01投资哪个电商平台，需要先推断电商形态的终局24年国内社会消费品零售总额为48.8万亿（同比增长3.5%），其中实物商品网上零售额13.1万亿（同比增长0%），实物商品电商渗透率27%。随着渗透率见顶，电商行业已进入存量竞争阶段。要投资哪个电商平台，核心是要进行电商终局的推演，而要判断电商终局，需要先思考几个问题：过去几年各电商平台真实GMV（指去掉未支付、退款、退货等水分后的GMV）的市占，...
Source Link01投资哪个电商平台，需要先推断电商形态的终局24年国内社会消费品零售总额为48.8万亿（同比增长3.5%），其中实物商品网上零售额13.1万亿（同比增长0%），实物商品电商渗透率27%。随着渗透率见顶，电商行业已进入存量竞争阶段。要投资哪个电商平台，核心是要进行电商终局的推演，而要判断电商终局，需要先思考几个问题：过去几年各电商平台真实GMV（指去掉未支付、退款、退货等水分后的GMV）的市占，...
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