$拼多多(PDD)$_老虎社区_美港股上老虎

$拼多多(PDD)$ 悬念提前揭晓，过两天会把我分析的过程发出来和大家讨论。拼多多真的是很少的，公司信息极度隐秘但收入结构清晰的公司(反观阿里业务就很杂)，所以很适合个体搜集信息来做判断。

拼多多Q4财报收入的确定性与不确定性

前提：本文适合有一定财务知识，了解过拼多多公司的朋友阅读，不然你都不懂我们在讨论什么。结论：Q4财报关键在于四季度国内拼多多是否稳定增长和 Temu是否持续爆炸增长。关键词：四季度，GMV，佣金收入逻辑：在研究完pdd历年财报和收入结构后，23年Q2Q3财报的超预期原因很明显， 1.国内市场下沉带来的pdd主体营收增加。 2.海外Temu作为第二增长曲线带来的巨额佣金收入。简单来说，用pdd和Temu的人和商家比预测的多太多了，并且拼多多的收入结构相较于jd和bb有明显优势。（下文将围绕流量和收入结构来数据分析pddQ4财报）指标： pdd国内指标 Temu指标网站每月流量： Feb23-Jul23 Aug23-Jan24 Temu卖家下载量： …. 未完待续,有人看就继续写

拼多多Q4财报收入的确定性与不确定性

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悬念提前揭晓，过两天会把我分析的过程发出来和大家讨论。拼多多真的是很少的，公司信息极度隐秘但收入结构清晰的公司(反观阿里业务就很杂)，所以很适合个体搜集信息来做判断。","highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/286328224075848","repostId":285610895909184,"repostType":1,"repost":{"magic":2,"id":285610895909184,"tweetId":"285610895909184","gmtCreate":1710734934176,"gmtModify":1710934202490,"author":{"id":3542545097404908,"authorId":3542545097404908,"authorIdStr":"3542545097404908","name":"三千波比","avatar":"https://static.tigerbbs.com/25d2b856d6812e44c47b9f795662cdf0","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":6,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-3","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"偶像虎友","description":"加入老虎社区1500天","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.02.29","individualDisplayEnabled":0},"individualDisplayBadges":[],"starInvestorFlag":false},"themes":[{"themeId":"88025a3874964b15a6cb5e204c8c6bf5","categoryId":"dfb621be5c8343ed8b1b54f82c69c3be","name":"我是如何玩转财报的","type":3,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/special/discussion&rndata={\"themeId\":88025a3874964b15a6cb5e204c8c6bf5}&rnconfig={\"headerBarHidden\": 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收入的确定性与不确定性","html":"<html><head></head><body>前提：本文适合有一定财务知识，了解过拼多多公司的朋友阅读，不然你都不懂我们在讨论什么。\n结论：Q4财报关键在于四季度 国内拼多多是否稳定增长 和 Temu是否持续爆炸增长。\n关键词：四季度，GMV，佣金收入\n\n<img src=\"https://static.tigerbbs.com/8f6922ba6aca8ba5b395c22a5cf9e45a\" tg-width=\"2174\" tg-height=\"326\">\n逻辑：在研究完pdd历年财报和收入结构后，23年Q2Q3财报的超预期原因很明显，\n1.国内市场下沉带来的pdd主体营收增加。\n2.海外Temu作为第二增长曲线带来的巨额佣金收入。\n简单来说，用pdd和Temu的人和商家比预测的多太多了，并且拼多多的收入结构相较于jd和bb有明显优势。（下文将围绕流量和收入结构来数据分析pddQ4财报）\n指标：\npdd国内指标\n\n<img src=\"https://static.tigerbbs.com/52431f84086e1264712f18f1187f2bd5\" tg-width=\"836\" tg-height=\"368\">\nTemu指标\n网站每月流量：\nFeb23-Jul23\n\n<img src=\"https://static.tigerbbs.com/06757b58133ec63d4be583146e61da3d\" tg-width=\"1376\" tg-height=\"666\">\nAug23-Jan24\n\n<img src=\"https://static.tigerbbs.com/b7bde5413494eac9863b2728622e4eed\" tg-width=\"2176\" tg-height=\"1048\">\nTemu卖家下载量：\n\n<img src=\"https://static.tigerbbs.com/80d49b515673dff3cdd3e8fd3c3525b9\" tg-width=\"2130\" tg-height=\"840\">\n….\n未完待续,有人看就继续写</body></html>","htmlText":"<html><head></head><body>前提：本文适合有一定财务知识，了解过拼多多公司的朋友阅读，不然你都不懂我们在讨论什么。\n结论：Q4财报关键在于四季度 国内拼多多是否稳定增长 和 Temu是否持续爆炸增长。\n关键词：四季度，GMV，佣金收入\n\n<img src=\"https://static.tigerbbs.com/8f6922ba6aca8ba5b395c22a5cf9e45a\" tg-width=\"2174\" tg-height=\"326\">\n逻辑：在研究完pdd历年财报和收入结构后，23年Q2Q3财报的超预期原因很明显，\n1.国内市场下沉带来的pdd主体营收增加。\n2.海外Temu作为第二增长曲线带来的巨额佣金收入。\n简单来说，用pdd和Temu的人和商家比预测的多太多了，并且拼多多的收入结构相较于jd和bb有明显优势。（下文将围绕流量和收入结构来数据分析pddQ4财报）\n指标：\npdd国内指标\n\n<img src=\"https://static.tigerbbs.com/52431f84086e1264712f18f1187f2bd5\" tg-width=\"836\" tg-height=\"368\">\nTemu指标\n网站每月流量：\nFeb23-Jul23\n\n<img src=\"https://static.tigerbbs.com/06757b58133ec63d4be583146e61da3d\" tg-width=\"1376\" tg-height=\"666\">\nAug23-Jan24\n\n<img src=\"https://static.tigerbbs.com/b7bde5413494eac9863b2728622e4eed\" tg-width=\"2176\" tg-height=\"1048\">\nTemu卖家下载量：\n\n<img src=\"https://static.tigerbbs.com/80d49b515673dff3cdd3e8fd3c3525b9\" tg-width=\"2130\" tg-height=\"840\">\n….