific Biosciences of California by 232,953 shares, the number of shares held increased 1.04% compared to the previous period and now represents 0.51% of the total position.
      2,0831
      举报
    • ARKK创新投资追踪ARKK创新投资追踪
      ·07:13
      ARKK Investment Tracker position change: Increased position in Guardant Health Inc. by 8,127 shares, the number of shares held increased 1.04% compared to the previous period and now represents 0.62% of the total position.
      1,3592
      举报
    • ARKK创新投资追踪ARKK创新投资追踪
      ·07:13
      ARKK Investment Tracker position change: Increased position in SoFi Technologies Inc. by 1,134 shares, the number of shares held increased 1.03% compared to the previous period and now represents 0.028% of the total position.
      2,0071
      举报
    • ARKK创新投资追踪ARKK创新投资追踪
      ·07:13
      ARKK Investment Tracker position change: Increased position in Veracyte by 88,048 shares, the number of shares held increased 5.06% compared to the previous period and now represents 1.08% of the total position.
      1,3962
      举报
    • ARKK创新投资追踪ARKK创新投资追踪
      ·07:13
      ARKK Investment Tracker position change: Increased position in Recursion Pharmaceuticals, Inc. by 195,930 shares, the number of shares held increased 1.04% compared to the previous period and now represents 1.58% of the total position.
      793评论
      举报
    • ARKG基因组革命投资追踪ARKG基因组革命投资追踪
      ·07:13
      ARKG Investment Tracker position change: Increased position in Recursion Pharmaceuticals, Inc. by 81,510 shares, the number of shares held increased 0.7% compared to the previous period and now represents 5.52% of the total position.
      325评论
      举报
    • ARKG基因组革命投资追踪ARKG基因组革命投资追踪
      ·07:13
      ARKG Investment Tracker position change: Increased position in Pacific Biosciences of California by 78,324 shares, the number of shares held increased 0.7% compared to the previous period and now represents 1.45% of the total position.
      119评论
      举报
    • ARKK创新投资追踪ARKK创新投资追踪
      ·07:13
      ARKK Investment Tracker position change: Decreased position in Palantir Technologies Inc. by 74,880 shares, the number of shares held decreased 2.75% compared to the previous period and now represents 5.96% of the total position.
      357评论
      举报
    • ARKF金融科技投资追踪ARKF金融科技投资追踪
      ·07:13
      ARKF Investment Tracker position change: Decreased position in Palantir Technologies Inc. by 12,135 shares, the number of shares held decreased 3.24% compared to the previous period and now represents 5.36% of the total position.
      146评论
      举报
    • ARKK创新投资追踪ARKK创新投资追踪
      ·07:13
      ARKK Investment Tracker position change: Increased position in Trade Desk Inc. by 11,109 shares, the number of shares held increased 1.04% compared to the previous period and now represents 1.22% of the total position.
      5061
      举报
    • ARKW互联网投资追踪ARKW互联网投资追踪
      ·07:13
      ARKW Investment Tracker position change: Decreased position in Palantir Technologies Inc. by 20,249 shares, the number of shares held decreased 2.83% compared to the previous period and now represents 6% of the total position.
      87评论
      举报
    • ARKK创新投资追踪ARKK创新投资追踪
      ·07:13
      ARKK Investment Tracker position change: Increased position in Intellia Therapeutics by 89,124 shares, the number of shares held increased 1.04% compared to the previous period and now represents 1.35% of the total position.
      59评论
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    • ARKK创新投资追踪ARKK创新投资追踪
      ·07:13
      ARKK Investment Tracker position change: Increased position in Advanced Micro Devices by 10,269 shares, the number of shares held increased 1.04% compared to the previous period and now represents 1.92% of the total position.
      127评论
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    • ARKK创新投资追踪ARKK创新投资追踪
      ·07:13
      ARKK Investment Tracker position change: Increased position in Beam Therapeutics, Inc. by 59,892 shares, the number of shares held increased 1.04% compared to the previous period and now represents 1.9% of the total position.
      69评论
      举报
    • ARKK创新投资追踪ARKK创新投资追踪
      ·07:13
      ARKK Investment Tracker position change: Increased position in CRISPR Therapeutics AG by 74,869 shares, the number of shares held increased 1.12% compared to the previous period and now represents 4.61% of the total position.
      42评论
      举报