拼多多的增量困局:国补未享、Temu受阻、高频入口缺失上月底,拼多多发布了2025Q1财报。营收956.7亿元,同比增长10%,净利润为147.42亿元,同比大幅下降47%,一时间引发热议。经过一周的发酵,各种看法基本定调,有业内人士认为这是拼多多为长远发展着想,主动降速做的短期调整,是真金白银补贴的后遗症。也有股民说这是拼多多运营不佳,没有吃到国补红利还要跟价补贴,牺牲了他们股民的利益。在Q1...
Source Link拼多多的增量困局:国补未享、Temu受阻、高频入口缺失上月底,拼多多发布了2025Q1财报。营收956.7亿元,同比增长10%,净利润为147.42亿元,同比大幅下降47%,一时间引发热议。经过一周的发酵,各种看法基本定调,有业内人士认为这是拼多多为长远发展着想,主动降速做的短期调整,是真金白银补贴的后遗症。也有股民说这是拼多多运营不佳,没有吃到国补红利还要跟价补贴,牺牲了他们股民的利益。在Q1...
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