最终能再造几个拼多多,取决对中国供应链的重仓力度

锦缎研究院
7 hours ago

本文系基于公开资料撰写,仅作为信息交流之用,不构成任何投资建议“再造一个拼多多”的说法,出自上周五(12月19日)拼多多联席董事长赵佳臻在股东大会的发言。作为公司未来三年的战略核心,这一表述迅速引发投资者热议。从量化视角看:Temu 仅用三年就做到了拼多多国内主站约十年的业务体量,两者规模已相当。因此,“再造一个拼多多”意味着三年后,集团整体规模将达到现有(Temu + 主站)总和的两倍——...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10