$拼多多(PDD)$_老虎社区_美港股上老虎

七七得几
2018-09-05

$拼多多(PDD)$的产生有它的必然性。阿里一个平台已经容不下供给容量。尤其是不同层次供给，阿里必须要做出取舍。阿里着重发展天猫，淘宝被掏空。这就给拼多多的掘起提供了历史机会。

我不认为拼多多会局限于现在的低端。往上打是必然的。其实阿里的护城河可能很深，但也不是没有弱点。只要拼多多有足够的流量和用户，已经存在的阿里商户在拼多多开店几乎没有成本。对于不适应阿里算法与流量的商户，也可以在拼多多发现新市场机会。对于阿里来说，多了一个平台，自己能收的租子就少了。拼多多现在完全低价野蛮增长，难受的是阿里。这是我的买入逻辑。目前同时持有阿里巴巴，拼多多，京东。重仓拼多多。27以下逢低加仓京东。

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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陈玉歌
·2018-09-05
今天的涨完全是因为京东出事
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- DaBao:
  那阿里怎么跌了？京东和拼多多都是腾讯系列的
  2018-09-05
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串串香
·2018-09-06
大饱口福失不再来
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老夫的少女心_
·2018-09-05
社会社会
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