低价不再是最重要优势,拼多多,遭遇“周期劫”

侃见财经
29 May

当“低价”不再成为电商行业的解药,企业的估值也会重构。作为周期性最为明显的行业之一,电商行业周期轮动显然更快。2019年之前,伴随着消费升级的浪潮,凭借着跨境电商优势,阿里一举成为市场最靓的存在。2020年之后,当高价以及海外购不再奏效,行业逻辑开始生变。拼多多手握“低价”和“仅退款”两张王牌,迅速成为了电商行业新的领头羊,巅峰期其市值一度超过了阿里,成为电商行业新的“一哥”。在此背景下,马云也曾...

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