\n未完待续,有人看就继续写</body></html>","text":"前提：本文适合有一定财务知识，了解过拼多多公司的朋友阅读，不然你都不懂我们在讨论什么。 结论：Q4财报关键在于四季度 国内拼多多是否稳定增长 和 Temu是否持续爆炸增长。 关键词：四季度，GMV，佣金收入 逻辑：在研究完pdd历年财报和收入结构后，23年Q2Q3财报的超预期原因很明显， 1.国内市场下沉带来的pdd主体营收增加。 2.海外Temu作为第二增长曲线带来的巨额佣金收入。 简单来说，用pdd和Temu的人和商家比预测的多太多了，并且拼多多的收入结构相较于jd和bb有明显优势。（下文将围绕流量和收入结构来数据分析pddQ4财报） 指标： pdd国内指标 Temu指标 网站每月流量： Feb23-Jul23 Aug23-Jan24 Temu卖家下载量： …. 未完待续,有人看就继续写","highlighted":2,"essential":2,"paper":2,"link":"https://laohu8.com/post/285610895909184","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["PDD"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":561,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":1711,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["PDD"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":["晒单贴"],"commentAndTweetFlag":false,"upFlag":false,"length":172,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":286330189156528,"gmtCreate":1710932387673,"gmtModify":1710932391693,"authorId":5400656025182,"author":{"id":5400656025182,"authorId":5400656025182,"name":"vision","avatar":"https://static.tigerbbs.com/d67e47e5bb77491f2c37ae81c5386950","vip":2,"currentWearingBadge":{"badgeId":"754899bf0917479fa68cfac1ea371651-3","templateUuid":"754899bf0917479fa68cfac1ea371651","name":"月赛Top 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30","bigImgUrl":"https://static.tigerbbs.com/bab36647d2fef434591d98840a0e14e3","smallImgUrl":"https://static.tigerbbs.com/2c1fbb8cd49ea5ce97d1c4e5156cd94e","grayImgUrl":"https://static.tigerbbs.com/9f704f6844c30047bae431a61c5cbe3d","redirectLinkEnabled":1,"redirectLink":"https://www.tigerbrokers.com.sg/activity/market/2023/stock-contest?adcode=StockContest2023","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.01.03","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":5400},"hat":"https://static.tigerbbs.com/4c5ceab71416b120bab4604c0754b52a","crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[{"badgeId":"3f8f4b8c193b4343a88817ce07587dbd-1","templateUuid":"3f8f4b8c193b4343a88817ce07587dbd","name":"星级创作者","description":"社区优质创作者：发表过3篇及以上精华帖，且30天内发表过至少一篇精华帖并参与过评论","bigImgUrl":"https://static.tigerbbs.com/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://static.tigerbbs.com/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://www.laohu8.com/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.05.15","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"},"individualDisplaySort":1,"categoryType":2007}]},"repliedAuthorId":0,"objectId":286328224075848,"type":1,"supId":0,"prevId":0,"content":"很期待你的分享","text":"很期待你的分享","html":"很期待你的分享","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":286335914344728,"gmtCreate":1710933789140,"gmtModify":1710933792850,"authorId":3542163055568658,"author":{"id":3542163055568658,"authorId":3542163055568658,"name":"nicegame","avatar":"https://static.tigerbbs.com/80d283fd7836c72a00e4b7af1811a186","vip":1,"currentWearingBadge":{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.03.09","exceedPercentage":"93.97%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1101},"hat":"https://static.tigerbbs.com/ae1f49570794979e009a5efdeb6f4789","crmLevel":8,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":286328224075848,"type":1,"supId":0,"prevId":0,"content":"厉害👍 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拼多多Q4财报 收入的确定性与不确定性

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拼多多Q4财报收入的确定性与不确定性